一、課程基本資料 Course Information | ||||||||||||||||||||||||||||||||||||||||||||||||
科目名稱 Course Title: (中文)債券市場分析 (英文)BOND MARKET |
開課學期 Semester:112學年度第2學期 開課班級 Class:商學進三 |
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授課教師 Instructor:鍾俊達 CHUNG, CHUN-TA | ||||||||||||||||||||||||||||||||||||||||||||||||
科目代碼 Course Code:NIT11103 | 單全學期 Semester/Year:單 | 分組組別 Section: | ||||||||||||||||||||||||||||||||||||||||||||||
人數限制 Class Size:70 | 必選修別 Required/Elective:選 | 學分數 Credit(s):2 | ||||||||||||||||||||||||||||||||||||||||||||||
星期節次 Day/Session: 四CD | 前次異動時間 Time Last Edited:113年01月27日15時56分 | |||||||||||||||||||||||||||||||||||||||||||||||
※ 因授課需求教室如安排於語練教室需加收語言實習費 | ||||||||||||||||||||||||||||||||||||||||||||||||
(進修學士班)基本能力指標 Basic Ability Index | ||||||||||||||||||||||||||||||||||||||||||||||||
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二、指定教科書及參考資料 Textbooks and Reference (請修課同學遵守智慧財產權,不得非法影印) |
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●指定教科書 Required Texts 1. 債券市場概論 2018年4版 薛立言 劉亞秋 華泰書局 ●參考書資料暨網路資源 Reference Books and Online Resources 1. 債券市場:理論與實務 2015年 1版 王澤世 雙葉書局 | ||||||||||||||||||||||||||||||||||||||||||||||||
三、教學目標 Objectives | ||||||||||||||||||||||||||||||||||||||||||||||||
本課程強調理論與實務並重,為協助同學有效理解並掌握投資的基本原理,以深入淺出的方式介紹投資學相關理論;不僅排除艱澀的理論推導,更輔以國內外最新金融市場資訊與投資實務範例或個案探討,對於有興趣瞭解如何理財與投資的同學,提供了簡易而迅捷的學習途徑,縮短學習曲線並有效提升同學之學習效率與效果。 本課程涵蓋同學必須懂得的理論知識與投資實務,主要包括: 一、瞭解哪些資產可以投資。 二、瞭解所持資產的風險與預期報酬率為何。 三、如何評估資產的價值。 四、如何分析影響資產價格變動的因素。 同學可以通盤瞭解最新投資相關知識與訊息的發展,也能對最新國內外投資事件、環境變動及其影響有所掌握,例如:1.2022-2023年FED暴力式升息共計11次(21碼),對於金融市場投資結構與方向及其對於區域經濟各產業經營模式之供應鏈與價值鏈之影響。2.中美貿易大戰造成地緣政治緊張,其對世界政治、經濟、金融之影響。3.市場預期FED將於2024年上半年,針對美國經濟所面臨之通膨窘況,是否繼續採取緊縮之貨幣政策,並停止各項金融紓困措施。4.觀察FED收縮資產負債表之進程與影響等等;藉各項事件影響之說明,引領同學順利進入理財投資的領域。 |
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The course of investment emphasizes both theory and practice, to help students understand the basic principles of effective investment, and in a fast way to describe Investment theory; not only exclude incomprehensible theoretical derivation, but accompanied by Market information and practical examples or cases , for a students interested in learning how to manage investments, provides a simple and smooth way to learn and shorten learning cure. This course covers that the students must understand the theoretical knowledge and investment practices, including: First, understand what assets can be invested. Second, understand the risks and the expected ROE on these assets. Third, how to evaluate the value of these assets. Fourth, how to analyze the factors that influence the price of these assets. Students can fully understand the development of the latest investment-related knowledge and market information, as well as the latest domestic and foreign investment events, environmental changes and their impact, for example: 1. During 2022-2023, the FED violently raised interest rates 11 times, which will affect the investment structure and direction of the financial market And its impact on the supply chain and value chain of the business model of various industries in the regional economy. 2. The Sino-US trade war has caused geopolitical tension, and its impact on world politics, economy, and finance. 3. The market expects that in the first half of 2024, the FED will continue to adopt a tightening monetary policy and stop various financial rescue measures in response to the inflationary situation facing the US economy. 4. Observe the process and impact of the FED's shrinking balance sheet, etc.; use the explanations of the impact of various events to guide students into the field of financial management and investment. |
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四、課程內容 Course Description | ||||||||||||||||||||||||||||||||||||||||||||||||
●整體敘述 Overall Description 第1章 債券發行 第2章 債券評價 第3章 利率風險的衡量 第4章 利率期限結構 第5章 債券投資報酬率、風險值及利率趨勢分析 第6章 債券交易 第7章 信用風險衡量 第8章 債券操作策略 第9章 債券創新設計 第10章 利率衍生商品 第11章 可轉換公司債 第12章 資產債券化商品 |
●分週敘述 Weekly Schedule
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五、考評及成績核算方式 Grading | ||||||||||||||||||||
本科目 ☑同意/☐不同意 期末退修 | ||||||||||||||||||||
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六、授課教師課業輔導時間和聯絡方式 Office Hours And Contact Info | ||||||||||||||||||||
●課業輔導時間 Office Hour 每週五晚上19:30--21:00或手機聯絡 |
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●聯絡方式 Contact Info
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七、教學助理聯絡方式 TA’s Contact Info | |||||||||
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八、建議先修課程 Suggested Prerequisite Course | |||||||||
金融市場 | |||||||||
九、課程其他要求 Other Requirements | |||||||||
十、學校教材上網、數位學習平台及教師個人網址 University’s Web Portal And Teacher's Website | |||||||||
學校教材上網網址 University’s Teaching Material Portal: 東吳大學Moodle數位平台:http://isee.scu.edu.tw |
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學校數位學習平台 University’s Digital Learning Platform: ☐東吳大學Moodle數位平台:http://isee.scu.edu.tw ☐東吳大學Tronclass行動數位平台:https://tronclass.scu.edu.tw | |||||||||
教師個人網址 Teacher's Website:chungoli@ms55.hinet.net | |||||||||
其他 Others: | |||||||||
十一、計畫表公布後異動說明 Changes Made After Posting Syllabus | |||||||||