The NEPSE Journal
Insights & Analysis
Market commentary, data deep-dives, and trading notes from the NEPSE Trading desk.
All Articles — Page 203
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#NepalEconomy #GovernmentBudge1 min readNepal Government Budget Surplus Rs. 31B in Mid-August 2025/26: A Rare Positive Shift
Nepal’s government posted a budget surplus of Rs. 31.1B in mid-August 2025/26, driven by strong revenues and restrained spending — a rare but positive fiscal shift.
Sandeep Chaudhary
#NepalEconomy #ForeignReserves1 min readChange in Net Foreign Assets: Why Nepal Still Faces Rs. −89B Pressure Despite High Reserves
Despite record reserves of Rs. 2.95 trillion, Nepal’s net foreign assets fell by Rs. 89 billion in mid-August 2025/26 due to external payments, loan outflows, and valuation adjustments.
Sandeep Chaudhary
#NepalEconomy #ForeignReserves1 min readBank and Financial Institutions’ Reserves Rise 12%: Growing Role Beyond NRB
BFIs’ foreign reserves surged 12 percent to Rs. 294.6 billion in mid-August 2025, driven by remittance inflows and rising convertible assets, signaling a stronger role for commercial banks in Nepal’s external stability.
Sandeep Chaudhary
#NepalEconomy #ForeignReserves1 min readReserves-to-Imports Ratio Jumps to 138% – Safe Buffer Against External Shocks
Nepal’s reserves-to-imports ratio jumped to 138.3%, ensuring one of the region’s safest foreign exchange buffers, though long-term sustainability depends on export-led growth and investment diversification.
Sandeep Chaudhary
#NepalEconomy #ForeignReserves1 min readReserves-to-GDP Ratio Climbs to 45.9%: Nepal’s Macro Stability at a High
Nepal’s reserves-to-GDP ratio has surged to 45.9%, signaling strong external stability and improved macroeconomic fundamentals, but experts warn that long-term sustainability hinges on export and investment growth.
Sandeep Chaudhary- Advertisement
#NepalEconomy #ForeignReserves1 min readImport Capacity Strengthens: Nepal Can Finance Over 20 Months of Imports
Nepal’s import financing capacity has climbed to 20.4 months for goods and 16.6 months for goods + services, backed by rising reserves and remittance inflows — the highest level of external strength in years.
Sandeep Chaudhary
#NepalEconomy #NRB #ForeignRes1 min readNepal Rastra Bank’s Foreign Exchange Reserves Cross Rs. 2.5 Trillion
Nepal Rastra Bank’s foreign reserves crossed Rs. 2.5 trillion in mid-August 2025, a 4% monthly rise driven by strong remittances and a BoP surplus, marking the strongest external stability in years.
Sandeep Chaudhary
#NepalEconomy #ForeignReserves1 min readConvertible vs Inconvertible Reserves: How Nepal’s FX Mix is Changing in 2025/26
In 2025/26, Nepal’s foreign reserves hit Rs. 2.95 trillion, with 76.6% in convertible global currencies and 23.4% in INR, marking a steady shift toward India-linked reserves.
Sandeep Chaudhary
