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

The Indian markets are trading with slight loss in absence of any major clue. Meanwhile, the US Fed Chair, Jerome Powell hinted for going to move more slowly in terms of any further interest rate hike.

#Buy 3i Infotech Ltd at Rs.35, for short term targets of Rs.41/46, SL: Rs.31.60. The software companies who are into automation should do well in the near future.

#The scrip of Central Bank Ltd (Rs.27.90) probably completed its correction phase today. With the current set of fundamentals, the stock should double from the current price. Accumulate or average your holding.

#The scrip of RTN Power Ltd (Rs.4.80) touched Rs.5.05, due to improved Fundamentals. The stock should cross Rs.10 in the coming months.

#The share of A2Z Infra Engineering Ltd (Rs.7.56) has been shifted to T - group. However, the company is expected to show a strong come back after few quarters of lackluster performance. Accumulate.

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