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: P R Newswire 
Domestic bourses continued their forward march  for the fourth straight session on Monday, taking cues from positive global cues.

The S&P BSE Sensex rallied 465.86 points or 1.29% to close at 36,487.28, while the Nifty50 surged 156.30 points or 1.47% to end the day at 10,763.65. Both these indices have seen a rise of about 4.50% in four trading sessions.

Meanwhile, the sentiments of investors strengthened after the media reported that India and China have begun a disengagement from the face-off sites in the Galwan Valley and Gogra-Hot Springs areas of eastern Ladakh.

In the broader market, the BSE Mid-Cap index rose 1.27%, while the BSE Small-Cap index gained 1.30%.

The market breadth was strong. On the BSE, 1,634 shares rose, while 1,157 shares fell. On the BSE a total of 189 shares remained unchanged.

#My recently recommend MBL Infrastructure Ltd hit another buyer freeze yesterday at Rs.6.40. Keep adding on declines and see if it is able to cross the resistance zone of Rs.7/7.50 or not. 

#The shares of Spandana Sphoorty Financial Ltd (Rs.561) consolidating around Rs. 550/577. Accumulate on every dip. 

 #The scrip of Gujarat Narmada Valley Fertilizers & Chemicals Ltd (Rs.158.15) yesterday made a high of Rs. 160.40, almost touching the 1st target of Rs.161. This is an excellent company, in the fertiliser space. The long term investors should accumulate, with a trailing SL of 5/10%, depending on the risk appetite.

#The stock of Reliance Infrastructure Ltd (Rs.38.50) and Reliance Capital Ltd (Rs.12.65) tanked (hit lower circuits) after my sell call on the ADA group companies.

 #Buy the shares of Panacea Biotech Ltd at around the CMP of Rs.196.40, for short term of Rs.239/241. SL: Rs.179.
In June,  this year there were media reports that ndia-based Panacea Biotec has partnered with Refana USA for the development, manufacturing and distribution of a Covid-19 vaccine candidate worldwide. The report further added that the aim will be to manufacture more than 500 million doses of the Covid-19 vaccine candidate, with more than 40 million doses, and is expected to be available early next year.

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