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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HDIL: Bullish pattern is slowly building up
Today inspite of the RBI not coming up with either a Repo rate cut or a CRR cut, the scrip closed near its day's high. This indicates that there is interest in the scrip, from the punters to make quick bucks. This scrip  has already fallen from Rs.120 plus to the current level. Hence, it should be accumulated, because we are now gradually approaching towards the results of the June, 2013 quarter. Hence, the effect of the March, 2013 quarter results are expected to be over soon. CMP: Rs.37 .75.

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