Mastering Security Analysis and Portfolio Management: A Comprehensive Guide to Constructing Optimal Investment Portfolios. Learn the skills to analyze bonds and equities, mitigate risk, and generate superior returns. Suitable for finance students, market practitioners, and individuals seeking to grow their wealth through strategic investment. This book provides clear explanations and practical tools to understand and apply security analysis and portfolio management techniques.
- Optimal mix of theoretical concepts and practical applications.
- Emphasis on Indian markets and Indian examples.
- Illustrative numerical examples within text.
- Extensive spreadsheet applications illustrated lucidly. Emphasis has been laid on portfolio construction through the use of MS Excel applications and Solver.
- End of the chapter practice numerical, situation analysis caselets and concept questions.
- Text boxes titled Marketview to share the information on latest developments.
- Text boxes titled Beyond the Basics to share advanced applications with the readers without breaking the continuity of the text.
1 Introduction: Dimensions and Attributes of Investments
2 The Investment Environment: Securities Market of India
3 Risk-Return Analysis: The Measurement of Risk and Return
4 Portfolio Analysis: The Mechanics of Investment
5 Closer Look at Security Risk Premiums: Sharpe’s Single Index Model
6 Building up on Modern Portfolio Theory: Capital Market Theory and Factor Models
7 Financial Wizardry through Strategic Jugglery: Asset Allocation
8 Gauging the Portfolio Manager’s Ability: Portfolio Performance Evaluation and Revision
9 Critical Component of Analytical Framework: Valuation of Equity
10 The Broader Picture: Macroeconomic and Industry Analysis
11 Micro Analysis of a Stock: Company Analysis
12 Tracing Price Trends and Patterns: Technical Analysis
13 Decoding the Esoteric Aura: Technical Analysis and Behavioral Finance
14 Efficient Market Hypothesis: Does the Market Remain Unbeaten?
15 Overview of Fixed Income Securities: Unveiling Debt Securities
16 Investing Lucratively in Fixed Income Securities: Yield Curve and Bond Portfolio Management
17 Pooled Investments: Mutual Funds
18 Hedging and Trading Strategies using Derivatives: The Futures Contracts
19 Hedging Risk with Derivatives: Options
20 Choices Galore: Investing in India and Abroad
Casestudy 1: Numbers Do Not Lie
Casestudy 2: Bird’s Eye-view of S&P BSE SENSEX
Index
Shalini Talwar
Dr. Shalini Talwar is Associate Professor, Department of Finance, K. J. Somaiya Institute of Management Studies and Research, Mumbai.
