Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Prof G Markets
00:00
Navigating Country Risk in Modern Markets
This chapter explores the intricate dynamics of country risk and its impact on corporate valuation, particularly in light of evolving global market conditions since the 2008 financial crisis. The discussion highlights how perceptions of risk have shifted, with traditionally stable countries now facing vulnerabilities that challenge investor confidence. Furthermore, it critiques the current state of U.S. markets, examining their resilience amid significant political and economic challenges while emphasizing the shift from proactive to reactive market behaviors.
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