Breakingviews - US threat oils wheels of Pirelli’s China derisking
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 31 2025
0mins
Source: Reuters
Pirelli's Stake Concerns: Pirelli's board is pushing for its largest Chinese shareholder, Sinochem, to reduce its stake due to fears that U.S. regulations influenced by Trump's policies could hinder the company's growth in the American market.
Impact of Ownership on Strategy: The ongoing geopolitical tensions and potential regulatory backlash against companies with significant Chinese investments may provide leverage for Pirelli's management, particularly for Marco Tronchetti Provera, in navigating boardroom dynamics and strategic decisions.
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.
