EQUITIES AND INVESTMENT ANALYSIS ASSIGNMENT
PART I -
In order to approximate business practice, where an individual's performance evaluation reflects not only the opinion of supervisors but also that of his or her peers, group members shall evaluate one another's investment journals. Each group member has to critically analyse another member's investment strategy (i.e. Person A to Person B's investment strategy; Person B to Person C's, etc.), including, but not limited to, comparing their investment performance, return expectations, risk appetite, frequency of trading, stock selection decisions, those investment strategies that worked and those that failed. Students can choose to make their analysis based on the two submitted journals, or based on the entire six weekly journals if a group member happens to have one.
Students can use this written analysis as the base to articulate their oral presentation. Please keep the overall length of your group oral presentation to approximate five minutes.
PART II -
(a) Identify the best- and worst-performing shares from your group members (i.e., the two best and the worst perfuming shares for each GROUP in terms of share return). Assess whether the different performance is due to the different impact on the shares brought by
1) macroeconomic environment;
2) industry/sector life cycle;
3) government or the central bank's policies;
4) foreign economic influence;
5) firm specific policy or action, etc.
(b) Use last 2-year daily prices data to calculate the above shares' returns and variances or standard deviations. Examine and comment on whether your group's best- and worst-performing shares can be identified from this information.
Attachment:- Assignment Files.rar