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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Yesterday, the BSE Sensex closed at 39,073.92 up 230.04 points (+0.59%), while the Nifty50 ended the day at 11,549.60 up 77.35 points (+0.67%). Today, the Indian bourses are expected to remain volatile, before F&O expiry. The Nifty, will find difficulty to cross 11700. However, the action is likely to shift to small and mid cap counters. 

#Buy the shares of Dhanlaxmi Roto Sp Ltd (BSE Code: 521216) near the CMP of Rs.19.607, for short term targets of Rs.27/31. The book value of the shares of the company is Rs.48.01 and has EPS of Rs.4.97. We can expect the share price to double in the next one year. 

#The shares of Future Supply Chain Solutions Ltd (Rs.149.05) is consolidating around the current ranges for the next round of upmove. This is one of the low debt Future group companies, and hence if Mukhesh Ambani's RIL,  BUYs stake in the Future group, then this scrip can show good positive momentum. Now,  you do one thing, like what you have done for V2 Retail Ltd (Rs.60.90), raise the SL levels from Rs.141 to Rs.146. The rest of the things can remain same.

#If anyone has a trading portfolio of Rs.3/5 lakhs and is looking for someone, who specializes in the small, micro and mid cap space, then they can contact me at: suman2005s@rediffmail.com. I have a couple of scrips which can double in the next few months. The said companies have factories at Boisar in the Palghar District of Greater Bombay and fortunately I have manager to collect some information on them, which I can't disclose in an open forum. 


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