South Korea Pension Fund Boosts Domestic Stock Target
The National Pension Service set its end-2026 domestic stock holding target at 20.8 percent following a significant rally in the KOSPI benchmark. This strategic shift aims to manage currency pressure and accommodate the fund's growing exposure to the local semiconductor boom.
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South Korea's Welfare Ministry raised the National Pension Service (NPS) end-2026 domestic stock target to 20.8% from 14.9%. The move follows a 90% year-to-date rally in the KOSPI benchmark, which breached the 8,000 milestone by May 28. Investors benefit as the world's third-largest pension fund reduces selling pressure to meet previous, lower allocation limits.
