Start with why

#SouthKoreaNPSIncreasesStrategyStake is about South Korea’s National Pension Service shifting more money into domestic stocks and pulling back on overseas investments. The world’s third-largest pension fund raised its target for Korean equities to 14.9% for 2026 while cutting foreign stocks to 37.2%, partly to avoid selling too much at once and shaking the local market, and partly to ease pressure on the won. With the fund now over 1,500 trillion won, its moves carry real weight, so this change is less about chasing returns and more about balancing growth with market stability and currency concerns.