Market Outlook notes that despite recent CLSA downgr

H-1B Visa Relief eases hiring restrictions after a U.S. government policy adjustment, allowing tech firms to bring more Indian engineers, which analysts say should raise demand for services from major Indian IT exporters and improve their order books.

TCS shares jumped 6% in early trade, lifting the Nifty IT index by 5%, as investors reacted to reports of H‑1B policy changes and priced in expected revenue growth from expanded U.S. staffing opportunities.

Infosys rose 3% on the same session, mirroring TCS’s move and strengthening the sector’s overall performance, as analysts expect comparable upside for other Indian exporters benefiting from the relaxed visa environment.

Market Outlook notes that despite recent CLSA downgr