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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U B (Holdings) Ltd: A Super Bullish Chart Pattern

You have seen the Chartical Part, which is very explosive for the bulls. Now let us consider some fundamental part too. Let us examine some of its holdings:
1. United Breweries Holdings Ltd  holds  18.03% in United Spirits Ltd.
2. Gem Investment & Trading Company Pvt Ltd, promoter group company holds 1.63% in UNITED BREWERIES LTD.
3. United Breweries Holdings Ltd holds 37.18% in U B ENGINEERING LTD.
Now, the point is that a brokerage house has increased the target for United Spirits Ltd to around Rs.2200, this gives further upside for the scrip of U B (Holdings) Ltd. Moreover, the book value of the shares of the company is Rs.236.90. In such a circumstance, I am expecting a minimum price of Rs.140 for the scrip in the next few trading sessions. 

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