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 recommendations:
After the success of Yesterday's Call on Sanjeevani Parenterals Ltd at Rs.33, many people have pressed for a free call. The problem is that everyday it is not possible to give calls, besides one has to make money from it, and information does not come always. It is useless to give calls everyday, if the net income from the calls is negative..!!
Considering their case and taking note of all their wishes, I am recommending KEI Industries Ltd (BSE code-->517569) at the Current Price of Rs.79. The company is into the manufacture of electrical cables and has been one of the largest suppliers of cables to department of telecommunication (DoT), government of India. It hasestablished its position in the core sector projects in India and plant locations in New Delhi, Alwara and Rakholi. Its product range includes control cables, LT power cables, instrumentation cables, telecom cables and house wires cables. Its customer base consists of BHEL, Siemens,ABB, Alstom, L&T, BPCL, ONGC, GAIL, IOCL, Tata Chemicals, ACC, Gujarat Ambuja, Tata Steel and SAIL etc. Company is converting the JFTC plant into a facility for production of power,control and instrumentation cables. The company has also decided to expand its product range to high-tension power cables and it has lot of projects in hand. The company technically looks good for investment at this price. More detaila later on www.sumanspeaksplus.blogspot.com.
Keep adding Premier Explosives Ltd (as the company is expected to come up with bumper results for the FY--06-07 and also for Q4 FY--2006-07. For details please visit: http://www.bcozindia.com/SumanMukherjee.asp) & Southern Online Bio Technologies Ltd(The company could start commercial production soon besides it is also expecting to get a big order from Andhra Pradesh State Transportation Corporation Ltd, which is expected to absorb 70% of its its produce and there will be hardly any inventory built up) at the current prices. Also Kernex Microsystem Ltd is looking very good at the current price of Rs.146--Rs.147 range. This is a great stock in the engineering space....Please, avoid Tetedata Informatics Ltd and all software counters, as appreciating rupee will have a negative effect on their balance sheets, specially those which derives substantial parts of their revenues from exports.
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