Plan d'investissement au Japon (2006)

Exposé Comptabilité & finances Finance

Date de publication :

25/02/2008

Langue :

Anglais

Format :

.doc

Nombre de pages :

32 pages

Niveau :

avancé

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Sommaire :

Sommaire

Short-term investment strategy
1. Explanation of the 3 common short-term strategies
2. Short-term strategy choice
3. Description of the short-term strategy
4. Overall gains and rate of return
Long-term investment strategy
1. Explanation of the ?Buy-and-Hold? strategy
2. Investment strategy in funds
3. Investment strategy in real estate
4. Investment in high growth sectors
5. Conclusion: long term portofolio and returns

Résumé :

Instructions for our investment strategy in Japan:

We are in charge of a Japanese branch of a foreign investment bank. We need to make an investment strategy for 100 million US dollars in total. The investment term is 1 year for 50 million dollar and 10 years for the remaining 50 million dollars. Our goal is to gain higher yields for both 1 year and 10 years instruments.

Consequently, as an introduction, we will first state the main differences between both short term and long term investment strategies so as to decide in which kind of securities and sectors to invest depending on the investment length.

Introduction:

Actually, short-term investments are by definition designed to be made only for a little while, and hopefully show a significant yield. Short term investments can consist of stocks, bonds, etc. a company has bought and will sell shortly. It can also be made of money market instruments such as certificates of deposits, commercial papers etc. On the contrary, long term investments are investments a company intends to hold for more than one year. They can consist of stocks and bonds of other companies, real estate, and cash that has been set aside for a specific purpose or project. In addition to investments a company plans to hold for an extended period of time, long term Investments also consist of the stock in a company's affiliates and subsidiaries. Long-term investments are designed to last for years, showing a slow but steady increase so that there is a significant yield at the end of the term. The investments made under long term investments may never be sold.