Cessation of Pulses magazine

[arthur]

According to me, company fundamentals should go beyond financial analysis. Understanding the business landscape gives us a better idea of how the company stands in its business and market. Further, financial projections and valuations are normally under-pined by various assumptions of the economic position and forecast. One simplified example could be about say, Keppel investing in Vietnam. If the economy is booming, than the investment will likely lead to good financial results.

Have avoided going into a long discourse and hope this helps answer the question.

Spot on mikh.

To memphisb: It is true that pure Grahamian students would not take market analysis into account.
However, each and everyone of us has our POV and our style of investment. Sometimes, when we forced ourselves to adopt another style which is not suitable for us, we can't do it well.

Some ppl swear by technical analysis. Pure MAs and RSI. They made tidy profits YoY and who are we to judge their "correctness"?

Anyway, The Economist though giving a worldwide view of events that occur for past week, is kinda biased to the Western economies. So I do sieve around say, China news to get more understanding what is going on, at least to have a more balanced opinion.

Cheers.