Auto stocks are up on expectation of good numbers, while IT stocks have again become attractive after recent falls.

We are seeing fresh money flowing in after the recent fall. But it could take another couple of sessions before the index settles.

The market may continue to trade in a range in the next few sessions and there would be stock-specific movements.

If, from time to time, you give up expectation, you will be able to perceive what it is you are getting.

You're spending taxpayer dollars, so a reasonable degree of transparency is required. But if someone has an expectation that you would have the same efficiencies as in a private sector supply chain, that's probably not going to happen, because private sector doesn't have to worry about transparency. When it's taxpayer money, additional steps are required.

If it's the expectation, why punish them?