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The NEPSE Journal

Insights & Analysis

Market commentary, data deep-dives, and trading notes from the NEPSE Trading desk.

Financial Sector2 min read

Flood Aftermath Hits Financial Sector: Hydropower and Insurance Companies Under 'Rating Watch'

Ultimately, a single natural disaster in Rasuwa has sent shockwaves through Nepal's interconnected economic cycle, seamlessly moving from the energy sector to insurance and banking. The true extent of the financial toll will now depend heavily on the pace of infrastructure reconstruction, the efficiency of insurance claim settlements, and the overall trajectory of loan recovery in the coming months.

Dipesh Ghimire14 Sep, 2026

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Korala Border1 min read
Trade Surges at Korala Border: Rs 1.78 Billion Revenue Collected in Just 15 Days
Historically, the Korala pass at Lo Manthang-4 was open year-round strictly for the local residents of Upper Mustang. However, the government officially designated it as an alternative commercial trade route in September last year after similar weather-induced road blockades crippled the Tatopani and Rasuwagadhi checkpoints. In the last fiscal year, the Mustang customs point recorded imports worth Rs 14.41 billion and exports worth Rs 205 million, generating Rs 6.92 billion in total revenue while clearing 3,223 EVs and 1,873 containers.
Dipesh Ghimire13 Sep, 2026
Demat Account1 min read
44% of Demat Account Holders Missing from the Secondary Market: The Paradox of Nepal’s Stock Exchange
For the sustainable development of the capital market, experts stress that regulatory bodies must shift their focus from celebrating account numbers to enhancing financial literacy. Transitioning this massive crowd of primary market participants into informed, active secondary market investors remains the most pressing challenge for Nepal's financial sector.
Dipesh Ghimire11 Sep, 2026
Hydro Projects Damaged 1 min read
Uninsured Hydro Projects Damaged by Floods Cost Nepal Electricity Authority Rs 25 Billion
Insurance sector experts, however, have strongly criticized this approach, calling the failure to transfer risk a critical administrative oversight. Representatives from the Non-Life Insurers' Association pointed out that natural disasters do not provide advance warnings, and relying on past safety records to bypass insurance on vital national infrastructure creates unnecessary systemic vulnerability. Analysts warn that absorbing a Rs 25 billion deficit directly could ultimately force the utility to offset losses through future electricity tariff increases for consumers.
Dipesh Ghimire11 Sep, 2026
Upper Tamakoshi1 min read
Unauthorized Expenditure of Rs 6 Billion in Upper Tamakoshi; Former NEA MD Ghising and Top Officials Implicated
Similar financial opacity has been observed in the 21 MW Rolwaling Khola Hydropower Project. While the standard construction cost for such projects generally ranges from Rs 200 million to Rs 250 million per megawatt, the cost for Rolwaling has unnaturally escalated to between Rs 550 million and Rs 600 million per megawatt. This abnormal cost inflation is expected to severely undermine the project's financial returns, directly victimizing hundreds of thousands of retail investors who purchased shares at premium prices in the secondary market. These actions have raised serious questions regarding the corporate governance of the project.
Dipesh Ghimire11 Sep, 2026
Money Laundering1 min read
Nepal’s Money Laundering Risk Remains ‘Medium-High’ Amid Weak Implementation
Due to the lack of result-oriented actions in controlling money laundering, the Financial Action Task Force (FATF) has kept Nepal under 'increased monitoring' since February 2025. To expedite the recovery of illicit wealth, the assessment suggests introducing non-conviction-based civil confiscation, which would allow authorities to seize assets without waiting for lengthy final court verdicts. Moving forward, the report emphasizes that Nepal must prioritize the strict enforcement of existing laws by aggressively adopting a 'follow the money' approach, rather than merely creating new legislation.
Dipesh Ghimire10 Sep, 2026
Top1 min read
Economic Blow of Bhote Koshi Floods: Tourism and Power Exports Hit Hard, Foreign Reserves Face Pressure
The economic fallout of this disaster extends far beyond immediate reconstruction costs, posing a deeper threat to the nation's overall service exports and external economy. Experts emphasize that the government and the Nepal Tourism Board must urgently mobilize diplomatic missions to broadcast clear, accurate information to the global market regarding safe travel zones. Furthermore, stakeholders stress that moving forward, Nepal has no alternative but to adopt 'climate-resilient' infrastructure designs capable of withstanding the escalating risks of natural disasters.
Dipesh Ghimire10 Sep, 2026
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meta1 min read
Meta Launches 'Muse', a Personal AI Agent for Daily Tasks and Long-Term Goals
Positioned as the next-generation evolution of AI beyond basic chatbots, Muse is part of CEO Mark Zuckerberg’s long-term vision for personalized AI superintelligence. Zuckerberg has previously envisioned a future where every individual has an ultra-capable AI agent working 24/7 across areas like health, career, and personal finance. To address potential security and privacy risks associated with an agent capable of performing real digital tasks, Meta operates Muse within a secure virtual machine to safeguard user data.
Dipesh Ghimire9 Sep, 2026
Bhote Koshi Flood 2 min read
Government to Prepare a Joint Report by Combining RDNA and World Bank Studies on Bhote Koshi Flood Damages
Once the final details of the disaster damages are ready, the government will base its plans for immediate relief, rehabilitation, and reconstruction on them. This report will also serve as the foundation for determining the scale of investment required for reconstruction and for mobilizing resources. After finalizing the exact state of damage and required funds, the government intends to coordinate with development partners and friendly nations for assistance. While initial estimates showed severe economic damage, exact sectoral impacts and reconstruction costs will only become clear following this joint report.
Dipesh Ghimire9 Sep, 2026
IPO1 min read
20 New Companies Gear Up for IPOs; Proposals Tabled in General Meetings
Once these proposals are formally approved by their respective general meetings, the companies will initiate the necessary regulatory procedures with the Securities Board of Nepal (SEBON) and other relevant authorities to secure IPO approval. The growing entry of "real sector" companies—such as hospitals, hotels, and manufacturing firms—into a stock market traditionally dominated by financial institutions and hydropower is expected to boost market dynamism and provide the general public with wider and more diversified investment alternatives.
Dipesh Ghimire9 Sep, 2026

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Insights & Analysis

Flood Aftermath Hits Financial Sector: Hydropower and Insurance Companies Under 'Rating Watch'

All Articles

Trade Surges at Korala Border: Rs 1.78 Billion Revenue Collected in Just 15 Days

44% of Demat Account Holders Missing from the Secondary Market: The Paradox of Nepal’s Stock Exchange

Uninsured Hydro Projects Damaged by Floods Cost Nepal Electricity Authority Rs 25 Billion

Unauthorized Expenditure of Rs 6 Billion in Upper Tamakoshi; Former NEA MD Ghising and Top Officials Implicated

Nepal’s Money Laundering Risk Remains ‘Medium-High’ Amid Weak Implementation

Economic Blow of Bhote Koshi Floods: Tourism and Power Exports Hit Hard, Foreign Reserves Face Pressure

Meta Launches 'Muse', a Personal AI Agent for Daily Tasks and Long-Term Goals

Government to Prepare a Joint Report by Combining RDNA and World Bank Studies on Bhote Koshi Flood Damages

20 New Companies Gear Up for IPOs; Proposals Tabled in General Meetings

NEPSEtrading

Primary issues

Income & debt

Live market

Read & learn

NEPSE Trading Network

Insights & Analysis

Flood Aftermath Hits Financial Sector: Hydropower and Insurance Companies Under 'Rating Watch'

All Articles

Trade Surges at Korala Border: Rs 1.78 Billion Revenue Collected in Just 15 Days

44% of Demat Account Holders Missing from the Secondary Market: The Paradox of Nepal’s Stock Exchange

Uninsured Hydro Projects Damaged by Floods Cost Nepal Electricity Authority Rs 25 Billion

Unauthorized Expenditure of Rs 6 Billion in Upper Tamakoshi; Former NEA MD Ghising and Top Officials Implicated

Nepal’s Money Laundering Risk Remains ‘Medium-High’ Amid Weak Implementation

Economic Blow of Bhote Koshi Floods: Tourism and Power Exports Hit Hard, Foreign Reserves Face Pressure

Meta Launches 'Muse', a Personal AI Agent for Daily Tasks and Long-Term Goals

Government to Prepare a Joint Report by Combining RDNA and World Bank Studies on Bhote Koshi Flood Damages

20 New Companies Gear Up for IPOs; Proposals Tabled in General Meetings