Mr. Munene will retire from public service on 15th May 2023 . He has recently received his commuted pension amounting to Tshs 350,000,000. Mr. Munene is contemplating to invest Tshs 250,000,000 in financial assets, but he is not sure what these assets are. He approaches you as a financial expert cum analyst for a professional advice. He avails to you his plans, and after a length discussion you manage to convince him on investing in capital markets and the importance of diversification. Mr. Munene however, requests you to select equities of companies listed in Dar-er-Salaam Stock Exchange (DSE) in either Brewery industry, or Cement industry or Banking industry with foreign control of not less than 30 percent. His is also not sure which bonds to invest in after going through the DSE market report on a two, five, seven and Government bonds. You are required to prepare a report indicating; - A suitable portfolio of at least three assets which you have chosen to maximize Mr. Munene expected return - A Critical discussion on the importance of having in the selected portfolio Government bonds, and - An advice on the weighting and timing of the investment supporting your arguments with quantitative data. NB: Extract relevant details and data from both DSE website and BOT website (Domestic Market Department). Mr. Munene will retire from public service on 15th May 2023 . He has recently received his commuted pension amounting to Tshs 350,000,000. Mr. Munene is contemplating to invest Tshs 250,000,000 in financial assets, but he is not sure what these assets are. He approaches you as a financial expert cum analyst for a professional advice. He avails to you his plans, and after a length discussion you manage to convince him on investing in capital markets and the importance of diversification. Mr. Munene however, requests you to select equities of companies listed in Dar-er-Salaam Stock Exchange (DSE) in either Brewery industry, or Cement industry or Banking industry with foreign control of not less than 30 percent. His is also not sure which bonds to invest in after going through the DSE market report on a two, five, seven and Government bonds. You are required to prepare a report indicating; - A suitable portfolio of at least three assets which you have chosen to maximize Mr. Munene expected return - A Critical discussion on the importance of having in the selected portfolio Government bonds, and - An advice on the weighting and timing of the investment supporting your arguments with quantitative data. NB: Extract relevant details and data from both DSE website and BOT website (Domestic Market Department)
