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
Mandhana Industries Ltd hit another buyer freeze in both the exchanges and it closed at Rs.14.21 in the BSE. Congratulations to all those who bought the scrip reading this blog.

Reliance Defence and Engineering Ltd today clocked a huge volume of more than 38 lakh shares and closed at Rs.61.10, marginally down from its previous closing price. Also, the percentage of  Deliverable Quantity to Traded Quantity was whooping ~50%, which means large scale accumulation is going on in the counter as the shares are changing ownerships. The stock is currently placed above its 50D, 100D, 150D and 200D SMAs and EMAs, which itself is a bullish indicator. I have mentioned earlier that this stock will make fresh 52-week high in the coming days; so remain invested.

Unitech Ltd further tanked to Rs.7 today after profit booking was suggested in the counter some days back at around Rs.8.50-8.70. It is expected to slide down further and come near Rs.6. It rose suddenly because a Gujarat based operator named Arvind Bajaj, who has a large fan following in that "Brothel" called MMB gave a buy on the scrip.

I have another scrip like Mandhana Industries Ltd which could give good returns in the short term. Those who are interested to know the name of the scrip should deposit a cheque of Rs.10,000 in my bank account. You can contact me at: suman2005s@rediffmail.com.


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