Hi Varun,
Agree that Kaveri should bounce back sooner than we possibly imagine. Definitely shouldn’t turn out like the Infosys example I gave.
Regarding ‘wealth destruction’ – Again agree that it’s probably too soon (one quarter only) to classify it using that term.
But as I said it’s most likely going to take a long time before it comes into the wealth creation bucket. Anyway, edited my 1st post above 
Take your points and preferred your words of communication in the 2nd message.
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