Investment Analysis And Portfolio Management

This book aims at covering the whole gamut of operations of Investment Analysis and portfolio management within a short space and in a brief manner. This has resulted in keeping the theory to the minimum and give greater emphasis on the practical aspects and factual state of affairs.

Accordingly, Part I although called INTRODUCTION, covers almost all aspects that the book is concerned with-namely, the meaning of investment, portfolio, Investment avenues and alternatives, Marketable and non marketable securities, Mutual funds and their schemes, Primary and secondary markets, Equity and debt markets, Portfolio construction, revision and evaluation of portfolio performance, and finally the ROLE of the regulatory Agency of capital and money markets namely the Role aof SEBI.

Part II elaborates on the Time value of Money-Time performance, present and future value and present value Annuity and Future value annuity and compounding and discounting. Part III Presents the significance of Risk and Return-types of Risk and Return, their Measurement, and their role in the portfolio management. Besides the basic issues of what to buy and when to buy etc., are all elaborated in the chapters on Fundamentals Analysis and Technical Analysis. Part IV discusses the various aspects of equity and Debenture valuation through the Balance sheet Analysis, Models of Valuation of securities, Growth Models, Bond valuation and debt instruments, etc.