The NEPSE Journal
Market commentary, data deep-dives, and trading notes from the NEPSE Trading desk.
NRB’s FY 2025/26 mid-September review shows Nepal’s exports to India up 139.9%, driven by palm oil (+318%), jute goods (+61%), and soybean oil (Rs. 20.4 billion, 53% of total exports). While key traditional sectors like tea and zinc sheets weakened, strong demand for edible oils and eco-friendly jute products powered a historic trade rebound.
NRB’s Mid-September 2025/26 report shows total exports up 88.6%, driven by soybean oil (Rs. 20.4 billion) and palm oil (+318%), while traditional exports like woolen carpets (-20.7%) and readymade garments (-3.5%) declined. With foreign reserves at record highs and inflation under control, Nepal’s external sector remains strong, though export diversification is essential for long-term resilience.
As per NRB’s Mid-September 2025/26 report, top 20 export commodities surged 122%, contributing 75% of total exports (Rs. 35.68 billion). Soybean oil, palm oil, and jute goods led the growth, supported by rising remittances, record foreign reserves, and stable inflation (1.87%). Nepal’s export revival signals renewed trade strength — but sustained success will depend on diversification and value addition.
According to NRB’s Mid-September 2025/26 report, soybean oil exports reached Rs 20.4 billion in just two months, accounting for 43 percent of total exports. Total exports rose 88.6 percent year-on-year, driven by palm oil (+318 percent) and jute goods (+61 percent). With record-high reserves and low inflation, Nepal’s external sector remains strong — though export concentration poses future risks.
According to NRB’s Mid-September 2025/26 data, Nepal’s exports jumped 88.6%, reaching Rs. 47.3 billion, with Palm Oil (+318%) and Jute Goods (+61%) driving the growth. Soybean Oil remained the top export with 43% of total share, while Herbs, Noodles, and Cardamom showed solid gains. The export surge, combined with record-high reserves and low inflation, reflects Nepal’s strengthening external sector and growing trade momentum.
NRB’s Mid-September 2025/26 report shows that Nepal’s total exports jumped 88.6%, reaching Rs. 47.3 billion, led by soybean oil (43.2% share). Strong performances from palm oil, jute, and textile products contributed to the surge, while electricity exports continued to grow steadily. The data underscores Nepal’s strengthening external sector amid a stable macroeconomic environment.
NRB’s Mid-September 2025/26 data shows that Nepal’s economy is on a stable growth path, with GDP growth at 4%, inflation at 1.87%, and foreign reserves at USD 20.41 billion. The report highlights strong remittance inflows, rising exports, and healthy liquidity, while calling for stronger fiscal reforms and productive investment to sustain growth momentum.
