TCS, Infosys suna da mafi girman fallasa ga bankunan yankin Amurka, in ji JP Morgan Bayan Rushewar SVB

Manyan kamfanonin fasahar sadarwa na Indiya Tata Consultancy Services da Infosys sun kasance mafi girma ga bankunan yanki a Amurka wadanda ke fama da rudanin kudi, in ji manazarta a JP Morgan a ranar Juma'a.

Bankunan yanki a Amurka suna da kashi 2-3 cikin 10 na kudaden shiga, in ji JP Morgan a cikin wata sanarwa, inda ya kara da cewa fallasa bankin Silicon Valley da ya ruguje kwanan nan zai iya zama maki 20-XNUMX ga TCS, Infosys da ƙaramin abokin hamayyar LTIMindtree. tare da kamfanin kungiyar Tata a kan gaba.

Dukkan kamfanoni guda uku na iya buƙatar ware tanadi a cikin kwata na huɗu saboda bayyanar su ga SVB, in ji JP Morgan a cikin bayanin kula.

"Rushewar SVB, Bankin Sa hannu da kuma damuwar rashin ruwa a duk fadin Amurka da Tarayyar Turai na iya kara sassauta kashe kudaden fasahar da bankuna ke kashewa a cikin gajeren lokaci a cikin shekara guda tare da raguwar ci gaban kasafin fasahar banki," JP Morgan, wanda ke da "marasa nauyi" rating a kan fannin, in ji.

Masana'antar IT ta Indiya ta riga ta fuskanci yanayi mai ƙalubale na tattalin arziki a cikin manyan kasuwanninta na Turai da Amurka, inda kashe kuɗin fasaha ke yin kwangila a cikin jinkirin yanke shawara kan yarjejeniyoyin dogon lokaci yayin da buƙatun da cutar ta haifar.

Rikicin banki na iya jinkirta sauye-sauyen yarjejeniyar, da yin tasiri ga canjin kudaden shiga a cikin kashi biyu masu zuwa, da kuma tura sabon rufewar oda wanda zai iya cutar da kudaden shiga a cikin rubu'i hudu masu zuwa, in ji JP Morgan.

Kamfanonin IT na Indiya suna zana mafi yawan kudaden shiga daga sashin banki, sabis na kuɗi da inshora (BFSI).

A cikin BFSI, bayyanar su ga bankunan Amurka yana kan matsakaicin kashi 62 cikin 23 da Turai kashi XNUMX cikin dari, in ji JP Morgan.

LTIMindtree a wannan makon ta ce tana da ƙarancin fallasa ga bankunan yankin Amurka, gami da SVB.

© Thomson Reuters 2023