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

By -
Image
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...
Post a Comment
By -
ONE OF THE MOST UNUSUAL AND PROBABLY THE BEST MAIL, IN THE LAST COUPLE OF DAYS:
THAT'S THE SPIRIT....LOVE YOU ALL....!!
Hi Mr. Sumanji - Stand for Election, be assured of my Vote..!!

Hi Mr. Sumanji,
                      I may be out of market with losses mounting over my head.  Bad investments in my earlier style cost me to watch now in sideline, but one thing is sure, I never-NEVER FAIL to read your blog.
You are bold, YOU HAVE THE STAMINA to take on rascals, because you are sincere, and ever loving to help poor investers.
Your inspiration, your confidence has put many a investor warm balm, even after severe beating in the furious stock market.
Let The Almighty Be With You, and bless you abundantly.
(By the way, do you sleep in your sleep, or work even in your sleep.  I HEREBY CONFOR ON YOU  DOCTORATE  IN STOCK MARKET, FOR EARTHING & DIGGING OUT GEMS with no tools, but just using fully the mind which God has given you, also for exposing boldly monkeys, donkeys, snakes, dears of the stock market without fear.  Mr. Sumanji, for me you are the James Bond of the Stock Market. I like to see your salvos, hitting dischoooooooooo to shrewd stock pundits.
Best Regards :
Norbert N. Sequeira
(NORBERT N SEQUEIRA)
Mumbai,
India.

Apart from the above Mr.K Sridharan writes from Qatar (Gulf), which is equally affectionate!!
Suman Bhaiya,  
Very good morning to you.  I read your blog yesterday and could understand your pain.  Don't worry about other peoples comments.  You have a solid set of true followers who have benefitted a lot and will always support you.  Can I buy Vision Corporation today - the price is Rs 4.92 ?

Comments

Post a Comment

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more