Global stock markets displayed mixed trends this week amid trade tensions and economic policy shifts. The US S&P 500 and Nasdaq fell over 1% due to a selloff triggered by new US tariff concerns impacting global trade. India’s Sensex dropped 420 points, led by losses in Shriram Finance, HCL Tech, and Infosys. Brent crude oil declined 2.3%, while gold prices surged, potentially boosting commodity-linked stocks in Nepal. US-India trade talks, aiming for $500 billion in bilateral trade by 2030, face hurdles over tariffs and market access. This could indirectly affect Nepal’s trade, given its reliance on India. Nepal’s trade deficit widened in FY 2081/82’s first month, signaling caution for export-driven sectors. Investors should closely monitor manufacturing and export stocks. The NEPSE Index closed at 2,757.97, down 30.39 points (1.09%), with volatility at 47.37 points. The insurance sector demonstrated resilience, with life insurers generating premiums of Rs. 181.42 billion. Banking and insurance stocks remain promising but require careful monitoring. Nepal’s IPO market is active, with SEBON approving IPOs for Trade Tower Limited (3,971,693 shares), Aarati Power Company, and Mabilung Energy Limited. Hydropower IPOs could attract interest amid Nepal’s energy sector growth. Global IME Bank highlights that investors can start with Rs. 1,000 via a DEMAT account. Key global factors include silver hitting Rs. 1,20,000 per kg, a 2.39 million barrel drop in US crude inventories pushing oil above $64 per barrel, and Buffett’s value investing principles offering guidance for Nepal’s market. Global uncertainties may cause NEPSE volatility, but the hydropower, insurance, and banking sectors hold potential. Use live charts and floorsheet data for informed decisions.
Global Market News for Stock Talk Nepal – August 29, 2025
