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South Korea Extends $65 Billion FX Swap With Pension Fund Through 2026

The move channels the pension fund’s dollar demand into swaps to help steady the won.

Overview

  • The finance ministry, the Bank of Korea and the National Pension Service approved the renewal as the existing facility approached its year-end expiration.
  • The central bank said the arrangement will absorb the NPS’s spot dollar purchases during volatile periods to ease pressure on the foreign exchange market.
  • Hedging through the swaps is intended to reduce exchange-rate risk on the NPS’s overseas investments and support the fund’s returns.
  • The step follows recent won weakness, with the currency quoted near 1,471 per dollar on Dec. 15 after trading below the closely watched 1,450 level.
  • Officials formed a four-way FX consultative body last month, and they attribute recent currency declines to local U.S. stock buying, NPS flows and offshore profit-taking.