The Repo Rate Hike: Inflation Gave the Cover, the Rupee Gave the Reason

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence RBI Policy Decoded The Repo Rate Hike: Inflation Gave the Cover, the Rupee Gave the Reason The RBI raised the repo rate by 25 basis points to 5.50 percent on 7 October 2026. With the rupee at ₹96.78 to the dollar, the Fed at 3.75–4.00 percent and bank credit growing near 18 percent, the fuller story is bigger than August CPI of 4.8 percent. The Reserve Bank of India raised the repo rate by 25 basis points to 5.50 percent on 7 October 2026. It is the first hike since February 2023, and the stance has moved from neutral to calibrated tightening. The rate decision was unanimous. The Governor cited inflation. The Monetary Policy Committee said the inflation outlook is no longer as comfortable as it was last year, and near-term rate cuts were taken off the table. That is the official story, and it is not wrong. But it is incomplete. Look at what surrounds the decision: a rupee near its record...
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Mid-day Masala:
Buy:
1. Monnet Ispat at Rs.170, SL-->168.
Since the steel prices are rising and the coal prices are coming down it will add to the fundamentals of the company. Already Posco has increased the price of some of its steel products. I have been telling from the last month that there there might be increase in the steel prices in the months of August. Those who are in SumanSpeaks group, please search my previous mails to confirm this.
2. Samkrg Piston and Rings Ltd at Rs.82--->SL-->Rs.79. This is still available at dirt cheap price. With the current EPS ( Considering Q1FY-06-07 Results of the company) the stock should at least trade above Rs.140....But look at the price at which this auto ancilliary major is trading. If we consider the P/E of major AUTO ANCILLIARY companies, Like Bharat Forge, Amtek Auto, Rane Brakes etc, this should trade not less than Rs.300 with the current fundamentals. Its exports are picking up and its past export initiatives are paying now. More in the following mails...Thsi stock is also being recommended by www.10paise.com recently at Rs.75.
3. Essar Shipping Ltd at Rs.25 with a SL ---->Rs.22. Target Rs.37 and Rs.54.
The company recently came out a proposal to buy more tankers. The company now has a huge fleet and compartively young. The freight rates are expected to go over the roof as the international oil prices are rising. Most of the Shipping companies have appreciated with this news barring this company. This company has also sold Vadinar Terminal, whose effect will be seen in the next quarter results. More in the following mails.....
And, Hold Helios & Matheson Software Comany Ltd with a stop loss of Rs.170 and Rs.165. If it crosses Rs.175 book some partial profits and keep the rest.
More some of my previous recommended picks like PBA Infrastructure Ltd and Hazoor Media and Power Ltd hit the circuits in the mid-afternoon trade. Soma Textiles and Industries Ltd have also started to move up, so keep watch. See the volume in Chandra Prabhu International Ltd...
Also, there are attemps by some media channels to present all the Real Esate and Construction Companies in the same light....Please do not listen to all these bullshits who are trying to script a different story, unrelated to the present scenario. The truth is that, barring few a companies like Mahindra Gesco, Unitech, Gammon India Ltd, IVRCL Infrastructure, Nagarjuna Construction Ltd, Simplex Construction Ltd, etc., many real estate companies can be bought at the current price.
Best wishes,
Suman Mukherjee
India.
Note: Google is creating problem in this blog, as I have removed their ads. So please use www.pkblogs.com/sumanspeaks if the site does not open in a normal way. Everytime I write something, I have to send this note, as the site never open otherwise..

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