The World Bank has published its Nepal Development Update, projecting Nepal’s growth to slow to 2.3% in fiscal year 2026 (FY26) from 4.6% in FY25, citing spillovers from the ongoing conflict in the Middle East and the lingering effects of the September 2025 unrest. Growth is expected to pick up to an average of 4.4% over FY27–FY28, supported by reconstruction activity, continued hydropower expansion, and consumption linked to the 2027 subnational elections. Services are expected to be the most affected sector in FY26 due to weaker tourism, higher transport costs and potential supply chain disruptions, with the outlook described as highly uncertain. The update flags that a prolonged Middle East conflict could dampen tourist arrivals, reduce remittances and weaken consumption, while improved political stability after the March elections, sound macroeconomic management, ample buffers and continued structural reforms could strengthen investor confidence and private investment; it also highlights the need to improve the business environment, develop foundational infrastructure, mobilize private finance and support sectors including tourism, IT and agribusiness. The Nepal report is positioned as a companion to the World Bank Group’s South Asia Economic Update, which projects South Asia’s growth to slow to 6.3% in 2026 from 7% in 2025 due to disruptions in global energy markets, before recovering to 6.9% in 2027. That regional report includes an assessment of industrial policy in South Asia, noting high usage relative to other emerging economies but mixed results, and recommends carefully designed sector measures alongside broad-based improvements in the business environment, regulatory predictability and state capacity.