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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Market Mantra
IT IS NOW OFFICIAL: The Promoters of CINEMAX INDIA LTD  are looking to sell their stake in the company but have not yet finalised any definitive agreements. PVR is set to buy out the 141-screen multiplex chain CINEMAX INDIA and has offered to buy the promoters' stake at 170-180 rupees per share. We are already getting the price movements in the shares of both Cinemax India Ltd and Cinemax Properties Ltd too. I think Cinemax Properties Ltd would be one of the biggest beneficiaries of this deal. The scrip is now trading at Rs.20. The scrip has  been asked as a strong buy ta Rs.17, when it fell. 
Buy Tulip Telecom  Ltd at Rs.37.50, T--Rs.44, SL--Rs.34. When most of the telecom stocks have started to do well, I think this stock will also move up.
Meanwhile, my recommended Onmobile Global Ltd is also moving up---in the morning trade it touched Rs.43.50.
By Nifty_Futures at 5613--5614, T--5670, SL--5590. I think the present condition looks bullish for Nifty.
Buy Reliance Power Ltd at Rs.90-91, T--Rs.97--100, SL--Rs.86. The ministry of power has clarified that the company's ultra mega power project in Tilaiya enjoys exemption from a key provision of the Forest Act requiring it to provide non-forest land to compensate for the loss of forest land acquired for the project. This is a great relief for the company and the scrip should react positively. 

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