分析個別廠商(individual firm)、金融機構(financial institution)、直接金融市場(direct financial market)以及間接金融市場(indirect financial market)在整個金融體系中的運作過程，以提升資金在資金剩餘單位(fund surplus unit, FSU)與資金赤字單位(fund deficit unit, FDU)間的配置效率。Analyze the operation process of individual firms, financial institutions, direct financial markets and indirect financial markets in the entire financial system to improve the balance of funds in the remaining units of funds. The allocation efficiency between surplus unit (FSU) and fund deficit unit (FDU).
本課程目的為使學生具備分析金融市場之基礎理論及實務操作介紹。首先導入資產報酬、利率及風險的觀念，介紹各類金融市場及其商品的運作、貨幣政策的影響、外匯市場的探討及衍生性金融商品相關議題，冀望培養學生基礎、正確的財務決策觀念。學生若有總體經濟學的基礎，將有助於修習此課程。
The purpose of this course is to equip students with the basic theory and practical introduction to analyzing financial markets. First, the concepts of asset returns, interest rates and risks are introduced, the operation of various financial markets and their products, the impact of monetary policy, the discussion of the foreign exchange market and issues related to derivative financial products are introduced, hoping to cultivate students' basic and correct financial decision-making concepts. It will be helpful for students to take this course if they have a foundation in general economics.
(A)教科書：金融市場:全球的觀點，沈中華與呂青樺著(2021，第 8 版)，台北新陸書局股份有限公司。
(B)國內外重要財金時事問題研討與分享, 此部份講義不定期由授課教師提供。
(A) Textbook: Financial Markets: A Global Perspective, by Shen Zhonghua and Lu Qinghua (2021, 8th edition), Taipei Xinlu Book Company Co., Ltd.
(B) Discussion and sharing of important financial and current affairs issues at home and abroad. This part of the lecture notes will be provided by the lecturer from time to time.
| 評分項目 Grading Method | 配分比例 Grading percentage | 說明 Description |
|---|---|---|
| 小考小考 Quiz |
20 | 期中考與期末考前各舉行 1 次小考 |
| 期中考期中考 midterm exam |
30 | |
| 期末考期末考 final exam |
30 | |
| 出席紀錄出席紀錄 Attendance record |
15 | |
| 第17與18週觀看視頻 (Youtube)後所撰寫的短篇心得與感想及啟示。第17與18週觀看視頻 (Youtube)後所撰寫的短篇心得與感想及啟示。 Short stories, reflections and inspirations written after watching videos (Youtube) in weeks 17 and 18. |
5 |
