Sandeep Bhatia, Institutional Equities, Kotak Securities Limited said that markets are moving up due to expectation of an interest rate cut. He further does not expect Q3 earnings to be fantastic, especially in the banking space on the back of higher provisioning. IT sector will see better than expected earnings while realty sector will continue to be neglected, he added. Buy TCS, Infosys, M&M, KEC international stocks, he advised investors.