Contra view: H1-B visa blow can be margin boon for IT companies. What’s next for tech stocks?
Indian IT stocks slid after Trumps $100,000 H-1B visa fee order, but Motilal Oswal sees margin benefits from higher offshore work. Brokerages suggest selective bets on HCL Tech, Tech Mahindra, Coforge, Infosys, and TCS amid sector volatility.
Indian IT stocks slid after Trumps $100,000 H-1B visa fee order, but Motilal Oswal sees margin benefits from higher offshore work. Brokerages suggest selective bets on HCL Tech, Tech Mahindra, Coforge, Infosys, and TCS amid sector volatility.
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