Amit Ranjan has an excellent piece on how the blue-chip body shops in India need to move up the value chain before their labor arbitrage play expires. He writes
Their main competitive advantage (price competiveness due to labour costs differential) is time-barred and come with a limited shelf life: price arbitrage will eventually force the imperfections in markets to converge towards a price equilibrium).
Read the whole thing
The achiles heel of infosys
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