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
Glodyne Tech Ltd hit the buyer freeze in the opening trade at Rs.10.41 on the BSE. The book value of the scrip is whooping Rs.180.27 and its market cap is only Rs.47 Cr, which is nowhere as compared to the total income of the company in FY13 (Rs.1187.19 Cr). Can you believe that you are buying a scrip, whose FY13 income was Rs.1187.19 but the market cap is only Rs.47 Cr? The scrip was recommended a buy to the Paid Members only a couple of days back.
Central Bank Ltd whose chart turned bullish yesterday, as was mentioned in this blog, today gave a triangle break out pattern. The next target is Rs.71-72 if the current market condition prevails.
IVRCL Ltd whose chart was also showing some formation today moved to Rs.16.85 before settling at Rs.16.50. I have raised the target of the scrip to Rs.27.

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