Contra view: H1-B visa blow can be margin boon for IT companies. What’s next for tech stocks?

Indian IT stocks slid after Trump’s $100,000 H-1B visa fee order, but Motilal Oswal sees margin benefits from higher offshore work. Brokerages suggest selective bets on HCL Tech, Tech Mahindra, Coforge, Infosys, and TCS amid sector volatility.