2 top stock recommendations from Aditya Arora

economictimes.indiatimes.com:

«Almost five point of dollar index correction can happen in next one quarter or so, starting from 20th September,» says Aditya Arora, Adlytick.

How are you looking at the Nifty, Bank Nifty right now? And also, what are your favourite trading ideas?
I think internationally, there is risk of market environment. We saw almost 1%-2% correction on NASDAQ and Dow Jones as well. And meanwhile, dollar is also strengthening, which is signalling a little cautious outlook before the Fed meeting which is scheduled on 20th of September. And post-Fed, it would be a game changer because I am expecting a steep correction in dollar index.
Almost five point of dollar index correction can happen in next one quarter or so, starting from 20th September.

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So that will be a very big tailwind for emerging markets like India and also for commodity stocks and risk on market could play out.
So post-Fed, Nifty and Bank Nifty could be very bullish asset class and very good opportunity to invest. And one more thing, institutions are very bullish right now.
The positions in the derivative market is pretty bullish so overall environment is quite good right now but before the event, there could be some volatility and correction.
So my top picks are from insurance space and PSU banking space which is a consumer facing sector, which can do well in a bullish environment.
So HDFC Life could be bought at Rs 664, Rs 630 should be the stop loss and Rs 730 to Rs 750 should be the target. Second, Bank of Baroda which