ETMarkets Smart Talk: Top 15 stock ideas across sectors till Diwali 2023: Arpit Jain

“We need to closely watch the dollar-rupee balance. A weak rupee is impacting the fiscal health of our economy. Interest rates can play spoilsport, but there are some early signs that commodity prices are bottoming out, which should benefit the Indian economy. Apart from global themes, the markets should keep an eye on how the rural economy is currently performing and how it is going to play out going forward. “

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