It is not a given that Nepal will benefit from low US tariffs

Summary

Nepal's widening trade deficit is influenced by high import dependence and remittance-driven consumption, with challenges in scaling up niche exports and leveraging trade agreements and tariffs.

Key Points
  • Nepal's trade deficit is widening due to overdependence on imports and remittance-backed consumption.
  • Remittances mask structural weaknesses by sustaining consumption without boosting productive capacity.
  • Niche export sectors like tea, coffee, and handicrafts struggle to scale due to limited market access and landlocked logistics.
  • Nepal risks losing trade concessions after graduating from LDC status, which may hurt export competitiveness.
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