M&M top auto pick; stack up in capital goods stocks: Amnish Aggarwal

Capital goods and IT sectors are performing well in the Indian market. Mahindra & Mahindra shows strong growth in the auto sector. Experts believe market uncertainties are easing. Positive growth is expected in the coming months. Siemens and ABB are key players in the capital goods sector. IT spending is expected to increase with reduced visa concerns.