The Repo Rate Hike: Inflation Gave the Cover, the Rupee Gave the Reason

By -
Image
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...
Post a Comment
By -
WINNING STROKES: THINK DIFFERENT
Jai Balaji Industries Ltd has been moving up since my write-up was put in SumanSpeaksPlus. The company has  a number of mines and the current price, does not reflect the true value of the scrip. Today the scrip hit the buyer freeze at Rs.26.95.
Gitanjali Gems Ltd recommended in this blog, only a couple of days back today touched Rs.93.10, before closing at Rs.92.10. The scrip would be moving towards Rs.110-112, in the coming days, and hence have this scrip in your portfolio. 
IVRCL Ltd recommended last week in this blog hit the buyer freeaze at Rs.26.55. The company will be one of the major beneficiaries of the government of India's largesse. The scrip would be slowly moving towards Rs.31-32, in the coming days.
PVP Ventures Ltd today touched Rs.9.75, intra-day, before closing at Rs.9.29. The stock might be slowly moving towards Rs.10-11, in the coming days. However, this is a very volatile counter and hence investors must be very cautious while entering this scrip.
Birla Shloka Edutech Ltd, which is expected to get an order from Orissa (Odisa), has an order book of around Rs.500 crore-plus and Book Value of Rs.50.36, today hit the upper circuits. The investors were repeatedly asked to buy the scrip, after Aditya Birla Group, supremo, Mr.Kumar Mangalam Birla, came in aid of his cousin, Mr.Yash Birla and Birla Family virtually throwing their weight behind  him. Earlier, Rs.30 crore was advanced to Mr.Yash Birla by cousin and businessman Kumar Mangalam Birla to repay FD investors of Birla Power Solutions. Moreover, Mr.Kumar Mangalam Birla is recently in news for increasing his stake in the B K Birla Group of companies. 
Shiv-Vani Oil and Gas Exploration Ltd today moved to Rs.24 before closing at Rs.23.65, up 2.16%. At present the company is implementing the CDR scheme. 

Comments

Post a Comment

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more