ANKUR KUMAR SAHA

06/06/2026

Understand the key factors driving the current market downturn, including inflation, interest rates, and AI investment.

23/05/2026

The hidden opportunity of Weak Rupee

Friends Rupees is constantly decreasing ,as a equity investors i am not afraid to invest in mutual funds. Weakness of money means high income.
Yes, when money is weak, equity market is good. history teach us I have learned this from 3 decades.
That's why I am not afraid. Try to understand me carefully. First of all, let's understand politics.
Politicians are above politics. Whenever they take a decision, they put politics above it. When money is weak, the government is afraid that When money is weak, inflation will increase.
When inflation increases, interest rates will increase. When interest rates increase, demand will decrease. When demand decreases, business will decrease.
When business decreases, employment will decrease. When employment decreases, poverty will come. Because of this fear, the government takes the right decision.
Have you experienced this from the last month?The government will try to take the right decision. I have already said that the government is most worried when there is a crisis in trade. L So what does history teach me? The picture is in front of you.
Look at it carefully. First of all, in 1991, I saw money getting weak. Around 40% of the currency got weak.
In 1992, the market gave a return of 37%. After that, in 2008, I saw money getting weak. The currency got 20% weaker.
Next year, in 2009, the market gave a return of 80%. After that, in 2011, I saw money getting weak. Next year, in 2012, there was a return of 26% in equities.
After that, in 2013, I saw money getting weak. The currency got 12% weaker. Next year, the market gave a return of 30%.
After that, during the Russian-Ukrainian war, in 2022, I saw money getting weaker by 11%. And in 2023, there was a return of 19%. Did you understand, friends? When the currency gets weak, the asset prices increase.
Reason number 1.Reason number 2. The government takes the right decision. Reason number 3. India is a developing country. If there is no inflation, inflation is better.
And whenever there is more inflation, businesses earn more profit. Our business is not afraid of more interest. Our business is afraid of less demand.
And for the past 2-3 years, demand in India was decreasing. That is why the government gave a benefit of income tax. It gave a leave in GST.
This weak currency, I believe, I am not predicting. I am expressing possibilities. I am not advising.
I am telling history. Whenever the currency is weak, there is a possibility that the market will improve next year. This is my belief.
I am not saying that you should also believe.My belief is that next year's market will be better than what you are seeing now

23/05/2026

The hidden opportunity of Weak Rupee

21/05/2026

The truth about market fear....

21/05/2026

What do you see around you right now?
Indian economy is collapsing. Crude may hit $150. FIIs are selling every day. Rupee is already near 97, some are even predicting 150. Bull market is over. Mid and small caps can fall another 40%.
TV debates, YouTube, Twitter, WhatsApp forwards — everywhere you look, there is fear.
And honestly, that's completely normal. Because psychologically, when someone says something negative, it feels like they are trying to protect you. But when someone says something positive, it feels like they are trying to sell you something. That's how human behavior works.
But here is something most investors miss: The maximum amount of negative news usually comes near the maximum amount of pessimism, and the maximum pessimism usually comes near market bottoms.
Think back for a moment.
2008 — Lehman Brothers collapsed. People said the global financial system was finished. The Sensex had fallen near 8,000 from 21,000.
2013 — India was called one of the Fragile Five economies. The rupee crashed from 55 to 68 in just a few months.
2020 — COVID arrived. People said, “The world will end. Vaccine in a year? Impossible.” The Sensex crashed near 25,000 from 42,000 at that time.
Fear felt logical and optimism looked foolish.
Today, the Sensex is around 75,000.
Now look at today again: Geopolitical tensions, crude near hundred dollars, rising inflation, Nifty down 15% this year and almost no return in the last two years. Weak sentiment everywhere.
But remember, most of this isn’t only India’s problem. The whole world is going through this together. And historically, global problems eventually find global solutions.
I’m not saying in the next three months everything will become amazing. No, not at all. Markets can remain volatile, sentiment can remain weak. But many times, when the tunnel feels darkest, you are already much closer to the exit than the entry.
And also remember, you need two kinds of saving to be a successful investor.
First — saving money so you can invest.
Second — saving yourself from your own emotional biases.
And right now, the second matters most. Because markets don’t bottom when news becomes good. Markets bottom when fear becomes unbearable.
Share and save , because the next time headlines feel impossible, that’s exactly when you need to hear this again.
Thank you.

17/05/2026

INDIA The most underperforming major equity markets in the world right now. Foreign investors have pulled out 1 92,000 crores in just four months. And strangely, I believe Indian equity right now is one of the best investments you can make. Here are my four reasons why I feel so. The fourth one you will be able to relate it to your own portfolio. Reason 1 Valuation.
The ICICI Prudential chart tracks whether Indian equities are expensive, fair or cheap. For the first time since COVID 2020 it is in the Green zone. Historically this zone has delivered average one year return about 20% probability of losing money just 2% not just one opinion. Our internal model DSP Netra, Motila Loswal multiple AMC reports all saying the same thing.Best valuation since COVID 2020. Reason 2
Contrarian play Everyone is chasing US stocks AI, Taiwan, NASDAQ. Nobody's talking about India. FII ownershbip in India at 20 years low and yet India is still fastest growing major economy in the world. The same investor buying India at 85,000 now scared at 75,000. Think about that. The world ignored India in 2013 to check what happened in 2014. Reason 3 time correction flat boring sideways market. No returns for months. This has happened before also.
2010- 2014, 40 months of no return. Then Sensex doubled 2021 to 2023 , 18 months 0 return. Then Sensex went from 58,000 to 85,000. India's time correction average 24 to 30 months. We are currently in the 20th month of time correction. Reason 4 the simplest one. Forget everything I just showed you. Check nifty returns 1 year minus 5% 3 years 8 to 9% 5 years around 10%. You started SIP in last 2 years. Low single digit or negative right? 5 years of equity risk and your return is almost like an fd. Frustrating. That's good because every single time in India's history when returns look this close to an fd, the next three to four years deliver exceptional double digit returns every single time. See, I'm not saying next month will be great. Not saying the next six months either. But if you don't need money for next three to five years, the math, the valuation and the history are all in your favor. Remember, every past crisis look like an opportunity. Every present crisis look like threat. Share this with someone who needs to hear this right now. Thank you so much.

05/11/2025

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https://youtube.com/shorts/18i3zDPEJAQ?feature=share

22/10/2025

https://youtube.com/shorts/y4kStz9ZyX4?si=f_KsX6VTtTohu9Ot

21/10/2025