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Tuesday, 7 April 2015

INVESTMENT ANALYSIS - PAST QUESTION AND ANSWER



INVESTMENT ANALYSIS
PAST QUESTION  AND ANSWER

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QUESTION:
What does it mean to assume that all investors have homogenous expectation? Why is the assumption necessary to capital market theory?

ANSWER:
Investors have homogenous expectations, meaning that investors share identical expectations with regard to the relevant decision period, the necessary decision inputs, their form and size.  Thus, investors are presumed to have identical expectations regarding expected returns, variances of expected returns and covariance of all pairs of securities.

As can be seen by examining these assumptions, the CAPM reduces the situation to an extreme case.  Everyone has the information and agree about the future prospects for securities.  Implicitly this means that investors analyze and process information in the same way.  The markets for securities are perfect markets, meaning that there are no frictions to impede investing.   Potential impediments such as finite divisibility, taxes, transaction costs and different risk-free borrowing and lending rates have been assumed away.  This approach allows the focus to change from how an individual should invest to what would happen to security prices if everyone invested in a similar manner.  Examining the collective behaviour of all investors in the market place enables one to develop the resulting equilibrium relationship between each security’s risk and return.

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