Things are looking up in the world's back office. Accenture, the IT and consultancy firm, lifted operating profit by 10 per cent year-on-year in the first quarter; bookings from financial services clients are at record levels. In India, Infosys, the biggest outsourcer by market capitalisation, is giving guidance for top-line growth of about 20 per cent in the year to March. Analysts, undeterred by the outsourcing of their own jobs, are fans: Accenture, Infosys and Tata Consultancy Services, India's industry leader on revenues, each carries a single sell recommendation to 20-40 buys.
世界「後臺部門」的形勢正在好轉。IT與諮詢公司埃森哲(Accenture)一季度營運利潤同比成長10%；來自金融服務業客戶的訂單達到創紀錄水準。在印度，市值最大的外包公司印孚瑟斯(Infosys)預測，在截至3月份的財年中，營運收入將成長約20%。儘管自己的工作崗位也可能被外包出去，但分析師們並未放棄對外包公司的熱捧：對於埃森哲、印孚瑟斯和印度外包業營收老大塔塔諮詢服務(Tata Consultancy Services)這三家公司而言，每家公司的賣出和買入評級之比均爲1：20-40。