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How to Manage An Equity Portfolio Using Both Fundamental Analysis (FA) and Technical Analysis (TA) – “FATA” By Lim Mei Ching
RM160.00
| Date | 26 August 2024 |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points / 10 SIDC CPE Points / 4 FiMM CPD Points |
| Facilitator | Lim Mei Ching |
The course is an introduction to both fundamental and technical analyses coupled with equity portfolio management strategies. Lim Mei Ching, who was formerly an equity fund manager and investment analyst for more than 12 years has previously worked in unit trust, asset management, insurance and investment bank. She has authored the book “Be Your Own Fund Manager” which she shared her experience both from the buy side and sell side of Malaysian equity research.
Although the concept of FATA has been around, not many authors promote it in their books as both analyses contradict each other in certain ways. Instead, it could be used simultaneously to reduce the investment risk with better upside potential through a more comprehensive analysis.
Learning Outcome
By the end of the course, participants will be able to:
- Discuss the basic concept of both fundamental and technical analysis.
- Apply fundamental analysis by identifying the basic criteria for stocks selection.
- Interpret the basic indicators of technical analysis for better timing of entry and exit for the stocks selected.
- Construct an equity portfolio and manage like a unit trust for better capital preservation.
- Relate both fundamental analysis and technical analysis to Malaysian stocks with case studies.