Carina NebulaNASA, ESA, CSA, STScI
Tyche Capital · Research
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RBI Repo Rate Hike Report TycheCapital v4
On 7 October 2026 the RBI raised the repo rate by 25 bps to 5.50%, its first hike since February 2023, and shifted to a tightening stance. It acted because inflation is rising (CPI 4.82% in August, with the RBI expecting almost 5.8% ahead against a 4% target), while strong growth (7.8%) gave room to tighten. A 25 bps rise adds about Rs 788 a month to a Rs 50 lakh home loan (hypothetical). Markets dipped, bond yields hit a two-year high, and the rupee (96.61 per dollar) is unlikely to be rescued by the hike, since oil and the Fed matter more. The stance matters more than the 25 bps, so borrowers should plan for rates staying higher for longer.
Account14 Oct 20268 pagesAccount14 Oct 20268 pages
The American Nightmare
A summary of the recent PERM program suspensions
Free10 Oct 20267 pagesFree10 Oct 20267 pages
The Last Bank Standing
Since Credit Suisse collapsed, UBS has been the only global bank Switzerland has left, and Bern wants it to hold about $18bn more in capital to prove it can't fail. UBS calls the plan excessive and has hinted at moving its headquarters, but our base case is that nothing will happen. We will keep you updated.
Free8 Oct 20264 pagesFree8 Oct 20264 pages
The £900 Million Dollar Question (114 Charges)
Manchester City has seen a lot of success in the recent decade. They have won everything but how much of it is truly on merit. Turns out not much, if any. They have been charged with financial breaches and sham contracts of over £900 Million during the period from 2009-10 to 2017-18.
Free8 Oct 20267 pagesFree8 Oct 20267 pages
Zepto IPO research
Zepto: The IPO That Blinked is a quick look at Zepto’s explosive growth, rising losses, intense battle with Blinkit and Instamart, and the valuation reset that shook its IPO story. It covers the numbers behind the business, how investor sentiment pushed its reported valuation down, why the IPO was paused, the key risks surrounding the company, and what to watch next.
Account6 Oct 202610 pagesAccount6 Oct 202610 pages
Who Actually Makes Money?
A writeup on SEBI's FY25-26 Annual Report which dives deep into the profitability of derivatives trading in Indian Markets.
Account4 Oct 20267 pagesAccount4 Oct 20267 pages
There Will Be Burn
A writeup on the proposed Anthropic IPO
Free4 Oct 20267 pagesFree4 Oct 20267 pages
Russia Out. Iran Blocked. America Holds the Leverage.
Russia is out. Iran is blocked. So who really benefits? Europe is heading into winter with two major energy routes disrupted, Russian gas largely pushed out, and American LNG increasingly filling the gap. On paper, these are separate geopolitical crises. But put them together and the picture gets far more uncomfortable: Europe’s alternatives are disappearing at exactly the moment Washington has gained new leverage over Russian energy buyers. Is this simply a chain of geopolitical accidents or has America found itself in the perfect position to profit from Europe’s energy squeeze? The report follows the money, the pipelines and the chokepoints to examine who controls Europe’s gas, who pays the price, and who walks away with the leverage.
Account27 Sept 20268 pagesAccount27 Sept 20268 pages
Dalal Street Goes Global
Zerodha, Groww, Angel One and Upstox won GIFT City approvals in June 2026 to sell US stocks, and NSE IX already sells slices of US blue chips as depository receipts, as brokers hunt for growth after SEBI's F&O curbs.
Account27 Sept 20267 pagesAccount27 Sept 20267 pages
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