Market expert Nischal Maheshwari suggests caution regarding the IT sector due to macroeconomic uncertainties. He prefers stock-specific approaches for mid and small-cap IT companies. Within pharma, CRAMS is favored due to its China-plus-one strategy. A strong resurgence is anticipated in the consumer sector’s second half, driven by positive macroeconomic factors. Investors should remain patient and invested in the consumer sector.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets