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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IVRCL Ltd: Buy in Bulk
CMP: Rs.25.15
Two Prime Triggers:
(i) Rights Issue probably at a price which could be higher than the current market price of Rs.25.15. The Book Value of the shares of the company is Rs.47.33, which is almost double the current market price. 
(ii) The implementation of the CDR Package, apart from the government help. Once the company starts to get financial assistance, in terms of working capital needs, its order book of around Rs.20, 000 Cr, would get slowly implemented. There are other positives, also which I cannot disclose at the current moment. 

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