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Highlights The Indian government can’t do much to rein in inflation A calibrated control of inflation will position our economy for higher growth Early signs of inflation moderating and a pause in rate hikes will trigger a rally in our markets Nifty price-to-earnings (PE) ratio is higher than what most investors would like it to be The positive surprises in the September quarter corporate results have all come from stocks which are ignored by the market A sense of urgency to rejig portfolios is slowly...