Gurmeet Chadha, Managing Partner & CIO of Complete Circle Consultants, recommends being selective in the IT sector and highlights the potential of new age stocks. Chadha believes that HCL is a reasonable option among the larger IT companies, while Tech Mahindra is going through a leadership transition. He suggests investing in midcap companies like KPIT and Persistent Systems, which have shown promising performance. Chadha also discusses the real estate sector, mentioning DLF’s strong performance and the positive impact of RERA. He suggests considering building material companies and focusing on the home improvement theme. On the IT front, Chadha expects another quarter of soft numbers but advises staying selective. He believes that the IT sector may present better opportunities after the Federal Reserve’s decision. Lastly, Chadha shares his views on the Indian stock market and states that this decade looks promising for investors. However, he advises caution in certain sectors and emphasizes the need for careful stock selection.