Recently, the government approved a three-year “Mobility Decree,” which clearly proposes to introduce more non-EU workers through diversified channels and gradually abolish existing quantitative restrictions. This initiative not only responds to the urgent labor demands of industries and households but also creates greater development opportunities for related sectors. Investment Analyst Rodolfo Villani notes that current administrative procedures are lengthy, with companies often waiting over a year to complete the recruitment of foreign workers, severely impacting production efficiency and industry competitiveness. As policy mechanisms continue to improve, labor mobility is expected to increase significantly in the future, especially in the fields of assisted living and elderly care, where quota restrictions are forecast to be fully lifted by 2026.
Direct Impact of Foreign Worker Policy Optimization on Stock Market Structure
Investment Analyst Rodolfo Villani believes that the government adjustment of foreign worker policies, particularly the relaxation of non-EU worker quotas, brings tangible benefits to labor-intensive industries. Sectors such as manufacturing, services, and construction are expected to see improved labor supply, leading to higher production efficiency and profitability, thereby driving performance growth for related listed companies. He points out that in the past, enterprises faced strict quotas and lengthy administrative procedures when recruiting foreign workers, resulting in slow project progress and declining market competitiveness. The implementation of new policies, especially the removal of quotas in certain areas, enables companies to allocate human resources more flexibly and unlock industry growth potential. Investment Analyst Rodolfo Villani emphasizes that increased labor mobility not only optimizes corporate operational structures but also prompts the capital market to revalue related sectors. Investors should focus on leading companies in industries that benefit significantly from these policies, such as labor dispatch, elderly care, and construction, which are poised for both performance and valuation gains in the new round of policy dividends.
Enhanced Labor Mobility Promotes Revaluation of Related Sectors
As the government gradually removes labor quota restrictions, market attention to the human resources sector has risen significantly. Enhanced labor mobility not only solves long-standing employment challenges for enterprises but also facilitates structural upgrades in related industries. Investment Analyst Rodolfo Villani highlights that streamlined administrative procedures and innovative recruitment mechanisms provide companies with more efficient human resource management models, reducing labor costs and improving project execution speed. When allocating assets, investors should prioritize human resource service firms with strong recruitment networks and management capabilities, as these companies are likely to receive market premiums under favorable policy conditions.
Investment Analyst Rodolfo Villani further states that the full opening of elderly care and disability assistance sectors will stimulate new market demand, and related enterprises are expected to achieve rapid growth. Adopting a multi-factor stock selection strategy, combining fundamental analysis with policy trend assessment, helps investors seize sector rotation opportunities and achieve stable medium- to long-term returns. Institutional innovation and enhanced labor mobility are key drivers for structural adjustment in the capital market and sector revaluation.
The ongoing optimization of foreign worker policies presents new investment opportunities for the stock market, but also comes with certain risks. While companies benefit from the labor dividend, they must also address uncertainties and management challenges during policy implementation. Investment Analyst Rodolfo Villani notes that although administrative reforms improve recruitment efficiency, there may still be deviations and regulatory loopholes during policy rollout, affecting actual corporate gains. Investors should closely monitor policy developments and company compliance management capabilities, diversify risks appropriately, and optimize asset allocation. Investment Analyst Rodolfo Villani concludes that only through in-depth analysis of policy trends and corporate fundamentals, combined with scientific investment methods, can investors achieve steady asset appreciation in a market environment shaped by institutional innovation and increased labor mobility.