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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Photo: The ET
At 11.15 am the BSE Sensex was seen at 38,034.76 up 163.24 points (+0.43%), while the Nifty was trading at 11,191.35 up 58.75 points or (+0.53%).

In the broader market, the BSE Mid-Cap index rose 0.74% while the S&P BSE Small-Cap index gained 0.57%.

The market breadth was strong. On the BSE, 1253 shares rose while 788 shares fell. A total of 124 shares remained unchanged.

#With not much positive news in the horizon, we can look for corrections in Nifty. Buy 06 August, Nifty 9700 Put at Rs.9.30 for targets of Rs. 15/17. SL: Rs.4.00. 

#The scrip of Texmaco Pipes and Products Ltd is getting strong resistances at Rs.14/15 ranges.  So,  for the time being don't do further averaging. 

#The stock of Spandana Sphoorty Financial Limited (Rs.628.30) can be accumulated in phases starting from the CMP to up-to Rs. 500, for the targets mentioned earlier. 

#Sell 30 July NCC Ltd futures at Rs.32.10, for short term targets of Rs.27/28. SL: Rs.35.

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