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:

Yesterday, the Indian Stock Markets behaved as expected and as mentioned in the morning in Face Book---in the late afternoon trade an "Avalanche of Bulls" proliferated the TRADING RING, taking control of the affairs of the both BSE and NSE. It was mentioned  in Face Book, yesterday morning, that as soon as Nifty crosses 4930--4950, range an avalanche of bulls could dominate the proceedings of the bources--ditto happened as the Sensex soared by more than 250 points in the last afternoon trade. 

Refex Refrigerants Ltd hits the buyer freeze both in BSE and NSE.The company's renewal energy projects are expected to go on stream from June, 2010. Those who are holding the shares can continue to do the same. I have however taken some new position yesterday. I remember buying this  scrip around Rs.65-67 in 2007 and then selling around Rs.150. The scrip however moved much higher after I exited. 

Hilton Metal Products Ltd is coming up with  results on 31st May, 2010. The company is also expected to come up with dividend. Hence keep a watch on the counter.

There are also some good news for the shareholders of Sanguine Media Services Ltd. The company as you all know makes programmes for Gemmini TV, a group company of Sun TV Network Ltd. We also know that, Sun Network is India's largest media conglomerate and has powerpacked 20 (Twenty) TV Channels with the reach of more than 95 million households in India. Sun Network's channels can be viewed in 27 countries including U.S.A, Canada, Europe, Singapore, Malaysia, Srilanka,South Africa, Australia and New Zealand. Also, Sun Direct is one of the largest DTH (Direct To Home Satellite TV service) service provider in India having more than 5.3 million subscribers and Sun Pictures the film division of Sun Network produces / releases atleast 8 movies every year. NOW SANGUINE COULD PRODUCE SERIALS FOR UDAYA TV, ANOTHER SUN GROUP COMPANY. The company hopes to produce serials for other channels also of the Sun Group, which is a great news considering the number of Channels Sun TV has. Sanguine Media, however, cannot make contents for other channels because it isbound by a contract with Sun TV. So if the company starts producing serials for other Sun Group channels also, then the revenue generated in future could be much greater than what it is generating now. Moreover, the company hopes to improve its TRP rating from this quarter onwards. In the event management section it hopes to get repeat order from ICICI Bank Ltd. Hence, the shares of Sanguine Media Services Ltd could touch Rs.18--20, any time from now. The book value of the shares of Sanguine Media Services Ltd is Rs.19.82. Sanguine Media Services Ltd is coming up with results on 31st May,2010, which will be according to the expectations (no fireworks).  Besides this the company is presently doing a project for Godrej Ltd. There was a block deal of 1, 03, 590 shares of Sanguine Media Services Ltd at Rs.3.11 on 25/05/10 (25th May, 2010) according to the statistics coming out from the Bombay Stock Exchange (BSE)---seems time has come for the stock to race towards Rs.20 mark. 

Those investors with a long term view can buy the shares of Ambalal Sarabhai Enterprise Ltd. Also Tantia Construction Ltd has been recommended to the Paid Members in the Sunday Report.

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