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: Limping Back To Normalcy
India's current account deficit (CAD) for the March quarter was $18.1 billion, or 3.6 per cent of GDP, lower than expected and below the $21.7 billion deficit a year earlier.

 The current account gap for the full fiscal year ending in March 2013 touched a record high of 4.5% of GDP at $87.8 billion, compared with $78.2 billion (4.2%) a year earlier.

 The central bank's comfort level for CAD is 2.5 per cent of GDP.

 The April-March CAD stood at $88.2 billion and the Q4 Balance of Payments ( BoP) stood at a surplus of $300 billion versus a $600 billion deficit year-on-year.

This has again made the Real Estate Sector look attractive at the current price levels. CMP: Rs.35.15

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