Market Analysis Workshops 2400-M2FiRWAR
The first part of the course will present the methodology of preparing a report assessing the risk of investing in a given country in terms of political risk, economic risk and financial risk (country risk). Issues related to the functioning of the currency market, money market, securities, and their links to social and economic phenomena will be discussed. The types of analysis techniques on the financial markets and the application of technical analysis to different time dimensions and different types of markets will be presented. The principles of creating charts and analysis of the trend and basic indicators will be discussed. In the second part of the course, the methodology of evaluating the strategy of selected financial institutions from the point of view of building a competitive advantage will be presented. Its key element will be the analysis of the market environment (opportunities and threats related to economic, legal, socio-cultural specifics as well as demographic and technological changes on the international and global scale). The sources, reasons, strength and probability of market risk will be determined. Particular attention will be paid to the mutual relations of market interactions with buffers / forces / internal resources that create challenges and limitations of financial institution strategies.
Type of course
The student learns the knowledge related to the currency and money market, as well as knowledge related to the financial (banking) sector. They will learn how to make a country risk report assessing the risk of investing in a given country's market. You will learn how to conduct a technical analysis of the exchange rate / index for a given country. They will learn how to analyze the financial institution's strategy in terms of effectiveness and competitive advantage as well as market impacts.
The student will be able to conduct his own analysis of phenomena occurring on the currency and money markets. He can perform a country risk analysis (political, economic and financial factors) for a selected country. He can apply the tools and theory of technical analysis in making decisions. He can analyze the financial institution's strategy and assess its effectiveness and market impact.
Awareness of the volatility of market phenomena and the complexity of decisions made on the financial markets (cash, currency, stock exchange) and in the banking sector.
SW01, SW02, SW03, SW04, SW05, SU01, SU02, SU03, SU04, SU05, SU06, SU07, SK01, SK02, SK03
The final grade is based on the evaluation of two elements:
1. a study containing an analysis of the risk of investing in a selected country in terms of country risk analysis and technical analysis of the exchange rate / index and its presentation.
2. a study analyzing the strategy of the selected financial institution in terms of effectiveness and competitive advantage as well as market impacts and its presentation
Canals J. , Competitive strategies in European banking, Oxford University Press.
Chrabonszczewska E. red. , Ryzyko globalizacji banków, SGH
Deloitte , New strategies in a changing world of bank regulation. Making a fresh start.
Girasa R. et al. , Corporate Governance & Financial Law, Palgrave, Macmillan
Iwanicz- Drozdowska M. red. , Zarządzanie ryzykiem bankowym, Poltext
Kaplan R., Norton D. , Strategiczna karta wyników, jak przełożyć strategie na działanie, PWN.
Kendal R. , Zarządzanie ryzykiem dla menedżerów, Liber
Koch R. , Strategy, Prentice Hall
Krutsinger J. , Systemy transakcyjne. Sekrety mistrzów, WIG Press.
Murphy J. J. , Analiza techniczna rynków finansowych, WIG Press.
Opolski K. et al. , Audyt strategiczny jako szansa na poprawę pozycji rynkowej firmy, CeDeWu
Opolski K. red. , Jakość w banku w praktyce i teorii zarządzania, CeDeWu
Opolski K. red. , Jakość a wzrost efektywności oddziałów bankowych, CeDeWu
Pierścionek Z. , Strategia konkurencji i rozwoju przedsiębiorstwa, PWN
Pring M. J. , Podstawy analizy technicznej, WIG Press.
Radoselovics J., Monsálvez J. red. , Modern Bank Bahaviour, Palgrave, Macmillan
Roth P. , Rynki walutowe i pieniężne, DW ABC.
Sperandeo V. , Trader Vic, Trader Vic II, DW ABC.
Walmsley J. , The foreign exchange and money markets guide, Wiley and Sons.
Zając J. , Polski rynek walutowy w praktyce, K. E. Liber.
Information on level of this course, year of study and semester when the course unit is delivered, types and amount of class hours - can be found in course structure diagrams of apropriate study programmes. This course is related to the following study programmes:
- Finance, Investments and Accounting, part-time, second cycle
- Finance, Investments and Accounting, full time, second cycle
Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system: