#NationalPensionService

Yonhap Infomax Newsinfomaxkorea
2025-12-07

The dollar-won exchange rate is expected to remain range-bound this week as markets await the US FOMC, with focus on the dot plot and potential for further dollar weakness amid rate cut expectations and year-end positioning.



en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-05

Lee Seok-won, former NPS strategy chief, returns to the asset management sector as Shinhan Asset Management CEO, amid speculation over FX policy pressures and industry leadership shifts.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-05

Shinhan Asset Management names Lee Seok-won, formerly of the National Pension Service, as its new CEO, signaling a strategic leadership shift in South Korea's asset management sector.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-05

Citigroup expects South Korea’s National Pension Service to resume strategic FX hedging if the won stays above 1,484 per dollar for five sessions, while noting possible changes to the fund’s hedging approach amid easing capital outflow pressures and record semiconductor exports.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-05

South Korea’s foreign exchange volatility is driven more by global factors than domestic supply and demand, with experts urging a shift in policy focus from blaming the National Pension Service to enhancing the domestic market’s appeal and accelerating reforms such as MSCI index inclusion.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-04

South Korea’s National Pension Service faces scrutiny as authorities consider its role in stabilizing the surging dollar-won exchange rate, raising concerns over the fund’s independence and long-term returns.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-04

The National Pension Service and retail investors are driving persistent dollar demand in South Korea, with the NPS expected to purchase billions more in overseas bonds by year-end, fueling upward pressure on the USD/KRW rate and reshaping market supply-demand dynamics.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-03

The National Pension Service faces a 'scale dilemma' over foreign currency bond issuance, balancing FX market stabilization with risks of crowding out other Korean issuers and raising government debt ratios; alternatives such as US Treasury repo are under consideration.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-03

The National Pension Service is considering issuing foreign currency bonds to ease FX market pressure from its expanding overseas investments, but legal changes are needed before implementation.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-03

The USD/KRW exchange rate has remained above 1,400 for a year since the martial law shock, driven by structural dollar demand, trade concerns, and robust overseas investment, with authorities closely monitoring the market as expectations grow for a stronger won in 2025.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-02

South Korea’s FX authorities have sparked debate by pushing for National Pension Service management reform as a currency stabilization tool, while the NPS and Health Ministry remain silent amid heightened market volatility.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-02

South Korea’s FX authorities ramp up dollar supply measures, easing bullish sentiment for the won/dollar rate near 1,500; market expects range-bound trading amid policy vigilance and stable equities.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

The dollar-won exchange rate extended its decline in the London session, trading in the upper 1,460 won range as market participants monitored potential intervention and global currency trends.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

South Korea's government is set to overhaul the National Pension Service's FX hedging framework, with a likely shift in strategic hedging rules and expanded tactical hedging, as authorities seek to balance market stability and fund returns amid rising overseas investments and heightened FX volatility.



en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

South Korea’s FX authorities and NPS have begun talks to extend their $65 billion FX swap, with markets watching whether an expanded limit will help stabilize the won-dollar rate.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

Ando Geol of the Democratic Party rebuffed opposition claims that the government is using the National Pension Service to defend the won, calling such assertions unfounded and emphasizing that cooperation with the NPS is essential for FX market stability and the protection of retirement assets.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

NH-Amundi Asset Management has regained the National Pension Service’s small- and mid-cap domestic equity mandate, highlighting its strong track record and outperforming benchmark returns, as NPS finalizes contracts with selected managers for 2025.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

KB Asset Management has secured the National Pension Service’s domestic small and mid-cap equity mandate, leveraging the strong track record of its KB Small & Mid Cap Focus Fund, which has delivered a 159.1% return since inception and recently outperformed its benchmark over three years.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

KCGI Asset Management secures its first National Pension Service domestic equity mandate, highlighting Kim Hong-seok’s leadership and strong long-term growth performance.

en.infomaxai.com/news/articleV

Yonhap Infomax Newsinfomaxkorea
2025-12-01

Mirae Asset Global Investments secures NPS long-term growth equity mandate, expanding its role in managing South Korea’s pension assets through strong research-driven strategies.

en.infomaxai.com/news/articleV

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