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“后台部门”的形势正在好转。IT与咨询公司埃森哲(Accenture)一季度营运利润同比增长10%；来自金融服务业客户的订单达到创纪录水平。在印度，市值最大的外包公司印孚瑟斯(Infosys)预测，在截至3月份的财年中，营运收入将增长约20%。尽管自己的工作岗位也可能被外包出去，但分析师们并未放弃对外包公司的热捧：对于埃森哲、印孚瑟斯和印度外包业营收老大塔塔咨询服务(Tata Consultancy Services)这三家公司而言，每家公司的卖出和买入评级之比均为1：20-40。