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Monday, 22 September 2025

H1B decree, Trump hits India where it hurts

As you know business manoeuvre is made by states and firms after studying the expected effects and whether this fits into the overall business strategy. Trump recently showcased his art & craft of deal making when he decided to hit India where it hurts more. Jacking up fee for H1B Visa is one such move. Details follow:

The obvious target is the Indian IT professionals who man most techno firms in USA. Simply stated the Executive Order signed on Friday 26 September imposes a visa fee of USD 100,000 per person who enters USA after this date under the H1B visa protocol. Those who already live within USA under this system have to pay annually similar amount.

Among the many US companies, Amazon, Microsoft, Meta, Apple and Google have the largest Indian employees under this protocol. In 2025 alone approximately 5,000 such visas were issued. Nearly 70% of the H1B visas are issued to Indian nationals. The scheme works this way: Indian techno firms such as Infosys, Tata Consulting, Wipro and Tech Mahindra recruit professionals within India, train them and later place them with US Firms.  

Trump wants to finish off H1B visa system not because immigrants are crowding the US workplace or for that matter American techies are un-employed in the home turf at the rate of 5 to 7.5%. For him it is the RIC format of Russia, India and China challenging US dominance is the core concern. In his grand scheme of things he envisages the following:

a) Demolish the Indian dream of working in America replacing US talent pool because Indians are satisfied with half of the earnings average American techy gets.

b) Out of foreign remittance received by India, nearly 30% originates from America.

c) Trump cannot take China head on, besides Chinese trail at around 11% of the expatriate employed under H1B protocol, in comparison to the Lion share held by India.

d) Russia is not in the game at all as none from that country work in USA under this visa regime.

e) Trump has to settle his score with India who despite his repeated demands, or call it pleas, is not ready and willing to stop buying Russian cheap oil.

Right now the score is 1-nil. My strategic analysis is Trump H1B tactical business manoeuvre is just the beginning whose blow, however, is badly felt. How India would respond, we have to wait and see!

 

Cheers!

 

Muthu Ashraff Rajulu

Business Strategist

Mobile: + 94 777 265677

E-mail: cosmicgems@gmail.com

Blog:   Business Strategist

 

 

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