Overview of Financial Markets

Asset Class

Fixed
Equity Real Estate Commodity
Income
Equity

Stocks Mutual Funds

ETF Index Funds

Fixed Income

Bank Deposits Insurance Policies PPF

Senior Citizen
Post Office Corporate FD
Scheme

Debt MF
Real Estate

Physical Asset Financial Asset

Real Estate
Real Estate MF Investment Trust
( REMF) ( REIT)
Commodities

Gold Silver

Gold Funds Commodity ETF’s

Investment Risk

Inflation Liquidity Credit

Risk Risk Risk

Interest
Market
Rate
Risk
Risk
 Securities Market

Stock Bond
Markets Markets
Stock Markets
• The Institution where the buying & selling of
shares(equity) takes place

• Enables the share holders to be a part of the company

Primary Market
• Its an opportunity for issuers of securities- Govt. /
Corporates to raise resources to meet their
requirements of investment.

• It can be issued at Face Value, or at a discount /

premium.
Secondary Market
• Market where securities are traded after being offered
to the public

• Provides liquidity to investors

• Majority of the trading is done in the secondary market

Economic Environment Analysis
• Helps in identifying potential opportunities or threats

• Helps in strategic planning

• Helps to achieve business objectives

• Improves organizational function

Environment Analysis Process
• Identify Environmental factors

• Gather Information

• Evaluate your competitors

• Forecast the Impact

• Access your strategies

Environment Analysis Indicators
• GDP

• Inflation

• Interest Rates

• Unemployment

• Consumer spending

• etc…
Thank You