Securities Analysis and Portfolio management

Paper Code: 
EMF 524
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

To familiarize students with the different investment avenues and managing a portfolio.

12.00
Unit I: 

Investment Setting:
Investment setting-Securities-Sources of investment information-Security market indications-Security Contract regulation Act. Investor Protection.
 

12.00
Unit II: 

Capital Markets:
Over view of Capital Market, Institutional structure in capital market, reforms and state of capital market, New issue market and problems, Securities and Exchange Board of India (SEBI), Debt Market.
 

12.00
Unit III: 

Fundamental Analysis:
Economic Analysis-Economic Forecasting and Stock Investment Decisions- Forecasting Techniques. Industry Analysis- Industry Classification. Economy and Industry Analysis. Industry Life Cycle- Company Analysis, Measuring Earnings- Forecasting Earnings- Applied Valuation techniques-Graham and Dodds investor ratios.
 

12.00
Unit IV: 

Technical Analysis:
Fundamental Analysis Vs Technical Analysis-Charting methods- Market indicators. Trend-Trend reversals- Patterns- Moving Average- Exponential moving Average.
 

12.00
Unit V: 

Portfolio Management:
Portfolio Theory- Portfolio Construction- Diagnostics Management- Performance Evaluation- Portfolio revision- Mutual Funds.
 

 

* A minimum of one case study will be discussed per unit of the syllabi.

References: 

Text Books:

  1. Donald E. Fischer & Ronald J. Jordan, ‘Security Analysis & Portfolio Management’, Prentice Hall of India Private Ltd., New Delhi 2000.
  2. V.A.Avadhani-‘Securities Analysis and Portfolio Management’, Himalaya Publishing House, 1997.

Suggested Readings:

  1. Punithavathy Pandian,’Security Analysis & Portfolio Management’-Vikas Publishing House Pvt. LTD., 2001.
  2. V.K.Bhalla,’ Investment Management’, S.Chand & Company LTD., Seventh Edition, 2000.