[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @hillviewglobal Hillview Global Hillview Global posts on X about india, investment, ipo, tariffs the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1859043231834796040/interactions)  - X Week XXXXX -XX% - X Month XXXXX +128% - X Months XXXXXX +45% ### Mentions: XX [#](/creator/twitter::1859043231834796040/posts_active)  ### Followers: XXX [#](/creator/twitter::1859043231834796040/followers)  - X Week XXX +10% - X Month XXX +79% - X Months XXX +990% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1859043231834796040/influencer_rank)  ### Social Influence [#](/creator/twitter::1859043231834796040/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) **Social topic influence** [india](/topic/india), [investment](/topic/investment), [ipo](/topic/ipo), [tariffs](/topic/tariffs), [china](/topic/china), [h1](/topic/h1), [united states](/topic/united-states), [switzerland](/topic/switzerland), [countries](/topic/countries), [$100b](/topic/$100b) ### Top Social Posts [#](/creator/twitter::1859043231834796040/posts) --- Top posts by engagements in the last XX hours "📈 Day XX of #LearnWithMe 🧠💼 India: A Rising Private Equity Hotspot In 20142016 annual PE deal activity in India hovered around $XX billion. Fast forward to 2024 deal value surged to nearly $XX billion a X increase in less than a decade Why it matters: This capital boom fuels founders risk-taking sparks new ventures creates jobs and elevates productivity paving Indias path toward a multi-trillion-dollar economy. Despite high startup failure rates (90%) consistent investment is vital to foster innovation and deliver efficient services to citizens. 🔑 Lesson: High-risk private capital is the"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947887146523889863) 2025-07-23 05:11:00 UTC XXX followers, XX engagements "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](/creator/x/hillviewglobal) on [X](/post/tweet/1947931604242075870) 2025-07-23 08:07:39 UTC XXX followers, XX engagements "2/ 📜 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947525960288637296) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947932006865944842) 2025-07-23 08:09:15 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948250297949880713) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948322333288227295) 2025-07-24 10:00:16 UTC XXX followers, XX engagements "The 2024 NITI Aayog report titled 'Electronics: Powering India's Participation in Global Value Chain' illustrates the complex multinational supply chain involved in manufacturing an iPhone. This global production network demonstrates how modern electronics rely on specialized contributions from different regions: Design and Innovation: The United States serves as the source of core design and technological architecture for the iPhone. Raw Materials: China dominates the supply of essential rare earth materials that are fundamental to electronic components. Critical Components: Advanced"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947895310375915807) 2025-07-23 05:43:26 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947931146303770693) 2025-07-23 08:05:50 UTC XXX followers, XX 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947896205872402801) 2025-07-23 05:47:00 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](/creator/x/hillviewglobal) on [X](/post/tweet/1946092068205477898) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947908174352421015) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948250291499139203) 2025-07-24 05:14:00 UTC XXX followers, XX engagements "India's Merchandise Trade Balance Monthly ($ Billion) Source :- @livemint"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1945407440146809282) 2025-07-16 08:57:32 UTC XXX followers, XXX engagements "5/ Agriculture Kept Off the Table To protect domestic farmers India has excluded agricultural products (like dairy) from tariff concessions. This mirrors India's approach in other FTAs balancing trade with rural interests"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947931689319297139) 2025-07-23 08:08:00 UTC XXX followers, XX 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947931082940420272) 2025-07-23 08:05:35 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. 🧵"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947931015328256371) 2025-07-23 08:05:19 UTC XXX followers, XXX 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947874117111451693) 2025-07-23 04:19:13 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948322610430771393) 2025-07-24 10:01:23 UTC XXX followers, XX engagements "9/ Risks & Concerns 1- Swiss Parliament had concerns about Indias labor and environmental record 2- Monitoring $100B investment flow wont be easy 3- Influx of cheaper goods may hurt Indian MSMEs if not managed well"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947932251943276788) 2025-07-23 08:10:14 UTC XXX followers, XX engagements "Global IPO activity by region (H12025) Source:- @EYnews"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947908163283603833) 2025-07-23 06:34:31 UTC XXX followers, XXX engagements "6/ Services & Skilled Workforce India offers access in services: IT consulting tourism. In return EFTA countries will allow Indian professionals (especially in tech and healthcare) to work in their markets more easily"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947931821418942492) 2025-07-23 08:08:31 UTC XXX followers, XX engagements "14/ 💡Final Thought: Ignore silver at your own risk. Its not just a precious metal. Its the industrial backbone of the modern and future economy. Follow for more deep dives into hidden trends 🧠📊 #Silver #Commodities #Investing #EVs #Solar #India #Trading #Economy #MetalDemand"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947527039038459927) 2025-07-22 05:20:04 UTC XXX followers, XX engagements "Indian IPO Activity H1 2025: Quality Over Quantity Performance Overview: - XXX deals raised $XXX billion in H1 2025 - XX% decline in deal volume from the previous period - Only X% drop in fundraising indicating larger deal sizes Market Dynamics: Fewer but larger offerings reflect a "quality over quantity" trend. Companies and investors prioritized optimal timing and valuations. Challenges: - Global uncertainties and geopolitical tensions increased caution - High-profile companies delayed listings or reassessed valuations - Market participants awaited better conditions Future Outlook: A strong"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947908170736611470) 2025-07-23 06:34:32 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947873897606746494) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947896208082772161) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947932077607031135) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947932395363307979) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948250293659119891) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947908167641526438) 2025-07-23 06:34:32 UTC XXX followers, XX engagements "13/ 🏙Just like a city runs on invisible networks of pipes & wires our AI-driven digital world runs on silver quietly conducting energy and enabling tech revolutions. Companies build systems. Silver powers them"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947526924240359622) 2025-07-22 05:19:36 UTC XXX followers, XX engagements "Electronics import share of China (to India) is down but it still hoversaround40%"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947895307607658829) 2025-07-23 05:43:26 UTC XXX followers, XX engagements "3/ ⚡60% of Demand = Industrial Use Silver is critical in: Electric Vehicles: EVs use 2550g of silver vs. 1528g in ICE vehicles. Solar Panels: Consumed 5500 tons in 2024 (17% of total demand). Electronics: Nearly 10000 industrial uses"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947526036373311644) 2025-07-22 05:16:05 UTC XXX followers, XX engagements "India's $XXX billion in IPO proceeds in H1 2025 contributed X% to the global IPO market's $XXXX billion trailing Hong Kong ($13.7 billion) and major US exchanges. This reflects India's strong position as a destination for public offerings driven by investor confidence in its economic prospects and the appeal of Indian companies to domestic and international investors. The activity underscores the maturity and depth of India's capital markets cementing its role in global fundraising"  [@hillviewglobal](/creator/x/hillviewglobal) on [X](/post/tweet/1947908178332774603) 2025-07-23 06:34:34 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948250286910525562) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1947932321556140106) 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](/creator/x/hillviewglobal) on [X](/post/tweet/1948250295949271281) 2025-07-24 05:14:01 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@hillviewglobal Hillview Global
Hillview Global posts on X about india, investment, ipo, tariffs the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXX +128%
- X Months XXXXXX +45%
Mentions: XX #
Followers: XXX #
- X Week XXX +10%
- X Month XXX +79%
- X Months XXX +990%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance countries exchanges travel destinations automotive brands
Social topic influence india, investment, ipo, tariffs, china, h1, united states, switzerland, countries, $100b
Top Social Posts #
Top posts by engagements in the last XX hours
"📈 Day XX of #LearnWithMe 🧠💼 India: A Rising Private Equity Hotspot In 20142016 annual PE deal activity in India hovered around $XX billion. Fast forward to 2024 deal value surged to nearly $XX billion a X increase in less than a decade Why it matters: This capital boom fuels founders risk-taking sparks new ventures creates jobs and elevates productivity paving Indias path toward a multi-trillion-dollar economy. Despite high startup failure rates (90%) consistent investment is vital to foster innovation and deliver efficient services to citizens. 🔑 Lesson: High-risk private capital is the"
@hillviewglobal on X 2025-07-23 05:11:00 UTC XXX followers, XX engagements
"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/ 📜 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
"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
"The 2024 NITI Aayog report titled 'Electronics: Powering India's Participation in Global Value Chain' illustrates the complex multinational supply chain involved in manufacturing an iPhone. This global production network demonstrates how modern electronics rely on specialized contributions from different regions: Design and Innovation: The United States serves as the source of core design and technological architecture for the iPhone. Raw Materials: China dominates the supply of essential rare earth materials that are fundamental to electronic components. Critical Components: Advanced" @hillviewglobal on X 2025-07-23 05:43:26 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 $50B in X India can suspend tariff benefits if the promise isnt met Estimated to create X million jobs" @hillviewglobal on X 2025-07-23 08:05:50 UTC XXX followers, XX engagements
"Regional Distribution By FY27 capacity will be: South region: XXXX MTPA (largest) East region: XXXX MTPA North region: XXXX MTPA Global capacity: XXXXX MTPA (including XXX MTPA overseas)" @hillviewglobal on X 2025-07-23 05:47:00 UTC XXX followers, XX engagements
"Day XX of #LearnWithMe 🧠 The Rise of Passive Investing in India Index funds & ETFs now manage over XX lakh crore thats XX% of the mutual fund industry Why the shift ✅ Lower costs ✅ Market efficiency ✅ Simpler for investors But this poses a challenge for AMCs like ICICI Pru which rely on high-margin active funds. 🏦 To stay relevant they'll need to expand passive offerings even if it dents profitability. ⚖ 🔑 Lesson: Margins may shrink but relevance = survival. The markets evolving so must the players" @hillviewglobal on X 2025-07-18 06:18:00 UTC XXX followers, XXX engagements
"India led the global IPO market in the first half of 2025 with XXX IPOs on its National Stock Exchange and Bombay Stock Exchange accounting for XX% of global IPO activity making it the world's most active IPO market" @hillviewglobal on X 2025-07-23 06:34:33 UTC XXX followers, XX engagements
"2.EU-US Trade Pact and U.S. Tariffs In May 2025 the UK-U.S. trade agreement reduced U.S. import duties on UK-built cars from XX% to XX% for up to 100000 vehicles annually. Beyond this quota the full XXXX% rate (25% plus XXX% base) applies. JLR paused U.S. shipments in April due to the XX% tariff resuming exports under the new deal to maintain access to its largest overseas market. Despite the XX% tariff JLR anticipates a XXX billion tariff bill for FY 2026 though pricing and quota management may reduce this to approximately XXX million" @hillviewglobal on X 2025-07-24 05:14:00 UTC XXX followers, XX engagements
"India's Merchandise Trade Balance Monthly ($ Billion) Source :- @livemint" @hillviewglobal on X 2025-07-16 08:57:32 UTC XXX followers, XXX engagements
"5/ Agriculture Kept Off the Table To protect domestic farmers India has excluded agricultural products (like dairy) from tariff concessions. This mirrors India's approach in other FTAs balancing trade with rural interests" @hillviewglobal on X 2025-07-23 08:08:00 UTC XXX followers, XX 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
"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. 🧵" @hillviewglobal on X 2025-07-23 08:05:19 UTC XXX followers, XXX 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
"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
"9/ Risks & Concerns 1- Swiss Parliament had concerns about Indias labor and environmental record 2- Monitoring $100B investment flow wont be easy 3- Influx of cheaper goods may hurt Indian MSMEs if not managed well" @hillviewglobal on X 2025-07-23 08:10:14 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
"6/ Services & Skilled Workforce India offers access in services: IT consulting tourism. In return EFTA countries will allow Indian professionals (especially in tech and healthcare) to work in their markets more easily" @hillviewglobal on X 2025-07-23 08:08:31 UTC XXX followers, XX engagements
"14/ 💡Final Thought: Ignore silver at your own risk. Its not just a precious metal. Its the industrial backbone of the modern and future economy. Follow for more deep dives into hidden trends 🧠📊 #Silver #Commodities #Investing #EVs #Solar #India #Trading #Economy #MetalDemand" @hillviewglobal on X 2025-07-22 05:20:04 UTC XXX followers, XX engagements
"Indian IPO Activity H1 2025: Quality Over Quantity Performance Overview: - XXX deals raised $XXX billion in H1 2025 - XX% decline in deal volume from the previous period - Only X% drop in fundraising indicating larger deal sizes Market Dynamics: Fewer but larger offerings reflect a "quality over quantity" trend. Companies and investors prioritized optimal timing and valuations. Challenges: - Global uncertainties and geopolitical tensions increased caution - High-profile companies delayed listings or reassessed valuations - Market participants awaited better conditions Future Outlook: A strong" @hillviewglobal on X 2025-07-23 06:34:32 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
"13/ 🏙Just like a city runs on invisible networks of pipes & wires our AI-driven digital world runs on silver quietly conducting energy and enabling tech revolutions. Companies build systems. Silver powers them" @hillviewglobal on X 2025-07-22 05:19:36 UTC XXX followers, XX engagements
"Electronics import share of China (to India) is down but it still hoversaround40%" @hillviewglobal on X 2025-07-23 05:43:26 UTC XXX followers, XX engagements
"3/ ⚡60% of Demand = Industrial Use Silver is critical in: Electric Vehicles: EVs use 2550g of silver vs. 1528g in ICE vehicles. Solar Panels: Consumed 5500 tons in 2024 (17% of total demand). Electronics: Nearly 10000 industrial uses" @hillviewglobal on X 2025-07-22 05:16:05 UTC XXX followers, XX engagements
"India's $XXX billion in IPO proceeds in H1 2025 contributed X% to the global IPO market's $XXXX billion trailing Hong Kong ($13.7 billion) and major US exchanges. This reflects India's strong position as a destination for public offerings driven by investor confidence in its economic prospects and the appeal of Indian companies to domestic and international investors. The activity underscores the maturity and depth of India's capital markets cementing its role in global fundraising" @hillviewglobal on X 2025-07-23 06:34:34 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