Tag : korea

The National Pension Service is taking advantage of India's regulatory framework reforms and its inclusion in global indexes to expand into government bonds.

South Korea plans to broaden the sovereign wealth fund's mandate with a KRW20 trillion strategic investment vehicle focused on critical industries.

Japan’s breadth and liquidity are drawing strategic capital, while Korea offers a potentially stronger re-rating, and Taiwan remains a core but concentrated technology exposure.

The National Pension Service is expanding its responsible investment framework into private equity, real estate and infrastructure.

Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.

Amid macroeconomic headwinds and changing regulations, institutions focus on active management and asset recovery.

Artificial intelligence (AI) remains the dominant investment theme across North Asia, but institutional investors are no longer approaching Japan, South Korea and Taiwan as a single regional trade.

State Street has renewed its mandate with Korea’s $1.1 trillion National Pension Service (NPS), backing the fund's global expansion and total portfolio approach (TPA) strategies.

As Korean institutions commit to a decade-long expansion in private assets, growing liquidity risks and strong public market performance are shaping a more structured approach to allocation.

The Dutch pension investor’s $300 million cornerstone commitment to a Seoul-focused rental housing fund extends a regional push into living assets, reinforcing its megatrend conviction.

Energy dependence, currency weakness, and investor cash demands weigh on sentiment, even as semiconductors and governance reforms offer hope.

Capital is flowing out of the shadow of the semiconductor cycle and into a diverse array of future-growth industries.