Monty RakusenSummary I am positive on Infosys Ltd. (NYSE:INFY). My summarized thesis is that INFY is near its growth inflection point, with various operating indicators supporting this narrative. Once the US macroeconomic situation gets more certain, I believe INFY growth will see an acceleration back to historical levels. This will drive margin expansion as the contribution margin per employee expands. As the best-performing player in this industry, INFY should continue to trade at its current premium  ...