Tag : korea

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.

Debate about the future of South Korean shares now centres on whether the country's Value‑Up reform drive can permanently close a longstanding valuation gap.

Korea’s private equity industry is entering its next growth phase as governance reforms, succession transitions and global expansion reshape investment strategies.

Korea Venture Investment Corp. is drawing deeper interest from pension funds, policy lenders and corporates as allocators diversify into venture capital, encouraged by steady returns and a maturing startup ecosystem.

From data centres to hybrid lodging assets, institutional and family office investors are testing exposure to South Korea’s real estate.

More deals are likely in 2025-2026 as Korean carriers seek global expansion amid favourable market conditions.

Pension funds are exploring semi-liquid products and private credit strategies amid changing market dynamics, with evolving fund structures addressing liquidity challenges in a high-cost capital environment.