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Ackman reshapes Pershing Square portfolio with six new stock bets

TOP STORY: Bill Ackman has made his biggest portfolio overhaul in years, adding six companies to Pershing Square’s holdings as the billionaire investor broadens his exposure to businesses he expects to deliver strong earnings growth, according to a report by Reuters.

We haven't written up this one. Hedgeweek has the full story — the link below goes straight to it.

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NPS Expands China Investments by 3.4 Trillion Won Last Year

The National Pension Service (NPS) has expanded its investment proportion in the Chinese market by increasing its investment scale in companies based in mainland China by more than 3.4 trillion won…

  • NPS increased Chinese market investments by 3.4 trillion won (≈ $2.4 billion) in 2025.
  • Overseas stock investments rose to 11.8042 trillion won by year-end 2025.
  • Focus on electric vehicles, batteries, AI, semiconductors, and AI data centers.

Korea Investment Holdings Is Preferred Bidder for KDB Life

As Korea Investment Holdings has been selected as the preferred bidder to acquire KDB Life Insurance, the domestic insurance industry’s mergers and acquisitions landscape is significantly shaking up.

  • Korea Investment Holdings selected as preferred bidder for KDB Life Insurance.
  • Korea Development Bank may provide financial support for acquisition.
  • Acquisition impacts other insurance company sales processes.

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