The NEPSE Journal
Market commentary, data deep-dives, and trading notes from the NEPSE Trading desk.
Nepal posted a USD +0.2 million surplus in health-related travel for the first month of FY 2025/26, indicating early signs of medical tourism growth and reduced outbound healthcare spending.
Nepal’s education-related travel deficit reached USD −100.9 million in just one month, driven by a surge in students studying abroad and persistent brain drain pressures.
Nepal imported petroleum worth USD 124 million in one month, keeping oil as its largest import component and a major cause of trade imbalance.
Nepal’s foreign reserves surged to USD 671 million, with currency and deposit holdings at USD 654 million, marking the strongest external position in recent years.
Nepal’s telecom and computer-service exports climbed to USD 13.4 million, making ICT a rising engine of the country’s external-sector growth.
Nepal’s FDI remains negative at USD −4.4 million, as weak investor confidence and regulatory barriers deter new inflows despite a strong external balance.
Nepal posted a financial-account surplus of USD 577 million in one month — reserves surged and remittance inflows remained strong, offsetting weak FDI and limited borrowing.
Nepal received a record USD 1.26B in remittances in one month, driving foreign reserves and current account surplus to new highs, but long-term dependence remains a concern.
