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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DO YOU KNOW?
Rohit Ferro-Tech Ltd (Rs.6.53) earlier informed the BSE, that Company's Factory at Haldia, Purba Mednipur, was under suspension of work from July 01, 2015. The Suspension of work was mainly on account of the following reason:

Substantial gap in Tariff of electricity by the West Bengal State Electricity Distribution Co. Ltd. (WBSDCL) and Damodar Valley Corporation (DVC). For the Company's Haldia Plant, the Company have to procure electricity from WBSEDCL, whose rates are 30% higher compared to DVC and as a result the Company is incurring huge losses.

This a good news for the shareholders, as the company might now think of procuring electricity from DVC instead of WBSDCL. The scrip should slowly move towards Rs.8-9.5 in the coming days--remain invested.

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