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Technical Analysis, Fundamental Analysis & Risk Management

  1. Technical Analysis
  • Definition: A method of evaluating financial assets (such as stocks, forex, or crypto) by analyzing price charts, historical data, and trading volumes.
  • Key Idea: “Price reflects everything.” Market psychology and patterns repeat, so studying charts can help predict future movements.
  • Tools & Indicators:
    • Moving Averages (MA)
    • Relative Strength Index (RSI)
    • MACD (Moving Average Convergence Divergence)
    • Support & Resistance levels
    • Chart patterns (Head & Shoulders, Triangles, Double Tops/Bottoms, etc.)

  1. Fundamental Analysis
  • Definition: A method of evaluating the intrinsic (true) value of an asset by analyzing economic, financial, and qualitative factors.
  • Key Idea: Long-term value comes from the fundamentals of a company, currency, or economy.
  • Factors Considered:
    • Company financial statements (revenue, profit, debt, cash flow)
    • Industry conditions
    • Economic indicators (GDP growth, interest rates, inflation)
    • News, geopolitical events, management quality

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  1. Risk Management
  • Definition: The process of identifying, assessing, and minimizing financial risks in trading or investing.
  • Key Idea: Protecting capital is more important than maximizing profit. “Survive first, profit later.”
  • Methods & Tools:
    • Stop-loss orders (automatically selling to prevent large losses)
    • Position sizing (investing only a portion of capital per trade)
    • Diversification (spreading investments across assets/sectors)
    • Risk-to-Reward ratio (ensuring potential profit outweighs potential loss)
    • Hedging strategies

In short:

  • Technical Analysis = focuses on price patterns & charts (short-term).
  • Fundamental Analysis = focuses on intrinsic value & economics (long-term).
  • Risk Management = ensures capital protection & controlled exposure.

 

 

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