Will Infosys make a comeback?

By Sudin Apte/Forbes India

There was a time when every reference to Infosys was about how well the company was doing. Over the last two-three years, the narrative has changed. All eyes are now on the new CEO SD Shibulal and his new strategy

He is principal analyst & CEO of Offshore Insights Research and Solutions. He has been tracking the Indian IT industry and Infosys for 15 years.

There was a time when every reference to Infosys was about how well the company was doing. Over the last two-three years, the narrative has changed. All eyes are now on the new CEO S.D. Shibulal and his  new strategy.

To answer your question specifically, I think during the first half of 2012 they [Infosys] will continue working on establishing their new strategy and hence will see limited success from that.

There are still some unresolved puzzles. Decision-making is slow, pricing and margins are still very important to them and they haven