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 su

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.