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  • Ba1727 Security Analysis and Portfolio Management

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    This document outlines the units of study for a course on security analysis and portfolio management. The five units cover: 1) the investment setting and securities markets; 2) an overview of capital markets and reforms; 3) fundamental analysis techniques including economic, industry, and company analysis; 4) technical analysis techniques including charts and indicators; 5) portfolio theory, construction, management, and evaluation including mutual funds. The course utilizes textbooks on security analysis, investment management, and related topics.

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    This document outlines the units of study for a course on security analysis and portfolio management. The five units cover: 1) the investment setting and securities markets; 2) an overview of capital markets and reforms; 3) fundamental analysis techniques including economic, industry, and company analysis; 4) technical analysis techniques including charts and indicators; 5) portfolio theory, construction, management, and evaluation including mutual funds. The course utilizes textbooks on security analysis, investment management, and related topics.

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    2K views2 pages

    Ba1727 Security Analysis and Portfolio Management

    Uploaded by

    bhuvanesh87
    This document outlines the units of study for a course on security analysis and portfolio management. The five units cover: 1) the investment setting and securities markets; 2) an overview of capital markets and reforms; 3) fundamental analysis techniques including economic, industry, and company analysis; 4) technical analysis techniques including charts and indicators; 5) portfolio theory, construction, management, and evaluation including mutual funds. The course utilizes textbooks on security analysis, investment management, and related topics.

    Copyright:

    Attribution Non-Commercial (BY-NC)
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    of 2

    BA1727 SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT

    UNIT I: INVESTMENT SETTING

    Investment setting – Securities – Sources of investment information – Security market


    indications – Security Contract regulation Act. Investor Protection.

    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.

    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.

    UNIT IV: TECHNICAL ANALYSIS

    Fundamental Analysis Vs Technical Analysis – Charting methods – Market Indicators.


    Trend – Trend reversals – Patterns - Moving Average – Exponential moving Average –
    Oscillators – ROC Momentum – MACD – RSI – Stoastics.

    UNIT V: PORTFOLIO MANAGEMENT

    Portfolio Theory – Portfolio Construction – Diagnostics Management – Performance


    Evaluation – Portfolio revision- Mutual Funds.

    Total 45 periods
    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.
    3. V.K.Bhalla, ‘Investment Management’, S.Chand & Company Ltd., Seventh Edition,
    2000.

    REFERENCE:
    1. Punithavathy Pandian, ‘Security Analysis & Portfolio Management’ – Vikas
    Publishing House Pvt., Ltd., 2001.

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