Motilal Oswal has positive sentiments towards L&T, Cummins, and Siemens Energy within the capital goods sector, with BEL showing strength in defense. The sector's resilience amid geopolitical tensions is attributed to robust order books and favorable growth trends, causing optimism.

Analysts suggest investing in Adani Power, Titan, Cummins India, Mankind Pharmaceuticals, and Arvind Ltd, due to their positive technical trends and sectoral performance. Expected price levels for these stocks are Rs 170 (Adani Power), Rs 4,180 (Titan), Rs 4,820 (Cummins India), Rs 2,250 (Mankind Pharma), and Rs 430 (Arvind Ltd).