Investment Economical Analysis 2600-MFBRz1MUI

K_W01 Knows and understands in an in-depth manner the research methodology and terminology within the discipline of economics and finance, as well as in complementary disciplines (management and quality sciences, legal sciences).

K_W02 Knows and understands in an in-depth manner the principles, procedures, and practices regarding financial management in organizations, accounting, management of financial institutions, and strategies of financial institutions, particularly in relation to the assessment of the macroeconomic environment and investment activity.

K_W03 Knows and understands in an in-depth manner the principles, procedures, and practices regarding financial management in organizations, accounting, management of financial institutions, and strategies of financial institutions, also in the field of investment analysis.

K_W05 Knows and understands complex technological, social, political, legal, economic, and ecological processes and phenomena and their impact on financial decisions in organizations, the functioning of organizations, and the economy as a whole, including the principles of industrial property and copyright protection.

K_U01 Can utilize the theory of the economics and finance discipline as well as complementary sciences (management and quality sciences, legal sciences) to recognize, diagnose, and solve problems related to financial decisions in an organization and the management of financial institutions, including investment activities, applying an appropriate selection of sources and adapting existing methods or developing new ones.

K_U02 Can correctly interpret complex technological, social, political, legal, economic, and ecological processes and phenomena and their impact on financial decisions (including investment decisions) in organizations, the functioning of organizations, and the economy as a whole, applying an appropriate selection of sources.

K_U06 Can independently and as a team member prepare analyses, diagnoses, and reports concerning complex and unusual problems related to financial management in organizations, accounting, management of financial institutions, and strategies of financial institutions, in particular regarding investment analyses, and present them communicatively, also in English – utilizing information and communication tools.

K_K01 Is ready to evaluate and critically approach complex situations and phenomena related to financial management in organizations, accounting, management of financial institutions, and strategies of financial institutions, including the assessment of the macroeconomic environment of investments.

Written final exam/test (50-60 closed-ended, single-choice questions), additionally group presentations, class participation, potentially online quizzes or active participation in dedicated discussion forums on social media.
Obtaining more than 50% of the total possible points.

Robert E. Hall , John B. Taylor, 2002, Makroekonomia, PWN, wyd. 3 zmienione
Aubrey T., 2014, Koniec wielkiego mitu czyli jak zarabiać na polityce monetarnej i cyklach koniunkturalnych, Fijor Publishing, Warszawa
Brett M., 2000, How to read the Financial Pages, Random House, London
Tainer E.M., 2006, Using Economic Indicators to Improve Investment Analysis, John Wiley & Sons, New York N.Y.
Reilly, F. K., Brown C. K., 2012, Investment Analysis and Portfolio Management; South-Western Cengage Learning , Mason, OH; 10th edition or 11th edition – Global Edition, 2019
Piros C.D., Pinto J.E., 2013, Economics for Investment Decision Makers. Micro, Macro, and International Economics, John Wiley & Sons, Inc., Hoboken, NJ
Crescenzi A. 2009, Investing From the Top Down: A Macro Approach to Capital Markets, McGraw-Hill, New York