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 STROKE: THINK DIFFERENT:
Yesterdays morning call Glory Polyfilms Ltd (BSE Code; 532857) to the Paid Groups,  hit the 10% upper freeze in the morning trade. What message did I send to the Paid Groups regarding Glory Polyfilms Ltd??!!
Alok Industries Ltd recommended around Rs.19 and Rs.22-24 ranges touched Rs.28.40 yesterday. One of Highest roll overs were seen Textile sector along with sugar, infrastructure/realty, telecom, fertilizer, hotel/resort , etc. segments.
Avon Corporation Ltd is coming up with results on 30th October, 2010. ICICI Ltd and Angel Broking Ltd  holds good position in the company. The stock has given one of the highest dividend yields of 6.06% at this price.  I think the price came down in the last few weeks, due to wanton selling by India Focus Cardinal Fund which sold its entire holding of 2,737,389  shares or 4.24% shares of the company. But then, in between, the entry of ICICI Ltd with a holding of 2.78% is not bad at all in this context. I hope most of you  are holding the shares of this company. The book value of the shares of the company is Rs.12.70 and the market cap is only Rs.31.97 Cr. The shares of Avon Corporation Ltd are heading towards Rs.11-12 range within a short time.
Vision Corporation Ltd touched Rs.4.70 yesterday. If you remember the scrip was recommended at Rs.3.70-3.72 very recently.

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