The Opportunity in Emerging Markets with AQR's Dan Villalon
Excess Returns
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Factors Influencing Valuation of Markets
This chapter explores the factors that contribute to the valuation of markets, including prices, valuations, fundamentals, home bias, and the impact of technology and intangible assets. It emphasizes the importance of international diversification for true portfolio diversification and highlights the potential risks of a prolonged economic downturn.
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