Is the SET Index Cheap Relative to Its Own History?
We run a 10-year P/E and P/BV backtest on the SET Total Return Index to find out whether current valuations represent genuine value or a value trap dressed in low multiples.
Archive
All articles — data first, conclusions second
Browse our full archive of market analysis, guides, newsletter digests, and course previews. Each piece is dated, sourced, and written to remain useful beyond its publication week.
Latest from the archive
Two recent deep-dives worth your time this month.
How to use this archive effectively
The articles on this blog are indexed by content stream: Analysis covers market-level and sector-level quantitative pieces; Guides are evergreen explainers that do not expire with the news cycle; Newsletter issues are archived in full so you can read back issues before subscribing; Course previews introduce the methodology of each self-paced module. Use the stream labels on each article card to filter for what you need right now. If you are new here, the Guides stream is the most durable starting point — the concepts there will make every Analysis piece easier to follow. Long-time readers tend to check Analysis first each week, then dip into Guides when a term or ratio appears that they want to understand more deeply. Both approaches are valid, and we have written the archive to support either.
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The weekly newsletter arrives every Monday with three data points, one chart, and one question — a five-minute read before markets open.