Trump 2.0: What’s In Store For Indian IT Services? Motilal Oswal's Analysis

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Now that the dust has settled following the US elections, we analyze the potential impact of the incoming Trump administration on major client industries in the US, their technology spending behaviors, and the subsequent effects on IT services’ revenue growth rates. Our analysis focuses on three key vectors: immigration policies; corporate tax rates; andtrade war. .Our findings indicate that IT services vendors are now largely immune to immigration shocks. While there could be a definite gross positive push from corporate tax cuts, a more intense trade war could offset some of these benefits, in our opinion. We also analyze how IT services companies fared in the earlier term. While the quantifiable impact of these initiatives may be debatable, we expect technology spending to trend upwards for CY26/CY27, led by a business-friendly administration and declining interest rates..Click on the attachment to read the full report:.Zinka Logistics IPO - Should You Apply? Read Anand Rathi's Analysis.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Trump 2.0: What’s In Store For Indian IT Services? Motilal Oswal's Analysis

The brokerage's analysis focuses on three key vectors- immigration policies; corporate tax rates; and trade war.

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Trump 2.0: What’s In Store For Indian IT Services? Motilal Oswal's Analysis

The brokerage's analysis focuses on three key vectors- immigration policies; corporate tax rates; and trade war.

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