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My NEPSE View

How I read the market, including where I was wrong.

A view is only worth something if it is dated and checkable. Everything here is written before the outcome is known, and it stays up afterwards — the calls that went wrong included.

I read NEPSE through transaction data rather than tips. Broker concentration in the floorsheet, volume expansion in a sector, whether a move is backed by real liquidity or by a thin float — those are the questions I actually ask. Nepal's market is small enough that a handful of brokers can move a stock, and the floorsheet shows it before the price does.

This is opinion, not advice. I am not a licensed advisor and I do not manage anyone else's money.

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