An analysis of one industry (referring both to quantitative and qualitative factors) represented by a company included in your portfolio

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.