The NEPSE Journal
Market commentary, data deep-dives, and trading notes from the NEPSE Trading desk.
The latest figures show a clear financial turnaround. Whether that turnaround can be sustained after the company enters the public market will determine the longer-term strength of the investment case.
For now, however, the numbers present a clear picture: domestic generation is comfortably covering demand, private producers have become the backbone of supply, and nearly 30 percent of the electricity available in the system is finding a market beyond Nepal’s borders.
The data ultimately point to a broader economic problem rather than a purely banking-sector one: Nepal has liquidity, and borrowing costs have fallen, but the economy has yet to generate enough confidence and viable investment opportunities to put that money fully to work.
As monetisation expands, the central challenge is no longer simply how to earn from social media. It is how to earn without allowing the platform to determine the value of one’s privacy, relationships and identity.
