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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 Market Mantra

In early afternoon trade, the benchmark indices extended their advances and set a new record high -- the Nifty 50 index reached an all-time high of 18,982.05 while the Sensex reached an all-time high of 63,948.84. Photo: Just Dial.

Meanwhile, this trend was seen in broader market too with the S&P BSE Mid-Cap index rinsing 0.39% while the S&P BSE Small-Cap index gaining 0.30%. The market breadth was strong. On the BSE, 1,866 shares rose while1,471 shares fell. A total of 157 shares remained unchanged. The benchmark indices are now expected to trade flat while the action is likely to be seen in the small, mid and micro cap spaces. 

#Buy the shares of NDTV Ltd (Rs.229.70) near the CMP for short term targets of Rs.251/Rs.306. SL: Rs.209. Adani group holds a whopping 64.71% stake in NDTV Ltd. 

It is well known that the Adani has established itself in several Industry verticals, including airports, renewable energy, mining, and data centres, to name a few. Adani has recently widened its horizons to include the media and entertainment sectors, and has chosen the news institution New Delhi Television Limited (NDTV Ltd) probably to help it realise its objective.

Without a question, NDTV has a large digital and offline customer base. As a result, NDTV's massive consumer base, combined with the Adani Group's massive resources, has the potential to revolutionise the media and entertainment industries. Accumulate!!

#Buy the shares of PC Jewelers Ltd (Rs.26.15) near the CMP for short term targets of Rs.31/32.

#The share of RTN Power Ltd (Rs.4.85) which made a new 52 - week high yesterday came in for profit booking. The stock is likely to stabilize near Rs.4/4.30, where Accumulation can be initiated. I have repeatedly asked you to accumulate the scrip when it fell to near Rs.3, citing the reason as improved Fundamentals and the promoters looking to refinance the high cost debt. Congratulations to those who bought the share at those prices and made hefty gains.

#Accumulate the shares of D B Realty Ltd (Rs.75) near the CMP. According to earlier news reports, it is on the radar of Adani Group. The stock should give decent returns from here.

#Keep Accumulating the shares of Adani Group companies, especially Adani Enterprises Ltd (Rs.2373.10) and Adani Transmission Ltd (Rs.805.50). Both will give you good returns over a period.

#Hold the shares of Piramal Pharma Ltd (Rs.90.65) for targets above Rs.100. The company is expected to show good performance in Q1FY24. 

#Accumulate the shares of FCS Ltd (Rs.2.10) for targets over Rs.5/6. This is Re.1 Face Value scrip.

The website of FCS Software Ltd says: One of the simplest methods to begin using AI into your organisation is to deploy AI-powered chatbots to handle all customer-facing tasks such as orders, servicing, helpdesk, and so on. These chatbots will be able to deliver real-time information to clients while also interpreting their queries in any language in a very human-like manner.

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