Infosys Rattled

On my last trip to Bangalore, one of my partner CEOs commented, “people are getting tired of your Infosys analysis and articles”. The next day Infosys declared results, lacklustre, a 6% drop in Q-o-Q earnings.

Most articles blame the Rupee which has appreciated 7% versus the dollar. But there are many others which have not been accounted for, rising salaries, expensive real estate, unrealistic salary demands, rising inflation, inferior quality of human resources, higher hiring costs because of recruiters scrambling and poaching on a limited pool.

Please refer to my earlier articles, Service Game is Over and Infosys Bubble.

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