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:
Jupiter Bio Science Ltd touched Rs.77.85 before cooling down a bit. The stock is expected to shoot up in the days to come. In the morning the following news is first sent to Paid Groups and then in Face Book: The GDR placement is expected to take place very soon (within the next 10-12 days).
My morning call Nagarjuna Fertilizer, at Rs.34, touched Rs.39.10 today, intra-day. The following message is sent to the Paid Groups in the morning: Fertilizer, Shipping and Oil shares may outperform the market. Buying interest may emerge if Nifty manages to cross and hold above 6150 level.
My recommended Refex Refrigerants Ltd touched all time high today also before cooling down a bit. The stock was repeatedly recommended both the free and paid groups, starting from Rs.23.
Essar Oil was recommended to the Paid Groups in the morning mail at Rs.153, SL-Rs.145, T-Rs.165. The stock touched Rs.158.40 intra-day today.

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