US government ne PERM filings par rok laga di hai, jisse TCS, Infosys aur Wipro jaise IT giants ke liye mushkil badh gayi hai. Ye Green Card ka pehla step hota hai, toh iska direct asar employees ke stay aur company ke hiring costs par padega.
US Policy ka bada khel
US administration ne Permanent Labor Certification (PERM) filings ko filhal freeze kar diya hai. Ye woh pehla step hai jo H-1B holders ko Green Card dilane mein madad karta hai. Iska seedha asar TCS, Infosys, Wipro, HCL Technologies, aur Cognizant jaise bade Indian players par pad raha hai.
Investors kyun pareshan hain?
Sabse bada darr Attrition Rate ka hai. Jab employees ko US mein rehne ki stability nahi dikhti, toh woh dusri jagah nikal lete hain. Isse companies ka recruitment aur training ka kharcha badh jayega, jiska direct asar Profit Margins par padega.
Operations par risk
IT companies ke liye onsite workforce bahut zaruri hai. Agar ye freeze lamba chala, toh operations manage karna aur projects time par deliver karna mushkil ho sakta hai. US Vice-President JD Vance ki recent comments bhi foreign labor policy ko lekar strict signals de rahi hain.
Aage kya?
Investors ko ab do cheezon par nazar rakhni chahiye:
- Management ka is par kya comment aata hai.
- Kya ye companies ab US mein hi local talent hire karne par zyada focus karengi taaki visa dependency kam ho sake.