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
1. Rolta India Ltd (Rs.60.20) moved to Rs.65.40 yesterday. The stock was recommended some days back at Rs.51.70-51.50 and later when it moved to Rs.53-54.85 profit booking was suggested, with future entry above Rs.54.70. Hope, you have made some money in the scrip.

2. Unitech Ltd, tanked to Rs.7.55 yesterday in the NSE, after touching an intra-day high of Rs.8.55. The scrip if you remember was recommended around Rs.5.05-5.25, some weeks back. Hope most of you who entered above Rs.6.50, make a short term killing in the scrip.

3. My recently recommended Reliable Defense and Engineering Ltd (Rs.62.10) moved to Rs.64.10, in the NSE, yesterday. Narendra Modi's maiden visit to Israel has brought positive sentiments in defense related stocks among the investors; as the Prime Minister has clocked and locked deals and has firmed up economic ties with the technologically advanced and innovation-driven nation. On the other side, his Israeli counterpart Benjamin Netanyahu announced the establishment of a $40 million innovation fund to promote technological cooperation between India and Israel. Reliance Defense is now a huge company in the defense sector, and the Stock could cross Rs.100 in the medium term - remain invested.

4. Those who had entered Future Enterprises Ltd (Rs.34.30) at around Rs.18-18.50, can book profits and exit the counter. You can again take entry above Rs.38.50. 

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