Frank Usher, Managing Consultant
Renewing and renegotiating outsourced relationships is a great learning experience about what can go wrong in a relationship. One prevalent characteristic is the informality of the provider/customer relationship in long-standing relationships. Contracts that have been in place seven-ten years often lapse into an informality that has the provider acting more as an internal IT department …
Joseph D. Foresi
Back to Market Analysis home We recently caught up with the management of EXLService. Our takeaways: demand for BPO remains healthy, currency crosswinds should offset each other, and valuation remains compelling at current levels. On the demand front, there has not been a slowdown in BPO deal activity or an elongation of the sales cycle. …
Joseph D. Foresi
Positioning In New Markets Important Differentiator Emerging markets continue to be a source of growth for IT spending. IT spending is expected to be up 1% for the U.S. in 2012, but down ~5% for Europe. The prospects for the emerging markets are comparatively much better. China is expected to lead the way with ~11% …
Joseph D. Foresi
Back to Market Analysis home Our thoughts: We are warming up to VanceInfo at present levels. Our confidence in the margin outlook is improving as inflation moderates. No company is immune to a macro economic slow down. Vance has a historically executed through difficult economic times, has little exposure to Europe, and is naturally conservative …
Joseph D. Foresi
Key Points 1. India Survey Shows Expectation for Rupee to fall to 58 INR/USD (6/4/12). A ING Vysya survey of 220 organization (440 respondents) has the majority expecting the currency to fall as low as 58 INR/USD. The INR (Rupee) has depreciated 5.7% on average this quarter to 53.6 from 50.7. A 1% move has …
Joseph D. Foresi
Industry Report Consulting and Global Outsourcing Nothing is Immune from Macro, But BPO Makes Sense Business Trends Remain Steady, Healthy KEY POINTS: BPO demand trends remain healthy, positive. Channel checks confirm that demand for BPO remains healthy thus far in the June quarter. Customer conversation continue to be productive. Sales cycle times remain static (6 to …
John Harney, Business Writer
What if the New York Times replaced Pulitzer Prize winner Gretchen Morgenson, cited for her “trenchant and incisive Wall Street coverage”, with outsourced personnel in India to save four-fifths of her salary? Absurd, you say? Absurd or not, doing so seems to be a developing trend in American newspapers. Though it’s unlikely a writer of …
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