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Fisher Investments has covered the sector's main drivers, but they're only a broad outline of what to look for. To better analyze any basic material industry and its components, Fisher Investments will drill down into some tangible fundamental questions that should be answered.
Fisher Investments feels that by knowing how a material is priced provides key insights into its drivers, potential supply constraints, and how to analyze it further. Generally speaking, producers of globally priced goods should be evaluated globally, and producers of regionally priced goods should be evaluated regionally. (As covered in Chapter 1, global versus regional pricing is determined by the economics of shipping the material.)
For more information or to purchase Fisher Investments on Materials, click here.
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