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Take your investment analysis skills to the next level with advanced techno-fundamental analysis techniques.
Instructor: CA Jagruti Pradeep
Language: Hindi
Validity Period: Lifetime
Advanced technical analysis and fundamental analysis involve a deeper exploration of concepts and tools to gain a more nuanced understanding of financial markets and investment opportunities. Both advanced technical and fundamental analysis involve a more intricate understanding of market dynamics, increased proficiency with analytical tools, and the ability to synthesize a wide range of information. Investors often use a combination of these advanced techniques to make more sophisticated investment decisions. Ongoing education and staying abreast of new developments in the financial markets are crucial for success in these advanced analysis approaches.
Here's an overview of what's included in each:
Advanced Technical Analysis:
Digging into more complex chart patterns, such as harmonic patterns (e.g., Gartley, Butterfly), and understanding their implications.
Studying the Elliot Wave Principle to analyze and predict price movements based on wave patterns.
Applying advanced Fibonacci tools, including extensions and time zones, for more precise price and time projections.
Exploring less common technical indicators like Bollinger Bands, Parabolic SAR, and Ichimoku Clouds for more sophisticated analysis.
Incorporating quantitative techniques, including algorithmic trading and quantitative models, to analyze historical data and identify trading opportunities.
Considering the relationships between different asset classes (stocks, bonds, commodities) to make more informed investment decisions.
Analyzing market sentiment through tools like the put/call ratio, VIX (Volatility Index), and social media sentiment analysis.
Exploring advanced oscillators like the Williams %R and Rate of Change (ROC) for momentum analysis.
Advanced Fundamental Analysis:
Implementing advanced valuation models such as discounted cash flow (DCF) analysis and various earnings multiples for a more detailed assessment of a company's intrinsic value.
Going beyond basic ratios to analyze a broader set of financial ratios, including liquidity ratios, efficiency ratios, and solvency ratios.
Assessing the quality of a company's earnings by scrutinizing the components of its income statement and understanding non-recurring items.
Conducting scenario analysis to evaluate a company's performance under different economic and market conditions.
Deepening the analysis of management quality by considering factors like their track record, strategic decisions, and communication with shareholders.
Conducting a more in-depth analysis of a company's competitive positioning within its industry, including Porter's Five Forces analysis.
Integrating ESG factors into the analysis to assess a company's environmental and social impact, as well as its governance practices.
Considering the potential impact of specific events, such as mergers and acquisitions, regulatory changes, or technological disruptions, on a company's prospects.
Analyzing global economic trends and geopolitical factors that can impact industries and companies on a broader scale.