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 stock of Vakrangee Ltd (Rs.66.85) almost doubled from the recommended price of Rs.33-34. The stock could find the next resistance around Rs.75, which also happens to be its 50D EMA. When I recommended the stock most from CNBC TV18 and Times Now, were bearish on it and were highlighting the corporate governance issues. Those who had taken my call at that time is now laughing their way into banks.

SKM Egg Products Ltd (Rs.80.50), which is one of the largest egg exporters from India, is planning to triple its domestic market share and achieve ₹500-crore turnover by 2021-22. According to a report on The Hindu, the company's Eggs are exported to more than 26 countries, including Japan, Europe and Russia. On a daily basis, the company processes more than 16.5 lakh eggs per day of which 5.5 lakh eggs are processed in-house and rest procured from private parties.
Though, for the full year, net profit of the company declined 46.37% to Rs.0.96 crore in the year ended March 2018 as against Rs.1.79 crore during the previous year ended March 201; sales rose 44.32% to Rs.282.07 crore in the year ended March 2018 as against Rs.195.45 crore during the previous year ended March 2017.
Lurking fear of Food inflation accompanied by Festive Demand is likely to keep the price of eggs buoyant in the coming days. You can add the scrip in every decline with a short term target of Rs.97.

The scrip of TV Vision Ltd (Rs.8.30) is consolidating near Rs.8-9 ranges. As mentioned umpteen number of times earlier, the scrip is from the reputed Sri Adhikari Brothers and hence, I am expecting it move to Rs.14 by the end of October, '18.

I will probably recommending a momentum counter on Monday. Those who want to invest in that scrip should get enrolled in my Premium Service by Sunday. Also, those who want to know about MBL Infrastructure Ltd (Rs.14.85), 3i Infotech Ltd (Rs.4.32), Urja Global Ltd (Rs.3.43), NDTV Ltd (Rs.51.45) etc, should either trade through my recommended brokerage house (BMA Wealth Creators Ltd) or get enrolled in my Premium Service. Making money from the stock market is not that easy and these days, it is becoming difficult even for the experts to eke out cash from the markets on regular basis. 
Stock market is no longer a PART TIME business. If you do not have time for research, then don't come here and burn your hard earned cash. Invest in Real Estate or Fixed Deposit and enjoy a hassle free life.  Also, if you have lost money in the past, then don't lose hope; gather some funds from somewhere and come to me, I will help you in this respect. 

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