Business Intelligence Monitor 200228

(Introduction)

[Markets]

•   Global: Coronavirus fear grips stocks, oil; Treasury yields touch record low

※   S&P 500 set for steepest weekly pullback in over a decade

※   Brent touches lowest level since Dec 2018

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 또 1%대 급락…외국인 나흘간 2.8조원 순매도

•   한국: LCD 올라도…힘 못쓰는 LG디스플레이 주가

•   한국·미국: 반도체株 한국서도 미국서도 뭇매… 개미는 순매수

•   Brazil: Stock Market Falls 7% with Coronavirus

•   Metals: Copper prices slide as inventories rise on weak demand

•   Grains: Corn, wheat tumble as spread of coronavirus rattles investors

•   DRAM: D램도 '코로나發 쟁여두기'…고정가 두달째 상승, 현물가는 '반등'

[Indicators]

•   US Jan. Durable Goods Orders: U.S. Business Investment Rose Ahead of Coronavirus

•   US Feb. Consumer comfort index: Consumer Comfort in U.S. Declines By Most Since Late October

•   Eurozone Feb. Economic sentiment indicator: Euro-Area Confidence Was Improving Before Coronavirus Hit Italy

•   China Feb. Business Conditions Index(CKGSB): : China’s small business sentiment ‘worse than imagined’ amid coronavirus

•   한국 기준금리 : 한은, 기준금리 1.25% 동결…"코로나19 영향 점검"

※   매경: 신흥국들 금리 내리는데…한은, 정부 집값대책 눈치봤나

※   매경: "0% 성장" 경고 쏟아지는데…한은, 나홀로 "2%대 성장" 고집

※   한국은행: 통화정책방향(2020.2.27)

※   한국은행: 경제전망(2020.2월)

•   한국 1월 주택 인허가: 1월 전국 주택 인허가 25% 급

•   한국 1월 미분양 주택: 전국 미분양 주택 7개월째 줄어…1월 4만3000여가구, 9% 감소

•   한국 2월 KB 주택가격 동향: 집값 급등에… 전국 아파트 전세가율 5년만에 70% 밑으로

•   한국 주간 아파트 가격(감정원):수용성 상승세 둔화되자 인천·안시성 풍선효과 꿈틀

•   한국 주간 아파트 가격(부동상114):[아파트 시황] 경기도 일대 아파트값 큰 폭 상승세

•   한국 3월 중소기업경기전망조사: "경영 타격" 한달도 안돼 2배...中企가 위험하다

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: President Trump Puts Vice President Pence in Charge of Virus Response

•   WSJ: White House Wants Signoff on Coronavirus Messaging

•   WSJ: Why Coronavirus Spreads So Fast: Symptoms Are Mild and People Are Global

•   WSJ: Sanders Aims New Tax Hike at Executive Retirement Plans

•   WSJ: U.S. Coronavirus Outbreak Would Pose Risk to Record Expansion

•   WSJ: Fed’s Evans Says Too Soon to Say if Coronavirus Shock Needs Rate Cut

•   WSJ: Newsletter: Revenue Losses, Travel Restrictions

•   NYT: Trump Has a Problem as the Coronavirus Threatens the U.S.: His Credibility

•   NYT: Most Coronavirus Cases Are Mild. That’s Good and Bad News.

•   NYT: Russia Strikes Turkish Forces in Syria, Turkey Says

•   NYT: Democratic Leaders Willing to Risk Party Damage to Stop Bernie Sanders

•   NYT: The Extraordinary Scale of Bloomberg’s Ads, in 6 Charts

•   NYT: Cloud Computing Is Not the Energy Hog That Had Been Feared

•   NYT: What Companies Are Telling Employees About the Coronavirus

•   NYT: 1,000 Workers, Go Home: Companies Act to Ward Off Coronavirus

•   NYT: South Korean Leader Said Coronavirus Would ‘Disappear.’ It Was a Costly Error.

•   FT: Johnson to threaten to walk away from Brexit trade talks

•   FT: Pence’s role as US coronavirus overseer draws backlash

•   FT: Lagarde says virus yet to cause ‘long-lasting shock’

•   FT: Spain’s leftwing government secures first win in budget battle

•   FT: Israel’s Gantz rules out unity government with Netanyahu

•   FT: China’s start-ups struggle amid coronavirus fears

•   FT: Border red tape will mean 50,000 new form-fillers after Brexit

•   FT: EU-UK trade talks: four key battle lines

•   FT: Turkey restocks FX war chest by increasing borrowing

•   FT: Carney and Lagarde press business on climate change

•   FT: President Sanders and President Trump: how similar on trade?

•   FT: What’s at stake for Turkey in Idlib?

•   FT: South Carolina: Biden’s last chance to blunt Sanders?

•   FT: Demise of ‘carry trade’ spells gloom for Australian dollar

•   FT: Saudi Arabia bans Mecca pilgrimages over coronavirus

•   Bloomberg: We Just Witnessed The Fastest Stock Market Correction on Record

•   Bloomberg: U.S. to Expand Coronavirus Tests After Delay in Surveillance

•   Bloomberg: Japan’s Abe to Shut Schools Nationwide to Fight Coronavirus

•   Bloomberg: Australia Flags ‘Targeted’ Stimulus as Coronavirus Hits Economy

•   Bloomberg: World Economy Risks Worst Year Since 2009 as Virus Hopes Fade

•   Bloomberg: Coronavirus Spread Puts Densely Populated India on High Alert

•   Bloomberg: India’s Fragile Economic Rebound Faces New Risk From Coronavirus

•   Bloomberg: Climate Fears About Cloud Computing Have Been Vastly Overstated

•   Bloomberg: Australia’s Carbon Cut Plan to Shun ‘Meaningless’ Emissions Goal

•   Bloomberg: U.S. Identifies First Coronavirus Case Without Outbreak Ties

•   Bloomberg: Coronavirus Shows Scale of Task to Fix China’s Flawed Healthcare

•   Bloomberg: China Makes Bad Loans Disappear as Virus Pummels Banking System

•   Bloomberg: Traders Send Warning to Central Banks That Virus Pain Is No Blip

•   Bloomberg: Coronavirus Fallout Spreads to Manufacturers in U.S. Heartland

•   Bloomberg: Saudi Lending to Private Sector Surges to Fastest Since 2016

•   Bloomberg: Do Bernie’s Numbers Add Up? Bond Market Says They Don’t Need To

•   Bloomberg: U.K. Central Banker Sees Investment Surge Driven by Brexit, Budget

•   Bloomberg: taly’s Warm Embrace of China Cools as Virus Tests Trade Ties

•   Bloomberg: Johnson’s Brexit Threat Comes With Heavy Cost for Economy

•   Bloomberg: After Taming Yields, RBI May Take Another Leaf From ECB

•   Bloomberg: Turkey Stages Turnaround That Could Rival World’s Economic Elite

•   Bloomberg: Is the Coronavirus Outbreak a Pandemic?

•   Bloomberg: Italy’s China Chill Runs Deeper Than Fears Over the Coronavirus

•   Bloomberg: IMF, World Bank Weigh Fate of Spring Meetings Amid Outbreak

•   Bloomberg: Vietnam May Back Off From Coal as Plants Get Harder to Build

•   Bloomberg: Housing to Get a Jolt With Virus Pushing Down Mortgage Rates

•   Reuters: German states report total of 20 new coronavirus cases

•   Reuters: Mahathir says Malaysian parliament to choose new PM amid turmoil

•   Reuters: Exclusive: U.S. mulls using sweeping powers to ramp up production of coronavirus protective gear

•   CNN: Goldman Sachs: American companies will have zero profit growth this year

•   CNBC: Supply chains are starting to come back online in China, says retail trade group CEO

•   CNBC: World's economic growth could be worst since financial crisis, Bank of America says

•   CNBC: WHO says coronavirus entered Iran ‘undetected,’ warns outbreak could be worse than is known

•   CNBC: The UK’s largest power plant to stop using coal next year, with up to 230 jobs lost

•   CNBC: Trade war and coronavirus show retail supply chains are too dependent on China, ex-Macy’s CEO says

•   MarketWatch: How bad is the coronavirus-sparked stock-market selloff? — the Dow’s weekly skid would rank within its top 15 in its 124-year history

•   SCMP: ‘Turning point has arrived’ for China’s ports as coronavirus backlog clears

•   SCMP: China’s cabinet makers lose US anti-dumping case as trade tensions remain

•   SCMP: Some US companies cut China reliance as outbreak disrupts output

•   SCMP: ‘Coronavirus second wave’ could hit China, Japan, South Korea supply chains

•   SCMP: Could the coronavirus improve China’s ties with South Korea, Japan?

•   Global Times: 5G rollout in China unfazed by novel coronavirus attack

•   매경(P1): TK에 병상이 없다…확진자 치료 못받고 사흘만에 사망

※   확진자 27일 505명 급증…하루 증가폭 중국보다 많아

•   매경: 대구 확진자 680명 병실없어 발동동…붕괴 직면한 의료시스템

•   매경: 사망자 13명중 9명이 기저질환 앓았다

•   매경(P1): "이달만 39개 줄폐업"…'코로나 쇼크'에 쓰러진 관광·여행산업

•   매경(P1): 英·中에 연달아 면박 당한 강경화

•   매경: 수출 주력군 반도체에 드리운 `C의 공포`

•   매경: 테슬라 덕분에…LG·삼성 원통형 배터리 `부활`

•   매경: 한화정밀기계 협동로봇 獨서 `유럽 파트너스데이

•   매경: 삼성디스플레이, 5G 스마트폰용 OLED 선보

•   매경: "코로나 무서워"…주총장 대관 줄취소

•   매경: [단독] 집 보여주다 중개인도 감염 `문 닫는 부동산`

•   매경: 기본건축비 11년만에 인하…상한제 앞둔 건설사 `충격`

•   한경(P1): 美 "한국 여행 재고하라"…'금지' 직전 3단계로 격상

•   한경(P1): 특별공급 민간 아파트 3~5년 거주 의무화

•   한경: 일산·동탄 등 'GTX 역세권' 개발…수도권 예당 비율 300%로 확대

※   국토부: 「확실한 변화, 대한민국 2020!」삶의 터전이 바뀝니다! - 경제 활력을 이끄는 국토교통

•   한경: 은평성모병원 6명 추가…수도권 확진자 121명

•   한경: 공기 위에서 아래로 유입돼 항공기내 감염 불가?…"전파 가능성 있다"

•   한경: '배터리 올인' LG화학, LCD 감광재 사업 中에 매

•   한경: "한국이 더 위험" 중국인 입국자 10분의 1수준으로 '뚝'

•   서경(P1): [단독]中 마침내 D램 판매개시...'반도체 한국' 겨눈다

•   서경: 美견제에도 中 '굴기' 여전···韓 반도체 흔드나

•   서경: 코로나發 수요-공급 동시붕괴 산업마비 현실화...실적 '줄하향' 비상

•   서경: '타다금지법' 놓고 불붙은 모빌리티 갈등

•   서경: 코로나에도 총회 강행? ··· 분양가상한제 코너 몰린 조합

•   조선(P1): "대구·경북 고향이면 입국 말라" 베트남, 주민번호만 보고 차

•   조선: 공장 상황 확인도 않고… "마스크 공급" 덜컥 발표한 정부

•   조선: 정부는 어제부터 공급하겠다더니… 우체국 "3월 2일부터 구매 가능"

•   조선: 中 "외교보다 방역"이라는데, 靑은 중국인 안막는 5가지 이유를 댔다

•   조선: 이 풍진 세상… 취업시장도 셧다운

•   조선: 경기 살릴 히든카드가 없다

•   조선: 탈원전 3년, 두산重 협력업체 일감 절반이 사라졌다

•   조선비즈: 정치에 휘둘리는 정책… 경제관료 절반 "우린 응원단·수비수"

•   조선비즈: '낙하산 장관'에 재취업 제한… 경제부처 과장 "가늘고 길게 가자"

•   중앙: [단독]후베이만 막았는데···"中확진 쏟아진 9곳 5만9000명 입국"

•   중앙: 중국, 코로나 책임론서 발빼기…중난산 “발원지 중국 아닐 수도”

•   중앙: [글로벌 인터뷰] “20~30년 뒤 한국인 노후, 각자도생의 길로 빠질 것”

•   중앙: 성장 멈춘 30대 그룹 고용증가 5년간 5만명뿐

•   중앙: 2년 뒤 꽉 차는데 사용후핵연료 처리 어쩌나

•   중앙: “코로나 금방 안 끝난다” 기업들 장기전 체제로

•   동아(P1): 정부, 28일 대구경북 특별재난지역 지정

•   동아: 무디스 “코로나에 한국기업 신용도-내수 타격”

•   동아: ‘V60’ 북미-유럽에만 출시… LG ‘모바일 투트랙’

•   문화: <‘코로나19’ 초비상>中 격리 한국인 100여명 vs 韓 격리 중국인 2명

•   세계(P1): 3월 초 한·미 연합훈련도 연기… 코로나19에 사실상 취소 관측

•   한겨레: [단독] 한전, 인도네시아 석탄발전 다시 예타 신청키로

•   머니투데이: 발전소 뚫리면 대한민국 멈춘다…코로나發 '전력대란' 차단

•   머니투데이: 디스플레이 업계도 '중국산 부품난'에 떨고 있다?

•   머니투데이: "이달만 39개 줄폐업"…'코로나 쇼크'에 쓰러진 관광·여행산업

•   머니투데이: 코로나로 무급휴가 쓰면…정부가 임금 준다

•   머니투데이: 코로나19, 기업 재무제표도 감염됐다

•   머니투데이: "유튜브 시대에…" 주주총회 꼭 만나서 해야 하나요?

•   머니투데이: 국민연금 지난해 11.3% 수익률, 20년래 최고치

•   헤럴드경제(P1): 서울 도심 4만가구 올해안 공급 시작한다

•   헤럴드경제: 이주열 총재 기자 간담회 정부 최초로 ‘유튜브 중계’

•   헤럴드경제: 원격 재택근무 보편화? 제조업엔 ‘꿈’

•   헤럴드경제: 기업 부실 위험 예측…AI가 미리 알려준다

•   파이낸셜뉴스: 코로나에 묻힌 탄력근로·최저임금법… 이대로면 자동 폐기

•   파이낸셜뉴스: 줄줄이 수신금리 내린 시중은행.. 기준금리 동결에도 인하 이어질듯

•   파이낸셜뉴스: 코로나 이미 전국 확산 vs 빠른 검사속도 감안해야

•   이데일리: 해외 출장 어쩌나…韓 입국 금지 확대에 엎친 데 덮친 산업계

•   이데일리: 귀해진 아이들, 나이 잊은 노인들…소비 패턴이 바뀐다

•   이데일리: '폴리실리콘 철수' 선언했지만… ‘인력·설비’ 고심 커지는 OCI·한화

•   연합: 한전 사업에 中업체 입찰 참여 논란…한전 "결정된 바 없다"

•   뉴스1: "지구 온난화 막을 기술개발에 98억원 지원…기후변화 대응에 투자"

•   뉴스1: 한전 사업에 中기업 참여?…'반발 확산' 靑 청원까지

•   뉴스웨이: 코로나19에 발목 잡힌 건설업계

※   대구 달서구에서 3월 ‘뉴센트럴 두산위브 더제니스’(아파트 316세대, 오피스텔 56실)를 공급할 예정으로 코로나19 사태추이를 지켜보고 있는 것으로 전해졌다.

•   미디어펜: 2차전지 성장 속 소재투자 확대…SK·포스코·두산 "수익성 잡아라"

•   아주경제: 박용만 회장 “韓코로나 확진 능력, 美의사도 참 대단하다 칭찬”

•   M이코노미뉴스: PCB 설계 전문가 정성인 공학박사 인터뷰

•   reNews: Morgan Stanley makes US solar play

•   FuelCellsWorks: Important step in the development of the hydrogen economy plan for the first industrial power-to-gas installation in Belgium

•   FuelCellsWorks: Europe’s Largest Green Hydrogen Project Starts in Groningen

•   에너지경제: 여기저기서 '매맞는' 두산重...탈원전 폭격에도 '속앓이만'

•   KHL: Construction in Malaysia threatened by PM’s resignation

•   Equipment Journal: ConExpo addresses Coronavirus concerns - Equipment Journal

•   Equipment World: Bobcat adds Alabama dealers in Dothan and Opelika

•   For Construction Pros: Doosan Bobcat Announces Partnerships Aimed at Serving Veterans and Communities

•   건설경제: 2월 공공건설 시장서 마수걸이 수주 성공한 건설사는 어디?

※   KCC건설, 두산중공업, 경남기업, 대명건설, 삼보종합건설이 이달에 수주실적을 올리며 올해 마수걸이 수주에 성공

•   OilPrice.com: Saudis Slash March Crude Oil Exports To China As Demand Slumps

•   OilPrice.com: China’s Crude Oil Imports Set To Plunge By 20% In February

•   OilPrice.com: Africa, Latin American Countries Have Massive Oil-Backed Debt To China

•   OilPrice.com: Aramco Begins Preparing For International Listing

•   MINING.com: Rio Tinto to begin copper production at Winu in 2023

•   CNET: Fly away with the original DJI Inspire 1 drone for $1099

•   CNET: Sorry, Razr and Galaxy Z Flip: Foldable phones still need a win

•   Verge: Samsung pledges to improve Galaxy S20 camera after reviewers see issues

•   MIT News: How door-to-door canvassing slowed an epidemic

•   전자신문(P1): 中 광저우시 '한국발 입국자 14일 격리' 통보…디스플레이업계 비

•   전자신문: 中 스마트폰 생산 '멈칫'…글로벌 시장 '요동'

•   전자신문: [코로나19 초비상] STX엔진, 창원공장 생산 중단…기계업계 연이은 악재 '비명'

•   전자신문: [코로나19 초비상] “투자 미팅 잡기도 어렵다”…창업 체감기온 영하권

•   전자신문: "지방에 경제 엔진 만들자" 기업혁신특구 추진 , 혁신성장 분야 성과도 가시화

•   전자신문: 산 깎아 설치하는 태양광, 정부 융자지원 못 받는다

•   ZDNet Korea: 갤럭시S20 개통 첫날...매장 한산, 온라인으로

•   디지털데일리: [딜라이트닷넷] 코로나19도 못 막은 中 BOE의 ‘OLED 도전기’

•   Phone Arena: Leaked EU proposal would force the iPhone to include a feature it has never had before

•   Phone Arena: These were the best selling smartphones in 2019 by region

•   Inside EVs: Which European Countries Had Highest Increase In EV Chargers?

•   Robotics Business Review: California reports show progress made in self-driving vehicle testing

•   Robot Report: OnRobot 3-finger gripper designed for heavy machine tending

•   로봇신문: DJI, 드론에 면봉을 부착한 이유는?

•   로봇신문: '5G+클라우드' 로봇, 中 칭다오 격리시설서 운영

•   로봇신문: 로봇이 자동차 타이어 교체해 준다

•   Dronelife: How AI Powers Industrial Inspections by Drone: the Neurala and Optelos Collaboration

•   Nikkei Asian Review: Japan government lender won't get out of coal overseas

•   Nikkei Asian Review: IOC member: only 'a real pandemic' would cancel Tokyo Olympics

•   Economic Times: Third time lucky in third quarter, or more bad news in store? Fingers crossed

•   Economic Times: Apple to open its first store in India next year

•   Economic Times: Bank credit growth continues to be tepid

•   Moscow Times: BOJ board member urges inflation policy review and stronger steps to avert virus-linked recession

•   Jakarta Post: More companies turn to solar energy to reduce rising electricity costs

•   Jakarta Post: BI sees weak consumer demand contributing to low inflation

•   Jakarta Post: Wage based on productivity? Not yet for Indonesia, Airlangga says

•   Viet Nam News: New energy strategy backs private sector investment

•   Viet Nam News: Epidemic only a short-term dampener, VN story remains intact: survey

•   Viet Nam News: PM urges tax sector to continue with reforms

•   Viet Nam News: Viet Nam, India seek to bolster bilateral investment, trade

•   Myanmar Times: Myanmar govt reveals 58 national development projects in project bank

•   Myanmar Times: Virus outbreak disrupts Myanmar garment industry’s supply chain

[Opinions]

•   Project Syndicate(John B. Taylor): The New-Old Threat to Economic Freedom

•   Project Syndicate(Joschka Fischer): The West’s Final Countdown?

•   Project Syndicate(Larry Hatheway): A COVID-19 Emergency Response Plan

•   Project Syndicate(Dominique Moisi): A Tale of Two Demagogues

•   Project Syndicate(Simon Johnson): Coronavirus and the Global Economy

•   Project Syndicate(Kaushik Basu): Understanding Sanders

•   FT(Martin Wolf): Sunak should opt for inactivity in this Budget

•   FT(Philip Stephens): Trump’s America is threatening the nuclear peace

•   FT(Gillian Tett): Blackstone and America’s infrastructure crisis

•   FT(Edward Luce): How coronavirus could upend the US election

•   FT(Martin Sandbu): Coronavirus and market falls: why the arithmetic doesn’t make sense

•   FT(Lex): Coronavirus/tech stocks: issue warning 

•   FT(Ross Douthat): The Case for Joe Biden

•   FT(Sabine Mauderer): Central banks have role in the climate change fight

•   FT(Simon Kuper): How far will US polarisation go?

•   FT(Daniel Bradlow): JPMorgan’s DFI: financial innovation or development washing?

•   FT(David Sheppard): Oil market faces up to grim implications of coronavirus

•   FT(Henny Sender): SoftBank’s Masayoshi Son has become too big to fail

•   FT(Gene Frieda): Don’t fret about the big build-up in emerging market debt

•   WSJ(Daniel Henninger): Trump versus the Coronavirus

•   WSJ(Karl Rove): Last Stand Against Bernie Sanders

•   WSJ(James K. Glassman): Where’s That 3% Growth?

•   WSJ(Kevin Warsh): The Fed Can’t Wait to Respond to the Coronavirus

•   WSJ(Joseph C. Sternberg): Bernie Sanders’s Biggest Problem Isn’t Socialism

•   NYT(Douglas London): Why the Taliban Will Never Agree to a Real Peace Deal

•   WP(Jennifer Rubin): Fear Sanders as the nominee? Democrats, speak up.

•   WP(Jennifer Rubin): Trump’s news conference will likely intensify panic over coronavirus

•   WP(Karen Tumulty): If Biden can’t gain traction in South Carolina, there is nowhere else he will

•   WP(Marc A. Thiessen): Now Sanders wants a Green New Deal for the entire world

•   WP(Michael Gerson): No, Bernie Sanders isn’t authentic. Just like Trump.

•   WP(Loveday Morris, Chico Harlan): Italy’s economy was scary enough. Then came coronavirus.

•   WP(Jonathan Capehart): What Pete Buttigieg thinks he has that Sanders and Bloomberg don’t

•   WP(Peter Daszak): Welcome to the Age of Pandemics

•   WP(Gail Collins): Let’s Call It Trumpvirus

•   WP(Fareed Zakaria): Bernie Sanders’s Scandinavian fantasy

•   Bloomberg(Noah Smith): Bernie Sanders Is Partly Right About Cuba

•   Bloomberg(Andy Mukherjee): Hong Kong Shifts Aim From the Virus to Property

•   Bloomberg(Liam Denning): Utilities Are Priced for Pandemic, Er, Perfection

•   Bloomberg(John Authers): Markets' Viral Random Walk May Get Far More Volatile

•   Bloomberg(Anjani Trivedi): A Bailout Won’t Help China’s Tesla Wannabe, NIO

•   Bloomberg(Therese Raphael): Why the WHO Won't Call the Coronavirus a Pandemic

•   Bloomberg(Jonathan Bernstein): Trump’s Coronavirus Press Conference Wasn’t Exactly Reassuring

•   Bloomberg(Bobby Ghosh): Iran Can’t Be Trusted to Deal With Coronavirus

•   Bloomberg(Chris Hughes): The Market Rout Is About More Than Coronavirus

•   Bloomberg(Max Nisen): Trump’s 'Totally Prepared' Coronavirus Pledge Will Be Put to the Test

•   Bloomberg(Narayana Kocherlakota): Fed Is Losing Its Credibility to Coronavirus

•   Bloomberg(Jim Bianco): How to Tell When Markets Finally Reach a Bottom

•   CNBC(Michael Ivanovitch): The Western world order needs growth-oriented economic policies

•   CNBC(Bob Pisani): Coronavirus 'is a true black-swan event,' sparking corrections across global markets

•   CNN(Peter Bergen): What Trump's 'peace' agreement with Taliban really means

•   CNN(Leana S. Wen): A coronavirus outbreak in the US is inevitable. Here is what that means

•   CNN(Jill Filipovic): For once, Michael Bloomberg had a good night

•   MarketWatch(Beth Kindig): Renewable energy finally takes off, as big money enters the industry

•   한경(사설): "한전산업 자회사 재편입은 배임"이라는 경고, 한전은 숙고해야

•   서경(사설): 한전산업 공기업화 요구 가당치 않다

•   중앙(존 에버라드): 북한에 코로나19 퍼지면 체제 위기 맞을 수도

Business Intelligence Monitor 200227

(Introduction)

[Markets]

•   Global: Stocks, oil fall as coronavirus fears grip markets

※   10-yr Treasury yield hits fresh record low

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 또 1.3% 급락…외국인 하루 1조원 순매도

•   한국: 신종플루·메르스 때보다 거센 외국인 매도, 韓에서 돈 빼나

•   한국: ‘코로나 쇼크’ 한 달…10대 그룹 시총 55조원 날아갔다 [코로나19 확산]

•   한국: ‘코로나發 금리인하’ 가능성에 채권시장 요동…외국인 원화채 ‘싹쓸이’ [코로나19 확산]

•   한국: `코로나19` 확산에 잘 나가던 스마트폰 부품株도 흔들

•   Metals: Copper slides to 3-week low, inventories reinforce demand fears

•   Grains: Soybeans bounce as Argentina suspends export registrations

[Indicators]

•   US Jan. New home sales: Sales of New U.S. Homes Reach Highest Level Since July 2007

•   China Jan. Car sales: China’s January car sales tumble as coronavirus puts the brakes on economy

•   한국 2019년 합계출산율: 올해 '인구 데드크로스' 확실

•   한국 2월 BSI: 코로나19에 2월 기업심리 10p 추락…2003년 조사 이래 최대↓

•   Japan Jan. Supermarket sales: Japan supermarket sales remain weak in Jan. as tax impact lingers

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: As Economy Suffers, China’s Xi Pressured to Ease Restrictions

•   WSJ: Biden Allies Launch Bid to Woo Centrist Voters in South Carolina

•   WSJ: The German Economy Was Faltering, Then Came the Coronavirus

•   WSJ: Newsletter: What’s Next With the Coronavirus?

•   WSJ: Out of Stock: Coronavirus in China Threatens Amazon Sellers

•   NYT: Amid Insults and Interruptions, Sanders Absorbs Burst of Attacks in Debate

•   NYT: As Emmanuel Macron’s Impact Grows, So Does French Disdain

•   NYT: Frustrated Trump Considers Naming Coronavirus ‘Czar’

•   NYT: Coronavirus Weakens China’s Powerful Propaganda Machine

•   NYT: How to Prepare for Coronavirus

•   NYT: Coronavirus Shows the Problem With Trump’s Stock Market Boasting

•   NYT: ‘He Hasn’t Been Here’: Why Joe Biden Lags in Super Tuesday States

•   NYT: ‘Not Just an Italian Problem’: Coronavirus Threatens Europe’s Economy

•   NYT: Moody's Cuts 2020 Global Auto Sales Outlook on Coronavirus Hit

•   WP: White House struggles to contain public alarm over coronavirus

•   WP: Trump praises Modi as violence erupts over India's treatment of Muslims

•   FT: Russia to hold nationwide poll on constitutional reforms

•   FT: Trump appointees vote to block US coal joint-venture

•   FT: Fuel-cell producers jump on new hydrogen ‘hype cycle’

•   FT: EU trade chief says US ‘mini deal’ is within reach

•   FT: South Africa cuts public wage bill to avoid downgrade

•   FT: Germany’s finance minister eyes plan to ease strict ‘debt brake’

•   FT: European companies face coronavirus hit to supply chains

•   FT: Paramilitary police deployed in New Delhi after riots

•   FT: Mexico’s central bank cuts 2020 growth forecast

•   FT: Johnson goes back on trade deal pledges to Brussels

•   FT: The highest hurdle to a UK-EU trade deal

•   FT: How dangerous is the coronavirus and how does it spread?

•   FT: Why Iran’s coronavirus outbreak is dangerous for the Middle East

•   FT: EU hopes to whet Trump’s appetite with market access offer

•   FT: Hong Kong offers cash handouts to ease coronavirus impact

•   FT: Digging beneath the EU’s climate law

•   FT: Toyota accelerates push into driverless technology

•   FT: The four problems with Europe’s vision of AI

•   FT: New small business group will ‘shrug off Brexit gloom’

•   FT: Weak economy and virus threaten UK spending pledges

•   FT: Top City bosses reject post-Brexit ‘Singapore on Thames’

•   Bloomberg: Coronavirus Is Contained in the U.S. Why Are Public Health Officials Worried?

•   Bloomberg: What It Means If the Coronavirus Is Called a Pandemic

•   Bloomberg: Coronavirus Outbreak Exposes Faults in Antibiotics Pipeline

•   Bloomberg: The World’s Most China-Reliant Economy Reels From Virus Shockwaves

•   Bloomberg: Apple’s Tim Cook Calls Coronavirus a ‘Challenge’ at Shareholder Talk

•   Bloomberg: Climate Protesters Target Barclays Office Over Fossil Fuel Links

•   Bloomberg: How One Patient Turned Korea’s Virus Outbreak Into an Epidemic

•   Bloomberg: The Race to Lead Malaysia Comes Down to Two Long-Time Rivals

•   Bloomberg: Virus Damage to China’s Economy Clear From Early Indicators

•   Bloomberg: Fed May Cut as Soon as March Based on Market History, BMO Says

•   Bloomberg: Inside Mark Carney’s Brexit Adventure

•   Bloomberg: Pandemic Scenario May Mean Revisiting ECB’s Maxed-Out Tools

•   Bloomberg: South Korea’s Virus-Hit Currency May Heighten Trump’s Ire

•   Bloomberg: ndia Divided Under Modi Faces Big Risks

•   Bloomberg: Boris Johnson's Freeport Idea Is Full of Holes

•   Bloomberg: ‘High’ Risks Ahead for Italy’s Mountain of Debt, EU Says

•   Bloomberg: Coronavirus Piles More Woes on Business in Italy’s Economic Heartland

•   Bloomberg: This Is What The Coronavirus Means for the Chinese Supply Chain

•   Bloomberg: Mining Giant Rio Tinto Flags Virus Uncertainty Threat

•   Bloomberg: Iberdrola Expects ‘High Single Digit’ Profit Growth in 2020

•   Bloomberg: Eskom Cursed With No Good Choices as It Struggles to Survive

•   Bloomberg: What Global Investors Can Learn From China’s Epic Virus Sell-Off

•   Bloomberg: EU Banks Tell Brussels Markets Are No Place for Brexit Politics

•   Reuters: Rouhani says no urban quarantines planned as Iran coronavirus toll hits 19

•   Reuters: Kuwait says total of 25 coronavirus cases confirmed: KUNA

•   Reuters: Brazil miner Vale says iron ore ship was damaged

•   CNN: How the coronavirus could spark a severe slowdown or recession in America

•   CNN: GE's headcount has plunged by 108,000 in just two years

•   CNBC: IPC: Electronics manufacturers expect coronavirus delays of weeks

•   CNBC: New coronavirus cases outside China exceed those in China for first time: WHO

•   MarketWatch: A stock-market bounce will give way to a ‘drop’ and retest of the low, says Wall Street analyst

•   Fox Business: Chinese stock market during coronavirus: Should I buy now?

•   SCMP: Coronavirus: China ‘fully expected’ to meet trade deal terms despite Covid-19 outbreak, top US officials say

•   SCMP: Can Hong Kong firm turn coronavirus outbreak into an opportunity?

•   SCMP: Exclusive | Secretive South Korean sect held meetings in China’s epidemic epicentre

•   SCMP: Coronavirus: China’s legal system ‘will be more lenient’ on private sector

•   SCMP: China loosens purse strings for small businesses hard hit by virus

•   SCMP: Coronavirus far more likely than Sars to bond to human cells due to HIV-like mutation, scientists say

•   Global Times: What do we see through the fight against COVID-19?

•   Global Times: Recovered COVID19 patients testing positive not equal to coronavirus revival: experts

•   Global Times: China has changed course of COVID-19 outbreak through pragmatic approach: WHO expert

•   매경(P1): `코로나 의병`…정부 허둥댈때 민간이 나섰다

•   매경: 삼성 300억, 현대차·SK·LG 50억씩…코로나 극복 힘보태

•   매경: 마스크만큼 위력적인 `손세정제`…코로나 이길 무기, 꼭 갖고 다니세요

•   매경: 마스크 필터 40%는 중국산…이대론 3월초부터 생산 차질

•   매경: 콧물나면 코로나 아니다?…의협 "사람마다 증상 달라"

•   매경: 정부 "인건비 지원늘릴테니 유급휴가 활용해달라" 호소

•   매경: "오늘 임원 보고는 로봇 과장이 합니다"

•   매경: 코로나 피해기업, 사업보고서 제출 5월로 연장

•   매경: 다급한 재건축…코로나에 발목잡혔다

•   매경: [Biz times] AI·빅데이터가 대세라지만 기술에 휘둘리면 성장 한계…결국엔 비즈니스 인사이트가 핵심

•   매경: [현장 돋보기] 오프라인 유통업의 위기, 물류창고 자동화로 극복을

•   한경(P1): '코로나 추경' 급한데…"퍼주기 복지하다 재정 고갈"

•   한경: [단독] 한전산업 17년 만에 공기업化…'적자' 한전, 재정부담 '혹' 붙일 판

•   한경: "왜 하필 이때 코로나19가…" 고민 깊어지는 정몽규

•   한경: 美·유럽 '하늘길' 닫힐 위기…대한항공도 매출 '반토막' 우려

•   한경: 한국 간판기업 법인세 '반토막'…올해 '세수 쇼크' 현실로 닥쳤다

•   한경: 코로나19, 감염 초기에 바이러스 배출량 많고 전파 속도 빠르

•   한경: 팬데믹 국면인데…치료제 개발도, 백신 확보도 뒤처진 韓

•   한경: 여수·시화산단 생산 27%↓…기업들 '사면초가'

•   한경: 송영길 "원자력 기술 발전시켜야" 또 소신 발언

•   한경: 사전예약 늘리고, 27일부터 개통…갤S20 승부수 통할까

•   한경: '코로나19 직격탄' 대구·경북, 상반기 예정 10개단지 분양 '셧다운'

•   한경: 공사 현장도 줄줄이 작업중단…공기 늦어지면 '배상금' 물어야

•   한경: 친환경차 10만대 시대, 하이브리드 SUV 대전…전기차도 새 모델 쏟아져

•   서경(P1): 글로벌 공급망 휘청···"금융위기보다 센 쇼크 온다"

•   서경(P1): [단독]정부, 대구·경북 산업위기지역 지정 검토

•   서경: 3차 유행땐 하루 1,000명 확진 우려···당국 "확산 너무 빠르다"

•   서경: 코로나 타격 입을라···화학업계, 규제에 전전긍긍

•   서경: 대기업 '무더기 유턴' 유도...공급망 안전판 만든다

•   서경: 코로나가 부른 홈피스 바람..."규제·비용이 걸림돌"

•   서경: [사이언스] 더워지면 코로나 소강? "중동·동남아도 기승..예단 말아야"

•   서경: 27일부터 세종·부산 등 스마트시티 규제 샌드박스 시행

•   서경: "코로나19 침투 막자"...부·울·경 기업 사투

•   서경: 극저온서 더 강한 '엔트로피 합금' 비밀 풀렸다

※   “두산중공업-KIST-충남대·울산대·순천대와 일본 J-PARC 시설 연구자들과의 협업으로 가능했다”

•   조선(P1): 37일만에 1261명… 감염학회 4가지 경고, 현실이 됐다

•   조선: 의협이 3주전 심각 단계로 격상 요구했지만… 정부, 23일에야 조치

•   조선(P1): 트럼프, 오늘 코로나 회견… 한국인 입국금지 조치 나오나

•   조선: 文대통령 "마스크 충분, 약국 가면 있다 알려야"

•   조선: "재원 조달 계획 부족" 한전工大 심의 또 연기

•   조선: "태양광·풍력에 3년간 11兆" 정부, 이 와중에 투자 강행

※   산업부: 2020년에도 흔들림 없는 신재생에너지 확대 추진

•   조선: [Tech & BIZ] 億 소리 나는 화소, 100배 줌… 폰카메라의 끝없는 진화

•   조선: [IF] 종이처럼 접어도 깨지지 않는 '유리의 비밀'

•   조선비즈: 코로나에 소재·부품·장비 가동률 60%... 조선·기계 올스톱 위기

•   조선비즈: ‘안시성’ ‘김부검’ 신조어 판치는 수도권… "분양권 전매 규제해야"

•   조선비즈: [단독] 현대모비스·현대제철도 재택근무 실시

•   IT조선: [단독] 삼성SDI, 제2의 테슬라 ‘리비안’ 뚫었다…배터리 공급 계약 초읽기\

•   중앙: “폐 사진 하얗게 나와도 증상 못 느껴…코로나, 다른 폐렴과 달라”

•   중앙: 두달새 3억 올랐다…전세시장 풍선효과 감염

•   중앙: 공장·채용·출장 다 멈췄다

•   중앙: 영화관·공항·지하철…사람이 없다

•   중앙: WHO 부인에도…세계 과학계 "코로나, 세계 대유행 임박했다"

•   동아(P1): 마스크 당장 푼다 해놓고… 정부가 더 키운 대란

•   동아(P1): 박능후 “감염 확산 최대 원인은 中서 온 한국인”… 강경화 “中의 한국인 격리는 간섭할 일 아니다”

•   동아: 물량 확인도 않고 “공급”… 시민 분통 터지게 한 ‘마스크 행정’

•   동아: “최소 한달은 환자 늘어날 것… 감염돼도 대부분 치유”

•   동아: 수도권 확진자 100명 넘어… 병원-교회 집단감염 우려 초긴장

•   동아: “접경지역은 수도권 과밀 분산과 국가 균형발전에 큰 도움”

•   문화(P1): 전세계 ‘코리아 포비아’… 39개국서 입국·여행 제한

•   문화: <‘코로나19’ 초비상>與 “확진 증가는 시스템 잘 작동 뜻해”… 홍익표 이어 또 실언

•   문화: “물건 같이 쓰는 건 좀…” 공유경제 발목잡는 코로나

•   문화: 작년 대기업 배당액 27兆… 삼성전자 9조원으로 ‘1위’

•   한국(P1): “여기는 한국인 집” 문 앞에 차별 딱지 붙이는 중국 공안ㆍ이웃

•   한국: 리튬 이온 배터리, 고체 전해질로 안전과 효율성 높일까?

•   한겨레: 포스코·두산도 배터리 업체라고?

•   한겨레: 전기차 배터리의 질주, 2025년 반도체 뛰어넘는다

•   경향(P1): 국회 ‘코로나 3법’ 통과…문 대통령, 여야 4당 대표와 28일 회동 [‘코로나19’ 확산 비상]

•   머니투데이: '코로나19' 확진·의심환자 속출…기업들이 떨고 있다

•   머니투데이: 제조업 기둥 '산단' 무너질라…마스크 지원·임대료 인하

•   머니투데이: 경제 '허리' 중견기업, 2024년까지 6000개 만든다

•   머니투데이: "추경+세제인하+대출상환연기" 코로나19 위기 대응 방안

•   머니투데이: 휴림로봇, '코로나19' 잡는 방역로봇 보급 본격화

•   머니투데이: "재택근무하면 생산성 떨어진다고? 천만의 말씀"

•   머니투데이: 코로나19 내년 최저임금 인상률 낮추나

•   머니투데이: 코로나19+비수기 겹친 반도체…매수 기회 왔나

•   머니투데이: "M&A요? 올해는 끝났다고 봐야죠"

•   헤럴드경제(P1): 삼성전자, 3월18일 주총 연기 검토

•   헤럴드경제: 집 구입 ‘자금출처 공포감’ 매수세 위축

•   파이낸셜뉴스(P1): 긴급마스크 납품단가 막판 진통.. 정부조율 안돼 생산-판매처 혼선 [코로나19 확산]

•   파이낸셜뉴스(P1): 비행기 이미 떴는데 입국제한…'NO 코리아' 확산 [현장르포]

•   파이낸셜뉴스: "베트남 등 꼭 필요한 출장도 막혀" 기업 해외경영 발묶였다 [코로나19 확산]

•   파이낸셜뉴스: 사라진 마스크, 중국갔나 했더니… 폭등 노리고 창고에 꽁꽁 [코로나19 확산]

•   파이낸셜뉴스: 올해 정책모기지 30조 공급… 적격대출은 1조 줄어든 9조

•   파이낸셜뉴스: LG 주도 OLED TV 유럽서 ‘광풍’

•   파이낸셜뉴스: 못 찾겠다, 스마트폰 전면 카메라

•   아시아경제: "경기회복 가장 빠른길은 재정투입보다 코로나19 제압"

•   이데일리(P1): 정비구역해제, '노도강'이 '강남3구' 8배

•   이데일리: 노도강vs강남3구…아파트 평당 매매가 격차 '역대 최대'

•   이데일리: "강북 정비 사업 재개하려면…규제 완화"

•   이데일리: 정비사업 일몰제 적용 구역 없다…주민불화만 키워

•   이데일리: 부가세 떠넘기고 환급금 꿀꺽…5천억 정부지원 악용하는 수출기업들

•   이데일리: ‘하노이 노딜 1년’ 빗장 건 北…남북대화 올스톱

•   이데일리: “불황 파고 넘어라”… ‘구조개편’ 나선 철강업계

•   이데일리: [단독]삼성전자, UHD TV 라인업 ‘크리스털 UHD’로 통일..차별화 속도

•   이데일리: 정의선 ‘선택과 집중’…제철 떼고 미래차 사업 올인

•   이데일리: 택진이형의 통 큰 결단…"전사원 유급 특별휴가 가라"

•   연합: 두산그룹, 코로나19에 유연근무제 확대…출퇴근 시간 자율

•   연합: 그린피스 "유권자 77%, 기후위기 공약 정당·후보에 투표 의향"

•   연합: "코로나 차단하라"…24시 가동 에너지·석유·철강산업 '초비상'

•   뉴스핌: [단독] 한수원 한빛원전 3·4호기 정비기간 또 연장…원전가동률 '빨간불'

•   뉴스1: 한수원 2명·한전 1명 코로나 확진…"원전·전력 운영 영향 없어"

•   아주경제: 해상풍력 뜨는데...국내 풍력 터빈시장 절반은 해외 제조사

•   뉴스포스트: 바보야 문제는 미래 먹거리야! ‘희생양’ 된 두산중공업

•   녹색경제신문: 시공사 두산중공업의 오픈플랫폼 지식산업센터  ‘두산 더프론트 미사’ 하남 미사강변신도시 내 선보인다

•   Power Engineering: GE completes first battery assisted black start of a heavy duty GE gas turbine

•   WNN: Japanese regulator approves restart of Onagawa 2

•   reNews: GE scoops 300MW prize in India

•   Windpower Monthly: Global onshore O&M costs 'set to continue rising'

•   에너지경제: 두산밥캣, 美 장비제조업협회 AEM과 '맞손'

•   에너지데일리: “에너지전환, 새로운 기회로 접근해야 한다”

•   KHL: Cat debuts 352 UHD

•   KHL: Electric equipment: A bolt from above

•   Equipment Journal: Hitachi introduces the new ZW370-6 wheel loader

•   Equipment World: Doosan streamlines custom equipment fulfillment process, offers 4 – 6 week delivery

•   Equipment World: Amid coronavirus concerns, international ConExpo show will go on

•   Construction Equipment: 6 Robotics Startups Boost Efficiency

•   For Construction Pros: Construction's Q4 2019 Strength Driven by Infrastructure Spending

•   OilPrice.com: Kuwait Excludes Oil Tankers From Ship Ban Over Coronavirus

•   MINING.com: Rio’s $1bn spend to reach zero emissions “not enough”

•   MIT News: To self-drive in the snow, look under the road

•   Verge: LG’s new V60 ThinQ 5G has two screens and can record 8K video

•   전자신문: 현대·기아차, 전용 플랫폼 전기차 시대 연다

•   전자신문: 태양광 계통접속 '숨통 트인다'…정부, 접속 기준 20% 상향

•   전자신문: [기획]OECD 회원국 72%가 화웨이 5G 장비 도입에 긍정적

•   전자신문: [기획]화웨이, 5G 핵심역량 10가지

•   전자신문: [기획]이통3사, 5G SA·28GHz 투자 개시...화웨이 도입할까

•   ZDNet Korea: 삼성, 인도서 내달 중저가 '갤럭시M31' 출시

•   디지털데일리: 폴더블 핵심소재 日 의존도 낮춘다…투명전극 국산화 ‘착착’

•   헬로티: TSMC, 삼성 의식했나? 고급 프로세스 개발 위해 직원 4000명 추가

•   Phone Arena: Google wants to do business with Huawei, despite trade ban over 5G network worries

•   Phone Arena: Every future smartphone should "steal" this stunning Samsung Galaxy S20 feature

•   Phone Arena: Apple could soon add another OLED display supplier, looks to ditch Samsung

•   Inside EVs: Tesla May Be Less Vulnerable To Coronavirus Crisis Than Rivals

•   Hannover Messe News: Statement on the current situation concerning HANNOVER MESSE

•   Hannover Messe News: Bacteria transforms CO2 into fuel

•   Robotics & Automation News: Columbia engineers develop ‘tactile robot finger with no blind spots’

•   Robotics & Automation News: Lyro Robotics secures seed funding to build pick-and-pack robots

•   Robotics Business Review: Neurala optimizes Brain Builder SDK for continuous, edge learning

•   Robot Report: Cobot pioneer Østergaard starts new chapter at REInvest Robotics

•   Robot Report: Robotic piece picking gets more flexible with AI-enabled adaptive tooling

•   로봇신문: 中 서비스 로봇 산업 성장세, 세계 성장률 웃돌아

•   Nikkei Asian Review: Toyota leads fundraising for Chinese self-driving startup Pony.ai

•   Nikkei Asian Review: Tesla and Panasonic end joint solar cell production

•   Nikkei Asian Review: Japan rebuts Olympic 'cancellation' talk despite coronavirus fears

•   Nikkei Asian Review: Xi's prediction of a cursed year came true

•   Nikkei Asian Review: Marubeni enters Taiwan renewable energy market via acquisition

•   Nikkei Asian Review: Google, Microsoft shift production from China faster due to virus

•   Economic Times: Trade deal with tariff king India by year-end: Donald Trump

•   Economic Times: Rajasthan plans to set up 30,000 MW solar capacity in 5 years

•   Economic Times: Cheaper 5G phones on their way: Realme

•   Economic Times: RBI's new GDP template: The 12 enablers of India's growth makeover

•   Economic Times: Indian economy may be set for the road to recovery in 2020

•   Business Standard: GDP growth to stay flat at 4.5% in October-December, say SBI economists

•   Folha de S.Paulo: Brazil Confirms First Coronavirus Case

•   Jakarta Post: Indonesia announces $742m stimulus to shield economy from virus

•   Jakarta Post: Indonesian tourism suffers estimated US$500 million in losses due to COVID-19: Minister Luhut

•   Jakarta Post: No EV? Park outside new capital city and take public transportation

•   Jakarta Post: New capital city development requires 300,000 construction workers

•   Jakarta Post: Coronavirus outbreak affects Chinese investment projects in Indonesia

•   Viet Nam News: Việt Nam’s growth under pressure from global Covid-19 outbreak

[Opinions]

•   Project Syndicate(Andrew Sheng, Xiao Geng): China’s COVID-19 Moment

•   Project Syndicate(Howard Davies): Are Independent Central Banks Passé?

•   Project Syndicate(José Antonio Ocampo): The Challenges of Argentina’s Debt Renegotiation

•   FT(Nouriel Roubini): Markets remain complacent despite virus sell-off

•   FT(Janan Ganesh): Leftwing Democrats are targeting the riches of the 1%

•   FT(Martin Sandbu): EU ‘frugals’ will struggle to sustain hardline budget stance

•   FT(Tim Bradshaw): Coronavirus and the etiquette of working from home

•   FT(Prabhat Jha): WHO must learn from the IMF to stop pandemics

•   FT(Amy Kazmin): Modi woos world leaders in city haunted by violence

•   FT(Brooke Masters): The AI doctor will see you now

•   FT(Henry Foy): Putin needs to shake up the CEOs who run Russia’s economy

•   FT(Helene Li, Curtis Chin): Asia can overtake the west in sustainable investing

•   WSJ(Holman W. Jenkins, Jr.): How Bezos Can Influence Climate

•   WSJ(Phil Gramm, John F. Early): Wealthy Americans Already Pay Their Share

•   WSJ(Jason L. Riley): The Democratic Establishment Will Rally Around Bernie

•   WSJ(Nikki Haley): This Is No Time to Go Wobbly on Capitalism

•   NYT(Frank Bruni): The Democratic Party Devours Itself

•   NYT(Koichi Nakano): Japan Can’t Handle the Coronavirus. Can It Host the Olympics?

•   NYT(Justin Gillis): Would You Pay Higher Gas Prices to Slow the Climate Crisis?

•   NYT(Karthik Balasubramanian): Democrats Are Ignoring the Voters Who Could Decide This Election

•   NYT(Farhad Manjoo): Admit It: You Don’t Know What Will Happen Next

•   WP(Robert J. Samuelson): The Sanders bill for democracy: $50 trillion

•   WP(David Ignatius): Coronavirus will test whether the planet can unite in the face of a global crisis

•   WP(Max Boot): The U.S. coronavirus response shows the costs of having a ‘chaos president’

•   WP(Dana Milbank): At the debate, Bernie Sanders stirs up deja vu

•   WP(Jennifer Rubin): Biden delivered the strong debate showing he needed. Sanders gave his worst.

•   WP(Jennifer Rubin): Trump has no clue what to do in a disaster

•   WP(Jennifer Rubin): Bloomberg is not doing what he promised

•   WP(Jennifer Rubin): Sanders continues to sow chaos

•   WP(Paul Waldman): Here’s what really matters about Bernie Sanders and Cuba

•   WP(Greg Sargent): As the virus spreads, Trump rages over the markets. That’s alarming.

•   WP(Helaine Olen): Osmel Azcue’s coronavirus bill makes the case for Medicare for All

•   WP(Alexandra Petri): We must stop Bernie Sanders, and I see no path forward but for my opponents to drop out

•   WP(Michael R. Strain): Five more years of populism would be a disaster for America

•   WP(Henry Olsen): Democrats essentially have a three-person race now

•   Bloomberg(Daniel Moss): Time to Change the Channel on Malaysia’s Soap Opera

•   Bloomberg(Mihir Sharma): Trump and Modi Bromance Won’t Do Much for Democracy

•   Bloomberg(Brian Chappatta): Gundlach’s Credit Trade Suggests the Coronavirus Rout Is Real

•   Bloomberg(Shuli Ren): An Obscure Rule Snaps One of the World’s Hottest Rallies

•   Bloomberg(Liam Denning): Energy Is 1% Away From Losing Power to Power

•   Bloomberg(John Authers): Don't Mistake This Stocks Selloff for a Panic

•   Bloomberg(Marcus Ashworth): Germany's "Black Zero" Rule May Be Gone Forever

•   Bloomberg(Anjani Trivedi): The Coronavirus May Be Worse Than a Natural Disaster

•   Bloomberg(Clara Ferreira Marques): Rio Tinto Is Digging Mostly Into Its Pocket

•   Bloomberg(Nir Kaissar): U.S. Stock Market Appears Most Vulnerable to Virus Shock

•   Bloomberg(Aaron Brown): Markets Have Three Virus Scenarios to Consider

•   Bloomberg(Therese Raphael): Boris Johnson's Freeport Idea Is Full of Holes

•   CNBC(Jake Novak): Coronavirus sniping proves politics is the real problem

•   CNN(Frida Ghitis): Trump's wishful thinking won't stop coronavirus impact

•   CNN(Colleen Kraft): The best defense against coronavirus

•   CNN(John Avlon): Can Bernie Sanders beat Donald Trump? Here's the reality.

•   Nikkei Asian Review(James Crabtree): Asian leaders underestimate danger of Trump's reelection

•   Nikkei Asian Review(Alicia Garcia-Herrero): Companies must move supply chains further from China

•   중앙(김진우): 에너지 산업의 미래, 긴 안목으로 보자