Norway's sovereign wealth fund sharply increased its South Korean equity holdings in H2 2025, boosting stakes in Samsung Electronics, defense, and select small- and mid-cap stocks, while realizing gains on SK hynix, highlighting a strategic shift toward undervalued sectors and local partnerships.
#YonhapInfomax #NorwaySovereignWealthFund #SamsungElectronics #SKHynix #EquityHoldings #SouthKoreaMarket #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=107403South Korea will moderately raise risk weights on mortgage loans while easing rules for equity holdings, but Basel III’s phased rollout from 2025 may limit banks’ lending capacity despite initial relief in the sector.
#YonhapInfomax #BaselIII #RiskWeightedAssets #FinancialServicesCommission #MortgageLoans #EquityHoldings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=82741
Banks Relieved by Moderate RWA Hike for Mortgage Loans—Basel III Rollout Next Year Remains a Key Variable
South Korea will moderately raise risk weights on mortgage loans while easing rules for equity holdings, but Basel III’s phased rollout from 2025 may limit banks’ lending capacity despite initial relief in the sector.
South Korea’s National Pension Service has shifted its investment purpose to 'general investment' in seven major firms including HD Hyundai and HMM, signaling a more active shareholder stance and selective portfolio adjustments amid regulatory leadership changes.
#YonhapInfomax #NationalPensionService #HDHyundai #GeneralInvestment #ShareholderActivism #EquityHoldings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=78956
National Pension Fund Shifts Investment Purpose to 'General Investment' in Seven Major Firms Including HD Hyundai—Signals Aggressive Shareholder Activism
South Korea’s National Pension Service has shifted its investment purpose to 'general investment' in seven major firms including HD Hyundai and HMM, signaling a more active shareholder stance and selective portfolio adjustments amid regulatory leadership changes.
US retail investors’ equity allocation has surged to nearly 48%, approaching record highs, while foreign holdings hit 18%, raising concerns over market vulnerability if investor sentiment shifts or the US trade deficit narrows.
#YonhapInfomax #RetailInvestors #EquityHoldings #SP500 #ForeignInvestment #TradeDeficit #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=68370
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