Business Intelligence Monitor 200205

(Introduction)

[Markets]

•   Global: Stocks surge, safe-havens fall as confidence grows in China's virus efforts

※   Nasdaq hits record high in broad worldwide stock rally

※   Crude prices retreat on fears virus will reduce demand

※   Coronavirus death toll rises to 427

※   Macro 백업표

※   Industry 백업표

•   US: Tesla shares surge again despite Saudi exit

•   한국: 악재반영 끝났나…코스피, 1.8% 급등해 2,150선 회복

•   Metals: Copper rises after China moves to protect economy

•   Grains: Soybeans, corn firm in technical bounce as virus fears ease

[Indicators]

•   UK Jan. Construction PMI: Decline in UK construction activity slows in January

•   China Dec. EV Sales: Chinese NEVs Market Slightly Declined In 2019: Full Report

•   한국 1월 소비자물가: 1월 소비자물가 1.5% 상승…13개월만에 1% 넘어(종합)

•   한국 1월 가계대출: 12·16 규제, 가계대출 직격탄됐나… 1월 증가율 0.1% 그쳐

•   한국 1월 외환보유액: 1월말 외환보유액 4천97억달러…역대 최고 행진

•   Vietnam Jan. Manufacturing PMI: New orders continue to rise solidly at start of 2020

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Coronavirus Crisis Could Delay U.S. Boost From Deal With China, Kudlow Says

•   WSJ: New Rule Lets U.S. Companies Fight Currency Manipulation

•   WSJ: Newsletter: Manufacturing Tries to Turn the Corner

•   WSJ: U.S. Pushing Effort for 5G Networks Without Huawei

•   NYT: Delays Mar Iowa Caucuses as Democrats Start Nominating Process

•   NYT: Beijing Sees ‘Major Test’ as Doors to China Close and Coronavirus Deaths Surpass SARS

•   NYT: Democrats and White House Rest Cases as Impeachment Sputters Toward a Verdict

•   NYT: Japan Races to Build New Coal-Burning Power Plants, Despite the Climate Risks

•   NYT: Coronavirus Crisis Shows China’s Governance Failure

•   NYT: The Money Behind Trump’s Money

•   NYT: Coronavirus Adds to Pressure for U.S. Oil Industry

•   WP: Iowa Democrats to release results today

•   WP: Iowa Democrats are poised to do the one thing that could make the caucus debacle worse

•   WP: Hong Kong reports first coronavirus fatality as cases spread across Southeast Asia

•   FT: UK plans to ban sale of all polluting cars by 2035

•   FT: EU opens way for members to halt enlargement talks

•   FT: Ford outlook disappoints after China sales slide

•   FT: EU and US carmakers warn over China parts shortage

•   FT: New York Fed repo auction attracts strong demand

•   FT: Deal or no deal?

•   FT: How the state’s invisible hand works in China stocks

•   FT: EM issuers set January record for foreign-currency debt

•   FT: Johnson’s trade vision hits familiar sticking points

•   FT: WHO expert says China too slow to report coronavirus cases

•   Bloomberg: Trump Wins Republican Iowa Caucus Over Token Opposition

•   Bloomberg: China Is About to Find Out Whether Its Mass Quarantine Worked

•   Bloomberg: Coronavirus Is Complicating Thailand’s Central Bank Rate Decision

•   Bloomberg: Virus Endangers Parts Supply for Already-Embattled Car Industry

•   Bloomberg: Why Indonesia Is Shifting Its Capital From Jakarta

•   Bloomberg: China’s $1.7 Trillion Stranglehold on Shadow Banking Loosens

•   Bloomberg: Virus Has U.S. Gas Export Prospects Going From Bad to Worse

•   Bloomberg: Trump Reaches 49% Approval in Gallup Poll, His Highest Ever

•   Bloomberg: Truth Versus Spin in Trump’s Trade Deal Celebrations

•   Bloomberg: Where a Brexit Trade Deal Matters Most to Boris Johnson

•   Bloomberg: Virus Puts China’s Main Economic Goals on a Collision Course

•   Bloomberg: Trump Considers Withdrawing From WTO’s $1.7 Trillion Purchasing Pact

•   Bloomberg: Virus Jolts China Economy, Forcing Rethink on Almost Everything

•   Bloomberg: Better Times Lie Ahead for Euro-Area Economic Growth

•   Bloomberg: Economists Cut China’s Growth Forecast on Coronavirus Impact

•   Bloomberg: The U.S. May Soon Have the World's Oldest Nuclear Power Plants

•   Bloomberg: Brexit Boosts Pound Trading on Both Sides of the Atlantic

•   Bloomberg: OPEC’s Middle East Oil Flows Rise Despite Deeper Production Cuts

•   Bloomberg: Virus Fears Prompt Shipping Restraints on Vessels From China

•   Bloomberg: North Korea’s Next Submarine May Make Nuclear Talks Even Harder

•   Bloomberg: BOJ May Step In to Cope With Virus’s Economic Impact, Says Kuroda

•   Bloomberg: Foreigners Lukewarm on India’s Plan to Open Up Bond Access

•   Reuters: China tries to reassure on outbreak amid growing travel curbs

•   Reuters: Fed's Bostic says new virus hasn't changed his outlook

•   Reuters: China says will import more agricultural, medical products

•   Reuters: Factbox: Estimates of global GDP hit from coronavirus disruption

•   Reuters: China virus claims second life off mainland, hits supply chains

•   Reuters: Putin, Erdogan agree to improve coordination of actions in Syria: Kremlin

•   Reuters: Factbox: What we know about the new coronavirus in China

•   Reuters: Exclusive: As virus fallout widens, China readies more measures to stabilize economy - sources

•   Reuters: Glencore's 2019 cobalt up, copper down; share price rises

•   CNN: The economy gives Trump a chance to shift from weakness to strength

•   CNN: Hong Kong's economy was wrecked by protests. Coronavirus is the last thing this city needs.

•   CNBC: Coronavirus could easily tip China into a technical recession, economist warns

•   CNBC: China’s yearly growth rate could fall below 2%, economist warns

•   CNBC: A Bernie Sanders presidency presents a key market risk: UBP

•   CNBC: Coronavirus could delay China 5G rollout

•   CNBC: Gig economy grows 15% over past decade: ADP report

•   SCMP: Coronavirus to test just how reliant the world is on Chinese manufacturers

•   SCMP: Coronavirus may be tougher than Sars on China’s banks, S&P says

•   SCMP: China offers a legal escape clause for factories forced shut by virus

•   SCMP: Flight bans not guaranteed to stop virus’ spread, epidemiologist warns

•   SCMP: Rail lines paper over the cracks as China’s ‘economic growth miracle’ fades

•   SCMP: Coronavirus: World Bank to lower global growth forecast over outbreak

•   Global Times: Economic woes trigged by coronavirus outbreak temporary and will be eventually curbed

•   Global Times: China's spending hit by virus

•   Global Times: China's Q1 growth might be above 5% despite virus

•   Global Times: Chilled auto market set to rally after virus

•   Global Times: IMF chief "confident" China's economy "remains resilient"

•   매경(P1): 이명희·조현민 "조원태 회장 지지"…한진 경영권 분쟁 새 국면

•   매경(P1): [단독] 현대차 韓공장 `올스톱`…中부품 재고부족 후폭풍

•   매경(P1): 중국산 부품 동나자 `백기`…한국 車생산 10일 이상 멈출수도

•   매경: [세종 인사이드] 신용카드 승인액 매일 체크해 신종 코로나發 내수쇼크 대응

•   매경: [매경이 만난 사람] 경제관료의 `영원한 맏형` 윤증현 前 기재부 장관

•   매경: 박용만 상의회장 페북에 글 "신종 코로나 두렵지만 中기피는 안돼"

•   매경: 삼성 D램 초격차…이번엔 AI 슈퍼컴 정조준

•   매경: 갤럭시S20 국내 판매가 120만~160만원대

•   매경: 신종 코로나 대대적 방역…백화점3社 10일 전면 휴점

•   한경(P1): 삼성 '바이오 농사' 10년…제대로 돈 벌기 시작했다

•   한경: 현대차, 수소차 판매 1위 '질주'…SK, 반도체 수직계열화 완성

•   한경: 삼성, 의료기기 사업 GPS 벽에 부딪혀 '난항'…태양광은 사실상 중단

•   한경: 문 대통령 "경제충격 최소화 대책 마련"…여권 "추경 검토해야"

•   한경: 해외는 V60, 국내엔 G9…이연모 '투트랙 전략' 통할까

•   한경: 씨메스가 만든 로봇 '눈'…공장 자동화 '해결사'

•   서경(P1): 감염 경로 모르는 확진자 나왔다

•   서경: 주택거래 조사 절반 탈세의심···수도권 3억이상도 자금출처 소명

•   서경: 구글 "AI로 5분만에 6시간후 날씨 예측"

•   조선(P1): 탈원전 비용 513조' 논문 숨긴 에너지경제硏

•   조선: 中대사 "中韓은 운명공동체, 여행제한 않는 WHO 따라야"

•   조선: 中직원 결근, 자재조달 차질… 반도체·디스플레이도 가동중단 몰려

•   조선: 기업들, 17일 개막 한국판 CES 취소 의견… 정부, 방역대책 검토한다며 강행 시사

•   조선비즈: PS5·엑스박스X… 게임기가 메모리 ‘구원투수’ 되나

•   중앙(P1): 중국 공급망 붕괴…한 달 넘기면 한국경제 직접 충격

•   중앙: “1초라도 공장 멈추면 수천억 손해” ‘반디불’ 꺼질라…삼성·SK·LG 초비상

•   동아: 분양시장도 ‘신종 코로나’ 비상… 본보기집 개관 줄줄이 연기

•   문화(P1): “올 한국 경제성장률 2.2%서 2.0%로 하향 조정”

•   문화: 멈춘 中생산기지… 기업들 “연간계획 다시 짜야”

•   문화: “中스마트폰 출하량 1분기 30%↓”… ODM 늘리는 삼성·LG도 ‘비상’

•   문화: < ICT & Science >‘슈퍼컴’ 1만년 걸리는 계산… ‘양자컴’ 3분20초면 ‘끝’

•   세계(P1): 코로나 공포에 실물경제 ‘꽁꽁’

•   머니투데이(P1): 신종코로나 '완치' 2번환자 곧 퇴원, '릴레이 퇴원' 기대감

•   머니투데이: 소재·부품·장비 세액공제 확대…극일은 계속된다

•   머니투데이: 서울 인구 줄었는데 집값 안잡히는 이유 있다

•   머니투데이: LG 올레드 진영 올해 19개로…'최대 변수'는 신종코로나

•   파이낸셜뉴스: 삼성전자, 반도체 불황 이어져 작년 시설투자 2兆 줄였다

•   이데일리(P1): 서울에 집 넘쳐난다더니…주택보급률 첫 하락

•   이데일리: [주택공급논란]서울 인허가 2년 연속 하락…상한제에 실적 더 줄어드나

•   이데일리: [주택공급논란]일몰 정비사업장 39곳 존치…규제 느슨해진 서울시

•   이데일리: [주택공급논란]가로주택은 소규모 한계…신도시, 서울 수요잡기 역부족

•   이데일리: 中신종 코로나 확산..韓 메모리 반도체 `득`·`실` 공존

•   연합: '주총시즌 개봉박두'…국민연금 2년새 반대비율 4.6%P 상승

•   연합: '원전강국' 프랑스, 올해 2기 포함 2035년까지 원전 14기 멈춘다

•   뉴스핌: 두산건설, 325억원 규모 채무보증

•   뉴스투데이: 현대차-LG화학-삼성전자 트리플 쇼크 우려, 신종코로나 '불확실성'에 바짝 긴장

•   비즈니스포스트: [Who Is ?] 박용만 두산인프라코어 회장 겸 대한상공회의소 회장

•   CEO스코어데일리: 두산밥캣, 1년 새 영업활동현금흐름과 잉여현금흐름 30배 이상 증가

•   WNN: Nuclear part of US Northwest's optimal clean energy mix, study shows

•   reNews: Siemens agrees deal for Iberdrola stake in Siemens Gamesa

•   reNews: UK to strengthen climate ambition

•   reNews: PV 'repowering potential to hit 67GW'

•   reNews: Siemens Gamesa swings to Q1 loss

•   Windpower Monthly: Americas installations up 12% in 2019

•   Windpower Monthly: WindEurope unconvinced a Brexit deal will be reached

•   Windpower Monthly: Sharpening-up blade recycling

•   FuelCellsWorks: Exclusive: Get to know a sector bloom energy part 2

•   에너지경제: 한수원-산업부, 사용후핵연료 대책 ‘엇박자’

•   에너지데일리: 끝이 보이지 않는 ‘중국 전기차 배터리’ 침체

•   KHL: Doosan excavator takes down tank

•   KHL: European construction on the rise

•   Equipment Journal: Bobcat introduces two new R2 Series compact excavators

•   Equipment World: Volvo CE sales up 5% in 2019; will start selling electric machines in February

•   건설경제: 다주택자, 조정대상지역 10년 이상 보유주택 6월까지 팔면 양도세 중과 배제

•   건설경제: ‘脫석탄’ 정책 강도 높이는 정부…전력수급 문제 등 대안은 부재

•   CNET: QLED vs OLED: Samsung TV and LG TV 2020 comparison

•   CNET: Rivian and Amazon detail development of new electric delivery van

•   Verge: iPhone maker Foxconn will stay shut in China for another week at least

•   Verge: How 5G and edge computing fit into the future of Intel’s traditionally chip-focused lineup

•   전자신문: LCD 장악한 中 BOE, 반도체까지 넘본다

•   전자신문: 日 JDI, 1조원 유치 '기사회생'...車 디스플레이+센서로 재건 노려

•   ZDNet Korea: 신종 코로나 우려에 주요 IT 전시회 잇달아 취소·연기

•   디지털데일리: [취재수첩] 삼성전자 파운드리, 홀로서기 못 하는 이유

•   Phone Arena: Samsung leaks the Galaxy S20, price increase vs S10 pops up with release details

•   Phone Arena: The Galaxy Fold 2 is coming, and it's not the Z Flip

•   Phone Arena: MWC 2020: what to expect — phones, companies, events

•   Inside EVs: World’s Top 10 Plug-In EV Automotive Groups Ranked By Sales In 2019

•   Robotics & Automation News: Teradyne to build ‘world’s largest’ collaborative robotics hub at a cost of $36 million

•   Robotics & Automation News: Okamura to integrate RightHand Robotics’ piece-picking solution in its warehouses

•   Robotics Business Review: Robotics firms continue to forge partnerships, collaboration with customers

•   Robotics Tomorrow: Cobots Versus Industrial Robots

•   로봇신문: 5G 스마트 로봇 우한·상하이 병원 첫 투입

•   로봇신문: 중국, 약 조제 로봇도 등장

•   로봇신문: 중국 칭다오대 부속병원, 소독 로봇 도입

•   로봇신문: 신종 코로나 바이러스와 싸우고 있는 로봇들

•   Nikkei Asian Review: Panasonic in a jam as Tesla taps new battery supplies in China

•   Nikkei Asian Review: World bets on existing drugs to combat coronavirus

•   Nikkei Asian Review: Huawei plays star role in new China-Russia AI partnership

•   Nikkei Asian Review: Will coronavirus trigger a recession? Economists calculate damage

•   Nikkei Asian Review: India stays away from RCEP talks in Bali

•   Nikkei Asian Review: 10 people on cruise ship in Japan test positive for coronavirus

•   Mainichi: Virus outbreak causes Japan firms to halt China business

•   Japan Times: Japan to see first drop in GDP in five quarters, estimates show

•   Livemint: Consumption is down, but so too are our savings

•   Livemint: Govt arms itself with powers to ban import or export of any item

•   Business Standard: Moody's says nominal GDP growth projections in Budget 2020 appear ambitious

•   Business Standard: Indo-US trade deal likely to be sealed during Donald Trump's India visit

•   Folha de S.Paulo: Brazil Prepares Emergency Actions against Coronavirus

•   Jakarta Post: 'There will be a negative impact': China raises concerns over Indonesia's planned food import ban

•   Jakarta Post: House questions govt plan to sign free trade deals with Japan, EU

•   Jakarta Post: Time for nuclear power? Luhut tells tale of Indonesia ‘having it all’ 

•   Jakarta Post: Inflation to jump to 3 percent in 2020 amid administered price hikes: Economists

•   Jakarta Post: Coronavirus begins to take toll on exports and tourism

•   Viet Nam News: Coronavirus delays Việt Nam’s agricultural exports to China

•   Myanmar Times: Proposal to purchase power from China to be studied

[Opinions]

•   Project Syndicate(Joseph S. Nye, Jr.): Trump’s Transactional Myopia

•   Project Syndicate(Raphaël Hadas-Lebel,): The Battle for French Pension Reform

•   Project Syndicate(Colin Coleman): Africa Is the Last Frontier for Global Growth

•   FT(Martin Wolf): The UK is about to shoot itself in both feet

•   FT(Edward Luce): Democrats’ public relations disaster in Iowa

•   FT(David Gardner): Russia and Turkey have fallen out in Syria

•   FT(Lex): Tesla: death or glory

•   FT(Martijn Rats): Oil majors must face up to impossible trinity

•   FT(Benjamin Parkin): India’s latest budget looks short on business treats

•   FT(Jamie Powell): Tesla and the question of change

•   FT(Joseph Nye): Interdependence is a double-edged sword for the US and China

•   FT(Kate Burgess): Glencore’s dilemma on road to low-carbon emission future

•   WSJ(Walter Russell Mead): China Is the Real Sick Man of Asia

•   NYT(Paul Krugman): How Zombies Ate the G.O.P.’s Soul

•   WP(Dana Milbank): Is Bernie Sanders really happening?

•   WP(Greg Sargent): Trump is about to get a lot more dangerous. Here’s what’s coming.

•   Bloomberg(Lionel Laurent): Europeans Should Say Thank You to Boris Johnson

•   Bloomberg(Ramesh Ponnuru):Forget the Iowa Fiasco. Trump Is the Democrats’ Real Problem.

•   Bloomberg(Anjani Trivedi): Virus Forces the China Car Shutdown Beijing Couldn’t

•   Bloomberg(Clara Ferreira Marques): Oil Will Still Be Sickly After the Virus

•   Bloomberg(Stephen Mihm): Pandemics Are Breeding Grounds for Trade Wars

•   Bloomberg(John Authers): Goldilocks Is Back, With a Face Mask On. Bears Beware

•   CNBC(Jake Novak): Iowa debacle proves the Democrats don't know how to beat Trump

•   CNN(Arick Wierson): Why Bloomberg benefits most from Iowa fiasco