Gold is the better hedge for corporate treasuries in 2026 due to its stability, while Bitcoin’s volatility poses risks.
Category: Global Markets
Monitoring global economic shifts and their direct impact on Nepal. From foreign exchange rates and commodities to international trade agreements and geopolitics.
Global Markets Update: The $2T De-Dollarization Impact on Treasuries
The $2T de-dollarization impacts US Treasuries, causing volatility that threatens Nepal’s economy and remittance stability.
Global Markets Strategy: Why Cash is No Longer King in 2026
In 2026, cash loses value; strategic investment in commodities and distressed real estate is essential for wealth preservation.
Global Markets 2026: The Great Rotation from US Tech to Emerging Asia
The Great Rotation signals a shift from US tech to emerging Asia, driven by P/E disparities and strong manufacturing PMIs in India and Vietnam.
Global Markets Q1 2026: 3 Black Swans Hiding in Plain Sight
Analyzing three emerging threats to Nepal’s economy: private credit risks, Arctic trade disputes, and AI-driven market volatility.
The Repatriation Bottleneck in Investment in Nepal – the Exit Strategy
Nepal’s investment landscape suffers from repatriation bottlenecks, deterring high-growth capital and limiting economic potential.
Volatility in NEPSE: Expert Insights into Nepal Stock Market Current Gyrations, Investment Strategies for Investors in H2 2025
The purpose of this article is to provide retail investors with a clear understanding of the current market situation, expert analysis of the prospects of key sectors of the Nepalese economy, and practical investment strategies for the second half of 2025.