Real economy is directly related to performance of stock market. India economy is steaming ahead, 7% growth, stock market is ath. US economy is great, unemployment rate lowest in history, GDP growth best among G7 despite massive interest rate hikes, stock market ath.
But Nepal ko real economy is in deep shit, gdp/debt ratio, high budget deficit, tax revenue cant keep up with expense, no capital expenditure, just administrative expenditure or chalani kharcha which is mainly gov salary eats up all the revenue. read this article on how bad macro indicators are. ५३ खर्ब ८१ अर्ब कुल गार्हस्थ्य उत्पादन भएको नेपालमा बैंक तथा वित्तीय संस्थाहरुको कर्जा लगानी ५० खर्ब २ अर्ब रुपैयाँ छ, जुन करिब ९३ प्रतिशत हुन आउँछ । यो आंकडा हेर्ने हो भने १३९९ डलर प्रतिव्यक्ति आम्दानी हुने देशमा ९३ प्रतिशत निजी क्षेत्रको लगानी हुनु भनेको अर्थतन्त्रको आकारभन्दा बढी कर्जा हुनु हो ।
भारतमा यो अनुपात ५०.४ प्रतिशत, बंगलादेशमा ३८.८, श्रीलंकामा ४६.९, भुटानमा ६७.९, पाकिस्तनमा १४.८ र अमेरिकामा ५१.७ प्रतिशत रहेको पाइन्छ । नेपालले कर्जा लगानीको अनुपातमा आर्थिक वृद्धिमा फाइदा लिन नसकेको कुरा जगजाहेर नै छ किनभने दुई दशकको नेपालको औसत आर्थिक वृद्धिदर जम्मा ४ प्रतिशत हाराहारीमात्रै छ ।
Thoughts? [https://clickmandu.com/2024/01/288425.html](https://clickmandu.com/2024/01/288425.html)
View on r/NepalStock by rameshwo
desk kp awastja nai herne ho vane ta 3200 ni naougmu parne ho. Correlation hola. Tara not 1:1. Ahile economics oahila vanda alikati sudhrya xa. Tyo nai enough reason vonyo uxan lai. Oraya company le All time high ni lagai sakyo already. Aba voli likely bank badhxa. Yi high caps haru ni badhna thalepaxi aidhigo ni.
Bull lagos nalagos banaune le 3 guna banai sake last 2 nonths ma.
Bull ko start nai sabai khaatam bhaayo barbaad bhayo economy barbaad bhaayo bhanera majority le haresh khaisakepachi hune hoina? Interest rate decline hunna thalesi nai bull aaune hoina? Or due to very high inflation where purchasing power is lost like in case of argentina/pakistan?
I’m repeating this again, share market is disconnected with economy. What matters is liquidity and demand and supply. Right now, we have both hence market is in uptrend. NEPSE is showing sign of bull run. Nothing is 100% certain but NEPSE has very very high chance of bull.
US economy is shit. Around 34 trillion USD of debt is no joke even for US. Only thing they can do is “kick the can further down the road” by leveling interest to near zero. A recent survey showed that 64% of American live paycheck to paycheck and 54% can’t even pay 1k USD for emergency expenses like health/hospital, vehicle expenses, home/glossaries expenses. Increase in jobs reported government was mainly due to part time job (which pay less). US economy is sitting in ticking time bomb and many lower & middle class family will suffer very soon
US economy is great with increased debt to 30 Trillion? Interest rate hike means good?
Nepal’s economy is based on remittances and the flow of remittances is at record high..so stop spreading these FUDs…..and remember the market is always few steps ahead of the economy….by the time economy becomes good market will be already at a high point…
EDIT: How was the economy during the last bull???