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INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT

INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT. Lecture # 1 Dr. Shahid A. Zia. The Course. INVESTMENT ANALYSIS PORTFOLIO MANAGEMENT. Text book. PRACTICAL INVESTMENT MANAGEMENT, 3 rd Edition, (Southwestern/Thomson) Robert A. Strong ISBN 0-324-17164-1

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INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT

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  1. INVESTMENT ANALYSIS&PORTFOLIO MANAGEMENT Lecture # 1 Dr. Shahid A. Zia

  2. The Course • INVESTMENT • ANALYSIS • PORTFOLIO • MANAGEMENT

  3. Text book • PRACTICAL INVESTMENT MANAGEMENT, 3rd Edition, (Southwestern/Thomson) • Robert A. Strong • ISBN 0-324-17164-1 • INVESTMENT ANALYSIS and MANAGEMENT, 9th EDITION, (by Charles P. Jones)

  4. Assets Financial Assets Real Assets e.g. bond, stock e.g. land Investment Alternatives Assets are things that people own.

  5. Securities Equity Securities e.g. common stock Fixed Income Securities e.g. bonds, preferred stock Derivative Assets e.g. futures, options Investment Alternatives There are three broad categories of securities.

  6. Three Reasons for Investing People invest to … • supplement their income • Dividends and Interest. • earn capital gains • Appreciation refers to an increase in the value of an investment. • experience the excitement of the investment process. Why invest ???

  7. Investing To consume, to save, or to invest a rupee that is earned ? Both saving and investing amount to consumption shifting through time. However, saving involves little, if any, risk, while investing is a risky endeavor.

  8. Fundamental Analysis Fundamental Analysis include the evaluation of the; • Balance Sheet • Annual Report • Profit & Loss Figures • Profitability Ratios • Liquidity Ratios • Operational Ratios

  9. Technical Analysis Focus on the movement of the share prices going up or going down. Scenario Analysis

  10. Investments Investment means to invest something in some where.

  11. Uses of Investments Three uses of investments; • Consumption • Savings • Investing

  12. Investing You consume less than you save and then from saving you can always think about investment.

  13. Savings It is very important to see that how you save the money. • You save money in your home at secure place. • Committees.

  14. Channels of Savings • Banking • Non-financial institutions • National saving schemes

  15. Portfolio Management How to manage different sectoral things. “Don’t Keep all your eggs in one basket”

  16. Investment Analysis and Portfolio Management Mutual fund are also used in the portfolio. • Collection of eggs. • Collection of different shares, cash and foreign exchange.

  17. Bonds • Term Finance Certificates • Bearer bonds • Fixed Income bonds • Euro bonds

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