What are Andrew Holland's top picks in 2011?

Andrew Holland, CEO, Equities at Ambit Capital is betting high on commodity, power, banking and road sectors as they are expected to do well in 2011. 

In an interview to CNBC-TV18, Holland said that government spending will push infrastructure theme to perform well in the first quarter. Stock-wise, he is expecting Reliance to outperform in 2011. According to Holland, exchange-traded funds (ETF) and hedge fund money will bring in money in India.