Strategy
Positioning, M&A and long-term planning.
The Digital Wallet Decade: How eSewa, Khalti and FonePay Rewired Nepali Money
From topping up Rs 100 on dial-up-era eSewa to scanning QR codes at street tea stalls — how three wallets built the rails half of Nepal now stands on.
Inside NEPSE: A Beginner's Field Guide to Nepal's Stock Exchange
Demat accounts, circuit breakers, IPO manias and why the index moves in festival seasons — everything a first-time Nepali investor should know before buying a single share.
The Subscription Economy Hits Its Reset
After a decade of endless recurring revenue, consumers are cancelling. The next phase rewards utility over billing.
Vertical AI Agents Are Eating the SaaS Layer
Generic CRM and ERP are being bypassed by AI agents trained on one industry's workflows.
Buyer-Led Growth: The B2B Sales Motion That Killed Cold Calling
B2B buyers now research, trial and buy before talking to a rep. Companies are rebuilding funnels around that reality.
The Laptop-Bag Economy: How Remote Work Is Rewiring Kathmandu
Time-zone arbitrage, dollar salaries in rupee cities, and the cafes quietly becoming offices — what the remote-work wave is really doing to Nepal's capital and its young workforce.
The DTC Bust: Why Direct Brands Are Running Back to Retail
Acquisition costs and ad fatigue hollowed out the DTC model. The survivors are finding growth in physical stores again.
Profit Over Growth: The Startup Funding Reckoning
The era of growth-at-all-costs is over. VCs now fund gross margins and payback periods, not DAU narratives.
SMB Lending Finally Goes Real-Time
For the first time, a small business can get credit decisioned on live cash-flow data, not on collateral.
The Gig Economy Grows Up Into Labor Platforms
Ride-hailing was the dress rehearsal. The real gig market is skilled, recurring and increasingly formalised.
Family Businesses Are Facing a Succession Cliff
Millions of family firms will change hands this decade — and most have no plan and no internal successor.
Local Services Go Digital: The Market That Internet Missed
Plumbers, salons and tutors — the largest share of small business — are finally getting software and marketplaces built for them.
The Case for Boring Business Models in a Bubble Market
While attention chases AI moonshots, cash-flow businesses quietly compound at double digits with no dilution.