Impact of the Macro Environment & Industry Structure on Stock Returns

​Welcome to Session 4/10 in Helix's Global Financial Education Course

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Tools Needed:

1. ​​Trading View

2. ​​Notebook LM

3. ​​Google Gemini

​​Pre-requisite Learning:

1. ​​Factors affecting stock returns

2. ​​Backtesting & forward testing of returns

3. ​Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks, using AI

​​If you require access to the recordings for these pre-requisites, please email [email protected] to request an invoice for the same. Once the invoice is paid, we will provide you with the link to the respective recording.

​​In this session, we will be assessing the impact of the macro environment and industry structure on the stock returns.

​​By the end of session 4, you would be able to explain the stock returns, for your own portfolio, using:
Market Beta (Macro)

​​Momentum

​​Size (Industry)

​​Value

​​Investment