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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Today's afternoon Calls:
1. Buy Samkrg Piston and Rings Ltd at Rs.86. The company came out with very good results in the September, 2006. This result has been overlooked by the market. 2. Buy Soma Textile & Industries Ltd The company came out with good results in the September, 2006 quarter. The company will benefit from the restructuring exercise it carried last year and till the first part of this year. 3. Buy Roto Pumps Ltd. The company has completed the restructuring exercise and is on a move. Good price to pick the stock from the market. Should move up to Rs.80---Rs.90 in 8 month--18 months time. Pumps are necessary for infrastrucuture development and also in the agriculture sector. Both the sectors are given special impetus by the government. ALways have a long term view....PBA Infrastructure Ltd and Haldyn Glass is doing well today. More in the following mails.... Best wishes, Suman Mukherjee India. www.pkblogs.com/sumanspeaks

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