Breakingviews - Trump 2.0 will see more European firms do a Holcim
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2024
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Source: Reuters
Corporate Strategy Shift: European companies are considering separating their U.S. operations from their main businesses, inspired by Holcim's successful split due to significant growth opportunities in the U.S. market driven by favorable policies under President Biden and anticipated changes under President-elect Trump.
Market Dynamics and Investor Interest: The potential for a more deregulated U.S. economy is prompting European executives to reassess their strategies, as they fear missing out on growth and want to align with "America First" policies, despite risks such as tariffs and retaliatory measures from other countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
