India-US trade deal lifts sentiment for Indian IT firms

The India–US agreement will not have any immediate or direct impact on India’s information technology services sector, as it does not address areas that materially affect IT exports such as work visas, cross-border data flows, digital trade rules or outsourcing norms. However, analysts and industry executives said the deal has improved sentiment around the sector by bringing greater clarity on bilateral trade policy, which could help clients firm up budgets over time.