Subject Details
Dept     : Management Studies
Sem      : 3
Regul    : 2023
Faculty : Mr.M.Ramanathan
phone  : NIL
E-mail  : ramanathan10071995@gmail.com
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Syllabus

UNIT
1
INVESTMENT MANAGEMENT

Financial and economic meaning of Investment – Characteristics and objectives of Investment – Types of Investment – Investment alternatives – Choice and Evaluation – Risk and return concepts - process of Investment Management – Speculation, Investment Avenues in India

UNIT
2
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
3
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– concept and linkage to stock market

UNIT
4
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
5
PORTFOLIO MANAGEMENT

Portfolio analysis –Markowitz Theory- Assumptions, implications - Portfolio Selection – Capital Asset Pricing model – Portfolio RevisionPortfolio Evaluation – Mutual Funds.

Reference Book:

1. S. Kevin, “Security Analysis & Portfolio Management”, Prentice Hall of India, 3rd edition, 2021. (Units - IV & V) 2. Donald E Fischer & Ronald J Jordan, “Security Analysis & Portfolio Management”, Prentice Hall of India, 6th Edition: 2019. (Units – I& II) 3. Prasanna Chandra, “Investment Analysis and Portfolio Management”, Tata McGraw Hill, 6th edition, 2021. (Unit - III) 4. Frank K Reilly & Keith C Brown, “Investment Analysis and Portfolio Management”, Cengage Learning, 10th edition, 2020. (Units - IV & V)

Text Book:

1. Punithavathy Pandian, “Security Analysis & Portfolio Management”, Vikas Publishing House Private Ltd, 3rd Edition, 2020. (Units - I, II, III, IV &V)