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Lecturer(s)
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Novotný Josef, Ing. Ph.D.
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Course content
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Investment process, essence and types of investments, money current value. Investment criteria, assessment of income and hazards of investing in stocks and bonds. Stock analysis, influence of financial and dividend policy on the stock market price. Fundamental global and branch analysis of stocks. Fundamental analysis of single stocks titles, intrinsic value of a stock. Technical analysis, graphic models and indicators. Psychological analysis, Kostolany stock exchange psychology, theory of bubbles. Bond analysis, innovation of bonds. Rating evaluation of bonds, rating agencies and scales. Evaluation of bonds, incomes, intrinsic value and duration, prices and interest rates. Theory of portfolio, Markowitz model. Theory of portfolio, CAPM model, systematic and unique hazard, CML and SML line. Investment strategy and investment management. Collective investing, investment fund direction, assessment of fund efficiency.
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Learning activities and teaching methods
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Monologic (reading, lecture, briefing), Dialogic (discussion, interview, brainstorming), Skills training
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Learning outcomes
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The aim of the course is to acquaint the students with the knowledge of analysis of capital market and stocks and bonds, master the essentials of fundamental, technical and psychological analysis.
Within seminars students practices knowledge of investment strategy, creation of securities portfolio and its assessment in practical form of stock market game - trading in shares.
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Prerequisites
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unspecified
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Assessment methods and criteria
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Oral examination, Written examination
The assignment is granted upon completion of the seminar paper. The examination comprises of 15 questions (the time for completion is 90 minutes).
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Recommended literature
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Keyes, T.R.; Miller, D. The Global Investor: How to Buy Stocks around the World. USA: Longman Financial Services Publishing, Inc., 1990.
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Loader, D. Understanding the Markets. Oxford, 2002.
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Nichols, D.R. The Personal Investor´s Complete Book of Bonds. USA: Longman Financial Services Publishing, Inc., 1989.
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Valdez, S.; Wood, J. An Introduction to Global Financial Markets. Basingstoke, 2003.
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