Business Intelligence Monitor 200106

[Markets]

•   Global: Oil, safe havens surge after U.S. strikes kill Iran commander

※   Killing of Iranian commander douses equity market rally

※   Oil, gold prices surge after strike in Baghdad

※   Scramble for safety boosts yen, Swiss franc, Bunds

※   European, U.S. shares fall less than 1%

•   미국: Tesla starts 2020 with a bounce as deliveries surge

•   한국: 코스피, 중동 불안에 '출렁'…2,170대 강보합 마감

•   한국: ‘반도체 반등’ SK하이닉스 역대 최고가

•   Metals: Copper falls after U.S. kills top Iranian commander

•   Grains: U.S. grain, soy futures weaken as Iraq strike spooks markets

[Indicators]

•   한국 3분기 가계·개인사업자 부채: 가계·개인사업자 부채 사상 첫 2000조원 돌파

•   한국 12월 주택가격(KB): 다같이 오르던 서울 아파트 규제 이후 봤더니… "9억이하만 무풍지대"

•   한국 12월말 외환보유액: 작년말 외환보유액 4088억달러… 3개월 연속 사상 최대

•   베트남 2019년 재정수입: Việt Nam gains record in State budget revenue in 2019

•   인도네시아 2019년 소비자물가: Record-low inflation sparks worry over household spending

•   영국 12월 건설업PMI: Civil engineering activity declines at fastest pace since 2009

•   브라질 2019년 무역수지: Trade Balance Registers US$ 46.7 billion Surplus, Worst Result since 2015

•   미국 11월 건설지출: U.S. construction spending rises 0.6% in November

•   미국 12월 ISM제조업PMI: U.S. Manufacturing Shrinks for Fifth Month

•   미국 4분기 GDP Nowcasting: Jan 03, 2020: New York Fed Staff Nowcast

•   미국 4분기 GDP Nowcasting: GDPNow - Federal Reserve Bank of Atlanta

•   글로벌 2019년 자동차판매: World auto sales suffer steepest drop since global financial crisis

[News]

•   WSJ: Iraqi Parliament Votes to Expel U.S. Troops as Iran Mourns Slain General

•   WSJ: Did the U.S. Tax Overhaul Do What It Promised?

•   WSJ: Two Views on How Tax Cuts Worked Out

•   WSJ: Fed Minutes Show Comfort With Prolonged Pause on Rates

•   WSJ: Fed Officials Say Rate Policy in Right Place for Now, Downplay Factory Data

•   WSJ: Fed Officials Say Global Economic Shift Is Keeping Rates Low

•   WSJ: Fed Has Many Tools to Deter Recession, Former Chairman Bernanke Says

•   WSJ: Cleveland Fed’s Mester Wants to Hold Rates Steady

•   WSJ: Few Bank Failures Could Be a Warning Sign for U.S. Financial System

•   WSJ: Economy Week Ahead: U.S. Trade and Jobs Data

•   WSJ: Trade War Dents China’s Attendance at World’s Biggest Electronics Show

•   NYT: Top Iranian General Qassim Suleimani Is Killed on Trump’s Orders, Officials Say

•   NYT: Democrats Enter 2020 Awash in Cash, and Brace for Long Primary Fight

•   NYT: U.S. and Iran Exchange More Threats as Democrats Question Timing of Strike

•   NYT: A Shocked Iraq Reconsiders Its Relationship With the U.S.

•   NYT: Qassim Suleimani, Master of Iran’s Intrigue, Built a Shiite Axis of Power in Mideast

•   NYT: For Trump, a Risky Decision on Suleimani Is One Other Presidents Had Avoided

•   NYT: Trump Rule Would Exclude Climate Change in Infrastructure Planning

•   NYT: As Tensions With Iran Escalated, Trump Opted for Most Extreme Measure

•   NYT: In Era of Perpetual Conflict, a Volatile President Grabs Expanded Powers to Make War

•   NYT: Iranians Close Ranks Behind Leaders After U.S. Kills Popular General

•   NYT: Iran Ends Nuclear Limits as Killing of Iranian General Upends Mideast

•   NYT: Iran Shifts on a Landmark Nuclear Deal: Live Updates - The New York Times

•   NYT: U.S.-Led Coalition Halts ISIS Fight as It Steels for Iranian Attacks

•   NYT: Pompeo Warns Iran That U.S. Could Attack if Tehran Retaliates

•   NYT: U.S. Allies in Mideast Fear They May Pay Price for Suleimani Killing

•   NYT: Pay Is Rising Fastest for Low Earners. One Reason? Minimum Wages.

•   NYT: Low Rates, Cheap Gas and Deeper Debt Sustain Car Buying Boom

•   WP: Trump upended three decades of U.S. strategy with North Korea, but the gamble has failed to pay off

•   WP: Ascendant Bernie Sanders turns his focus to Joe Biden as Iowa nears

•   WP: Trump faces Iran crisis with fewer experienced advisers and strained ties with U.S. allies

•   FT: Trump’s Iran attack becomes 2020 campaign issue

•   FT: France warns US against digital tax retaliation

•   FT: Johnson to seek fast-track EU trade talks

•   FT: CES 2020: 8K TV, the passenger economy and ‘smart everything’

•   FT: Spain on track for a coalition government after vote

•   FT: Offshore forecast fears blow through European wind farms

•   FT: Beijing replaces its top Hong Kong representative

•   FT: Turkey sends troops to prop up Libya government

•   FT: Soleimani’s deputy steps into elite force leadership

•   FT: Trump’s ‘defensive’ strike comes without a strategy shift

•   FT: Motorway chiefs fear grid not ready for electric cars

•   FT: Bolivia to hold new presidential election

•   FT: Spain electoral commission seeks to remove Catalan president

•   FT: Living standards grow at slowest rate since war

•   FT: Three electricity companies to pay £10.5m over blackout

•   FT: Bloomberg profits from conference business in China

•   Bloomberg: World Economy’s Prospects for Stable 2020 Tested by Iran Tension

•   Bloomberg: Rockets Hit Near U.S. Embassy in Baghdad, Sky Arabia Reports

•   Bloomberg: Indonesia Short on Policy Ammunition as It Targets Higher Growth

•   Bloomberg: Warren Says People Wonder if Iran Strike Meant As a Distraction

•   Bloomberg: Draghi, Yellen Warn of Risks Facing Policy in Low-Rate World

•   Bloomberg: How Iran Pursues Its Interests Via Proxies and Partners

•   Bloomberg: Zombie Firms Aren't Feeding Off Low Rates and Cheap Money

•   Bloomberg: Saudi Default Risk Jumps as U.S.-Iran Tensions Flare: Chart

•   Bloomberg: Happy-2020 Forecasts Sent Awry as Iran Tension Saps Risk Assets

•   Bloomberg: French Economy to Grow 1.3% With a Pension Deal, Le Maire Says

•   Bloomberg: Fed Arms Trump’s Trade Doves With Evidence of Tariff Damage

•   Bloomberg: Argentina Minister Signals ‘Strict’ Currency Rules to Stay

•   Bloomberg: Iran Flashpoint Confronts Investors With Unpriceable 2020 Risks

•   Bloomberg: Warren Joins Moderate Rivals in Signaling Support for USMCA

•   Bloomberg: The ECB Policy Most Disliked in Germany Is Now Run by a German

•   Bloomberg: EU Trade Chief Plans January U.S. Trip in Bid to Ease Tensions

•   Reuters: Factbox: Who wants to replace UK's defeated Labour Party leader Jeremy Corbyn?

•   Reuters: Taiwan election is make or break for fleeing Hong Kong protesters

•   Reuters: Exclusive: China to keep same inflation target in 2020 despite food price spike - sources

•   Reuters: Russia halts oil to Belarus, but transit to Europe still flowing

•   CNN: The US economy is a 'job machine.' Can it last?

•   CNBC: Iran: Oil could make a run at $80 if conflict with US intensifies, analysts say

•   CNBC: Don't expect Soleimani's killing to derail US-China trade talks

•   CNBC: Why the killing of Iran's top military leader could be a longer term catalyst for oil prices

•   MarketWatch: What stock market investors need to know about intensifying U.S.-Iran tensions

•   MarketWatch: CES 2020: Where have the tech companies gone?

•   Fox Business: Senate could approve USMCA as early as Friday: Navarro

•   SCMP: Chinese delegation to travel to Washington on January 13 to sign phase one deal

•   SCMP: China-made exports of Ford, Tesla, BMW set to surge as Beijing opens auto industry, government says

•   SCMP: Chinese manufacturing hub Suzhou eyes increased foreign investment as it chases fresh growth

•   SCMP: China promises further help for manufacturers hit by US trade war

•   SCMP: China’s belt and road: an environmental disaster for Southeast Asia?

•   SCMP: China’s sovereign currency ‘progressing well’, central bank says, but there’s still no launch date

•   SCMP: Beijing’s air quality shows significant improvements as ‘war on pollution’ targets coal use

•   Global Times: China aims to curb household debt ratio, serving real economy

•   매경(P1): 전문가 70% "올해 서울 집값 더 오른다"

•   매경(P1): 뚝심의 마크롱 `퍼주는 복지 끝…이젠 일하자`

•   매경: 유경준 前통계청장 "소주성으로 자영업 무너져…중산층 탈락 주원인"

•   매경: 이재갑, 대기업 불러 `하도급 안전` 군기잡기

•   매경: "韓경제, 민간 역동성 회복 최우선 과제"

•   매경: "4분기 연속 적자 LGD, 하반기엔 볕들것"

•   매경: [Science] 놀라운 原電의 힘…석탄화력 대비 전력생산 300만배

•   매경: [Science] 극강의 에너지원 `핵융합` 상용화도 급진전

•   매경(P1): 일상속으로 들어온 미래기술…새 10년 키워드는 `디지털 전환`

•   매경(P1): 라잔 교수 "이란 뇌관 터지면 세계 3% 성장 힘들다"

•   매경: 서머스 "추가 부양카드 없어…신흥국 다시 위기 올 수도"

•   매경: 로고프 하버드대 교수 "디지털혁신 덕에…美 2%대 성장"

•   매경: 앵거스 디턴 교수 "지역·세대로 번지는 불평등…방치땐 자본주의 존립 위협"

•   매경: "삼성 성공 스토리 활용해 韓경제 자신감 키워야"

•   매경: 삼성의 `TV 초격차`…더 생생해진 8K 영상, 베젤없이 즐긴다

•   매경: 5G·디스플레이·IoT가전…선도기술 뽐내는 韓기업

•   매경: 운전자에 `자유`를…CES는 미래車 신기술 쇼

•   매경: 文대통령, 남북 철도·도로연결 재언급할듯

•   매경: 정세균 "일자리·소득분배 정책 문제있어"

•   매경: 갤럭시S20·갤폴드2 내달 美서 전격 공개

•   매경: 전세자금 대출 막으니…서울 반전세 `급증`

•   한경(P1): 싼 중국산에 밀려…태양광 늘릴수록 국내기업은 파산·감원 속출

•   한경(P1): 평택항 달려간 문재인 대통령 "2030년 4대 수출강국 도약"

•   한경: 현장 방문만 11번째…문재인 대통령의 '친환경車 사랑'

•   한경: 수익 악화 못 버티고 웅진에너지 공개 매각…풍력발전도 '경고등'

•   한경: "정부 보조금 따내자"…특혜·편법으로 얼룩진 태양광사업

•   한경: 전세계 5G 스마트폰 절반 이상이 '삼성 갤럭시'

•   한경(P1): 국가의 흥망성쇠 달렸다…'골든사이클' 올라타라

•   한경(P1): 빛·소음 극한 환경에서도 TV 최적화…삼성 "AI가 뭔지 보여주겠다"

•   한경: 대런 애쓰모글루 MIT 교수 "로봇 자동화 채택한 기업, 고용 증가 효과"

•   한경: "中, 중앙집권식 통치로 경제혁신 한계" VS "年 6% 성장 문제없다"

•   한경: 배리 아이컨그린 UC버클리 교수 "美 금리인하·감세로 관세충격 예상보다 적었다"

•   한경: 그레고리 맨큐 하버드대 교수 "정부가 무제한 돈 찍어내면 하이퍼인플레이션 부를 것"

•   한경: "혁신의 답 찾자" 車·항공·미디어 CEO 집결…애플, 28년 만에 참가

•   한경: 日수출규제 품목 R&D, 최대 40% 세액공제

•   한경: 핸들 잡을 필요없는 '레벨3 자율주행차' 7월부터 달린다

•   한경: 中 작년 배터리 투자 42조원 '한국의 7배'

•   한경: [한상춘의 국제경제읽기] 세계 주요 도시 집값 잡혔다…서울은?

•   한경: 대형사 "일감 찾아라"…미니 재건축·리모델링 잇단 수주

•   서경: [미리보는 CES 2020] 삼성·LG '8K TV' 기싸움···'마이크로 LED' 키우거나 AI, 더 똑똑하게 만들거나

•   서경: [미리보는 CES 2020] 美제재 여파···화웨이, 2년째 조용한 행보

•   서경: 연초부터 투자나선 삼성디스플레이...소부장株 수주 릴레이

※   추가 투자 예상 수혜주로는 원익IPS·에스에프에이(056190)·아이씨디(040910)·한솔케미칼(014680)·덕산네오룩스(213420)·두산솔루스(336370) 등이 꼽혔다.

•   서경(P1): 美·이란 전시상황...더 어두워진 韓경제

•   서경(P1): 국내기업 절반 "아직 경기 바닥 찍지 않았다"

•   서경: "자율·소통 조직문화가 초격차 만든다"···총수들 권위를 놓다

•   서경: 노동개혁 통한 유연성 확보 없이···실리콘밸리 따라잡기는 '사상누각'

•   서경: '생각의 탄생' 저자 루트번스타인 "혁신을 촉진하는 기업이 성공한다"

•   서경: "AI가전이 바꿀 일상, CES서 먼저 만나세요"

•   서경: "세계경제 작년과 비슷한 수준...韓 성장률 2%대 초반"

•   서경: 기업 85% "적정 최저임금 인상폭 0~3%"

•   서경: "경제정책 만족" 9.8%...'분배' 외친 文정부에 최악 평가

•   조선(P1): 美국방, 김정은 행동따라 한미훈련 재개 검토

•   조선: 美, 3~4월 키리졸브·독수리훈련 재개 준비할 듯

•   조선: 北 "우리의 존엄을 침해하면 강력 타격"

•   조선(P1): 탈원전 후 석탄발전 급증한 독일… 대기질 나빠져 年1100명 더 사망

•   조선: '美참수작전'에 北침묵, 김정은 5일째 두문불출

•   조선비즈: [CES2020] 한국 기업 390곳 참가한 CES…미국·중국 이어 3위

•   IT조선: [CES 2020] 7일 개막 세계 최대 가전쇼 4대 키워드 ‘M·A·D·5’

•   IT조선: [2020 키워드 #20] ④ 모빌리티

•   중앙: 강남 재건축 호가 2억~4억 떨어지지만 급등 전셋값이 뇌관

•   중앙: 세금 없이 돈 버는 GAFA…EU 디지털세 선공에 미국은 ‘와인세’ 맞불

•   중앙: 인간처럼 노동 vs 기술혁신 저해…‘로봇세’ 논란 팽팽

•   중앙: 스마트폰·가전·자동차에도 디지털세? 구글세 갈등 ‘삼성세’로 불똥 튈 수도

•   중앙: 한전 적자 줄이기에, 전기차 충전 인프라 ‘방전’ 위기

•   중앙(P1): 미국·이란 전운…한국, 호르무즈 파병 딜레마

•   중앙: 55년생에 드는 복지비 6조…“노인 의료비가 폭탄”

•   중앙: ”저출산, 한국 경제에 최대 위협···미래 이끌 인재 줄어든다“

•   동아(P1): 기업인들 “산안법 시행땐 툭하면 공장 멈출 판”

•   동아: 이란에 ‘군사적 옵션’ 꺼낸 트럼프… 대북 경고성 메시지도

•   동아(P1): 칸막이 행정에 좌초되는 유망 新사업

•   동아: AI기술 패권 다투는 美-中… 韓, 기술력 갖추고도 규제에 발목

•   동아사이언스: 북한 갈탄 활용해 수소경제 앞당긴다

•   문화(P1): 文정부 경제 ‘낙제’… “C·D·F학점” 77%

•   문화: <2020 100="" target="_blank">“文정부, 혁신성장·규제개혁 성과 없었다” 74%

•   문화: <2020 100="" target="_blank">“관습적 규제가 기업 발목… 과감하게 폐지해야”

•   문화: <2020 100="" target="_blank">올 가장 고전할 분야… 건설 ·반도체·자동차

•   문화: 데이터3법 지연에 발목… 드론·핀테크·AI 등 新산업 ‘스톱’

•   국민: “트럼프 톱다운 對北협상 실패… 노선 전면 수정해야”

•   한겨레(P1): 최저임금 노동자, 시급 올랐어도 월급은 줄었다

•   한겨레: 시속 800km 하이퍼루프·나는 자동차…공수표 된 2020년 유망기술

•   머니투데이(P1): AI·항공 모빌리티·5G…'미래 10년' 이끌 기술은?

•   머니투데이(P1): 전세대출 4년새 3배 늘었는데.. 정부 손 못대는 이유

•   머니투데이: "10년 먹거리 찾는다"..CEO 서밋 된 CES

•   머니투데이: 조정지역 일시적 2주택자 1년내 팔아야 양도세 '0'

•   머니투데이: 현대차, 새해 '수소시스템' 2만대 생산체제…"본격 외부 판매"

※   헤럴드경제: 외교부도 ‘원전 세일즈’ 나섰다

•   헤럴드경제: 대기업 ‘회사채’ 선호…은행권 대출잔액 급감

•   헤럴드경제: 12·16 대책 ‘약발’…서울 9억이상 고가 아파트 거래 ‘반토막’

•   헤럴드경제: 서울 아파트, 지역·가격대·매매·전세 따라 ‘차별화’ 뚜렷

•   헤럴드경제: ‘바퀴달린 거대한 스마트폰’…전기차 ‘2020 도로’를 삼킨다

•   파이낸셜뉴스(P1): 현대·기아차 전기차 '질주' 수출 2배 넘게 뛰었다

•   파이낸셜뉴스: "해외 인프라 시장 진출 1조 금융지원"

•   파이낸셜뉴스: 퀀텀닷이냐 올레드냐… CES서 진검승부

•   파이낸셜뉴스(P1): 소부장 외국기업 인수때 稅부담 줄어든다

•   파이낸셜뉴스(P1): [단독]삼성, 대만 TSMC 맹추격... 6나노 파운드리 양산체제 돌입

•   파이낸셜뉴스: 서울 집값 4대 변수…추가 규제·경기회복·금리인하·4월 총선

•   파이낸셜뉴스: "보유세 선진국의 절반이지만 고가 다주택자엔 징벌적 수준"

•   파이낸셜뉴스: 경제심리 개선… 금통위 금리인하 부담 덜었다

•   파이낸셜뉴스: 국내 원유 수급엔 큰 문제 없지만… 정유업계 ‘촉각’

•   아시아경제: [2020 재계 영파워]4050 젊은 총수 시대…선대와 다른 리더십

•   아시아경제: [신년 인터뷰]"美中무역전쟁 리스크 올해도 여전…유럽으로 번진다"

•   아시아경제: 중저가폰 겨냥하는 애플 …"올해 아이폰SE2 포함 6종 출시"

•   디지털타임스(P1): 시동 건 정의선의 `모션 랩`… 美시장 출사표

•   이데일리(P1): 투자 확대 외치면서 기업 세부담은 모르쇠..경제정책 엇박자

•   이데일리: [CES 2020]개막 D-1..올해 키워드는 ‘진화한 AI’

•   이데일리: 삼성전자, 지난해 실적 2015년 이후 최저…새해 반도체·5G `쌍끌이`

•   연합: 신재생에너지 시장·일자리 동반 상승…서비스업 성장세도 두각

•   데일리안: 해 넘긴 월성 맥스터…월성 1호기 이어 월성 2~4호기도 가동중단?

•   글로벌이코노믹: [글로벌-Biz 24] 무보·수은 지원 인도네시아 '수라라야 화력발전소', 부지매입 등 잰걸음

•   아시아타임즈: 신사1구역 재건축 수주전‥시공자 선정 향방은?

※   신사1구역 재건축사업 시공자 입찰에 금호산업과 두산건설이 제안서를 제출

•   WNN: Reactor shutdowns outweigh start-ups in 2019

•   WNN: US study estimates costs of German nuclear phase-out

•   Renewables Now: Suzlon proposes 68% discount in debt restructuring - report

•   KHL: Three out of four US construction firms plan to add workers in 2020

•   Equipment World: Cat to display 30-plus machines at ConExpo 2020, host Global Operator Challenge

•   Construction Equipment: Doosan Bobcat Launches Dealer Trade-in Program

•   MINING.com: How to facilitate the transition out of coal

•   MINING.com: Top 50 biggest mining companies - MINING.COM

•   CNET: Phones in 2020: More killer cameras, 5G and foldable screens are coming

•   CNET: CES 2020 features unexpected exhibitors - Video

•   CNET: Volkswagen says it'll build 1M electric cars by 2023

•   CNET: Samsung reveals Galaxy S10 Lite, Galaxy Note 10 Lite ahead of CES 2020

•   CNET: 5G hype may dominate CES 2020 even if big news remains scarce

•   Verge: US announces AI software export restrictions

•   Verge: THE BEST TECH OF CES 2019: WHAT HAPPENED NEXT?

•   MIT News: Top MIT research stories of 2019

•   MIT Technology Review: Why the quantum internet should be built in space

•   전자신문(P1): 삼성전자, 올해 메모리 설비 증설에 '17조원' 푼다

•   전자신문(P1): 삼성-LG-현대차, CES서 'AI·플라잉카'로 혁신 알린다

•   전자신문: [미리보는 CES]AI·5G·모빌리티…160개국 17만명 놀라게 할 신기술 릴레이

•   전자신문: [미리보는 CES] "운전대서 손을 떼라"…글로벌 완성차, 자율주행 비전·기술 공개

•   전자신문: [미리보는 CES]LG전자, 엘레멘트 AI와 인공지능 기술 공동 개발 '맞손'

•   전자신문: 삼성전자 차기 폴더블 스마트폰, LTE로 나온다

•   전자신문: 4분기 부진 삼성·LG···새해 실적 턴어라운드 기대

•   전자신문: [해설]삼성, 올해 낸드플래시 투자 집중 배경은 '초격차'

•   전자신문: 산업부, 'LNG 개별요금제' 최종 승인…전기요금 내려갈까

•   ZDNet Korea: 광산 현장에 무인·자동화 스마트마이닝 도입된다 - ZDNet korea

•   디지털데일리: [신년기획①/소부장점검] ‘소부장’ 돕겠다는 정부, 현장 반응 ‘냉담’…왜?

•   Phone Arena: Leaked Samsung promo reveals when the Galaxy 20 line and the Galaxy Fold 2 could be unveiled

•   Inside EVs: Tesla Production And Deliveries Graphed Through Q4 2019

•   Inside EVs: Quarterly Plug-In EV Sales Scorecard

•   Inside EVs: Tesla Cuts China-Made Model 3 Prices Noticeably

•   Inside EVs: Tesla Model 3 Production In China Already Above 3,000 Per Week

•   Hannover Messe News: Semiconductors back in full swing in 2020

•   Robotics & Automation News: Emerging trends in the world of autonomous vehicles

•   Robotics & Automation News: Fetch Robotics launches new system for real-time inventory visualization in warehouses

•   Robotics & Automation News: Geek Plus sells 10,000 warehouse robots

•   Robot Report: How to cut the cost of manufacturing

•   Dronelife: 2020 Drone Industry Predictions: Experts Weigh In – and Disagree

•   Dronelife: Japanese Firm Tests Heavy-duty Delivery Drone

•   Nikkei Asian Review: 'Winter' is coming for Asia's unicorns in 2020

•   Nikkei Asian Review: 5G hype and China absence set tone for first tech event of new decade

•   Nikkei Asian Review: Global wind power players see Japan as next money-spinner

•   Mainichi: Tax hike, global slowdown set to dent Japan's economic growth in 2020

•   Japan Times: Honda plans to launch 'level 3' autonomous vehicle this year

•   Japan Times: Post-Olympic economic slump unlikely to hit Japan, experts say

•   Economic Times: US Iran: Inflation, CAD under US-Iran tensions ahead of Budget

•   Economic Times: Further escalation in US-Iran tension may affect India's exports: FIEO

•   Livemint: Indian economy likely to grow to $7 trillion by 2030: Deutsche Bank

•   Business Standard: India Inc's overseas borrowing up 6.5% to $2.12 billion in Nov 2019: Report

•   Hindustan Times: Govt unlikely to announce capital infusion for PSU banks in Budget - business news

•   Jakarta Post: Power outages in over 740 Jakarta neighborhoods, 107 in Banten following massive floods

•   Viet Nam News: 5G key for Việt Nam in Industry 4.0

[Opinions]

•   Project Syndicate(Angus Deaton): Inequality in Cambridge and Chicago

•   Project Syndicate(Michael Spence): What My Younger Self Never Expected

•   Project Syndicate(Stephen S. Roach): The Myth of Global Decoupling

•   Project Syndicate(Alissa Amico): How Ownership Concentration Is Happening, and Why It Matters

•   Project Syndicate(José Antonio Ocampo): Can Latin America Avoid Another Lost Decade?

•   Project Syndicate(Shlomo Ben-Ami): What Does Suleimani’s Death Change?

•   Project Syndicate(Richard N. Haass): The Suleimani Assassination and US Strategic Incoherence

•   Project Syndicate(Abbas Milani): The Post-Suleimani View from Iran

•   Project Syndicate(Nina L. Khrushcheva): The Assassin’s False Creed

•   Project Syndicate(Djavad Salehi-Isfahani): Trump’s Blind March to War

•   FT(Edward Luce): Democracies are ill-suited to deal with climate change

•   FT(David Gardner): Soleimani assassination risks war between US and Iran

•   FT(Michael Mackenzie): Stakes are high for investors betting on 2020 rebound

•   FT(Lex): US air strike/oil: Russian redoubt

•   FT(John Dizard): US-China financial war is just beginning to take shape

•   FT(Richard Haass): America must be ready for Iranian retaliation

•   FT(John Dizard): US-China financial war is just beginning to take shape

•   FT(Tim Harford): Robots will not be coming for our jobs just yet

•   WSJ(Holman W. Jenkins, Jr.): On Iran, Trump Says ‘Yes We Can’

•   WSJ(Joe Lieberman): The Democrats and Iran

•   WSJ(Joseph C. Sternberg): Is America Ready to Win the China Trade War?

•   WSJ(Reuel Marc Gerecht): The Bloody Legacy of Qasem Soleimani

•   WSJ(Andy Kessler): Tech Will Rule These ’20s, Too

•   NYT(Paul Krugman): Apocalypse Becomes the New Normal

•   NYT(Thomas L. Friedman): Trump Kills Iran’s Most Overrated Warrior

•   NYT(Bret Stephens): Suleimani Died as He Had Killed

•   NYT(Editorial Board): Congress, Stop President Trump’s Rush to War With Iran

•   NYT(Susan E. Rice): The Dire Consequences of Trump’s Suleimani Decision

•   NYT(Daniel Benaim): Trump Hurts an Ally and Helps the Terrorists

•   NYT(Ryan C. Crocker): The Long Battle With Iran

•   NYT(Barbara Slavin): Qassim Suleimani’s Killing Will Unleash Chaos

•   NYT(Gregorio Duvivier): Bolsonaro Doesn’t Deserve the Nickname ‘Trump of the Tropics.’ (Not Even That!)

•   WP(David Ignatius): We’ve been inching toward war with Iran for decades. Will it ever end?

•   WP(Henry Olsen): The Soleimani assassination could have dangerous ripples around the world

•   WP(Jennifer Rubin): Why lying about an ‘imminent’ attack would matter

•   WP(Kathleen Parker): Soleimani’s death shouldn’t come as a surprise. We should be questioning the timing.

•   WP(Josh Rogin): America’s enemies are calling Trump’s bluffs

•   WP(Palesa Morudu): South Africa's Eskom blackouts were a dark end to the decade

•   WP(Robert Satloff): How the Soleimani assassination could pave the way for a new deal with Iran

•   WP(Hugh Hewitt): Trump’s killing of Soleimani had to be done to protect American lives

•   Bloomberg(Mohamed A. El-Erian): Muted Market Reaction to Iran Strike Overlooks Key Uncertainties

•   Bloomberg(Noah Smith): Global Youth Protests at Risk of Spreading to China

•   Bloomberg(Liam Denning): Soleimani Strike Isn’t Business as Usual for Oil

•   Bloomberg(Liam Denning): The 2010s Were Energy’s Decade of the Great Rewiring

•   Bloomberg(John Authers): Market Disruptions But No Black Swans in Middle East (Yet)

•   Bloomberg(Julian Lee): Will Oil Become a Weapon of Choice for Iran?

•   Bloomberg(Eli Lake): Trump’s Deadly Message to Iran’s Terrorist Regime

•   BBloomberg(Hal Brands): Trump’s Iran Policy Spirals Toward Control

•   Bloomberg(Andreas Kluth): How Dangerous Is Germany’s Far Right?

•   Bloomberg(Satyajit Das): Economic ‘Doom Loops’ Get Harder to Avoid in 2020s

•   Bloomberg(Narayana Kocherlakota): Five Big Macroeconomic Questions for 2020 and Beyond

•   Bloomberg(Jim Bianco): Central Banks Are the Biggest Risk to the Economy in 2020

•   Bloomberg(Bobby Ghosh): Good Riddance to Qassem Soleimani

•   Bloomberg(Hussein Ibish): War With Iran Is Not Inevitable

•   CNBC(Jake Novak): Op-Ed: Trump just took out the world's biggest bad guy Qasem Soleimani

•   CNN(Fareed Zakaria): President Trump's Michael Corleone moment in the Middle East

•   CNN(Richard Galant): 'World War III' was trending

•   CNN(Michael D'Antonio): Trump threatens the stability of the world

•   CNN(Christiane Amanpour et al): Soleimani killing: What happens next?

•   CNN(Michael Ware): The killing of Iran's top general won't stop a war. The US and Iran have already been fighting for more than 40 years

•   CNN(David A. Andelman): Trump's America stands utterly alone

•   CNN(Peter Bergen): The killing of Iran's General Soleimani is hugely significant

•   CNN(Peter Bergen): Trump has created his biggest foreign policy crisis yet

•   MarketWatch(Mark Hulbert): The single best investment for the next decade

•   MarketWatch(Paul Brandus): The only certainty about a U.S.-Iran war is uncertainty

•   MarketWatch(Quentin Fottrell): Despite Iranian demonstrators chanting ‘Death to America,’ Qassem Soleimani was a polarizing figure in Iran

•   MarketWatch(Stratfor analysts): Here’s how the killing of a top Iranian military leader will reverberate in the Middle East and beyond

•   MarketWatch(Howard Gold): Why 2020 looks good for stocks and the economy — with one big exception

•   매경(박봉권): 월성 1호기는 아무런 잘못이 없다

•   한경(사설): 순리를 거스를 때 일어날 모든 재앙 보여주는 '억지 탈원전'

•   조선(사설): 독일의 '탈원전 피해' 한국은 더 극심하게 겪게 될 것