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
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P C Jewellers Ltd was recommended as a buy along with Vakrangee Ltd at around Rs.135 on 7 June, 2017 to those who trade through my recommended brokerage house, i.e. BMA Wealth Creators Ltd with the caption: "If you are buying Vakrangee Ltd,  then hedge it with the shares of P C Jewellers Ltd". The stock of P C Jewellers Ltd today made a high of Rs.152.45 and is now trading at Rs.148.05 in the BSE, up more than 8%. I will  recommend a similar stock tomorrow to the Premium Members; you need to trade through my recommended brokerage house to get the name of the scrip. 

Vakrangee Ltd hit another buyer freeze at Rs.37.5. When I recommended the scrip most of the Business Channels were nervous and were scaring the investors. I am happy that the followers of this blog, thought different and took a different route. 

The stock of Unitech Ltd which was recommended to the Premium Members at around Rs.4-4.25 some days back today touched a high of Rs.5.35. What to do with this scrip?

The scrip of Jaypee Infratech Ltd which was recommended at on 21st May, '18, today made a high of Rs.5.74. I am expecting the scrip to touch Rs.7-9, within  the next 45 days - remain invested. 

The share of TV Vision Ltd (Rs.10.30) today made a high of Rs.10.52. We can expect the scrip to touch Rs.14 by October, '18.

The stock of 63 Moons Technologies Ltd (erstwhile Financial Technologies Ltd) was asked to be accumulated to the Premium Members at around Rs.71-72 or above the support of Rs.67, last month. The scrip is today locked at the Upper Circuits at Rs.86.90.  Join the Premium Service and be ahead of others.

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