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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WINNING STROKES: THINK DIFFERENT:
Tata Steel Ltd recommended a couple of days back, reached its target of Rs.600 today in the intra-day. I think most of the Paid Members have booked their very short term profits. 
Northgate Technologies Ltd races ahead to cross Rs.19, in the intra-day trade. The company is expected to come up with write-off free balance sheet in the Q4FY10. This is after a long time. 
Hilton Metal Forgings Ltd consolidates after it mad run yesterday. The company is venturing into new businesses. Moreover, according to the sources close to me Q4FY10, results are also expected to be good. The company mainly makes the FORGINGS FOR OIL & GAS / REFINERIES / PETRO CHEMICAL SERVICES  / ENGINEERING FIELDS.

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