
Savita Subramanian on Equity and Quantitative Strategy
Masters in Business
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Market Valuation and Technological Transformation
The chapter explores market valuation, emphasizing the evolving landscape towards innovation-focused sectors and the argument for higher valuations of intangible assets. It discusses the impact of AI on labor costs and productivity in various industries, highlighting the potential gains in efficiency. The conversation also covers the bullish outlook on the stock market driven by new technologies and shifts in company behaviors towards efficiency amidst market unpredictability.
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