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:
Northgate Technologies Ltd hits the 20% upper freeze on the Muharat Trading day. Those who have averaged the scirp on my suggestions are now sitting with healthy profit, which will increase in the days to come. This will silene the mouth of many of my critics. Same is going to happen to many of my recommended counters.
Refex Refrigerants Ltd, moved to Rs.39, before cooling down a bit. If you remember the stock was repeatedly recommended around Rs.22-24 ranges.
Balaji Amines Ltd recommended around Rs.167-168, touched Rs.256 today. The stock gave very good returns to the patient investors.
Sanguine Media Services Ltd hit the 2nd consecutive buyer freeze today. Same thing is going to happen in Avon Corporation Ltd and Jupiter Bio Sciences Ltd--no one will be able to stop them from reaching their respective targets.

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