US-India trade deal restores confidence in IT outsourcing, GCC investments
The US-India trade deal has eased concerns around outsourcing, helping Indian IT firms and global capability centres (GCC) regain confidence as US companies resume long-term technology and investment plans.
From an India-specific perspective, the deal has helped remove uncertainty from the $283 billion IT industry. While tariffs do not directly apply to IT services, uncertainty around trade relations has begun to affect confidence in data sovereignty, political alignment, and India’s access to emerging technologies. The latest announcement has brought clarity to boardrooms assessing long-term outsourcing and global delivery strategies.
