Derivative Revision Part 2 CA Final AFM May 2024

[akhileshladdha]

0:31 Forward & Futures

3:51 Part 1) Margin
8:25 Dec 21 (05)
13:39 TYK 14 (07)

16:12 Part 2) Future Pricing
16:26 (i) Cost to Carry / Theoretical future price
48:12 TYK 01 (01)
49:25 TYK 03 (02)
24:56 (ii) Arbitrage
41:56 TYK 02 (17)
43:23 TYK 04 (19)
46:15 Mtp 22
51:40
58:47

1:05:06 Part 3) Beta Management ( Important)
1:11:40 LDR
1:15:27 TYK 13 (09)
1:16:20 TYK 12 (15)
1:23:11 TYK 11 (08)
1:32:29 TYK 09 (13)
1:34:06 TYK 10 (14)
1:37:02 TYK 05 (12)
1:42:32 RtpN21 (03)
1:46:25 TYK 08 (16)
1:58:43 TYK 07 (11)

1:50:56 Part 4) Commodity future
1:55:07
1:58:17 May 23 (35)

[YOGESHJOSHI]

FOR MY REF ONLY WITH AIR1QB
0:31 Forward & Futures

3:51 Part 1) Margin
8:25 Dec 21 = NOT IN SM DO FROM QB 38
13:39 TYK 14 = QB 18

16:12 Part 2) Future Pricing
16:26 (i) Cost to Carry / Theoretical future price

24:56 (ii) Arbitrage
41:56 TYK 02 QB 7
43:23 TYK 04
46:15 Mtp 22 = SIMILAR QB 6 , SIMILAR QUE TYK 6
48:12 TYK 01
49:25 TYK 03

51:40 not in sm or QB
58:47 not n sm or QB

1:05:06 Part 3) Beta Management ( Important)
1:11:40 LDR
1:15:27 TYK 13
1:16:20 TYK 12
1:23:11 TYK 11
1:26:31 QB 36 NOT IN SM
1:32:29 TYK 09
1:34:06 TYK 10
1:37:02 TYK 05 MANY TIMES ASKED IN EXAM IMP 👿 👿
1:42:32 RtpN21 QB 41 NOT IN SM
1:46:25 TYK 08 QB 16
1:58:43 TYK 07 QB 10

1:50:56 Part 4) Commodity future
1:53:37 NOT IN SM OR QB
1:55:07 QB 42
1:58:17 May 23 new QB not in old QB OR SM

[chethanabhat]

LDR :
52:10 - Calculate arbitrage when 2 price given
58:47 - See dividend point and Implied risk % calculation!

1:05:06 - Hedge
1:16:20 - TYK 12
1:37:02 - TYK 05 - Twisted point
1:42:32 - RTP N20 - Contango

[garimabhartiya]

Time Stamps
0:31 Forward & Futures

3:51 Part 1) Margin
8:25 Dec 21 (05)
13:39 TYK 14 (07)

16:12 Part 2) Future Pricing
16:26 (i) Cost to Carry / Theoretical future price
48:12 TYK 01 (01)
49:25 TYK 03 (02)
24:56 (ii) Arbitrage
41:56 TYK 02 (17)
43:23 TYK 04 (19)
46:15 Mtp 22
51:40
58:47

1:05:06 Part 3) Beta Management ( Important)
1:11:40 LDR
1:15:27 TYK 13 (09)
1:16:20 TYK 12 (15)
1:23:11 TYK 11 (08)
1:32:29 TYK 09 (13)
1:34:06 TYK 10 (14)
1:37:02 TYK 05 (12)
1:42:32 RtpN21 (03)
1:46:25 TYK 08 (16)
1:58:43 TYK 07 (11)

1:50:56 Part 4) Commodity future
1:55:07
1:58:17 May 23 (35

[vaibhavjha]

25:29 Arbitrage example (with discussion on two types of presentation)
52:10 - Ques 46 (arbitrage gain calculation when 2 price given)
59:00 - Ques 47 (dividend and Implied risk free rate calculation)

[sknbbx]

Dekhoooo wo agaya....🥲🥲🥲..Dhanyawad guruji

[suyashmahajan]

Future Pricing :-
Q.47
58:47 - 1:05:05 - Implied Risk Free Rate_ रटने वाला Question

1:37:00 - 1:41:50 - Nice Question

1:46:40 - 1:49:50 -

1:58:41 - 2:01:05 - रटना ICAI Solution Logically Incorrect

[pritivora]

Thank you so much sir. There are n number of teacher uploading revision videos on youtube but you are an exception to all of them. Not even 1 single time you asked viewers to buy your books or courses. Most selfless help available on youtube for AFM. I bought classes for some other faculty but your revision video on youtube were much much more helpful to me to understand concepts and solve question than their full time batch. I was a self study student and only referred to your AFM revision videos for my exam. Just cant believe you explained so difficult concepts in a manner i felt i already knew those even without studying, You suggested module question numbers for the ease of students. I scored an exemption in AFM and 100 percent credit goes to you. For a self study student scoring an exemption in 1st attempt it self, it was a very big deal for me. Thank you so much sir for your selfless efforts and dedication. You are most underrated teachers on youtube, i wish more and more students look at your channel and get an opportunity for learning from you. Thank you once again sir 😍😍❤❤😇😇

[SatyamSingh-wc]

8:34 clac of contract value

14:00 calc of initial margin
Formula= daily absolutely change + (3* SD).
& Determination of position whether long or short

43:55 TWD
47:14

54:44 good question arbitrage hai and katne ka price diya hai

58:58 GQ 1:01:11 ( 1:03:32 ) ***
things to learn in this question:
borrowing cost KI REPAYMENT KO consider nhi kra QKI LIKHA HAI IMPLIED RISK FREE RATE
50% dividend katne k time p hi consider krange ... FFP calculate karte time nhi karna
and katne k time p dividend ko pure 1 saal ka consider kr liya h institue ne i.e 331.2 jabki iska half consider karna chiye tha

1:14:24 ❤

[rohitkapoor]

Thankyou Sir🙏
Sir in the end of revision you said that you will provide revision of amendments in afm also, when it will be provided?

[sknbbx]

Sirrr..when will forex lec be uploaded?? Please inform us

[alokk]

Sir please bataye na aapka revision ka amendment video aayega kya, as bohot kam samay bacha hai sir ab, real options major hai na sir, isliye pleasee

[anishamalawat]

Thankyou sir for the revision video, was waiting for it :)

[GoDx_Parth]

Sir, In Question 40 of your QB. Chap Derivatives, Why there is again deduction of ₹30 as Interest showing Net Profit in Arbitrage. Ques is of MTP Sep 22

[gayatrimandhane]

Sir when you are uploading revision of amendment?

[utsavsultania]

TYK 4 "PQR Futures" can be solved by monthly compounding as well
ICAI's Comment - "Alternatively monthly compounding can also be used"

[LEARNERCA]

Last Day revision

1:11:40 Similar to Que 12 in AIR1

[somanisomesh]

sir business valueation nov wala dekh le kya yaa abhi naya aayega uska

[namratabana]

Sir merger ka b daliye na.or theory ka b dal dijiye.

[Ghostt]

Kya ho gaya hai pavan sir
Pehle old video dekhta tha tab pura que karwate the... Speed badha ke feed karke dekhna padta tha...
Ye revision aise q.. Ye que dekh lena.. Aisa waisa
Ek do hi karwai important que lekin pure karao sir.. Solve mat karao lekin batao to pura.