IGESSIGESS (Institute for Global Economics and Social Sciences)
ECN200CA（経済学 / Economics 200）Special Studies (Fundamentals of Investments and Trading)Special Studies (Fundamentals of Investments and Trading)
MANISH SHARMAManish SHARMA
授業コードなどClass code etc
| 学部・研究科Faculty/Graduate school | IGESSIGESS (Institute for Global Economics and Social Sciences) |
| 添付ファイル名Attached documents | |
| 年度Year | 2021 |
| 授業コードClass code | A9631 |
| 旧授業コードPrevious Class code | |
| 旧科目名Previous Class title | |
| 開講時期Term | 秋学期授業/Fall |
| 曜日・時限Day/Period | 集中・その他/intensive・other courses |
| 科目種別Class Type | |
| キャンパスCampus | 市ヶ谷 |
| 教室名称Classroom name | |
| 配当年次Grade | 2～4 |
| 単位数Credit(s) | 2 |
| 備考（履修条件等）Notes | |
| 他学部公開科目Open Program | |
| 他学部公開（履修条件等）Open Program (Notes) | |
| グローバル・オープン科目Global Open Program | |
| 成績優秀者の他学部科目履修制度対象Interdepartmental class taking system for Academic Achievers | |
| 成績優秀者の他学部科目履修（履修条件等）Interdepartmental class taking system for Academic Achievers (Notes) | |
| 実務経験のある教員による授業科目Class taught by instructors with practical experience | |
| SDGsCPSDGs CP | |
| アーバンデザインCPUrban Design CP | |
| ダイバーシティCPDiversity CP | |
| 未来教室CPLearning for the Future CP | |
| カーボンニュートラルCPCarbon Neutral CP | |
| 千代田コンソ単位互換提供（他大学向け）Chiyoda Campus Consortium | |
| カテゴリーCategory |
Advanced Courses／専門科目 Disciplinary Courses／IGESS科目 Ⅱ. Global Economy |
| 科目主催学部Faculty Sponsored Department | IGESS |
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授業の概要と目的（何を学ぶか）Outline and objectives
In the last couple of years, there has been a big surge in stock trading among millennials.
This applied course intends to impart the basic framework about investment and trading in the financial markets. Alongside the students are expected to participate in a stimulating real-time portfolio investment game that faithfully and realistically mimics the market and thereby exposes the participants to the choices/trade-offs faced by professional traders and investment companies.
到達目標Goal
1. Understand, analyze real-time data of key macroeconomic variables and interpret their influence on financial markets
2. Assess various investment strategies based on the application of fundamental and technical analyses tools
3. Construct an objective oriented investment portfolio
この授業を履修することで学部等のディプロマポリシーに示されたどの能力を習得することができるか（該当授業科目と学位授与方針に明示された学習成果との関連）Which item of the diploma policy will be obtained by taking this class?
IGESS Dipromapolicy DP2／DP8／DP9
授業で使用する言語Default language used in class
英語 / English
授業の進め方と方法Method(s)（学期の途中で変更になる場合には、別途提示します。 /If the Method(s) is changed, we will announce the details of any changes. ）
Lecture, in-class activities, weekly trading, and forum-posting assignment.
The class is designed to be:
1.Interactive: With a strong emphasis on student participation.
2. Up-to-date: With the real-time explanation of unfolding events.
3. Applied: With real-time investment game mimicking the financial market.
4. Accessible: Breaking down the complex jargon in simple terms.
Throughout the course, the actual trading of securities will be explained and practiced. Students would be given weekly feedback on the trading assignment
Frequent anonymous class surveys and student feedback would be used to optimize and customize the course delivery
アクティブラーニング（グループディスカッション、ディベート等）の実施Active learning in class (Group discussion, Debate.etc.)
あり / Yes
フィールドワーク（学外での実習等）の実施Fieldwork in class
なし / No
授業計画Schedule
※各回の授業形態は予定です。教員の指示に従ってください。
1：INTRODUCTION
Course Overview | Investment basics | A primer for financial trading
2：TRADING BASICS
Defining | Logistics | Investment platforms | Weekly trading game
3：ASSET CLASSES
Financial Instruments |
Equity { Bonds | Derivatives | Weekly trading game
4：HOW SECURITIES ARE CREATED AND TRADED
Initial Public Offering – Process & Pricing | Primary market | Secondary market | Weekly trading game
5：NEW TRENDS
Meme stocks | SPACS | Pre/post COVID scenario | Weekly trading game
6：KEY COMPANY INFORMATION
Useful resources | basics of financial data | Price action trends| Weekly trading game
7：FINANCIAL MARKETS
Key players | Hedge Funds | Private Equity | Venture Capital funds | Weekly trading game
8：FUNDAMENTAL ANALYSIS
Key financial indicators | Ratios | Matrix | Weekly trading game
9：CORPORATE GOVERNANCE
Managers | Owners | Board of directors | Conflict of interest | Weekly trading game
10：THEORETICAL BASICS
Modern Portfolio Theory | Optimal portfolio | Capital Asset Pricing Model| Weekly trading game
11：BEHAVIORAL FINANCE
Technical analysis | Empirical evidence of returns | EMH | Weekly trading game
12：DAY-TRADING
Rules of the game | Risk and return | Charting | Buzz analysis | Weekly trading game
13：DIVERSIFICATION
Emerging V/S Developed Markets | Weekly trading game
14：FINAL PRESENTATION
DOS AND DON'TS OF INVESTMENT AND TRADING
Students share their final portfolio
授業時間外の学習（準備学習・復習・宿題等）Work to be done outside of class (preparation, etc.)
Students are expected to review class material, participate in weekly trading assignments and forum discussions. Preparatory study and review time for this class are 2 hours each.
テキスト（教科書）Textbooks
No textbook will be used
参考書References
To be shared before and during each session
成績評価の方法と基準Grading criteria
Contribution to the class discussion and debates 20%
Hoopii Forum Discussion 30%
Weekly Trading (graded only for participation) 30%
Final Presentations 20%
学生の意見等からの気づきChanges following student comments
not applicable
学生が準備すべき機器他Equipment student needs to prepare
A device connected to the internet
その他の重要事項Others
1. The intensive perusal of the class material before each session is a prerequisite.
2. The changes/ updates in the syllabus will be communicated to students during class 1