Techno-Fundamental Approach to build an Equity Portfolio and Study of Price Fluctuations with volume SIP project report submitted in partial fulfilment of the requirements for the PGDM Program By Chetan Arora 2010065 Supervisors Mr. Kartikeye Vatsa Deputy Manager (Financial Analyst) Dr. Gajavelli V S Professor Institute of Management Technology, Nagpur Institute of Management Technology, Nagpur 2010 - 2012 1 ACKNOWLEDGEMENTS I am sincerely grateful to Punjab National Bank
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Project Proposal Statistical Learning and Data Mining Overview: Efficient asset allocation through statistical learning methods and comparison of methods for the creation of an index tracking ETF (Exchange traded fund) Datasets: The datasets are chosen from the website of the book “Statistics and Data Analysis for Financial Engineering” by David Ruppert. The book is mentioned as one of the references for this course. The two data sets chosen are 1. Stock_FX_Bond.csv 2. Stock_FX_Bond_2004_to_2006
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HBS Project: Blackstone and the Sale of Citigroup’s Loan Portfolio Blackstone and The Sale of Citigroup’s Loan Portfolio In the second half of 2007, the banking industry and financial market showed signs of considerable stress by raising the default rate of mortgage and the decline in the value of residential mortgage-backed securities. This had led to a re-pricing of many debt instruments. By the end of 2007, Citigroup declared that the fair value of its U.S. sub-prime related direct exposure
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JYMJ Equity Fund Fund Report Managers: Issued: November 11, 2010 Table of Contents Section 1. Objective and Strategy Introduction Investment Objectives Investment Strategies Section 2. Company Profiles Novellus Systems, Inc. Dollar Tree, Inc. Steven Madden, Ltd. Exxon Mobil Johnson Controls, Inc. Canadian National Railway Company Microsoft Corporation
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Stock Trak Simulation Project Team: RELDTraders Members: Rose Ewatame & Laura Dujmovich FINA 5319 Investments Dr. Debby Su Revised Investment Policy Statement Introduction The RELDTraders Fund (the “fund”) was created to promote wealth for the portfolio’s investors. The fund managers are Rose Ewatame and Laura Dujmovich who both have minimal trading experience. The purpose of this policy statement is to establish guidelines under which the portfolio will be managed. Such guidelines include
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Cote d’Ivoire 5 Globeleq South Africa 5 Globeleq in Uganda 6 Determinants for the 6 countries that has promoted such as: 6 Successes and Failure 7 Justification and Rational 8 Conclusion 9 Group progress 9 Introduction Foreign Direct Investments (FDIs) in the world today are an important economic resource and tool. Over the last three decades, FDI inflows have produced powerful stimulus for economic development in various countries across the globe. FDI inflows can help an economy by giving
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Eksamen 2009 FAKTA! 10) Explain why the yield to maturity on a convertible bond is lower than the yield to maturity on an otherwise Identical bond without the conversion feature. 10) The option to convert the bond into stock is valuable and hence its price will be higher and therefore its yield lower. 11) What is the meaning of the relationship rWACC=rU = rA, under perfect capital market assumptions? Please explain 11) With perfect capital markets, a firm s WACC is independent of its
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considering investing a project requiring a capital outlay of Rs. 2, 00,000. Forecast for annual income after depreciation but before tax is as follows : Year | Rs. | 1 | 1,00,000 | 2 | 1,00,000 | 3 | 80,000 | 4 | 80,000 | 5 | 40,000 | Depreciation may be taken as 20% on original cost taxation at 50% of net income. You are required to evaluate the project according to each of the following methods: a) Pay back method b) Rate of return on original investment method c) Rate of return
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biggest and most dynamic investment houses in the region… emerge stronger, more nimble and able to create more value” Tun Abdullah Ahmad Badawi, Chairman of Khazanah Nasional 14 May 2004 Briefing for SCIC’S “EFFECTIVE MANAGEMENT OF STATE ASSETS & CAPITAL - INTERNATIONAL EXPERIENCES & PRACTICES IN VIETNAM” CONFERENCE 21 April 2009 Who We Are and Our Role investment arm, entrusted to manage the commercial assets held by the government, and to undertake strategic investments in new industries and
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Portfolio Strategy Assignment Demetrie M. Howard University of Phoenix Introduction The organization I have chosen to plan a portfolio strategy for is O’Connor and Associates. This organization is my current employer and it will be a challenge to create one for them. The organization is a property tax firm, it assist clients with reducing the appraised value of their property, which in turn reduces the amount of property taxes due. The organization is diversifying; it is going into third
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