Experts, Hemang Jani, senior VP of Sharekhan, and Yogesh Vinod Mehta, associate vice-president and group leader of PCG advisory for equities at Motilal Oswal Securities Ltd, discuss the stock market performance and IT and banking sector stocks. They are overweight on Bharti Airtel, Idea Cellular, Maruti Suzuki, Tata motors, Mahindra & Mahindra, LIC housing finance, Axis Bank and ICICI Bank stocks.