We attended Infosys's analyst meet and are reassured that its Renew' and New' strategy is progressing well. Our biggest take-away was Infosys' target to become a strategic partner for at least 250 clients in 4-6 quarters and it is gearing itself very well to achieve the same. We believe this would complement their 2020 vision. Infosys confirmed that Q2FY17 revenue growth would be faster than that in Q1FY17 (+1.7% QoQ in US$ and +2.2% QoQ in CC). However, it cautioned about increase in uncertainty in business environment, largely client-specific, vs. that at the start of Q2FY17. It would make change in its FY17 guidance only at the time of Q2FY17 result....