本課程主要在介紹投資學理論，並重視實務，在課堂上盡量引用目前發生實際個案、事件和學術實證結果，來詮釋市場規範及理論，讓本課程能更生動，學習更見成效，例如:目前金融海嘯發生原因、次級房貸風暴、雷曼連動債以及歐債危機等，讓理論與實務並重。This course mainly introduces investment theory and emphasizes practice. In the course, it ciates the current actual cases, events and academic evidence results in the course to explain market regulations and theory, so that this course can be more lively and learn more about results, such as: The current causes of financial maritime financial situation, secondary housing loan storms, Lehman connection debts, and European debt crisis, make managers' discussions and practices serious.
The topics covered in this course will follow the major structure of the textbook that supply you the classical learning aids and convenience. The first part of the class will cover the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Fixed income securities will be learned in the last part of the class. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.
The topics covered in this course will follow the major structure of the textbook that supply you the classical learning aids and convenience. The first part of the class will cover the investment background and major developments in investment theory. Then we will study asset pricing principles as the basis for stock and bond valuation. Fixed income securities will be learned in the last part of the class. This class will also offer virtual trading practices that prepare students for the stronger demand of such experience from the financial industries.
1.徐俊明著 投資學理論與實務
2.謝劍平著 現代投資學分析與管理
3.補充參考資
1. by Xu Junming Investment Theory and Practice
2. Modern investment analysis and management by Xie Liuping
3. Replenish the reference information
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 期中考期中考 Midterm exam |
30 | 題目出自課本及補充參考資料 |
| 期末考期末考 Final exam |
30 | 題目出自課本及補充參考資料 |
| 參訪活動、上課表現、出席率及報告討論參訪活動、上課表現、出席率及報告討論 Visits, class presentations, attendance and reports |
40 | 參訪活動、上課表現、上課出席率及報告各佔10%共40% |
