TECHNICAL AND FUNDAMENTAL ANALYSIS

• DOI: ttps://doi.org/10.22533/at.ed.2164222430106

• Palavras-chave: Technical Analysis, Fundamental Analysis, Trends, Historical Patterns, Intrinsic Value.

• Keywords: Technical Analysis, Fundamental Analysis, Trends, Historical Patterns, Intrinsic Value.

• Abstract:

  The aim of this paper was to analyze the methods of technical analysis and fundamental analysis in the context of financial investments, highlighting their characteristics and applications. The methodology adopted involved a literature review, seeking to relate price behavior and economic fundamentals. Technical analysis focuses on historical price patterns, volumes and graphical indicators, allowing for short-term forecasts based on past trends. Fundamental analysis, on the other hand, analyzes the intrinsic value of assets, based on economic and financial factors, such as profits and revenues, and is geared towards long-term decisions. In the analysis and discussion of the results, it was observed that both approaches have their advantages and limitations: technical analysis is effective in short-term movements, while fundamental analysis offers a long-term view of value. The final considerations point out that the two methods can be complementary, allowing for more informed and strategic investment decisions by considering both the price history and the economic fundamentals of the companies.