US ke naye visa rules ne Indian IT sector ki neend uda di hai. Marco Rubio bol rahe hain ye kisi desh ke khilaf nahi hai, par H-1B visa ke mehange hone aur naye rules se companies ka margin pressure mein aa sakta hai.
Kya hua hai pura mamla?
US ke Secretary of State Marco Rubio ne clarify kiya hai ki ye visa policy mein badlav sirf administrative efficiency ke liye hai. Par reality mein, hamari Indian IT companies ke liye kaam karna mushkil ho gaya hai. Ab visa renewal pehle jaisa aasaan nahi raha, aur har extension ke liye kadi scrutiny hogi.
IT Companies ki jeb par asar
Sabse bada jhatka ye hai ki kuch visa categories ke liye $100,000 ki filing fee aur September 2027 tak ka suspension lagaya gaya hai. Iska seedha asar IT firms ke operating costs par padega. Ab companies ko apne employees ko US bhejne ke liye double baar sochna padega.
Profit margins ka kya hoga?
Ab ek naya 'wage-weighted lottery system' aaya hai, jisse high salary wale roles ko preference milegi. Iska matlab hai ki companies ko salary badhani padegi. Saath hi, US mein local hiring ka pressure bhi badh raha hai, jo margin ko squeeze karega. Ab dekhna ye hai ki kya ye firms ye extra cost clients par daal payengi, ya phir inke quarterly results mein profit ghirega. Investors ko ab agle earnings call mein management ki commentary par nazar rakhni chahiye.