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.