Abstract

Elections introduce market volatility and increased scrutiny of firms. Congressional investigations of technology firms follow stock market volatility. As of May 01, 2025, the S&P 500 Index lost all its post-election gains due to political uncertainty, thus affecting the business value of IT. Technology firms have been subjected to criticism from politicians, leading to market volatility. Understanding the association between political impact and market volatility can guide firms in designing IT resource allocation and managing their performance. Thus, assessment of the firm-level political risk shall guide irreversible investment decision to improve the firm’s resource performance. The current work aims to understand the firm-level political risk (PRisk) on IT Investment (ITI), and Firm performance. PRisk, ITI and firm performance data shall be sourced from the firm-level PRisk dataset, InformationWeek, COMPUSTAT, and CRSP. ITI and PRisk will be independent variables, and Tobin’s Q will be the dependent variable in the GLS model.

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