CASE STUDY. COLOMBIA CAPITAL INVESTMENT S.A. (Article published in Spanish)

Authors

  • Guillermo Buenaventura Vera PhD (c) Nuevas Tendencias en Dirección de Empresas, Universidad de Salamanca, España. Docente Investigador, Universidad Icesi, Colombia. Investigador adscrito al grupo “Inversión, financiación y control”, Universidad Icesi, Colombia.
  • Andrés Felipe Cuevas Ulloa Especialista en Finanzas, Universidad Icesi, Colombia.
  • Mónica Carvajal García Especialista en Finanzas, Universidad Icesi, Colombia.
  • Ana Mildred Ospina Especialista en Finanzas, Universidad Icesi, Colombia.
  • Catherine Aguirre Arango Especialista en Finanzas, Universidad Icesi, Colombia.

DOI:

https://doi.org/10.18046/j.estger.2009.316

Keywords:

Trader, risk, technical analysis, fundamental analysis, TES

Abstract

This case study presents the experiences, analyses, and decisions of a financial fixed-income investment firm over a two year period, focusing on the 10 last days and providing an in-depth analysis of the events that occurred in the last two days of transactions. It also includes an attachment with a glossary that explains useful financial terminology. A second attachment shows the forecasting model, and the third attachment provides an explanation of the mathematical relation between the market yield and the price of bonds.

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References

Amat, O. y X. Puig (1999). Análisis Técnico Bursátil. Barcelona, España: Gestión 2000.

Buenaventura, G. (2007). Evaluación de Proyectos de Inversión y Presupuestación de Bienes de Capital. Cali, Colombia: Universidad Icesi.

Choudhry, M. (2006). Bonds, a concise guide for investors. New York, NY: Palgrave Macmillan.

Delgado, J.I. (2008). El análisis técnico bursátil. Madrid, España: Díaz de Santos.

Downes, J. y Elliot, J. (2002). Diccionario de finanzas. México: CECSA.

Fabozzi, F. (1996). Bond Markets Analysis and Strategies (3ra ed.). New Jersey, NJ: Prentice-Hall.

Fabozzi, F. y Modigliani, F. (2003). Capital Markets, Institutions and Instruments (3ra ed.). New Jersey, NJ: Prentice-Hall.

Frost, A.J. y Prechter, P. (2002). El principio de las Ondas de Elliot, claves para entender la bolsa. Barcelona, España: Gestión 2000.

Marcuse, R. (2009). Diccionario de términos financieros & bancarios. Bogotá, Colombia: Ecoe.

Murphy, J.J. (2006). Study guide for technical analysis of the financial markets. New York, NY: New York Institute of Finance.

Pring, M. (2002). Technical analysis explained: the successful investors guide to spotting investment trends and turing points. New York, NY: Pring Editor.

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Published

2009-09-30

Issue

Vol. 25 No. 112 Jul-Sep 2009

Section

Research articles

License

Articles are the sole responsibility of their authors, and will not compromise Icesi’s University principles or policies nor those of the Editorial Board of the journal Estudios Gerenciales. Authors authorize and accept the transfer of all rights to the journal, both for its print and electronic publication. After an article is published, it may be reproduced without previous permission of the author or the journal but the author(s), year, title, volume, number and range of pages of the publication must be mentioned. In addition, Estudios Gerenciales must be mentioned as the source (please, refrain from using Revista Estudios Gerenciales).

How to Cite

CASE STUDY. COLOMBIA CAPITAL INVESTMENT S.A. (Article published in Spanish). (2009). Estudios Gerenciales, 25(112), 153-173. https://doi.org/10.18046/j.estger.2009.316
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