Latest
Investment Thesis · 2026
Why Hydropower Will Anchor Nepal's Next Infrastructure Cycle
Nepal's energy transition is no longer only a domestic supply story. It is becoming a regional infrastructure story.
Read Article · 6 min readMarket Commentary2026
Tourism's Second Act: From Recovery to Higher-Value Destination Assets
Nepal's tourism rebound is real. The more important question now is what kind of tourism assets will create durable value in the next cycle.
4 min readSectoral Perspective2025
Nepal's Digital Infrastructure Moment Is Arriving
Digital adoption in Nepal has moved beyond the early stage. The next opportunity lies in the infrastructure layer that supports scale, trust, and long-term commercial relevance.
3 min readInvestment Thesis2025
From Fragmented Agriculture to Scaled Value Chains
Agriculture remains central to Nepal's economy, but the real investment opportunity lies beyond production alone.
6 min read