Business Intelligence Monitor 200113

[Markets]

•   Global: Dollar, stocks slide on renewed Middle East tensions

※   MSCI all-world, U.S. stock indexes hit record highs

※   Stocks, dollar pare gains on renewed signs of Iran tension

※   U.S. payrolls weaker than expected in December

※   Dow industrials index surpasses 29,000 mark

•   미국: Facebook shares hit record high, surpassing 2018 peak

•   한국: 코스피, 외인 매수에 2,200선 돌파…8개월만에 최고

•   한국: D램 가격은 제자린데... 삼성·하이닉스 주가 '펄펄'

•   한국: 삼성전자 시총 세계 18위… 10단계 `수직상승`

•   한국: 테슬라 유럽 공략에 韓 2차 전지주 '후끈'

•   Metals: Strengthening dollar curbs copper rebound

•   Grains: Corn, soy shrug off benign USDA data, focus on next week's U.S.-China trade deal

[Indicators]

•   한국 2019년 생산가능인구: '초고령화 사회'로 가는 한국…작년 생산가능인구 19만명 급감

•   한국 12월 가계대출: 12·16대책에도… 지난달 가계대출 역대 최대 늘었다

•   일본 11월 가계지출: Japan household spending falls for 2nd straight month in November

•   일본 11월 경기동향지수: Japan key economic index falls to 6-yr low in Nov. on weak production

•   인도 11월 산업생산: IIP data: IIP turns positive: Don’t interpret this as green shoots in economy, say experts

•   인도 12월 자동차판매: Passenger vehicle sales dip 1.24% YoY in December; car sales down 8.4%

•   미국 12월 비농업신규고용: As Jobs Cap 10 Years of Gains, Women Are Workforce Majority

•   WSJ: Jobs Report Offers Little Reason for Fed to Change Its View

•   미국 12월 건설업고용: Construction Industry Adds 20,000 New Jobs in December

•   미국 4분기 GDP Nowcasting: Jan 10, 2020: New York Fed Staff Nowcast

•   미국 4분기 GDP Nowcasting: Latest forecast: 2.3 percent — January 10, 2020

[News]

•   WSJ: Trump’s New National Security Team Made Fast Work of Iran Strike

•   WSJ: How Bernie Sanders Stumbled, Then Steadied His Presidential Campaign

•   WSJ: Iran Faces Growing Criticism Over Downing of Plane

•   WSJ: U.S. Warns Iraq It Risks Losing Access to Key Bank Account if Troops Are Told to Leave

•   WSJ: Trade War Between U.S. and China Took a Toll, But Only a Minor One

•   WSJ: Washington, Beijing Agree to New Dialogue to Pursue Reforms, Address Disputes

•   WSJ: Bets on Global-Growth Rebound Power Stock Gains

•   WSJ: Manufacturers Increase Perks to Get New Hires to Move

•   WSJ: Japan Offers a Lesson on Inflation for the Fed

•   WSJ: Minimum-Income Ideas Get Widest Airing in 50 Years

•   WSJ: Fed’s Powell Counseled Caution on Raising Rates in 2014 Meetings

•   WSJ: Economy Week Ahead: U.S. Retail Sales, Consumer Price Index, Federal Budget

•   WSJ: Federal Reserve Sent Lower Remittances to U.S. Treasury in 2019

•   WSJ: Newsletter: The U.S. Labor Market Is Breaking Records

•   WSJ: Auto Makers See SUVs, Trucks Charging Electric-Vehicle Sales

•   NYT: Iran Says It Unintentionally Shot Down Ukrainian Airliner

•   NYT: U.S. Unsuccessfully Tried Killing a Second Iranian Military Official

•   NYT: Pelosi Alerts House to Be Ready to Send Impeachment Articles Next Week

•   NYT: As U.S.-Iran Tensions Flare, Iraq Is Caught in the Middle

•   NYT: Furor in Iran and Abroad After Tehran Admits Downing Ukrainian Jetliner

•   NYT: Seven Days in January: How Trump Pushed U.S. and Iran to the Brink of War

•   NYT: Sanders and Biden Look for Dominance in Early States

•   NYT: Esper Says He Didn’t See Specific Evidence Iran Planned to Attack 4 Embassies

•   NYT: Los Angeles Rethinks Taxis as Uber and Lyft Dominate the Streets

•   WP: Trump administration refuses to heed Iraq’s call for troop withdrawal

•   WP: Many Iowa Democrats are paralyzed by fear of choosing the wrong candidate to take on Trump

•   WP: Biden holds wide lead among black voters in Democratic presidential race, Post-Ipsos poll finds

•   WP: How Bernie Sanders would upend America's global role

•   WP: What’s Putin’s reaction? Reporters answer readers’ questions about Iran and the U.S. strike that killed Soleimani.

•   WP: Ukraine knew plane had been shot down, but it was careful not to antagonize Iran

•   WP: Pelosi says Trump ‘impeached for life’ as House set to send articles to Senate for trial

•   FT: Boeing crisis deepens as major supplier cuts jobs

•   FT: Juan Guaidó regains momentum in battle for Venezuela congress

•   FT: Tempers flare as Teruel’s lone MP backs Spanish coalition

•   FT: US vs Iran: the costs of an erratic president

•   FT: Nissan steps up planning for potential split from Renault

•   FT: US to ground drones on concerns over China tech

•   FT: Siemens refuses to ditch Australia coal mine contract

•   FT: India’s Supreme Court finds Kashmir internet ban unlawful

•   FT: Iran questions Revolutionary Guard over downing of airliner

•   FT: Fragile ceasefire in Libya after Haftar halts offensive

•   FT: Central-bank easing triggers record bond issuance

•   FT: Spain’s PM picks cabinet to bolster economic credentials

•   FT: Saudi Aramco stretches away as top IPO after extra sale

•   FT: Bank of England MPC member ready to cut interest rates

•   FT: France seeks to defuse protests with pension climbdown

•   FT: Tsai Ing-wen wins second term as Taiwan president

•   FT: Trump administration imposes new sanctions on Iran

•   FT: Tensions cast doubt on dollar’s haven credentials

•   FT: Shrinking Europe

•   FT: China: did everything go according to five-year plan?

•   FT: Berlin rent freeze shakes foundations of construction sector

•   FT: What next for oil as US-Iran tensions simmer?

•   FT: Taiwan election result leaves Xi Jinping with few options

•   FT: Lies over air crash shake Iran’s trust in its rulers

•   Bloomberg: Trump Trade Deal Raises Issue of Trusting China to Deliver

•   Bloomberg: Iran Protests Turning Violent in Ongoing Anger Over Downed Jet

•   Bloomberg: Hong Kong Protesters Rehearse for ‘Anti-Communist March’

•   Bloomberg: How the Oil Market Learned to Live With a Middle East in Flames

•   Bloomberg: Trump Aide ‘Concerned’ Russia May Be Trying to Undermine Biden

•   Bloomberg: U.S. Jobs Trail Forecasts; Wages Rise Least Since Mid-2018

•   Bloomberg: Mnuchin Says Boeing Woes Could Lop a Half-Point from U.S. GDP

•   Bloomberg: Big Economic Reads: Oil Spike Poses Different Threat Than Before

•   Bloomberg: $170 Billion and Counting: The Cost of Brexit for the U.K.

•   Bloomberg: Summers Calls Bernanke Speech ‘Last Hurrah’ for Central Bankers

•   Bloomberg: Iran’s Economy Can’t Afford Further Military Escalation

•   Bloomberg: U.K. Labor Market Shows Signs of Life After Johnson Election Win

•   Bloomberg: China to Ramp Up Infrastructure Spending in 2020, JPMorgan Says

•   Bloomberg: China Will Reach 2019 Economic Growth Goal, NBS Head Says

•   Bloomberg: Yellen Urged Colleagues in 2014 to Beware Commenting on Dollar

•   Bloomberg: China’s Offshore Bond Defaults Increased to $3.6 Billion in 2019

•   Bloomberg: Eskom Chairman Resigns as South Africa Blackouts Resume

•   Reuters: China says will not change position on Taiwan after landslide election

•   Reuters: Factbox: Reactions to Iran's statement it downed Ukrainian plane

•   Reuters: Pressure for 2020 as U.S. companies report end of weak profit year

•   Reuters: Exclusive: Indian government to seek central bank dividend boost as revenue drops

•   CNN: GM will make an electric Hummer pickup - CNN

•   CNN: Tesla now the most valuable US automaker ever - CNN

•   CNN: Bond yields are really low. What's an investor craving yield to do? - CNN

•   CNBC: Trump tells Iranian protesters he stands with them and warns Tehran: ‘The world is watching’

•   CNBC: These 5 analysts won the decade with their stock picks

•   CNBC: EUR/USD could hit $1.16 as political risk shifts to the United States

•   MarketWatch: Happy New Year! The U.S. economy has entered 2020 ‘with a little more zip’

•   MarketWatch: CES 2020: The long-promised ‘Year of 5G’ arrives with more promises and little 5G

•   MarketWatch: Renting is more affordable than buying in 47% of these housing markets — and they tend to have one thing in common

•   Fox Business: US threatens sanctions if China keeps buying Iranian oil

•   Fox Business: Nuclear power plant tries to walk back emergency alert warning of 'incident'

•   SCMP: Taiwan manufacturers come home from China, as trade war feeds into economic debate at election

•   SCMP: Trade war deal: How Xi Jinping rejected Donald Trump’s signing ceremony proposal during turbulent period

•   SCMP: Trade War: Export-dependent South Carolina finds itself caught between its No 1 sales market and White House policies

•   SCMP: China aims for ‘steady’ yuan despite US trade war turbulence

•   SCMP: US seeks to offer Asian countries alternative to Chinese cash

•   Global Times: China's economy to maintain steady growth in 2020 despite headwinds: economists

•   매경(P1): [단독] 한류스타 中서 공연…한한령 풀릴듯

•   매경(P1): 반도건설 "한진칼 경영참여"…보유지분 8.28% 공시

•   매경(P1): 월성 사용후핵연료 시설…원안위, 45개월만에 허가

•   매경: 월성 원전 3개 가동중단 위기 가까스로 피했다

•   매경: 日모리타화학, 6개월만에 불화수소 한국 수출

•   매경: 서울 강남 대표단지만 올랐다고? 강북소형도 작년 평균 7.5% 상승

•   매경: `핀셋 타격` 리퍼부터 `드론 잡는` 드론까지…군사용 드론 어디까지 왔나

•   매경: 中의 거침없는 `드론 굴기`…10년 축적된 기술로 美 맹추격

•   매경(P1): 유니콘 키운 시애틀…美도시 성장률 1위

•   매경(P1): "이제 국가외교 대상은 글로벌 IT공룡이다"

•   매경: 車는 하늘 꿈꾸고…IoT, AI·5G 만나 `사물지능`으로 진화

•   매경: 여야 총선 앞으로…민생법안 무더기 폐기되나

•   매경: 홍남기 "올 세수악화 우려…중복예산 줄일것"

•   매경: 전문가들 만장일치 "이달 금리동결 유력"

•   매경: [단독] 전문성 부족 지적받던 원안委…이번에는 `도덕성 흠결` 논란

•   매경: 삼성·LG, CES 최고상 휩쓸어

•   매경: "퀄컴 약진 인상적…삼성전자·리노공업 수혜"

•   한경(P1): '반도체 쏠림' 더 커진 증시…'투톱' 빼면 코스피 2200→1700

•   한경(P1): [CES 2020] 민간 주도 'AI 빅 푸시'로 가자

•   한경: 삼성전자 최고가 행진에…'시총 30% 룰' 논란 불붙나

•   한경: [CES 2020] 두발로 걷는 택배기사 로봇, 불량감시 로봇…일터가 바뀐다

•   한경: [CES 2020] 무역협회 회장단의 'CES 쇼크'

•   한경: 접는 PCB·2차원 다이아몬드…'꿈의 신소재' 그래핀 상용화 잰걸음

•   한경(P1): 상위 10%가 '소득세 79%' 내는 나라

•   한경(P1): 마이너스금리 5년…獨 집값 46% 올랐다

•   한경(P1): 김계관 "제재 완화와 핵 바꾸지 않겠다"…北 '핵 보유국 인정 받기'로 전환한 듯

•   한경: [단독] "核폐기 시설 안전"…답사 후 위원 4명 중 3명 입장 바꿨다

•   한경: '부자증세' 8년…소득·법인세율 치솟아 OECD 평균 추월

•   한경: 월급서 떼가는 세금 늘어나는데…또 증세?

•   한경: 근로자 40% 세금 안 내는데…고소득층 2년에 한번꼴 '증세'

•   한경: '현금 나눠주기'로 전락한 근로장려금…지급액 2년새 4배 급증

•   한경: 사실상 세금 된 건보료…부자가 저소득층보다 25배 더 내

•   한경: 자영업자 7만가구 빈곤층 추락…정부 분석에서도 '소주성 역설' 확인

•   한경: 김동연 前 경제부총리 "정치권, 총선 앞두고 분칠하느라 바빠…근본 변화 필요"

•   한경: "AI는 먼저 달려드는 기업이 선점…'속도' 앞세운 中 가장 무서워"

•   서경(P1): 박용만 회장 "데이터 3법 통과 다행···규제 틀 바꿔 사업기회 줘야" [CES 2020]

•   서경: "'파운드리 후발' 삼성, 이제 100m 뒤에서 TSMC를 쫓고 있다"

•   서경: 왜 TSMC·삼성·인텔이 말하는 '10나노 공정'은 서로 다를까

•   서경: CES·실적 개선에도..힘 못쓰는 현대차

•   서경(P1): 박원순 서울시장 "인니 '新수도 사업' 진출"[CES2020]

•   서경(P1): 장벽 사라진 초연결 시대···한국號, 국가전략이 없다[CES2020]

•   서경: 개인정보·환경·사회적 약자 보호···'착한 기술'들 새 트렌드로[CES 2020 결산]

•   서경: 파나소닉 옆 보쉬···허물어진 '업종 장벽'[CES 2020 결산]

•   서경: 문성현 "내년 최저임금 4% 내외 인상 전망···물가고려 땐 미니멈"

•   조선(P1): 정부, 호르무즈에 청해부대 배치 가닥

•   조선(P1): 北 "주제넘게 설레발" 文정부 조롱

•   조선: 트럼프가 金에 친서 보낸줄도 모른채… 중재자 자처한 靑

•   조선: "한국이 5억달러 더 냈다"… 또 방위비 부풀린 트럼프

•   조선: "文정부, 한미동맹 중시않는듯… 그러면 中에 약점 잡힐 수 있다"

•   조선: 세수 다 줄었는데… 법인세만 늘었다

•   조선: 車배터리·공유주방… 건설사가 왜 거기서 나오지?

•   조선: "CES 메인 전시장, 자동차들이 밀고 들어와"

•   조선: 우버·위워크의 몰락… 국내 유니콘도 돈 벌어야 살아남는다

•   조선비즈: “올해 전기차 빅뱅” 신사업 '배터리 소재' 키우는 기업들

•   조선비즈: 한은 "지정학 위험·무역갈등·선거·부채… 올해 위험 요인"

※   한국은행: 해외경제 포커스(제2020-2호)

•   중앙: 드론 기술 덕 ‘공중 부양’ 꿈꾸는 차, 문제는 인프라·안전성

•   중앙: 고도의 수직 이·착륙 기술, 비행기 면허 등 제도 선행돼야

•   중앙: [기업 딥톡] 부장 209명에 대리 132명···요즘 식당 예약하는 막내가 44세

•   중앙: [view] “문 정부는 분배적 포퓰리즘…중견기업 한국 떠날까 우려”

•   중앙: [outlook] C·A·S·E 붕괴, 산업·공간의 트랜스포메이션 시작됐다

•   동아(P1): 정의용 “트럼프의 김정은 생일 메시지 北에 전달”

•   동아: 배터리 인재 한국서 빼 가… 핵심기술 비상

•   동아(P1): 12·16 대책 한달… 서울 아파트거래 5분의 1 토막

•   동아: “기업이 경제성장 주체… 진입장벽 낮추고 공정한 룰 만들어줘야”

•   동아: “올 세계경제 부채 산사태 겪을수도”

•   문화(P1): 글로벌리스크에… 연초부터 한국경제 ‘암운’

•   문화: 글로벌 3大 악재에 산업계 살얼음판…‘수출 플러스’ 도 암울

•   문화: 이란發 암초 만난 해운·조선업… 호르무즈 해협 막힐까 노심초사

•   문화: 상반기에 재정 62% 풀겠단 文정부 … 연초부터 ‘추경 논란’

•   서울: 재주는 한국이 부리고 돈은 미국이 버는 CES

•   세계: “원전 의존 탈피” 울진, 새 성장동력 찾는다

•   머니투데이(P1): 인공인간·비행車·식물고기.."미래 10년 그렸다"

•   머니투데이: 위기 맞은 사용후핵연료 공론화…朴정부 실패 데자뷔?

•   머니투데이: '악몽의 2019' 투자귀재 손정의 올해는 웃을까

•   헤럴드경제(P1): [12.16 부동산대책 한달 긴급점검]강남 고가아파트 거래 멈췄다

•   헤럴드경제: [CES 2020] 미래 자동차 ‘A·B·C’…경계를 허물다

•   헤럴드경제: [12.16 부동산대책 한달 긴급점검]실수요자 집 사기 더 어려워졌는데…전세마저 ‘성큼성큼’

•   헤럴드경제: [12.16 부동산대책 한달 긴급점검]올 첫주 전국 집값 상승 톱 5중 4곳 ‘경기’

•   헤럴드경제: [12.16 부동산대책 한달 긴급점검]비강남 준신축 등으로 풍선효과 ‘뚜렷’

•   헤럴드경제: 성윤모 ‘AI·빅데이터 적용 산업지능화 전략’ 곧 발표

•   헤럴드경제: 프라이버시 고민 ‘착한 AI’…구글·아마존 여전한 존재감

•   헤럴드경제: 김준 SK이노 사장 “美·유럽 공장증설에 최소 1조원 투자”

•   헤럴드경제: [12.16 부동산대책 한달 긴급점검]고가주택 거래절벽 ‘일시적’…“공급 확대없인 집값 더 오른다”

•   파이낸셜뉴스(P1): '서프라이즈 코리아' 초격차 기술로 압도 [CES 2020 폐막]

•   파이낸셜뉴스(P1): 홍 부총리 "중동 불확실성 남아… 필요시 선제조치" [중동 긴장 완화]

•   파이낸셜뉴스: 외국인 자금 석달째 빠져나갈때 주식은 5개월 만에 유입세 전환

•   파이낸셜뉴스: 올해 주택사업 든든한 건설株 주목

•   파이낸셜뉴스: 정부 ESS 조사결과 강도 높을 듯.. 업계 "수요 더욱 위축될까 우려"

•   파이낸셜뉴스(P1): [단독]日서 쓴 카드값 30% 줄었다... 여전한 'NO재팬'

•   파이낸셜뉴스: 재건축, 강남은 묶고 비강남은 풀고… 총선 앞두고 오비이락?

•   파이낸셜뉴스: 카메라 뺨치는 갤럭시S20, 1억화소 대중화 시대 연다

•   아시아경제: [CES2020]생활 속 新기술…손에 잡히는 '초연결 시대' 열다

•   아시아경제: [CES2020]신차 공개 사라진 CES…신경험·신기술이 채웠다

•   아시아경제: [CES2020]'中 미투 제품들' 혁신무대 얼룩

•   아시아경제: LCD패널값 33개월 만에 반등, 디스플레이 부활 '시그널'

•   디지털타임스(P1): "美, WTO 최대 수혜… GDP 증대효과 870억 달러"

※   Bertelsmann Stiftung: What has the WTO Ever Done for Us?

•   이데일리(P1): [M&A없는 회수시장]벤처투자 붐에도…M&A출구 꽉 막혔다

•   이데일리(P1): FAANG·삼전·하이닉스·소니…글로벌 IT株 폭주 무섭네

•   이데일리: [줌인]은마 96배 오를때 삼성전자 804배 뛰었다

•   이데일리: "中 고도성장 막내려…국가 주도 정책, 경제 망가뜨릴 것"

•   이데일리: [CES 2020]집안일은 AI, 출퇴근은 '자율주행차', 길 막히면 '플라잉 택시'

•   이데일리: '최악 실적에'…기업 신용등급, 줄줄이 강등

•   이데일리: '발주법' 국회 통과에 해상풍력사업 순풍..두산重 수혜 기대

※   산업부: (참고자료)발전소주변지역 지원에 관한 법률 개정

•   연합: [CES 결산] 글로벌 스탠다드 된 삼성·LG…혁신은 '글쎄'

•   연합인포맥스: "中 , 2022년 풍력 발전 보조금 삭감 또는 철회 검토"

•   데일리안: “2030년 소형원전 시장 지배”…원자력계 ‘새 소형원전 개발’ 힘 모은다

•   브릿지경제: 남동발전, 신개념 태양광발전 눈길… 유수지 염전에 이어 도로까지

•   환경미디어: 석탄발전소만 문닫아도 2만6천여명이 목숨 구한다

•   아이뉴스24: [정구민의 톺아보기] 두산과 존디어, 스마트 건설과 스마트 농업의 미래

•   기호일보: 인천 해상풍력발전단지 개발 탄력 받는다

※   발전소 공사는 터빈 분야에서 고유 기술을 가진 두산중공업과 대기업 건설사들이 컨소시엄(SPC)을 구성할 것으로 보인다.

•   reNews: Renewables growth 'at risk' in India

•   Renewables Now: Renewables account for 75% of Brazil's new capacity in 2019

•   Renewables Now: Green hydrogen - the potential energy transition gamechanger

•   FuelCellsWorks: Hydrogen to fuel 2020 Olympic flame

•   에너지경제: [단독] 수출입은행, '다원시스 공급' 미얀마 철도 사업 4500만 달러 제공

•   에너지경제: [건설사 2020년 분양] 현대건설, 전국 21곳서 2만1천가구 공급…전년比 23%↑

•   에너지데일리: ‘수소모빌리티+쇼’ 제품 및 기술 보유 기업 참가 잇달아

•   에너지데일리: [이슈] ABB - Let’s write the future. Together. - ②

•   KHL: Hybrid power: No one size fits all | Article | KHL

•   Equipment World: Breaker Technology to display CX Series hammers at ConExpo 2020

•   건설경제: 배터리 3사, 올해 설비 증축 속도 낸다

•   MINING.com: Is this the next great oil frontier?

•   MINING.com: Lithium price plunges to 4-year low

•   OilPrice.com: Oil Prices Are Set To Slide Even Further

•   CNET: Is Galaxy Bloom really the name for Samsung's rumored foldable flip phone?

•   CNET: Amazon's Alexa and Google Assistant try making themselves the talk of CES 2020

•   CNET: The Best Of CES 2020 - Video

•   CNET: Top phone trends from CES 2020: Cheaper foldables, 5G and more

•   CNET: Leaked photos confirm next Samsung flagship phone to be called Galaxy S20

•   CNET: CES 2020 shows off the big tech trends for the year ahead - Video

•   CNET: CES 2020: These car tech innovations will change your life

•   CNET: LG's roll-up OLED TV comes out of hiding only when TV time rolls around

•   CNET: TVs of CES 2020: OLED, 8K, giant screens and other trends of absolute excess

•   Verge: Huawei says it’s selling 100,000 foldable phones a month

•   전자신문(P1): [알림]“CES 현장 못 갔다고 아쉬워 마세요”…1월 17일 CES리뷰 콘서트

•   전자신문(P1): [단독]삼성디스플레이 "차세대 QD디스플레이도 8K로 간다"…CES서 최신 개발품 시연

•   전자신문: [CES 2020]미래 기술 진화 방향 제시한 CES…거세진 중국 추격 경계해야

•   전자신문: LG전자, 올해 MWC도 G·V 동시 출격

•   전자신문: 韓 제안 ESS시스템 안전 표준, 국제표준 첫 단계 승인…ESS 표준 주도권 청신호

•   디지털데일리: [CES2020] CES2020 폐막 …AI·5G·빅데이터·클라우드·IoT, ‘경험의 시대’ 조력자 ‘안착’

•   Inside EVs: Top 10 Best-Selling Plug-In Electric Cars In U.S. - 2019 Edition

•   Inside EVs: In 2019 Sales Of Hydrogen Fuel Cell Cars In The U.S. Decreased

•   Inside EVs: BMW Group Plug-In EV Car Sales Hits New High In 2019

•   Hannover Messe News: Mercedes starts production of CO2-neutral batteries

•   Robotics & Automation News: Universal Robots sells almost 40,000 units

•   Robotics Tomorrow: Mobile Robotics to Drastically Change the Traditional Use of Automation and Robotics

•   헬로티: '사람'과 '아바타 로봇'의 협업

•   Dronelife: Uber and Hyundai Have Established a Drone Taxi System That Just Might Work

•   Nikkei Asian Review: Robot demand points to signs of life in China's capital spending

•   Nikkei Asian Review: Asia's appetite for coal grows, with China the key decider

•   Nikkei Asian Review: Iran crisis exposes Japan's oil reserve risks

•   Economic Times: India to propose easing foreign investment rules further

•   Economic Times: It’s one step forward, one back for troubled Indian shadow banks

•   Economic Times: Modi's grand coal plan could be up against too big a barrier

•   Economic Times: 'Modi govt's USD 5-trillion GDP target by 2024 looks unimaginably ambitious'

•   Business Standard: India's oil demand growth to overtake China by mid-2020s: Energy Agency

•   Business Standard: Interest rate risks for the Indian economy: Explained in six charts

•   Folha de S.Paulo: Brazil's Economic Team Stymies Expansion of Bolsa Familia

•   Jakarta Post: SoftBank Group in talks with Jokowi to fund new capital city

•   Jakarta Post: US to finance Indonesia’s multibillion development projects

•   Viet Nam News: CPTPP not proving a hit across the board

•   Viet Nam News: No bubble but land prices might increase: ministry

•   Viet Nam News: PM orders faster disbursement of public funds

•   Myanmar Times: Xi’s Myanmar visit to move ahead China-backed port

•   Myanmar Times: New bank notes will not affect inflation, expert says

[Opinions]

•   Project Syndicate(Dani Rodrik): The Changing Face of Economics

•   Project Syndicate(John Andrews): Erdoğan Wades into the Libyan Quagmire

•   FT(Rana Foroohar): Commodities may not stay cheap forever

•   FT(Wolfgang Münchau): A narrow EU trade deal is the most likely way forward

•   FT(Gavyn Davies): Central banks begin to grapple with climate change

•   FT(Michael Mackenzie): If the threat of war cannot shake markets, what can?

•   FT(Shruti Kapila): Nehru’s idea of India is under attack

•   FT(Iain McNicol): Corbynism must end with Corbyn

•   FT(Jonathan Ford): A forgotten rule that could help smooth Brexit

•   FT(Helen Warrell): Nato has little appetite for Trump’s Middle East mission

•   FT(Jamil Anderlini): China’s dream of using Hong Kong as model for Taiwan is dead

•   FT(Joe Rennison): It was a happy New Year for repo but problems remain

•   FT(Editorial Board): UK economic optimism depends on Brexit clarity

•   FT(John Thornhill): Curbing the world of ‘exorbitant tax privilege’

•   FT(Erik Norland): Emerging market debt: a case for concern?

•   FT(Tim Harford): Two cheers for the dematerialising economy

•   FT(Richard Waters): The three biggest takeaways from CES 2020

•   WSJ(Kimberley A. Strassel): There’s No Peace From the Doves

•   WSJ(Barton Swaim): Pete Buttigieg’s Essay Contest

•   WSJ(Peggy Noonan): Soleimani Had It Coming, but Don’t Get Cocky

•   WSJ(Adam O’Neal): Paris Pension Protests Are Petering Out

•   NYT(John Kerry): Diplomacy Was Working Until Trump Abandoned It

•   NYT(Paul Krugman): Australia Shows Us the Road to Hell

•   NYT(Jorge G. Castañeda): Argentina Needs Help. Trump Is the Answer.

•   NYT(Bret Stephens): Of Course Bernie Can Win

•   NYT(Wu Jieh-min): Taiwan’s Election is a Vote About China

•   NYT(Elaine Luria, Max Rose): Why We Voted Against the War Powers Resolution

•   NYT(Nathan F. Batto): When Populism Can’t Beat Identity Politics

•   NYT(Sharon Buccino): Trump’s Weakening of Environmental Rules Would Leave the Public in the Dark

•   WP(David Ignatius): This is what a real Iran strategy would look like

•   WP(Henry Olsen): Trump has had a lot of policy successes. You just don’t hear about them.

•   WP(George F. Will): Congress whiffs on war powers

•   WP(Eugene Robinson): The best Iran crisis explanation? Trump’s obsession with Obama.

•   WP(Kathleen Parker): It’s easy to blame Trump. But the Iran plane disaster isn’t his fault.

•   WP(Fareed Zakaria): Trump does not have a foreign policy. He has a series of impulses.

•   WP(George Conway, Neal Katyal): How Pelosi should play her impeachment cards

•   WP(Rahm Emanuel): Identity politics won’t win this presidential election

•   WP(Dawn Johnsen, Walter Dellinger): Yes, a wealth tax would be constitutional

•   WP(Jonathan Capehart): Biden leads among black voters for a reason

•   WP(John Ellis): It’s Bernie’s moment. But it’s Bloomberg’s race.

•   WP(Dennis Ross): Why Soleimani’s killing is a gift to Vladimir Putin

•   Bloomberg(Daniel Moss): Don't Let Australia's Crisis Go to Waste

•   Bloomberg(David Fickling): What ‘Parasite’ Misses About Inequality in South Korea

•   Bloomberg(Justin Fox): Services Jobs Are Back on Top

•   Bloomberg(Noah Smith): Economists Have No Idea What Replaces Free Trade

•   Bloomberg(Liam Denning): Russia Tried ‘Energy Dominance,’ and Markets Bit Back

•   Bloomberg(John Authers): It's a Tidal Wave of Liquidity. And Waves Crash.

•   Bloomberg(Marcus Ashworth): There's a $40 Billion Reason to Avoid Italy

•   Bloomberg(Julian Lee): Trump Is Wrong. The U.S. Does Need Middle East Oil

•   Bloomberg(Therese Raphael): Brexit Enters Its Meghan and Harry Phase

•   Bloomberg(Jonathan Bernstein): Obamacare Marches On as Republicans Flail

•   Bloomberg(Tim Culpan): China Needs to Learn to Deal With the Taiwan Reality

•   Bloomberg(Michael R. Strain): ‘Late Capitalism’? Not Even Close

•   Bloomberg(Nathaniel Bullard): Energy Markets Have an Interesting Year Ahead

•   Bloomberg(Bobby Ghosh): Iran's Reasoning on the Tehran Plane Crash Looks Absurd

•   Bloomberg(Tobin Harshaw): Iran Was in Trouble Even Before Soleimani's Death

•   CNBC(Jake Novak): Efforts to rein in Trump's war powers will backfire

•   CNBC(Frederick Kempe): Why slain General Soleimani is irreplaceable loss for Iranian regime

•   CNBC(Bob Pisani): Stock prices keep going up, but earnings are failing to keep pace

•   MarketWatch(Mark Hulbert): How the 1% at Davos make the same mistakes as we do about stocks and the economy

•   Reuters(Andy Home): As metal trade shrinks, exchanges fight back with new products

•   매경(사설): 사용후 핵연료 임시저장 넘어 영구처분 공론화해보라