Business Intelligence Monitor 191231

[Markets]

•   Global: World stocks slip as rally pauses, dollar eases

※   World stocks slip as record run takes a pause

※   Dollar index suffers third day of decline

※   Oil near three-month highs

•   한국: 올 증시 폐장…코스피 2,200선 내주고 약세 마감

•   Metals: Copper holds near 8-month peak as trade tensions ease

•   Grains: U.S. soybean futures set highest price since June 2018 on China trade hopes

[Indicators]

•   한국 10월 10월 건설업 종사자수: 10월 건설업 종사자수 132.9만명...0.4% 감소

•   한국 11월 산업활동동향: 11월 산업생산 0.4% ↑…생산·소비·투자 '트리플 증가'

•   한국 11월 주택인허가: '규제 탓'…11월 주택인허가 24% 감소

•   한국 12월 BSI: 12월 기업체감경기 2p 오른 76…"반도체 기업심리 개선"

•   베트남 2019년 무역수지: Việt Nam’s 2019 trade surplus hits four-year record

•   미국 11월 상품수지: US trade deficit in goods at narrowest since 2016

•   미국 11월 잠정주택판매: U.S. Pending Home Sales Climb for a Third Time in Four Months

[News]

•   WSJ: Tesla Meets Output Goal for Its Model 3s in China

•   NYT: Biden Rebounds, Warren Slows, Sanders Rolls: The Latest on the 2020 Money Race

•   NYT: How Big Companies Won New Tax Breaks From the Trump Administration

•   WP: Initial U.S.-China trade deal’s big hole: Beijing’s massive business subsidies

•   WP: Giuliani’s Ukraine efforts are a formalization of the rumor-to-Trump pipeline

•   FT: EU commissioner casts doubt on Johnson’s deal deadline

•   FT: China boosts lending to small businesses despite risk

•   FT: Spain’s leftist alliance leaders unveil coalition programme

•   FT: Carney warns of climate change hit to corporate assets

•   FT: Trump’s financial records battle: what will happen in 2020?

•   FT: US yield curve signals optimism for 2020

•   Bloomberg: Trump’s Trade Deal ‘In the Bag,’ China Hawk Peter Navarro Says

•   Bloomberg: U.S. Urged to Honor One-China Policy Amid Trade Talks

•   Bloomberg: Fed’s Underused Repo Ops Point to Ample Funding for End of Year

•   Bloomberg: Korean Won Surges to Become Asia’s Best-Performing Currency

•   Bloomberg: With Births Down, U.S. Had Slowest Growth Rate in a Century

•   Bloomberg: For Worst-Performing Industry of 2019, Only Way Out Is to Shrink

•   Bloomberg: Asia Inc.’s Debt Level Is Rising Again, But That’s a Good Thing

•   Reuters: EU seeks reset in trade talks with U.S. - trade chief Hogan

•   Reuters: China's December factory activity set to expand for a second month: Reuters poll

•   Reuters: Exclusive: Indian PM Modi's office proposes waiving carbon tax on coal

•   CNN: These were the 5 biggest days for the stock market this year

•   CNBC: The battery decade: How energy storage could revolutionize industries in the next 10 years

•   CNBC: Germany's economic and political outlook for 2020

•   CNBC: Here are the main Brexit dates in 2020

•   CNBC: Greatest risk is China not opening market to foreigners: government researcher

•   CNBC: The Fed seems to have halted a potential crisis in the repo market

•   SCMP: China defends economy with rhetorical Q&A amid slowing growth rate, trade war pressures

•   SCMP: China’s top negotiator Liu He to visit Washington for phase one trade war deal signing this week, source says

•   SCMP: China’s new economy loses its sparkle, as hi-tech and modern industries fail to deliver on promise

•   Global Times: Trade war drags on; China marches forward

•   매경(P1): `슈퍼갑` 민노총, 정부에 1대1 교섭 요구

•   매경: 민노총 "정부위원회 지분 늘려라"…신당 창당 계획도

•   매경(P1): 대기업 임원 승진 27% 줄었다

•   매경: "삼성 같은 대기업 더 많아져야 모두가 성장할 수 있다"

•   매경: 골리앗` 구글·애플의 변신처럼…韓기업도 민첩하게 혁신 나서야

•   매경: 먹고 즐기는 일상속으로…주방로봇 등 디지털혁신 본격화

•   매경: 한국기업 311곳 참여…작년보다 크게 늘어

•   매경: 매경CES포럼서 `혁신 노하우` 공유하세요

•   매경: 원자력진흥委, 30개월간 대면회의 全無

•   매경: [단독] 신한울 1·2호 가동 또 늦춰져…두번째 연기에 2년 뒤로 밀려

•   한경(P1): 벼랑끝 자영업…명동도 권리금 3억→0원

•   한경(P1): 脫원전 탓에 적자 내몰리자…가정용 절전 할인까지 없앤 한전

•   한경: 벤처기업 3.6만개 총매출 192조원…재계 2위 SK 넘어섰다

•   한경: 국책硏 2년 전 "태양광, 고용효과 없다" 보고에도…정부 '재생에너지' 밀어붙였다

•   노동연구원: 신재생에너지 공급의무화제도(RPS)에서 의무공급량 증가가 고용에 미치는 영향

•   한경: 빚 허덕이는 자영업자 속출…"빈곤층 전락 위험

•   한경: 매년 이자만 3000억 달하는데…외평채 또 찍겠다는 정부

•   한경: 박용만 대한상의 회장 신년사…"기업 생태계 유리천장 걷어내자"

•   한경: "전기차 생산 일정 앞당긴 폭스바겐, 국내 배터리 업계 수혜"-유진

•   서경(P1): 르노삼성 파업 직격탄···죽어 나가는 납품업체

•   서경(P1): 재정 의존하더니...최악 고용 참사

•   서경: 재정도 노동시간 단축도 별무소용...'기업 쥐어짜기식' 고용정책 한계

•   서경: 올 3분기 수출 9년만에 최저···'수출 심장' 産團이 식어간다

•   서경: [숫자로 본 2019년 증시] 2분기 2,200 찍고...8월 1,900 붕괴...코스피 7.67% 상승마감

•   서경: 외국인·기관 올해 삼성전자·SK하이닉스 9조 담았다

•   조선(P1): 1억~2억씩 껑충… 12·16 대책이 더 불지른 전셋값

•   조선: 전셋값까지 폭등 불러놓고… 정부, 집주인 탈세 집중감시

•   조선비즈: 中 바이두, AI 기술력 세계 1위… 구글·MS 제쳐

•   조선비즈: 삼성 30%, 롯데 -20%… 5대 그룹 주가 성적표 '희비'

•   조선비즈: 국토부 "2025년 드론 택시 상용화 목표로 인프라 구축"

•   인베스트조선: 건설사 해외수주 '최악의 해'…"총력 지원" 무색해진 정책금융

•   중앙: [단독] 현대차, 전기차 세계8위→3위···정의선 승부수 통했다

•   동아: 내년 3∼5월 10만채 분양시장 달군다

•   문화(P1): 北 “안전보장 위해 공세적 조치”… 美 “北 도발땐 많은 도구 있다”

•   문화: 北전원회의 3大 키워드는 자립경제·체제안전·기강 강화

•   문화: 반도체·車 실적전망 밝지만 고용난 해소 희망은 어둡다

•   문화: “집값 주춤하지만… 내년 서울 더 오르고 지방과 양극화”

•   머니투데이: LG·SK에 열어줬지만..中전기차 배터리시장 공략은 '험난'

•   헤럴드경제: 서울 아파트 중위값 9억 육박

•   헤럴드경제: “재건축 초과이익 환수 합헌”…공급감소, 상한제보다 더 크다

•   파이낸셜뉴스: 삼성전자 4분기 영업익 7조 예상… D램값 바닥 다졌다

•   파이낸셜뉴스: 반도체 업계는 벌써 봄바람.. 글로벌 설비투자 확대 전망

•   아시아경제: "올해보다 더 세진다"…2020 삼성 갤럭시 라인업

•   디지털타임스(P1): 높아진 이직 문턱… GDP 끌어내린다

•   이데일리(P1): 임원 축소 분위기서도 세대교체·여성발탁 눈에 띄네

•   이데일리(P1): [2020 전망]10명 중 9명 "서울 집값 안 떨어질 것"

•   이데일리: [2020 전망]공급 과잉? '살고 싶은 집'은 부족하다

•   연합: [신년사] 성윤모 산업부 장관 "소부장 성과 가시화하겠다"

•   연합: 한국당, 월성 원전 1호기 영구정지 효력정지가처분 신청

•   아이뉴스24: "경영난에도 투자는 계속"…신사업 강화에 올인하는 두산

•   reNews: Vestas books 320MW in US and China

•   에너지데일리: 세계 석탄 수급, OECD·비OECD 국가 ‘극명한 차이’

•   에너지데일리: [특별기획] “온실가스 감축, 세계는 집단에너지를 선택했다”

•   전자신문: 선거시즌, 탈원전 이슈 다시 불붙어…'현안 해결책 논의 없이 정쟁만' 지적도

•   전자신문: 석탄발전 멈췄더니 미세먼지 36% 줄었다

•   전자신문: 마이크로 LED, 중국·대만이 움직인다

•   Phone Arena: Samsung's next foldable phone could beat the Galaxy S11 to market

•   Phone Arena: There is a good reason why shipments of the Huawei Mate 30 line picked up last month

•   Phone Arena: Apple will reportedly start to phase out Samsung as a supplier of this major iPhone part

•   Robotics Business Review: Robotics Prediction Scorecard 2019: How Did We Do?

•   Robotics Business Review: How to Train Employees to Work With Cobots Safely

•   Robot Report: AI and robotics execs look back at tech trends of 2019

•   Robot Report: Remembering robotics companies we lost in 2019

•   British Plastics and Rubber: FANUC launches first lightweight cobot

•   로봇신문: [로봇신문 선정] ‘2019 국내 10대 로봇뉴스’

•   로봇신문: [로봇신문 선정] '2019 해외 10대 로봇뉴스’

•   로봇신문: 올 상반기 중국산 산업용 로봇 판매 사상 첫 하락세

•   Dronelife: Going to CES? Check Out These Key Players and Keynotes: DJI, FLIR, Delta and Other Things That Look Interesting

•   Nikkei Asian Review: Tax hike sends Japan auto sales into first decline in 3 years

•   Nikkei Asian Review: Can China create its own Silicon Valley? Ask a Nobel laureate

•   Economic Times: Smartphone sales buck slowdown on strong urban, rural demand

•   Jakarta Post: Manufacturing decline in 2019 raises concerns about deindustrialization, Industry 4.0

•   Jakarta Post: BI shifts to dovish monetary policy in 2019 to stoke growth

•   Jakarta Post: Indonesia still struggles to reduce trade deficit

[Opinions]

•   Project Syndicate(Christian Déséglise, Delfina Lopez Freijido): How to Scale Up Sustainable Infrastructure

•   Project Syndicate(Zhang Jun): China’s Damaging Policy Disruptions

•   Project Syndicate(Jean Pisani-Ferry): Europe’s New Green Identity

•   Project Syndicate(Koichi Hamada): Does Inattention Explain Today’s Low Inflation?

•   FT(Gideon Rachman): End of the American era in the Middle East

•   FT(Megan Greene): Johnson’s promise of political stability is rash

•   FT(Martin Sandbu): Is EU competition policy a drag on digital innovation?

•   FT(Nick Butler): Energy in 2020: Three key things to watch

•   FT(Constanze Stelzenmüller): Shadows of the past threaten Europe’s shared future

•   FT(Gregory Daco): Market faith in US-China trade deal is misplaced

•   WP(Marc A. Thiessen): The 10 worst things Trump did in 2019

•   WP(Hugh Hewitt): It took a decade of shocks for the West to finally see the world clearly

•   WP(James Comey): James Comey: This is what it is like to be attacked by the president

•   Bloomberg(Mohamed A. El-Erian): Retreat of Negative Rates Isn’t an All-Clear for Investors

•   Bloomberg(Mihir Sharma): India’s Rightward Lurch Is Self-Defeating

•   Bloomberg(Shuli Ren): The Next China? Vietnam Looks Good Only on Paper

•   Bloomberg(Lionel Laurent): This Man Holds Europe Together as Brexit Tears It Apart

•   CNBC(Michael Ivanovitch): China-Japan-South Korea summit: Business alone won't heal deep wounds

•   CNBC(Bob Pisani): Markets are in a classic 'Santa Claus' rally, but there may be a reckoning in January

•   CNN(David A. Andelman): The biggest global threats facing Trump in 2020

•   MarketWatch(Max Gulker): 10 bad ideas this year include the Green New Deal, Trump’s protectionism and Warren’s central planning

•   Fox Business(Carol Roth): Our economy is booming – That's why 2020 is the perfect time to tackle our debt (and spending)

•   매경(정용훈): 납득할 수 없는 월성1호기 경제성 평가

•   서경(정동욱): 월성1호기 밀봉 보존해야

•   문화(서균렬): 멀쩡한 原電 사망 선고한 원안위 罪責