Akash Gharge

Engineering student at BMS INSTITUTE AND TECHNOLOGY

[CA Vivek Khatri @CaVivekkhatri]

RBI may hike repo rate by 25 bps.

MPC meets 5-7 October.
Decision on 7 October.
Repo is 5.25%.
A 25 bps hike would take it to 5.50%.
First rise since February 2023.

This is a poll, not a vote.
Reuters: 35 of 61 economists expect 25 bps.
Business Standard: 8 of 10.
A few still expect a hold.
August inflation was 4.82%, above the 4% target for a third month.
Food and oil are the push.
Another hike in December is possible, not promised.

Sector impact:

Banks - margins may widen
NBFCs - borrowing gets costlier
Housing - EMIs get costlier
Autos - demand may cool
Realty - sales face pressure
FMCG - volumes stay soft
IT - little rate impact
Pharma - defensive, little change
Metals - capex may slow
Infra - project costs up
Oil and gas - input stress stays
Gold - haven bid can hold
Equities - near-term volatility
Bonds - yields may firm
Rupee - mild support only

A hike does not fix crude.
It does not reopen Hormuz.
It only raises the cost of money while oil is already high.

What’s your thoughts?

[Akash Gharge @akash_gharge]

@CaVivekkhatri Shifted futures.. should I book .??

[Akash Gharge @akash_gharge]

@chartians Alkylamines

[Akash Gharge @akash_gharge]

@payal_trustable @RahulDlad1 Canada bank ??

[Akash Gharge @akash_gharge]

@payal_trustable @shreyansmethi Please share

[Akash Gharge @akash_gharge]

@CaVivekkhatri Sl hourly closing ?

[Ashu Madan @ashumadan4]

Today Afternoon @ZeeBusiness @JMFSLtd

[Akash Gharge @akash_gharge]

@Anirbban @darvaxiansurya Spain is dominating.
Argentina has ball for couple of seconds.

[Akash Gharge @akash_gharge]

@chartians New entity formed for siemens energy and siemens Gamesa. Buisness Omtera.

[Akash Gharge @akash_gharge]

@payal_trustable @hardpatel_28 Shorted immediate after ur post at 221600

[Akash Gharge @akash_gharge]

@payal_trustable @Nikhil524857527 Ye target hai na

[Akash Gharge @akash_gharge]

@payal_trustable Level mam

[Akash Gharge @akash_gharge]

@payal_trustable @SaurabhTuteja10 Do din k liye .?

[Akash Gharge @akash_gharge]

@payal_trustable @SaurabhTuteja10 Matlab uske neche daily mein close nhi hona chhaiye ?

[Akash Gharge @akash_gharge]

@Anirbban Messi Messi Messi

[Akash Gharge @akash_gharge]

@payal_trustable Subscribed Friday night and already got good gains. Thanks

[Akash Gharge @akash_gharge]

@Cryptified_Soul Hikal

[Akash Gharge @akash_gharge]

@payal_trustable And ur back 😅

[Akash Gharge @akash_gharge]

@payal_trustable Any coupons available before opting for your services ??

[Akash Gharge @akash_gharge]

@payal_trustable Target?