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
Today the scrip of Hindustan Zinc Ltd was recommended  around Rs.297-298, during the dying moments of the market. The stock zoomed to Rs.301 in the NSE. Buoyancy in the Zinc prices, will give an upward push to the stock price, going forward.

Among the recommended PSBs, the stock of Punjab National Bank Ltd today made an intraday high of Rs.197, before closing at Rs.180.90 on profit booking. Similarly, Dena Bank Ltd, which made an intraday high of Rs.27.85, also closed at Rs.26.60, after profit booking was suggested in the counter. Recent announcement by India's Finance Minister, of a Rs.2.11 trillion ($33.2 billion) bank recapitalisation package will give new life line to the PSBs. 
Today news appeared in the media that Bank NPAs eased by 0.4% from three months earlier to Rs.9.46 trillion at the end of September, signalling that banking reforms and the insolvency and bankruptcy code may be starting to show results. If you remember, I had already mentioned that in my earlier blog posts

The stock of Housing Development & Infrastructure Ltd. today closed flat at Rs.59.35, after making an intraday high of Rs.60.65 in the NSE. In the past 12 years (2006-2017) India has seen investments of USD 42 billion in the real estate sector, while in the next 10 years (2017-2026) it is expected to see inflows to the tune of USD 58 billion according to a report published in Moneycontrol.com. Moreover, the introduction of Real Estate Regulation and Development Act (RERA), which makes it mandatory for builders to register a property with the regulatory authority before marketing it, is expected to boost buyer's confidence. It is bad news for small builders in the unorganised sector. The big is expected to gain marketshare as the small vacate the market. Prices, going ahead, is therefore expected to firm up. As long as Rs.59, is not broken on the downside, the Bulls do not have to worry much.

The stock of 3i Infotech Ltd closed at Rs.6.80 in both the bourses. ORION ERP, an integrated, cost-effective and cloud-enabled industry solution for growing and mid-sized enterprises, from 3i Infotech Limited, a global information technology company, continues its growth trajectory and is delivering industry-beating performance. The company recently posted a strong overall 32% growth result in Q3FY18 from the ERP vertical, over the same quarter in FY17. The 9 month FY18 license revenues grew 90% over similar quarters in FY17. The regions that have contributed maximum to the growth in revenue for ORION ERP this quarter are APAC and Middle East. 

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