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Hillview Global posts on X about india, investment, tariffs, ipo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% countries XXXXX% exchanges XXXX% automotive brands XXXX%
Social topic influence india 23.91%, investment 10.87%, tariffs 10.87%, ipo 6.52%, china 6.52%, ip 4.35%, accounting 4.35%, duties 4.35%, switzerland 4.35%, turkey XXXX%
Top accounts mentioned or mentioned by @livemint @eynews @economictimes
Top posts by engagements in the last XX hours
"4/ Market Access for Both Sides India gains: 1-Preferential access to high-income European markets. 2-Better scope to export pharma textiles engineering goods. 3-Commitments on tech transfer and IP protections EFTA gains. 4- Entry into Indias XXX billion-strong market Strong investment safeguards 5- Tariff cuts on XX% of industrial goods" @hillviewglobal on X 2025-07-23 08:07:39 UTC XXX followers, XX engagements
"2/ ๐ A 5000-Year Legacy First mined in Anatolia (modern-day Turkey) 3000 BCE. 17th18th century: India was a magnet for global silver inflows. Bengal's silver consumption once even exceeded Chinas. Silver's history runs deep" @hillviewglobal on X 2025-07-22 05:15:46 UTC XXX followers, XX engagements
"7/ Sustainability & IP Protections The agreement includes: 1- Enforceable commitments on environment labor clean energy 2- Alignment with WTOs TRIPS on intellectual property 3- Mutual protection for Geographical Indications (e.g. Darjeeling Tea Swiss Chocolate)" @hillviewglobal on X 2025-07-23 08:09:15 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
"5/ Sonas EV Track Record FY25 revenue: 3555 Cr (+12% YoY) XX% revenue from EVshighest in Indian auto components 24200 Cr order book (77% EV-linked) XX EV projects with XX customers globally" @hillviewglobal on X 2025-07-24 10:00:16 UTC XXX followers, XX engagements
"3/ The $XXX Billion Gamechanger This is Indias first trade deal with a legally binding investment commitment. EFTA to invest $XXX billion over XX years $50B in the first XX years another $50B in X India can suspend tariff benefits if the promise isnt met Estimated to create X million jobs" @hillviewglobal on X 2025-07-23 08:05:50 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, X engagements
"Regional Distribution By FY27 capacity will be: South region: XXXX MTPA (largest) East region: XXXX MTPA North region: XXXX MTPA Global capacity: XXXXX MTPA (including XXX MTPA overseas)" @hillviewglobal on X 2025-07-23 05:47:00 UTC XXX followers, XX engagements
"Day XX of #LearnWithMe ๐ง 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 โ
Lower costs โ
Market efficiency โ
Simpler for investors But this poses a challenge for AMCs like ICICI Pru which rely on high-margin active funds. ๐ฆ To stay relevant they'll need to expand passive offerings even if it dents profitability. โ ๐ 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
"India led the global IPO market in the first half of 2025 with XXX IPOs on its National Stock Exchange and Bombay Stock Exchange accounting for XX% of global IPO activity making it the world's most active IPO market" @hillviewglobal on X 2025-07-23 06:34:33 UTC XXX followers, XX engagements
"2.EU-US Trade Pact and U.S. Tariffs In May 2025 the UK-U.S. trade agreement reduced U.S. import duties on UK-built cars from XX% to XX% for up to 100000 vehicles annually. Beyond this quota the full XXXX% rate (25% plus XXX% base) applies. JLR paused U.S. shipments in April due to the XX% tariff resuming exports under the new deal to maintain access to its largest overseas market. Despite the XX% tariff JLR anticipates a XXX billion tariff bill for FY 2026 though pricing and quota management may reduce this to approximately XXX million" @hillviewglobal on X 2025-07-24 05:14:00 UTC XXX followers, XX engagements
"1/ BIG trade milestone for India. After XX years of negotiations Switzerland has ratified the IndiaEFTA Trade and Economic Partnership Agreement (TEPA). Its now set to take effect from October X 2025. Heres what it means and why it matters. ๐งต" @hillviewglobal on X 2025-07-23 08:05:19 UTC XXX followers, XXX engagements
"2/ What is EFTA A bloc of X high-income European countries: Switzerland Norway Iceland Liechtenstein They are not part of the EU but are advanced economies seeking global trade partnerships" @hillviewglobal on X 2025-07-23 08:05:35 UTC XXX followers, XX engagements
"6/ Strategic Rationale Diversification: Reduces reliance on USA (41% revenue) & INDIA (29%) Hedge vs. Geopolitics: US tariffs cost X% in NA revenue Chinas rare-earth curbs are a wake-up callSonas now investing in rare-earthfree motors" @hillviewglobal on X 2025-07-24 10:01:23 UTC XXX followers, XX engagements
"2/ AWL is already a market leader in edible oils (Fortune King's Raag etc) but thats just the beginning. Its now expanding fast into food staples personal care and oleochemicals areas with much higher margins" @hillviewglobal on X 2025-07-23 04:19:13 UTC XXX followers, XX engagements
"Global IPO activity by region (H12025) Source:- @EYnews" @hillviewglobal on X 2025-07-23 06:34:31 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, X 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
"1/ At first glance AWL looks like a commodity edible oil player. But dig deeper and you'll see a company with huge optionality on the path to becoming a full-scale FMCG powerhouse" @hillviewglobal on X 2025-07-23 04:18:21 UTC XXX followers, XX engagements
"Capital Investment Plans UltraTech is committing substantial capital for expansion: - 9000-10000 crore capex planned for FY26 - 7000 crore for strategic investments to enhance operational scale and efficiency - 1500 crore for India Cements integration - 1000 crore for Waste Heat Recovery Systems (WHRS) and profit improvement" @hillviewglobal on X 2025-07-23 05:47:00 UTC XXX followers, XX 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
"11/ Final Word India-EFTA TEPA isnt just a trade dealit's a strategic pivot toward high-tech investment-led global integration. Will it deliver on the $100B promise The world will be watching" @hillviewglobal on X 2025-07-23 08:10:48 UTC XXX followers, XX engagements
"3.Impact on FY 2026 Margins and Volumes In mid-June 2025 JLR cut its FY 2026 EBIT margin forecast from XX% to XX% down from XXX% in FY 2025 due to China tax and U.S. tariff pressures. Free cash flow is now expected to be near zero compared to XXX billion in FY 2024-25. Q1 FY 2026 wholesale volumes dropped XXXX% year-on-year to 87286 units driven by a U.S. pause weaker China demand and a European slowdown" @hillviewglobal on X 2025-07-24 05:14:01 UTC XXX followers, XX engagements
"IPO Volume by Sector: Top Three Markets in H1 2025 United States - Multi-Sector Leadership The US led in multiple sectors: - Technology: $XXX billion (sector leader) - Financials: $XXX billion - Industrials: $XXX billion Greater China - Diversified Strength China performed strongly in several sectors: - Technology: $XXX billion - Consumer: $XXX billion (global sector leader) - Industrials: $XXX billion India - Focused Growth India showed significant activity in key sectors: - Industrials: $XXX billion (matching US levels) - Real Estate Hospitality & Construction: $XXX billion - Energy: $1.1" @hillviewglobal on X 2025-07-23 06:34:32 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, 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
"10/ The Bigger Picture TEPA boosts India's profile as a trusted trade and investment destination not just a market. For EFTA it offers diversification away from China and access to Indias growing demand" @hillviewglobal on X 2025-07-23 08:10:30 UTC XXX followers, XX engagements
"4.Strategic Responses and Outlook Pricing and Mix Optimization: JLR is evaluating segment-focused price adjustments and steering scarce quotas toward its highest-margin models. Market Reallocation: Excess inventory is being diverted from the U.S. to accessible markets in Europe the Middle East and Asia. Government Engagement: Continued discussions with UK and U.S. authorities aim to secure quota increases or more permanent tariff relief under future trade deals. Product Refresh: New BEV launches (e.g. next-gen Range Rover EV) and localized assembly in China through Chery Jaguar Land Rover" @hillviewglobal on X 2025-07-24 05:14:01 UTC XXX followers, XX engagements