Tentative Schedule, Homework, Suggested Problem Sets and Links (FINA 7360)
Press below to see the topics covered in each lecture:
1st Lecture - 2nd Lecture -
3rd Lecture - 4th Lecture -
5th Lecture
6th Lecture - 7th Lecture -
8th Lecture - 9th Lecture -
10th Lecture
First Midterm -
11th Lecture - 12th Lecture -
13th Lecture -
14th Lecture
15th Lecture - 16th Lecture -
17th Lecture - 18th Lecture -
19th Lecture
20th Lecture - 21th Lecture -
22th Lecture - 23th Lecture -
24th Lecture
25th Lecture - 26th Lecture -
Second Midterm -
27th Lecture -
Suggested Problem Sets
Problem Set 1 -
Problem Set 2 -
Problem Set 3 -
Problem Set 4
Problem Set 5 -
Problem Set 6
1st Lecture (Introduction and Chapters I and II):
Introduction to FINA 73862
Definition of Foreign Exchange (FX) Rates
FX Market: Supply and Demand Considerations
Introduction to the FX Market and its Instruments
Exchange Rate Regimes
Discussion: Exchange Rate Regimes and Credibility
Asian markets wary, but not panicked by Brazil crisis (Winter 99)
Brazil sets real free (Winter 99)
Brazil: A catastrophe in the making (Winter 99)
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2nd Lecture (Chapters III):
Exchange Rate Determination: Basic Economic Variables
Behavior of Exchange Rates
- Interest Rate Parity Theorem (IPT)
- IPT with bid-ask spreads
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3rd Lecture (Chapters III, IV and V):
Behavior of Exchange Rates (continuation):
- PPP: Absolute and Relative
- IFE
- Expectations hypothesis
- Structural models: BOP v. Monetary Approach
- Random walk hypothesis
Forecasting in FX Markets: Technical and Fundamental Approach
Suggested Problem Set 1: I.6, II.1, III.4, III.8, IV.7, IV.8, IV.9.
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4th Lecture (Chapter V):
Forecasting FX (continuation): Examples using Economic Models
FX Volatility
Problems - Chapters I-IV(Discussion of Suggested Problem Set 1)
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5th Lecture:
Discussion of CASE 1: Nike Inc: Forecasting Exchange Rates. (Case homework due)
Introduction to Chapter VI -FX Risk Management
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6th Lecture (Chapter VI):
Hedging with Futures
- Equal Hedge
- Changes in Vt
- Basis Risk
- Optimal hedge ratio
- Hedging with ARCH Models
Useful links:
CME foreing exchange contracts
PHLX foreing exchange contracts
LIFFE foreing exchange contracts
SIMEX foreing exchange contracts
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7th Lecture (Chapters VI and VII):
Hedging with Futures (continuation)
- Delta Hedges
- Cross Hedges
Hedging with Options
Black-Scholes formula
Dynamic Hedging with Options
Exotic Options
Suggested Problem Set 2 : VI.2, VI.6, VI.7, VII.1, VII.3, VII.9.
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8th Lecture (Chapter VIII):
Firm Specific Hedging Tools
Classes of FX Exposure
- Transaction exposure
- Translation exposure
- Economic exposure
Should a Firm Hedge?
Problems - Chapters VI-VIII (Discussion of Suggested Problem Set 2)
Discussion: FX Exposure
Tupperware Q2 Results (1998) (Fall 98)
Kellog Revises 1998 EPS Projection (Fall 98)
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9th Lecture:
Discussion of CASE 2: Popescu, Hagi and Associates (Case Homework due)
Discussion of Case Study in LN VIII.
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10th Lecture (Chapter XVII):
Asset Allocation: Passive and Active Approach
Design of an International Performance Analysis
Suggested Problem Set 3 : XVII.3, XVII.4, XVII.6.
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FIRST EXAM
11th Lecture (Chapter XVII):
Risk-Adjusted Perfomance Measures: Sharpe, Treynor, RAROC and Jensen Measures.
Problems - Chapter XVI (Discussion of Suggested Problem Set 3)
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12th Lecture (Chapter IX):
Discussion of CASE 3: Global Mutual Fund Evaluation (Case Homework due)
Information Problems in International Equity Markets
Microstructure and Macrostructure
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13th Lecture (Chapters IX, X and XI):
Practical Aspects: Dual Listing, Comparative Analysis
Emerging Markets
Investing in International Equity Markets: Puzzles
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14th Lecture (Chapter X):
Country Analysis
Example of Country Analysis: Country Report
Country Risk
Useful links:
Political Risk Analysis: PNC
Political Risk Analysis: Summit Analytical Associates
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15th Lecture (Chapter X):
Linkages between International Equity Markets
The Crash of 1987
Changing correlations: High correlation - High variance
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16th Lecture (Chapter XII):
Discussion of CASE 4: San Diego Light and Electric (Case Homework due)
International Bond Markets: Foreign Bonds and Eurobonds
Type of Instruments
Eurobond Markets: Historical developments, Issuance procedures, Secondary
markets
Useful links:
Financial Dictionary (for Bond and Other Instruments): ISMA's Glossary
Bond Trading: Bond Traders With Math, Physics Degrees Rise in Pecking Order (Winter 03)
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17th Lecture (Chapter XII):
Foreing Bond Markets: Yankee, Samurai, German, Swiss
Differences Among Markets
Why do we care about International Bond Markets?
Suggested Problem Set 4 : XI.13, XI.14, XI.15, XI.18, XI.19.
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18th Lecture (Chapter XII and Chapter XIII):
Discussion of CASE 5: GE Capital (Case Homework due)
Problems - Review of Appendix XII (Brief Discussion of Problem Set 4)
Introduction to Pricing Bond Issues
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19th Lecture (Chapter XIII):
Pricing Bond Issues.
- Pricing a straight Eurobond - Case Study: Merotex
- Pricing a Eurobond with equity warrants - Case Study: VOMF
Selecting a Bond Issue among many alternatives
Case Study: Bioneth Engineering
Introduction to hedging interest rate risk
Useful links:
Introduction to Brady bonds
Brady bond contracts
CBOT bond contracts
LIFFE bond contracts
SIMEX bond contracts
Suggested Problem Set 5: XIII.1, XIII.8, XIII.9, XIII.10.
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20th Lecture (Chapter XIII):
Hedging Instruments:
- Notional bond futures: T-bond, 10-year JGB Futures, Bund Futures
- Cheapest to Deliver Bond Futures
- Index-Based Futures
Examples and Applications
Discussion: Hedge Funds and the 1998 Financial Crisis
The Risk Business (Fall 98)
Case Study: LTCM (Spring 06)
LTCM: The Gambling Bankers who Lost a Fortune (Fall 98)
Ellignton: Another Harrowing Hedge Fund Tale (Fall 98)
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21th Lecture (Chapter XIII):
Discussion of CASE 6: Brady Bonds (Case Homework due)
Problems (Discussion of Problem Set 5)
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22th Lecture (Chapter XIV):
Introduction to Swaps
Interest Rate Swaps:
- The plain vanilla interest rate swap
- Valuation of interest rate swaps
- Euromarkets and interest rate swaps: Case Study: Merotex
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23th Lecture (Chapter XIV):
Currency Swaps:
- Types of currency swaps
- The plain vanilla currency rate swap: Case Study: IBM-World Bank swap
- Valuation of currency swaps
- Eurobonds and currency swaps
Suggested Problem Set 6: XIV.1, XIV.8, XIV.12, XIV.13.
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24th Lecture (Chapter XIV):
Introduction to Financial Engineering
- Combining swaps: Commodity swaps
- Synthetic instruments: equity swaps
Problems (Discussion of Problem Set 6)
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25th Lecture (Chapter XV):
Introduction to Eurocurrency Futures
Eurodollar Strip and Swaps
Gap Risk Management
Forward Rate Agreement (FRA)
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26th Lecture (Chapter XV):
Hedging with Eurodollars and FRAs
Interest Rate and Eurodollar Futures Options
Caps and Floors
Discussion of Case in LN XV: Banco del Suqia
Problems
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SECOND MIDTERM
27th Lecture (Chapter XV):
Discussion of CASE 8: Malayan Banking Berhard (Case Homework due).
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