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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; and
trade 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.
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