BA9257-Security Analysis and Portfolio Management |
UNIT I INVESTMENT SETTING |
Financial and economic meaning of Investment Characteristics and objectives of Investment
Types of Investment Investment alternatives Choice and Evaluation Risk and return
concepts. |
UNIT II SECURITIES MARKETS |
Financial Market - Segments Types - - Participants in financial Market Regulatory
Environment, Primary Market Methods of floating new issues, Book building Role of primary
market Regulation of primary market, Stock exchanges in India BSE, OTCEI , NSE, ISE,
and Regulations of stock exchanges Trading system in stock exchanges SEBI. |
UNIT- III FUNDAMENTAL ANALYSIS |
Economic Analysis Economic forecasting and stock Investment Decisions Forecasting
techniques. Industry Analysis : Industry classification, Industry life cycle Company Analysis
Measuring Earnings Forecasting Earnings Applied Valuation Techniques Graham and
Dodds investor ratios. |
UNIT IV TECHNICAL ANALYSIS |
Fundamental Analysis Vs Technical Analysis Charting methods Market Indicators. Trend
Trend reversals Patterns - Moving Average Exponential moving Average Oscillators
Market Indicators Efficient Market theory. |
UNIT V PORTFOLIO MANAGEMENT |
Portfolio analysis Portfolio Selection Capital Asset Pricing model Portfolio Revision
Portfolio Evaluation Mutual Funds. |
Text Books |
1. Donald E.Fischer & Ronald J.Jordan, Security Analysis & Portfolio Management, PHI
Learning / Pearson Education., New Delhi, 6th edition, 2008.
2. Prasannachandra, Investment analysis and Portfolio Management, Tata McGraw Hill,
2008.. |
Reference Books |
1. Reilly & Brown, Investment Analysis and Portfolio Management, Cengage Learning, 8th
edition, 2008.
2. S. Kevin , Securities Analysis and Portfolio Management , PHI Learning , 2008.
3. Bodi, Kane, Markus, Mohanty, Investments, 6th edition, Tata McGraw Hill, 2007.
4. V.A.Avadhan, Securities Analysis and Portfolio Management, Himalaya Publishing
House, 2008.
5. V.K.Bhalla, Investment Management, S.Chand & Company Ltd., 2008. |
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