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
Yesterday's call on Nifty_Futures, reached both the 1st and 2nd targets today. There is not much negative news in the markets and this is a great news for the bulls. Wait for some more upper movements, as large scale short covering is about to take place. Many brokerage houses and Advisory Services, who gave a sell call are in great trouble. The Levels will be given to the Paid Group members and to those who trade through my recommended brokerage house. 
Yesterday's call Wipro Ltd touches Rs.351.90 today, before closing at Rs.350.75. The IT sector is expected to do well in the coming days, due to obvious reasons (I think I do not have to mention the same reasons every-time). Buy Glodyne Tech Ltd (CMP: Rs.9.80). 
Yesterday's call Mastek Ltd at Rs.117-118, today touched Rs.121.85 before closing at Rs.120.80. The company came out with decent set of numbers for the Q4FY13.

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