Subject Details
Dept     : SPINE MBA
Sem      : 3
Regul    : 2023
Faculty : Deepa A
phone  : NIL
E-mail  : deepa.a@snsbschool.in
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Lecture Notes

UNIT 1:
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Valuation of Bonds
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Valuation of Stocks
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Risk and Return Concepts
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Investment Alternatives
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Types of Investment
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Investment Process
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Characteristics of Investment
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Objectives of Investment
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Introduction to Investment
UNIT 2:
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Industry Analysis
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Company Analysis
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Earnings Forecasting
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Ratio Analysis
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Financial Statements
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Discounted Cash Flow, Relative Valuation
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Measuring and Forecasting Earnings
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Applied Valuation Techniques
UNIT 3:
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Chart Patterns-Triangles, Flags & Pennants
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Dow Theory-Criticism & Practical Relevance
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Dow Theory-Principles & Assumptions
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Types of Trends
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Market Indicators
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Introduction to Technical Analysis
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Chart Patterns-Triangles, Flags & Pennants
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Technical Indicators-Moving Averages(SMA,EMA)
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Technical Indicators-RSI,MACD
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Technical Indicators-Bollinger Bands & Stochastic Oscillators
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Market Efficiency
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Behavioral Finance-Heuristics, Overconfidence & Herding effect
UNIT 4:
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Portfolio Construction
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Objectives of Portfolio Construction
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Markowitz Model
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Capital Asset Pricing Model
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Arbitrage Pricing Theory
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Asset Allocation Strategies
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Portfolio Selection
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Risk-Return Tradeoff in Portfolio Selection
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Efficient Frontier
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Introduction to Portfolio Management
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Portfolio Construction Process
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Objectives and Constraints of Portfolio Design
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Risk and Return Analysis
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Diversification and Correlation
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Modern Portfolio Theory
UNIT 5:
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Portfolio Evaluation
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Portfolio Performance Metrics
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Active Management
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Passive Management
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Mutual Funds
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Algorithmic Investing
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ESG Investing
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Cryptocurrency Investments