Question: 2.1 An analysis of one industry (referring both to quantitative and qualitative factors) represented by a company included in your portfolio;
2.2 An update of your portfolio including a discussion of
(a) the most likely macroeconomic variables that may influence the future performance of the portfolio; and
(b) the expected future performance of the portfolio.
2.3 All the discussions must be substantiated and motivated by real-time/recent figures, information and/or data.
3. The length of the second assignment should not exceed 5 pages, 1½ line spacing.