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
The State Bank of India Ltd recommended at around Rs.167-168, some weeks back, today touched Rs.203. The investors can book partial profits and enter Punjab National Bank Ltd at around Rs.77, for  targets of Rs.83-87.One can also accumulate Allahabad Bank Ltd at Rs.52-53, for a target of Rs.61; in the short term. The Punjab National Bank Ltd is the 3rd largest bank in India. 

Mcleod Russel India Ltd, recommended a couple of days back in this blog at Rs.181.70, today touched Rs.186, intra-day. The stock is soon expected to cross Rs.190, due to revival of the tea sector. 

Engineers India Ltd recommended around Rs.177, today touched Rs.184.50. The next target for the scrip is Rs.191, which it should achieve within a couple of weeks.  

Reliance Communications Ltd recommended today at Rs.49.50, today touched Rs.50.60, intra-day. The stock should give decent returns over a period; as it shares infrastructure with Mukesh Ambani's Reliance Jio. 

Moreover, you should go full hog on all Anil Ambani Group Companies (ADAG) as according to a report published in DNA India, on 27 May, 2016:
Anil Ambani’s ADAG has set aside assets worth Rs.59,761 crore to manage a debt of Rs.1,24,956 crore. That is a little less than 50 per cent of the total debt. Reducing debt will improve not only the balance sheet of the corporation, but also that of the banks with their stressed assets.
Vedanta Ltd recommended around Rs.61-62, today again touched Rs.107. In the 1st week of May, 2016, it touched Rs.114 -- almost doubling in less than 6- months.  

 Adani Enterprise Ltd recommended at Rs.71.35 on 25 May, 2016, touched Rs.74, intra-day. The stock will slowly move towards Rs.87-88, in the short term. 

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