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@hillviewglobal "7/Market Reaction: - Reliance Power and Reliance Infra shares hit lower circuits falling XX% and X% - Investor sentiment has weakened amid fears of deeper regulatory action and reputational damage"
@hillviewglobal on X 2025-07-27 03:45:41 UTC XXX followers, XX engagements

"1/ The ED recently raided over XX locations across India targeting XX companies and individuals linked to Anil Ambani's Reliance Group. The action is part of a probe into a 3000 crore Yes Bank loan fraud tied to events between 20172019"
@hillviewglobal on X 2025-07-27 03:40:35 UTC XXX followers, XX engagements

"Retailer incentives are crucial. While typical brands offer 8-10% margins Reliance provides 6-8% cited as an "extra margin" to encourage shopkeepers to stock and sell Campa Cola"
@hillviewglobal on X 2025-07-27 09:55:12 UTC XXX followers, XX engagements

"Despite market volatility investor maturity shines through"
@hillviewglobal on X 2025-07-27 12:25:27 UTC XXX followers, XX engagements

"Can the Anil Ambani-led Reliance Group rebuild investor confidence and recover from the fallout of the ongoing ED investigation"
@hillviewglobal on X 2025-07-27 03:48:53 UTC XXX followers, XX engagements

"6/ Reliance Groups Response: - All loans were repaid with interest No dues remain. - Loans were cleared by proper committees. - There was no diversion to shell companies - The group is cooperating with authorities"
@hillviewglobal on X 2025-07-27 03:45:07 UTC XXX followers, XX engagements

"3. Focus on MSMEs Farmers and Key Sectors The agreement will benefit India's youth farmers fishermen and MSMEs making UK products like medical devices and aerospace parts more affordable for Indian consumers and industries. The FTA spans XX chapters covering services innovation government procurement intellectual property rights and anti-corruption"
@hillviewglobal on X 2025-07-25 06:21:44 UTC XXX followers, XX engagements

"The twin policy shocks limit JLR's near-term profitability but its luxury positioning next-generation product pipeline and ongoing tariff negotiations offer a path to restore its XX% target EBIT margin over the medium term"
@hillviewglobal on X 2025-07-24 05:14:02 UTC XXX followers, XX engagements

"2. Elimination of Tariffs and Enhanced Market Access The FTA will remove tariffs on XX% of Indian exports to the UK boosting sectors like textiles footwear carpets cars and marine products. Indian businesses will gain zero-duty access to the UK for many products while the UK will benefit from reduced tariffs on items like Scotch whisky and premium cars"
@hillviewglobal on X 2025-07-25 06:21:43 UTC XXX followers, XX engagements

"Day XX of #LearnWithMe 🧠 The Rise of Passive Investing in India Index funds & ETFs now manage over XX lakh crore thats XX% of the mutual fund industry Why the shift ✅ Lower costs ✅ Market efficiency ✅ Simpler for investors But this poses a challenge for AMCs like ICICI Pru which rely on high-margin active funds. 🏦 To stay relevant they'll need to expand passive offerings even if it dents profitability. ⚖ 🔑 Lesson: Margins may shrink but relevance = survival. The markets evolving so must the players"
@hillviewglobal on X 2025-07-18 06:18:00 UTC XXX followers, XXX engagements

"Challenges remain. A price war may reduce profit margins. PepsiCo's FY23 marketing budget was XXX crore XX% of its 6340 crore revenue. Efficient cold chain supply management is vital"
@hillviewglobal on X 2025-07-27 09:55:14 UTC XXX followers, XX engagements

"🧵 Whats going on with Anil Ambanis Reliance Group and the ED Indias Enforcement Directorate has launched a major investigation into the financial dealings of Anil Ambani-linked companies. Here's a breakdown of what you need to know: 👇"
@hillviewglobal on X 2025-07-27 03:40:16 UTC XXX followers, XXX engagements

"4. New Opportunities and Social Security Cooperation The agreement covers social security contributions benefiting about 75000 Indian workers in the UK by eliminating double contributions. Indian talent in IT healthcare accounting and classical music will gain improved mobility and access in the UK"
@hillviewglobal on X 2025-07-25 06:21:45 UTC XXX followers, XX engagements

"The government will finalize norms for XX% ethanol blending in petrol by August's end Union Minister Nitin Gadkari announced Thursday. Prime Minister Narendra Modi launched XX% ethanol-blended petrol in 2023. India has achieved its XX% ethanol blending target. Brazil blends XX% ethanol in gasoline Gadkari said at an event. Source:- @livemint"
@hillviewglobal on X 2025-07-25 06:16:55 UTC XXX followers, XX engagements

"Day XX of #LearnWithMe India's Energy Security Breakthrough INDIA Imports 8590% of its crude vulnerable to global shocks SPRs at Visakhapatnam Mangaluru Padur (5.33 MMT) = XXX days of cover Combined with commercial & in-transit stocks = XX days total buffer New SPR projects: Bikaner (5.2 MMT) Mangaluru (+1.75 MMT) Bina (TBD) Existing expansions at Chandikhole (4 MMT) & Padur (+2.5 MMT) Total SPR capacity ➜ XX MMT+ providing 3040 days strategic + 100+ days overall surpassing IEA norms Lesson: India has moved from being energy-exposed to energy-secure reinforcing its resilience in a volatile"
@hillviewglobal on X 2025-07-26 11:26:00 UTC XXX followers, XXX engagements

"8/ Why This Deal Stands Out Unlike past deals (India-ASEAN India-UAE) this one is investment-led not just about tariffs. It sends a signal: India is open for high-quality long-term foreign investmenton its own terms"
@hillviewglobal on X 2025-07-23 08:09:32 UTC XXX followers, XX engagements

"1. Major Boost to Bilateral Trade & Investment India and the UK signed a landmark free trade agreement to significantly enhance bilateral trade and investment. The deal is projected to increase bilateral trade to $XXX billion by 2030 by removing or significantly reducing customs duties on various products. Source:- @livemint @EconomicTimes"
@hillviewglobal on X 2025-07-25 06:21:43 UTC XXX followers, XXX engagements

"4/ The investigation points to possible quid pro quo arrangementssuggesting that Yes Bank insiders may have received favors or payments in return for approving loans. These transfers allegedly happened just before disbursement raising serious questions"
@hillviewglobal on X 2025-07-27 03:42:38 UTC XXX followers, XX engagements

"Jaguar Land Rover (JLR) is confronting two major headwinds that have prompted a revision to its fiscal 2026 guidance and will shape its near-term performance: X. Chinas New Luxury-Car Tax X. EU-US Trade Pact and U.S. Tariffs Source:- @livemint Thread"
@hillviewglobal on X 2025-07-24 05:13:59 UTC XXX followers, XXX engagements

"9/ The ED's probe may lead to arrests charge sheets and a deeper inquiry into other corporate borrowers from Yes Bank during this period. It could become a test case for financial accountability in Indias corporate sector"
@hillviewglobal on X 2025-07-27 03:47:11 UTC XXX followers, XX engagements

"5/ Regulators have been watching: SEBI flagged RHFLs loan book spike from 3742 crore in FY18 to 8670 crore in FY19 NHB identified reporting violations NFRA and Bank of Baroda raised red flags on loan usage and accounting"
@hillviewglobal on X 2025-07-27 03:43:17 UTC XXX followers, XX engagements

"Financial firepower: Reliance Industries' FY24 profit: 79000 crore. Coca-Cola India's FY24 revenue: 4713 crore. PepsiCo India's FY24 revenue: 6354 crore. Reliance's profit could acquire"
@hillviewglobal on X 2025-07-27 09:55:13 UTC XXX followers, XX engagements