Equity themes and spreads


1 0
Hi all,

I've been trading using purely technicals for slightly more than a year and now i'm starting to incorporate equity themes and fundamentals on a longer time horizon.

Can anyone share with me eg i have a fundamental idea from the ISM, whatever economic indicator. and i decide on a sector to l/s.

I'm interested to know how to choose a winning and losing counter of that lot.
can guys here share with me how will you do your:
1. value chain analysis
2. forecast ratio analysis

to determine the best and worst? Thank you!

Also how do you fundamental guys determine an upcoming equity theme.
AdBlock Detected

We get it, advertisements are annoying!

But it's thanks to our sponsors that access to Trade2Win remains free for all. By viewing our ads you help us pay our bills, so please support the site and disable your AdBlocker.

I've Disabled AdBlock