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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Flash Focus: Fast Facts for Smart Investors

#I have taken some shares of MTNL  (Rs.47.70), near the CMP for some of my portfolio clients, following reports from Moneycontrol that the Union Cabinet has approved waiving bank guarantees for telecom operators on spectrum purchased before 2022. I'm targeting Rs.72 and Rs.77 by March 2024. Photo: NDTV Ltd.

#In a significant development, the Indian-American Kashyap "Kash" Patel has been nominated as FBI Director by U.S. President-elect Donald Trump. This development is being viewed as positive for the shareholders of Adani Group stocks, currently under FBI scrutiny.

Incidentally, the billionaire and X owner Elon Musk, recently appointed as Trump's government efficiency chief, publicly congratulated Patel on his FBI nomination, signaling further alignment in the incoming U.S. administration.

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