Welcome to my website
Dr. Rana Singh
Associate Professor in Mangement
MBA (Finance), Gold Medalist, Ph.D.
Head-PGP Cell, Member -Computer Advisory Cell.
Mob: 9811828987
E-mail: singh_rana@yahoo.com,
dr.ranasingh@accurate.in
Office No.: 91-120-2320234/35, Extn.-267
SECURITIES ANALYSIS
AND PORTFOLIO MANAGEMENT
Course Outline
Introduction: The Securities Analysis and Portfolio Management course focuses
at introducing the students about the various aspects of securities analysis
and portfolio management. This course will give the introduction and advanced
practical concepts, tools and applications to the Indian Securities Market.
Course objective:
The primary objective of this course is to familiarize the student with basic
concepts of Securities Analysis and Portfolio Management and its various tools
and techniques to facilitate the managers in managing their portfolio.The basic
objective of the course is to acquaint the students in respect to the investment
decisions related to financial assets, the risks and the returns involved, to
make aware about the functioning of securities market alongside the theories
and concepts involved in portfolio management.
Recommended Text Books: 1. Security Analysis and Portfolio
Management, S. Kevin, PHI
2. Security Analysis and Portfolio Management, Punithavathy Pandian, Vikas Publishing
House
Reference Books (If any): 1. SAPM, William Sharpe
2. Investment Management –Securities Analysis and Portfolio
Management, Professor V. K. Bhalla
3. BSE, NSE, and other Websites
Magazines and Journals to Refer
1. Journal of Finance
2. Capital Market
3. Outlook Money
4. Business India
5. Business World
6. Dalal Street
7. The Economic Times
8. The Business Standard
9. Business Line
10. Financial Express
Evaluation System
| Class Participation | 10 |
| Assignment | 10 |
| Quiz | 10 |
| Projects | 10 |
| Mid-Term | 20 |
| End-Term | 40 |
| Total | 100 |
Session Wise Teaching Plan
| Session No. | Theme | Reading Material |
| 1 | Introduction to Security Analysis and Portfolio Management, Nature and Scope, Importance | Ch-20, Topic -Fundamental Security Analysis, Pg. No. 483-516,
|
| 2 | Investment |
|
| 3 | Securities Market Download Presentation Download Prospectus of Vishal Technologies for Analysis |
Ch.-3, Pg no. 18-29, Security Analysis and Portfolio Management, S. Kevin, PHI |
| 4 | Stock Exchanges and Their Mechanics
|
Ch.-4, Pg no. 30-40, Topic-Stock Exchanges, Security Analysis and Portfolio Management, S. Kevin, PHI Ch-4, Pg. No. 51-65, Topic –Listing of Securities, Ch-5, Pg. No. 66-87, Topic –Listing of Securities, Ch-7, Pg. No. 115-133, Topic –Market Indexes,
|
| 5 | Trading System in the Stock Exchanges Download Presentation Assignment Assignment Visit the websites given below |
Ch.-5, Pg no. 41-53, Security Analysis and Portfolio Management, S. Kevin,
PHI
Ch-5, Pg. No. 66-87, Topic –The Brokerage Business, |
| 6 | Risk | Ch.-6, Pg no. 54-73, Security Analysis and Portfolio Management, S. Kevin,
PHI
Chapter-23, Pg. No. 567-597, Portfolio Analysis: Risk and Return, |
| 7 | Risk –Calculation and Analysis , Types, Problem, Calculation of Risk with Ms-Excel | Ch.-6, Pg no. 54-73, Security Analysis and Portfolio Management, S. Kevin,
PHI Case Study on website /or by e-mail Chapter-23, Pg. No. 567-597, Portfolio Analysis: Risk and Return, |
| 8 | Fundamental Analysis: Economic Analysis Download Presentation Download Presentation -2 Assignment Conduct economic analysis of 3 different countries of Asia with special focus and perspective of investment opportunity |
Ch.-7, Pg no. 74-82, Security Analysis and Portfolio Management, S. Kevin,
PHI
Chapter-20, Pg. No. 483-516, Fundamental Security Analysis, |
| 9 | Industry Analysis Download Presentation Assignment: Conduct Industry analysis of 5 different industries of India with special focus and perspective of investment opportunity. |
Ch.-8, Pg no. 83-94, Security Analysis and Portfolio Management, S. Kevin,
PHI
Chapter-20, Pg. No. 483-516, Fundamental Security Analysis, |
| 10 | Company Analysis Download Presentation Download Presentation 2 |
Ch.-8, Pg no. 83-94, Security Analysis and Portfolio Management, S. Kevin,
PHI
Case Study of Reliance Capital - Company Analysis of
Reliance Capital Ltd. |
| 11 | Share Valuation | Ch.-9, Pg no. 95-109, Security Analysis and Portfolio Management, S. Kevin,
PHI
|
| 12 | Models of securities Valuation | Ch.-9, Pg no. 95-109, Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-14, Pg. No. 295-340, Equity Valuation and Analysis, |
| 13 | Bond Valuation and Preference Share Valuation Download Presentation |
Ch.-10, Pg no. 110-125, Security Analysis and Portfolio Management, S.
Kevin, PHI
Chapter-10, Pg. No. 199-242, Bond Valuation and Analysis, Chapter-11, Pg. No. 243-251, Preference Share Valuation and Analysis, |
| 14 | Technical Analysis | Ch.-11, Pg no. 126-148, Security Analysis and Portfolio Management, S.
Kevin, PHI
Chapter-21, Pg. No. 517-540, Technical Analysis, |
| 15 | Technical Analysis -Tools | Ch.-11, Pg no. 126-148, Security Analysis and Portfolio Management, S.
Kevin, PHI
Chapter-21, Pg. No. 517-540, Technical Analysis, |
Mid-Term Test |
||
| 16 | Efficient Market Theory Download Presentation |
Ch.-12, Pg no. 126-148, Security Analysis and Portfolio Management, S.
Kevin, PHI Case Study of Indian Financial Sector Chapter-22, Pg. No. 541-564, Efficient Market Theory, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
| 17 | Portfolio Analysis | Ch.-13, Pg no. 149-157, Security Analysis and Portfolio Management,
S. Kevin, PHI |
| 18 | Portfolio Analysis | Ch.-13, Pg no. 149-157, Security Analysis and Portfolio Management, S.
Kevin, PHI Case Study of Structuring and Managing a hypothetical portfolio Chapter-23, Pg. No. 567-597, Portfolio Analysis: Risk and Return, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
| 19 | Portfolio Selection Markowitz: Portfolio Selection Model |
Ch.-14, Pg no. 177-193, Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-25, Pg. No. 611-639, Markowitz: Portfolio Selection Model, |
| 20 | Portfolio Selection Sharpe: The Single Index Model |
Ch.-14, Pg no. 177-193, Security Analysis and Portfolio Management, S. Kevin, PHI Chapter-26, Pg. No. 640-677, Sharpe: The Single Index Model,
|
| 21 | Capital Asset Pricing Model (CAPM) | Ch.-15, Pg no. 194-209, Security Analysis and Portfolio Management,
S. Kevin, PHI
|
| 22 | Capital Asset Pricing Model (CAPM) | Ch.-15, Pg no. 194-209, Security Analysis and Portfolio Management,
S. Kevin, PHI |
| 23 | Portfolio Revision Portfolio Investment Process |
Ch.-16, Pg no. 210-216, Security Analysis and Portfolio Management,
S. Kevin, PHI
|
| 24 | Portfolio Evaluation Investment Timing and Portfolio Evaluation |
Ch.-17, Pg no. 217-231, Security Analysis and Portfolio Management,
S. Kevin, PHI
|
| 25 | Bond Portfolio Management Strategies | Chapter-30, Pg. No. 786-815, Bond Portfolio Management Strategies, Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
| 26 | Derivatives Download Presentation Download Presentation 2 Download FAQs Download workbook Download Reading Material on Derivatives |
Ch.-18, Pg no. 232-240, Security Analysis and Portfolio Management,
S. Kevin, PHI |
| 27 | Futures Download Presentation Download Presentation 2 |
Ch.-19, Pg no. 241-254, Security Analysis and Portfolio Management, S.
Kevin, PHI Chapter-34, Pg. No. 927-960, Futures , Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
| 28 | Options Download Presentation |
Ch.-20, Pg no. 255-270, Security Analysis and Portfolio Management, S.
Kevin, PHI Chapter-33, Pg. No. 877-926, Options , Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
| 29 | Swaps Download Presentation Download Presentation 2 |
Chapter-35, Pg. No. 961-973, Swaps , Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
| 30 | Hedging | Chapter-39, Pg. No. 1036-1056, Hedging , Book- Investment Management, by V. K. Bhalla, S. Chand, 15th Revised Edition 2008 |
For the sake of information and knowledge
| 1 | e-Banking -Download Presentation |
Books available from Indian Authors
1. Punithavathy, Pandian (2003). Security Analysis and Portfolio Management.
Vikas Publishing House.
2. Avdhani, V.A. (6th ed., 2003). Security Analysis and Portfolio Management.
Himalaya Publishing House.