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The NEPSE Journal

Insights & Analysis

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

All Articles — Page 76

2780 posts

Top2 min read
IMF’s Upgraded Outlook Signals India’s Short-Term Strength, but Medium-Term Challenges Remain
IMF’s Upgraded Outlook Signals India’s Short-Term Strength, but Medium-Term Challenges Remain Kathmandu — The latest upward revision by the International Monetary Fund (IMF) on India’s economic growth highlights the country’s strong near-term momentum, even as questions persist about the durability of this expansion beyond the current fiscal year. In its updated assessment for fiscal year April 2025 to March 2026, the IMF now projects India’s gross domestic product (GDP) to grow by 7.3 percent, a notable increase from its earlier estimate of 6.6 percent. The revised figure closely aligns with the Indian government’s projection of 7.4 percent, reinforcing confidence in India’s current growth trajectory.
Dipesh Ghimire21 Jan, 2026
Top3 min read
Business Heavyweights Step Into the Political Arena, Signaling a Shift in Nepal’s Electoral Landscape
Business Heavyweights Step Into the Political Arena, Signaling a Shift in Nepal’s Electoral Landscape Kathmandu — The House of Representatives election scheduled for Falgun 21 has revealed a notable shift in Nepal’s political landscape: a surge of candidates from business and entrepreneurial backgrounds competing directly for parliamentary seats. From large-scale industrialists and bankers to stock market investors and startup founders, business figures are entering the electoral race in numbers rarely seen before. Election data show that more than two dozen candidates with strong business credentials have filed nominations for direct seats. This trend cuts across party lines and includes both veteran entrepreneurs and first-time political aspirants, indicating a broader realignment between Nepal’s private sector and formal politics.
Dipesh Ghimire21 Jan, 2026
Top3 min read
Nepal’s Debt Burden Deepens as Currency Pressure and Weak Revenues Strain Public Finances
Nepal’s Debt Burden Deepens as Currency Pressure and Weak Revenues Strain Public Finances Kathmandu — Nepal’s public debt trajectory in the first half of the current fiscal year signals growing fiscal stress, driven less by fresh borrowing alone and more by structural weaknesses in revenue collection and rising exposure to external shocks. Data from the Public Debt Management Office show that between mid-July and mid-January, the country’s total public debt increased by Rs132.34 billion, underscoring the government’s increasing dependence on borrowing to manage routine expenditure. A key factor behind the swelling debt stock has been the steady depreciation of the Nepali rupee against the US dollar. Exchange rate movements alone added Rs70.68 billion to the debt burden by mid-January, highlighting Nepal’s vulnerability to currency fluctuations. As external loan principals are serviced in dollars, every weakening of the rupee translates directly into higher repayment obligations in domestic currency. According to Nepal Rastra Bank, the exchange rate stood at Rs145.76 per US dollar, amplifying the cost of external debt.
Dipesh Ghimire21 Jan, 2026
Top2 min read
Six Former Finance Ministers Back in the Electoral Race, but a Pattern of Budget Disruption Persists
Six Former Finance Ministers Back in the Electoral Race, but a Pattern of Budget Disruption Persists As Nepal heads toward the House of Representatives election scheduled for Falgun 21, a striking feature of the candidate list is the return of six former finance ministers and one former state finance minister to the direct electoral contest. Their re-entry into parliamentary politics comes amid renewed debate over one of Nepal’s chronic governance challenges: the inability of finance ministers to deliver and implement consecutive annual budgets. More than 3,400 candidates have filed nominations nationwide for 165 first-past-the-post seats, reflecting both political competition and fragmentation. Among them are senior leaders with long experience in economic management, yet their collective record highlights a structural weakness rather than individual failure.
Dipesh Ghimire21 Jan, 2026
Dipesh Ghimire3 min read
Election Momentum Lifts Market Sentiment as NEPSE Breaks Above 2,700
Election Momentum Lifts Market Sentiment as NEPSE Breaks Above 2,700 Kathmandu — Nepal’s stock market extended its upward momentum on Tuesday, buoyed by growing election activity and renewed investor confidence. As political uncertainty gradually eases and the country moves deeper into an election cycle, optimism has begun to reflect clearly in market performance. The benchmark index climbed above the key psychological level of 2,700, supported by strong turnover and broad-based buying interest. With nomination filings underway across the country for the House of Representatives election scheduled on Falgun 21, market participants appeared encouraged by expectations of political stability and policy continuity. The upbeat mood translated directly into trading, helping the long-sidelined market recover closer to levels seen before the decline triggered by the so-called “Gen-Z movement.”
Dipesh Ghimire20 Jan, 2026
Top3 min read
Importers Call for Urgent Reform in Nepal’s Customs Valuation System
Importers Call for Urgent Reform in Nepal’s Customs Valuation System Kathmandu — Businesses involved in Nepal’s import trade have called for immediate and practical reforms in the customs valuation and classification system, arguing that existing practices continue to create uncertainty, delays, and additional financial burden. While recent reform initiatives introduced by Finance Minister Rameshwor Khanal have been welcomed in principle, importers say the changes have yet to translate into relief at the operational level. In a set of recommendations submitted to the Department of Customs, importers praised the decision to abolish the long-criticized valuation reference book. However, they claim that the reform has exposed new gaps in implementation. According to business representatives, several customs officials remain unclear about the revised procedures due to a lack of proper training and continue to apply outdated valuation logic in practice.
Dipesh Ghimire20 Jan, 2026
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Top3 min read
Yango’s Rapid Rise Redraws Nepal’s Ride-Sharing Market, Raises Questions on Sustainability
Yango’s Rapid Rise Redraws Nepal’s Ride-Sharing Market, Raises Questions on Sustainability Kathmandu — A new ride-sharing app, Yango, has emerged as a strong disruptor in Nepal’s urban transport market, rapidly reshaping competition that was long dominated by Pathao and inDrive. Having entered the Nepali market only about eight months ago, Yango has already gained significant traction, largely due to aggressive pricing and incentive strategies aimed at students and low-income commuters. The app’s most striking feature is its low entry fare of NPR 40, a rate that undercuts existing competitors and appeals strongly to cost-conscious users. In cities where daily commuting costs have become a growing concern, this pricing has quickly turned Yango into a preferred option for short-distance travel, particularly among young riders.
Dipesh Ghimire20 Jan, 2026
Top3 min read
Digital Campaigning Reshapes Nepal’s Election Landscape
Digital Campaigning Reshapes Nepal’s Election Landscape As information and communication technologies continue to advance, Nepal’s election campaigning style is undergoing a visible transformation. Political outreach that was once dominated by rallies, street speeches, and loud public gatherings is increasingly shifting toward digital platforms. Social media has emerged as a powerful tool to reach younger voters and a growing population of Nepalis living abroad, fundamentally altering how political messages are crafted and delivered. This shift became evident during the 2079 BS local elections, when newly formed political parties and independent candidates relied heavily on social media to communicate their agendas. Their success prompted traditional parties to rethink their approach in subsequent provincial and federal elections. Today, almost all political parties and candidates are refining their campaign strategies by using digital tools to present policies, visions, and appeals directly to voters.
Dipesh Ghimire20 Jan, 2026
Top3 min read
China’s Growth Holds at 5% in 2025, but Cracks Emerge Beneath the Surface
China’s Growth Holds at 5% in 2025, but Cracks Emerge Beneath the Surface China managed to keep its economy growing at an annual rate of 5 percent in 2025 despite sustained trade pressure from the United States, according to official data. The headline figure meets Beijing’s long-standing growth target, but a closer look at the numbers suggests that the momentum has become increasingly uneven, with exports carrying much of the burden while domestic demand continues to lag. Figures released by the National Bureau of Statistics of China show that economic growth slowed markedly toward the end of the year. In the October–December period, the economy expanded by just 1.2 percent quarter-on-quarter, the weakest performance since late 2022. Annual growth in the final quarter fell to 4.5 percent, down from 4.8 percent in the previous quarter, indicating that underlying pressures intensified as the year progressed.
Dipesh Ghimire20 Jan, 2026
Top3 min read
Upper Tamakoshi Faces Governance Test as AGM Delay Raises Investor Alarm
Upper Tamakoshi Faces Governance Test as AGM Delay Raises Investor Alarm Kathmandu — Upper Tamakoshi Hydropower Limited is increasingly coming under pressure after repeated delays in holding its Annual General Meeting (AGM), a situation that has begun to erode investor confidence and raised questions about regulatory compliance. With three consecutive years passing without a regular AGM, concerns are growing that the company may be drifting toward a governance vacuum, exposing it to the risk of penalties and even delisting if corrective measures are not taken in time.
Dipesh Ghimire20 Jan, 2026

NEPSEtrading

Primary issues

Income & debt

Live market

Read & learn

NEPSE Trading Network

Insights & Analysis

All Articles — Page 76

IMF’s Upgraded Outlook Signals India’s Short-Term Strength, but Medium-Term Challenges Remain

Business Heavyweights Step Into the Political Arena, Signaling a Shift in Nepal’s Electoral Landscape

Nepal’s Debt Burden Deepens as Currency Pressure and Weak Revenues Strain Public Finances

Six Former Finance Ministers Back in the Electoral Race, but a Pattern of Budget Disruption Persists

Election Momentum Lifts Market Sentiment as NEPSE Breaks Above 2,700

Importers Call for Urgent Reform in Nepal’s Customs Valuation System

Yango’s Rapid Rise Redraws Nepal’s Ride-Sharing Market, Raises Questions on Sustainability

Digital Campaigning Reshapes Nepal’s Election Landscape

China’s Growth Holds at 5% in 2025, but Cracks Emerge Beneath the Surface

Upper Tamakoshi Faces Governance Test as AGM Delay Raises Investor Alarm

NEPSEtrading

Primary issues

Income & debt

Live market

Read & learn

NEPSE Trading Network

Insights & Analysis

All Articles — Page 76

IMF’s Upgraded Outlook Signals India’s Short-Term Strength, but Medium-Term Challenges Remain

Business Heavyweights Step Into the Political Arena, Signaling a Shift in Nepal’s Electoral Landscape

Nepal’s Debt Burden Deepens as Currency Pressure and Weak Revenues Strain Public Finances

Six Former Finance Ministers Back in the Electoral Race, but a Pattern of Budget Disruption Persists

Election Momentum Lifts Market Sentiment as NEPSE Breaks Above 2,700

Importers Call for Urgent Reform in Nepal’s Customs Valuation System

Yango’s Rapid Rise Redraws Nepal’s Ride-Sharing Market, Raises Questions on Sustainability

Digital Campaigning Reshapes Nepal’s Election Landscape

China’s Growth Holds at 5% in 2025, but Cracks Emerge Beneath the Surface

Upper Tamakoshi Faces Governance Test as AGM Delay Raises Investor Alarm