Business Intelligence Monitor 200120

[Markets]

•   Global: Shares set fresh records, lifted by U.S. housing data

※   MSCI world index, key Wall Street indexes hit records

※   Canada’s S&P/TSX, Europe’s STOXX at new highs

※   China 2019, Q4 GDP growth in line with expectations

※   U.S. housing starts at 13-year high, brighten outlook

•   한국: 코스피, 2,250선 넘어 15개월 만에 최고

•   한국: 날개 단 '반도체 투톱' 주가…"삼성전자 7만원 찍을 것"

•   Metals: Chinese data holds Copper near eight-month high

•   Grains: Corn soars 3.7% on bargain buying; wheat, soybeans follow

[Indicators]

•   한국 주간 주택시장동향(KB): 치솟는 강남전셋값…KB서울전세지수 최고치

•   한국 기준금리: 한은, 새해 첫 금통위서 금리 동결…경기회복 관망

※   한국: 이주열 “현 금리정책, 정부 부동산정책과 상충 안돼”

•   중국 4분기 GDP: China’s Slowing Growth Underlines Stress Facing Its Economy in 2020

•   중국 12월 산업생산: Chinese Factories Hold Up Economic Growth Despite Broad Weakness

•   중국 2019년 인구동향: China’s falling birth rate creates economic timebomb

•   영국 12월 소매판매: U.K. Retail Sales Extend Worst Run on Record - Bloomberg

•   미국 11월 채용공고: Employers Pull Back on Posting New Jobs

•   미국 12월 주택착공: US housing starts jump in December to highest in 13 years

•   미국 12월 산업생산: US industrial production December 2019

•   미국 1월 미시간대 소비자태도지수: U.S. Consumer Sentiment Remained Elevated at Beginning of 2020

•   미국 4분기 GDP Nowcasting: Jan 17, 2020: New York Fed Staff Nowcast

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

[News]

•   WSJ: Boeing Finds New Software Problem That Could Complicate 737 MAX’s Return

•   WSJ: Italy’s collapsing birth rate rings demographic alarm bells

•   WSJ: Verhofstadt assured over ‘settled status’ deadline breakers

•   WSJ: Russia’s political shake-up: Putin forever

•   WSJ: Trump’s GOP Support Remains Solid Through Impeachment

•   WSJ: U.S. Firms Fuel Europe’s Green-Energy Push

•   WSJ: Why Democracy Is Troubled (and How to Fix It)

•   WSJ: Sanders, Warren, Undecided Voters Try to Move On

•   WSJ: Trump Wields U.S. Economic Might in Struggles With Adversaries, Allies

•   WSJ: U.S., India Draft Trade Pact for Unveiling in Possible Trump Visit

•   WSJ: Fed’s Harker: Data Will Determine Course of Interest Rate Policy

•   WSJ: What’s Next on the President’s Trade Agenda? Europe

•   WSJ: Economy Week Ahead: ECB, BOJ Meetings; U.S. Existing Home Sales

•   WSJ: The Dog That Didn’t Bark: What Soybean Prices Say About Trade Deal

•   WSJ: Newsletter: Has the Global Economy Already Bottomed Out?

•   NYT: Angry Trump Says Focus Should Be on a Trade Deal, Not a ‘Hoax’

•   NYT: Trump Legal Team Adds Starr and Dershowitz for Senate Trial

•   NYT: Trump’s Defense Team Calls Impeachment Charges ‘Brazen’ as Democrats Make Legal Case

•   NYT: In Its 50th Year, Davos Is Searching for Its Soul

•   NYT: A Look at Davos Through the Years

•   WP: Black Americans are deeply pessimistic about the country under Trump, whom more than 8 in 10 describe as ‘a racist,’ Post-Ipsos poll finds - The Washington Post

•   WP: Iran's Khamenei berates US in rare Friday sermon - The Washington Post

•   WP: Maduro says he’s still in control of Venezuela, ready for direct talks with the United States

•   WP: In Australia; fires stoke environmental movement - The Washington Post

•   WP: Dershowitz distances himself from White House response to impeachment charges

•   WP: Trump’s strong-arm foreign policy tactics create tensions with U.S. friends and foes

•   WP: Sanders, Warren are hot topics as global elites gather in Davos

•   WP: Could North Korea co-host the 2032 Olympics? South Korea’s Moon is still a believer.

•   FT: Forget staying close to EU after Brexit, chancellor tells business

•   FT: Ukraine president gives premier ‘one more chance’ after leaks

•   FT: Taiwan’s Foxconn to tie up with FCA in electric vehicle push

•   FT: Tesla’s soaring share price defies the bears

•   FT: VW close to buying large stake in Chinese battery company

•   FT: US boosts funding of tech companies helping Iran protests

•   FT: Senators clash over witnesses at Trump impeachment

•   FT: Beirut rocked by violent clashes in ‘week of rage’

•   FT: Foreign powers vow to halt interference in Libya conflict

•   FT: Brussels alarmed by UK vow to diverge from EU rules

•   FT: Boom in emerging market corporate debt stirs fears

•   FT: Scientists warn over China virus outbreak

•   FT: Guaidó leaves Venezuela to meet US secretary of state

•   FT: Davos 2020: What to watch for at the World Economic Forum

•   FT: ECB fights consumer perception of high inflation

•   FT: Javid’s EU divergence plans provoke industry backlash

•   FT: Calls to sack minister reveal split in South Africa’s ANC

•   FT: Will Lagarde kick-start her overhaul of ECB policy?

•   FT: China and Myanmar sign off on Belt and Road projects

•   FT: Brazil could see $10bn hit from US-China trade truce

•   FT: The upstart unions taking on the gig economy and outsourcing

•   FT: The 1MDB scandal: what does it mean for Goldman Sachs?

•   FT: A guide to Donald Trump’s impeachment trial

•   Bloomberg: Hong Kong Leaders Rebuff Protest Demand as Violence Persists

•   Bloomberg: Japan’s Abe Resumes Constitution Quest in Bid to Burnish Legacy

•   Bloomberg: Hong Kong Fund Bets 2020 Is ‘Year of the Renminbi’

•   Bloomberg: Trump’s China Deal Is His Hedge Against Impeachment Damage

•   Bloomberg: Some Strategists Say Get Ready for ‘Peak Decade’

•   Bloomberg: Clinics in Davos That Tackled Tuberculosis Now Treat Burnout

•   Bloomberg: Economists Fall Out of Favor in a Negative-Rate Test Case

•   Bloomberg: U.S. Passes Global Growth Baton to Rest of World, For Now

•   Bloomberg: Emerging Markets Yearn for Growth as Yield Buffer Evaporates

•   Bloomberg: BOE Rate Cut May Be Coming Even If Key Economic Number Improves

•   Bloomberg: Trump’s Former Economic Chief Gary Cohn Predicts No Recession

•   Bloomberg: France Warns U.S. of Fast Trade Retaliation But Hopes for Truce

•   Bloomberg: North Korea’s Economy Expanded 1.8% in 2019, UNCTAD Says

•   Bloomberg: Trump Trade Deal: $50 Billion Hole in China's U.S. Export

•   Bloomberg: Copper Price Artificially Low on Trade War, Chile Minister Says

•   Bloomberg: Solar and Wind Will End German Coal Long Before Merkel’s Deadline

•   Reuters: Iran's Khamenei says Europeans cannot be trusted in nuclear row

•   Reuters: The yield curve's still weird. Fed's Bullard is okay with that

•   Reuters: Explainer: How close is Iran to producing a nuclear bomb?

•   Reuters: China will increase imports from U.S. according to 'market principles': official

•   Reuters: EU industry chief dismisses fears strict security rules could delay 5G

•   AP: Minister: Germany needs China's Huawei to build 5G network

•   CNN: This US bond will hit markets for the first time in decades. Here's why

•   CNN: Davos 2020: Donald Trump, Greta Thunberg and a climate in crisis

•   CNBC: Davos: Climate crisis threatens more than half of the world's GDP, WEF says

•   CNBC: OPEC secretary general says oil demand has 'upside potential'

•   CNBC: Work starts on huge wind farm that could power 4.5 million homes

•   SCMP: China tells EU it won’t miss out because of trade deal with US

•   SCMP: Forget trade deal, US-China tech war will define century, says new report

•   SCMP: Chinese provinces lower growth targets after central government takes over task of compiling GDP figures

•   Global Times: China's installed capacity of storage batteries up 9.2 pct in 2019

•   Global Times: $10,000 per capita GDP despite population slowdown secures strong Chinese market

•   Global Times: China narrowing gap with US as consumption market grows

•   Global Times: China's steel demand expected to rise in 2020: report

•   매경(P1): 삼성 사장단 이르면 내주초 인사…일부 금융계열사 CEO 바뀔듯

•   매경(P1): 무너진 `K패션` 생태계…동대문 상가 20% 공실

•   매경: 中 저가공세에 의류도매상 속수무책…봉제·디자인 몰락 `도미노`

•   매경: 도매상인 2030 비중 30%도 안돼…"고령화로 `10년후 동대문` 없을것"

•   매경: 옷 스타일 비슷비슷, 노점 음식값은 비싸…내국인 발길도 끊겨

•   매경: 산업용 전기소비 `뚝`…공장도 성장도 멈췄다

•   매경: 삼성重, 엑손모빌 LNG선 무더기 수주 임박

•   매경: 삼성전자·TSMC, 파운드리 무한경쟁

•   매경: "제발, 이번주내 전세계약 해달라" 북새통

•   매경: [Science] 국내 쌓인 1만6천t 사용후 핵연료…저장시설 포화 `발등에 불`

•   매경: [Science] 탈원전 추진하는 정부, 사용후 핵연료 처리 신기술에 딴지

•   매경(P1): 글로벌 핀테크, 韓송금·환전시장 노린다

•   매경(P1): `껌에서 롯데타워까지` 韓日 재계거인 떠나다

•   매경: [세종 인사이드] 2주째 주말 워크숍 연 홍남기…"한국, 올해는 안 가본길 가야"

•   매경: 유럽 전기車 특수에 韓배터리 `방긋`

•   매경: 가로주택정비사업 붐…재개발·재건축 대안 부상

•   매경: 이창건 前 원자력문화진흥원장 "원전엔 이념 없어야…盧정부도 마음바꿔 지지"

•   한경(P1): 5G·AI發…'반도체 호황' 다시 온다

•   한경: 시스템반도체·스마트폰도 '장밋빛'…삼성전자, '5G發 쌍끌이 흥행' 기대

•   한경(P1): 여의도~인천공항 15분…"난 하늘택시 타고 간다"

•   한경: 우버 "2023년 PAV 상용화"…도요타도 4500억 베팅하며 참전

•   한경: PAV·UAM·VTOL 세 개만 알아도 당신은 '항공 모빌리티 박사'

•   한경(P1): "사회주의 경제실험 실패 잊었나…불평등 극복 해법은 법의 지배"

•   한경: "규제완화·감세로 투자 촉진…트럼프정부 親시장 정책이 美경제 호전 이끌어"

•   한경: '경기 바닥론' 불지피는 기재부

※   기재부: [보도참고] 2020년 1월 최근 경제동향

•   한경: 반도체처럼 LNG船도 '초격차'…韓 조선, 3년 연속 세계 1위 노린다

•   한경: "모두가 상승장 베팅할 때…우린 배당株로 하락 대비"

•   한경: 운용원칙에 '사회책임' 못 박은 국민연금…13년 만에 개정해 '지속가능성' 원칙 추가

•   한경: 연기금 '5%룰 완화'도 강행하는 정부

•   한경: '스마트시티' 추진…소규모사업 신설

•   한경(P1): [한경 인터뷰] 퓰너 헤리티지재단 창립자 "문 대통령 참모들, 대북관계 너무 서둘러"

•   한경(P1): 삼성 스마트폰 사령탑 노태문 유력…20일 삼성전자 사장단 인사

•   한경(P1): 패션 메카 동대문 '제2 전성기' 왔다

•   한경: 동대문 패션 '신상' 하루 수만개…온라인이 키우고 중국인이 채웠다

•   한경: 디자인부터 생산·판매까지…반경 10㎞가 '메이드 인 동대문' 단지

•   한경: [단독] 현대차-LG '의기투합'…전기차 배터리 합작공장 세운다

•   한경: LG화학, 전기차 배터리 '광폭 행보'

•   한경: 완성차업체-배터리社 '합종연횡' 활기

•   한경: 반도체 수출 비중 10%대로 '추락'

•   한경: 中 진출기업 "올 1분기, 작년 4분기보다 힘들 듯"

•   한경: "채권·부동산은 지워라…올해는 주식의 해"

•   한경: 불황의 그늘…물류·건설용 대형트럭·버스가 안 팔린다

•   한경: "바이 코리아"…외국인 비중 40% 시대

•   한경: 한전·삼성重·OCI 등 흑자전환 전망 6곳 올해는 눈물 닦을까

•   한경: [한상춘의 국제경제읽기] 1차 무역합의안 서명…美·中 환율전쟁 끝났나?

•   한경: [단독] 서울 13개 자치구 "공시지가 낮춰달라"

•   서경(P1): 집 가진 죄...서울아파트 37% 전세대출 막혔다

•   서경(P1): 상법·자본시장법 차관회의 통과···경총 "참담하다"

•   서경(P1): [토요워치]잘 쓰면 藥 vs 과하면 毒...구독경제의 두 얼굴

•   서경: 이유식까지 정기배달...걱정 놓은 직장맘-골프채 장기임대 후회...돈 아까운 박과장

•   서경: 영토 넓히는 구독서비스..."면도기·와이셔츠·예술품, 취향 맞춰 보내드려요"

•   서경: 당청 설익은 부동산대책 남발···경제부총리는 해명 급급

•   서경: 외국인 ‘바이코리아’ 15년만에 최고...한국인은 ‘해외투자’ 열풍

•   서경: "올 기업익 30% 늘어 코스피 2,500 갈것"... 美-이란 갈등·北 리스크가 변수

•   서경: "유례없는 사외이사 임기제한...'주총 대란' 불보듯"

•   서경: 발표 앞둔 ESS 화재원인...사실상 '배터리 결함' 결론

•   서경: 태양 에너지의 '삼세번' 도전···기후변화로 대세 될까 [최형섭의 테크놀로지로 본 세상]

•   서경: [영상]이마트의 ‘삐에로쑈핑’은 왜 일본의 ‘돈키호테’를 넘지 못했을까? [WHY]

•   서경(P1): '노사합의'에 막힌 팰리세이드 해외생산

•   서경(P1): 대북문제 감정적 대립 말아야...'세컨더리 보이콧' 대상 우려도

•   서경(P1): 카카오, 한국 대신 베트남서 승차공유 실험

•   서경: 勞 떼 쓰기에 골치아픈 한국 車...'글로벌 핫' SUV 증산도 빨간불

•   서경: 2024년부터 취업자 마이너스 시대

•   서경: '원전 全주기 수출 활성화' 발표했지만...4개월째 실행안 '감감'

•   서경: 무협 "韓 서비스 수출, 10년간 연 0.6% 성장 그쳐...획기적 규제 완화해야"

•   서경: 高생산비에 발목 잡힌 '마이크로LED' 대중화

•   서경: 원자재값 올랐는데...철강사 제품값 인상못해 '냉가슴'

•   서경: 삼성 "시장선도" LG"독자노선" ...내달 출시 스마트폰 차별화 전략

•   서경: 시멘트 올 출하량 4,500만톤...이익 마지노선 붕괴 눈앞

•   서경: 정우용 상장협 정책부회장 "해묵은 3%룰···중기·일반주주만 피해"

•   서경: 지금도 적은데 ··· 서울 ‘새 아파트’ 6년 뒤 씨 마르나

•   서경: "해상풍력발전단지 조성...주민 소득 높일 것"

•   조선(P1): 당정청, 美대사에 "조선 총독" 총공세

•   조선(P1): [강인선의 워싱턴 Live] 美 "방위비협상서 순환배치 비용을 더 중요하게 생각"

•   조선: 北개별관광 추진한다는 정부, 제2 박왕자·웜비어 방지대책은 없어

•   조선: 쌍용車에 평택형 일자리?… 정부의 꼼수

•   조선(P1): 北 외무상에 '냉면 목구멍' 리선권

•   조선: 막말 대장·외교 문외한에 對美외교 맡긴 北

•   조선(P1): 법무부, 전월세 5년 동결 제안

•   조선: 3707억→1778억→224억, 월성1호기 경제성 조작의 전말

•   조선: [최보식이 만난 사람] "보고서 수치 바꿔 월성 1호기 생매장… 명백한 게이트級 범죄"

•   조선: 당·정·청의 해리스 때리기에… 美국무부 "우린 그를 크게 신뢰"

•   조선: 접는 폰, 빠른 폰, 눈 좋은 폰

•   조선: 100만원대? 이젠 50만원대!

•   조선비즈: 9억 이하 추가 규제설 나오자 고개 드는 고점론… “풍선 터질수도”

•   조선비즈: 최고가 행진 삼성전자, 시총 30% 넘어… '상한제' 걸리나

•   중앙(P1): 인천공항에서 100분…베이징 신공항의 역습

•   중앙: 경기 불확실성 해소…중 성장률 반등, 미 확장세 3년 지속

•   중앙(P1): 김상조 靑정책실장 "부동산 매매허가제, 검토할 생각도 없다"

•   중앙: “다른 거 성공해도 부동산 실패하면 꽝…그래서 큰 가중치”

•   중앙: 브룩스 “2017년 한반도 전쟁 직전 상황, 미국인 수십만명 대피 검토”

•   중앙: [황창전의 미래를 묻다] 택시보다 요금 싼 ‘에어 택시’ 나온다

•   동아: 강남 급매물도 안팔려… “주택대출 막힌데다 추가규제 불안 겹쳐”

•   동아: CES 이어 MWC도 ‘모빌리티’… 기아차, 첫 전시관

•   문화(P1): [단독] “조건없는 제재완화… 文 ‘위험한 게임’ 중”

•   문화: “문재인 정부, 中에 ‘3不 약속’ 하지말았어야 했다”

•   문화(P1): ‘차량공유’ 명암… 규제철폐 日 19% 성장, 규제묶인 韓은 제자리

•   문화: “한국이 原電기술 선도… 탈원전 취소땐 세계시장 독점”

•   문화: 전세계 ‘모빌리티’ 액셀 밟는데… 규제막혀 첫발도 못뗀 韓

•   한국(P1): 최악 고용한파 40代, 블루-화이트칼라 양극화 심화

•   한국: “전기차 배터리 40조 시장 잡아라” 글로벌 주도권 쟁탈전

•   세계(P1): 日 ‘영토 왜곡’ 공세… 韓·日 또 갈등 풍랑

•   세계(P1): ‘그냥 쉰다’ 2040 비중 역대 최고… 40대 고용상황 전방위 악화

•   머니투데이(P1): [단독]우울한 디스플레이…삼성 첫 '제로' 성과금

•   머니투데이: 트럼프·트럼프·트럼프? '다보스포럼' 눈여겨볼 점들

•   머니투데이: 정의선 '다보스 인 파리'…가스공사와 수소 파티

•   헤럴드경제(P1): 정부 “방위분담금 20~30% 인상 검토”

•   헤럴드경제(P1): 정의선 “수소차 보급장벽 낮출것”

•   헤럴드경제: 잇단 사고에도…지하터널 공사장 여전히 ‘안전불감증’

※   신림~봉천터널(1공구) 도로건설공사(시공자 두산건설) 현장을 모범사례로 선정

•   파이낸셜뉴스(P1): 적자로 생존 걱정할 판에 이익나면 나눠라? 유통업계가 뿔났다

•   파이낸셜뉴스(P1): 물가 0%대라는데… 서민은 장보기 무섭다 [괴리감 커지는 물가]

•   파이낸셜뉴스: 버거세트 먹고 커피 한 잔? 작년보다 1000원 더 듭니다 [괴리감 커지는 물가]

•   파이낸셜뉴스: 고가 아파트 대출 불가·징벌적 보유세… 정부 ‘투트랙’ 집값 잡기

•   파이낸셜뉴스: 코스피 상장사 4분기 실적 감소… 올해부터 반등

•   아시아경제: 10대 그룹 시총 보니…삼성그룹 올들어 27조 늘어

•   아시아경제: 규제한파에도…신규분양 늘리는 건설사

•   디지털타임스(P1): `신불자` 만드는 전세대출 규제

•   디지털타임스(P1): 정유사 `정제마진 쇼크` 엎친데 덮친 수출 악재

•   이데일리: 전기요금 인상 부담에 미뤘나?…전력수급계획 총선 이후로

•   이투뉴스: 재생에너지 미래 10년, 과거보다 비약적 발전 - ::: 글로벌 녹색성장 미디어 - 이투뉴스

•   더벨: BBB급 두산, 올해 첫 공모채 최대 1000억 발행 착수

•   비즈니스포스트: [오늘Who] 김진호, 두산그룹 위기 원인 두산건설 경영정상화 무겁다

•   CEO스코어데일리: (주)두산, 이자비용 증가에 작년 9월 기준 이자보상배율 2.1배로 하락

•   더팩트: [TF현장] "이용해주셔서 감사합니다" 문 닫는 두타면세점 가보니

•   KBS: 로템·효성·두산…대기업 비상경영 잇따라

•   Renewables Now: EIA forecasts slower growth in natural gas-fired generation while renewable energy rises

•   에너지데일리: 한수원, 원전에 인공지능 적용한다… 경진대회도 진행중 - 에너지데일리

•   KHL: Volvo CE’s new hybrid system offers 15% fuel savings

•   Equipment World: VIDEO: How Doosan’s autonomous Concept-X construction machines work and why they will be necessary

•   건설경제: [2020 건설사들의 생존법] “건설만으로는 안된다”…새 먹거리 찾아나선 건설사

•   건설경제: 정부, 건설투자 조정국면 접어들었다

•   건설경제: 재생에너지 성패 가를 풍력발전 올해는 순항할까

•   건설경제: 총 2000억원 규모 스마트건설기술 R&D사업 본격 착수

•   OilPrice.com: US Oil Production To Grow While Energy Emissions Are Set To Drop

•   MINING.com: Copper inventories have dropped by over a third in six months

•   CNET: iPhone 12 rumors and leaks: 4 things we expect from Apple in 2020

•   CNET: In with Galaxy S20, out with the Galaxy S11? Samsung shouldn't miss its chance to shake up the brand

•   CNET: Galaxy S20 specs reportedly revealed

•   전자신문: 정부, 지능형 반도체 'R&D 로드맵' 발표…"AI 프로세서·자율차 SoC 개발"

•   전자신문: 화웨이 배제로 세계 5G 비용 약 30% 증가...옥스포드 이코노믹스 보고서

•   전자신문: 글로벌 TV 大戰 '초대형-8K'에서 승부

•   전자신문: 2020년 AI 구현 제품 경쟁 치열...'CES 2020 리뷰·인사이트 콘서트'

•   전자신문: 삼성디스플레이, '세메스' 전공정 장비 낙점...QD디스플레이 생산라인 구축 본격화

•   Inside EVs: U.S. Plug-In Electric Car Sales Charted: 2019

•   Inside EVs: U.S. Non-Tesla Plug-In EV Car Sales Charted: 2019

•   Inside EVs: U.S. BEV And PHEV Car Sales Compared: 2019

•   Inside EVs: Tesla Sales In China Surged In 2019 To Beyond 40,000

•   Inside EVs: FINAL UPDATE: Quarterly Plug-In EV Sales Scorecard

•   Hannover Messe News: I know what I'm doing - ever heard that from a robot?

•   Hannover Messe News: 3D printing is making flying more economical and sustainable

•   Robotics & Automation News: New product launches to bring new dawn for industrial robotics

•   Robotics & Automation News: Autonomous ships ahoy!

•   Robotics & Automation News: Walmart integrates Alphabot into its warehouse operations

•   Robot Report: 8 mobile robot applications that will grow in 2020

•   Robot Report: Robotics investments recap: December 2019

•   Dronelife: Technical Failure or Unrealistic Expectations? Report Shows U.K. Police Drones Fall in Heavy Rains

•   Nikkei Asian Review: Belt and Road drives new China push by Japan's equipment makers

•   Nikkei Asian Review: Fanuc offers small manufacturers robots without the fuss

•   Nikkei Asian Review: Yield-hungry Asian investors bankroll US spending binge

•   Nikkei Asian Review: New ADB chief Asakawa targets corporate tax avoidance

•   Nikkei Asian Review: Mobility race takes to the skies with Toyota's flying taxi tie-up

•   Mainichi: Gov't predicts Japan's fiscal target unattainable by FY 2025

•   Economic Times: How India's car market is undergoing a rapid change

•   Business Standard: Budget 2020: DPIIT seeks more funds to boost infrastructure in hinterland

•   Business Standard: Global carmakers set to firm up India strategy amid auto sales slump

•   Jakarta Post: Investment key to sustainable economic growth: Standard Chartered

•   Jakarta Post: Indonesia likely to see small gains from US-China deal

•   Viet Nam News: Japanese firms wish to scale up business in Việt Nam

•   Myanmar Times: Myanmar favours China over US, survey shows

[Opinions]

•   Project Syndicate(Alexander Friedman et al): The New Davos Challenge

•   Project Syndicate(Carl Bildt): Hostages of History

•   Project Syndicate(Joseph E. Stiglitz): The Truth About the Trump Economy

•   Project Syndicate(Kevin Watkins): Closing the SDG Gap

•   Project Syndicate(Sergei Guriev): Putin’s Meaningless Coup

•   FT(Rana Foroohar): Tech innovation needs a level playing field

•   FT(Wolfgang Münchau): There is a void where EU foreign policy should be

•   FT(Gavyn Davies): Trump’s trade wars have not been ‘easy to win’

•   FT(Michael Mackenzie): Reasons to be cynical about the trade rally

•   FT(Jesse Norman): Identity matters in infrastructure investment

•   FT(Jonathan Ford): Don’t expect the earth from fund managers on climate change

•   FT(Jennifer Ablan): Fed’s embrace of higher inflation is ‘momentous’ for markets

•   FT(Editorial Board): The energy transition will not come cheaply

•   FT(John Dizard): A demographic trap and low growth are Putin’s biggest challenges

•   FT(Claire Jones): Think hard before ditching GDP

•   FT(Timothy Ash): EM investors can no longer ignore climate change

•   FT(David Sheppard): New shipping fuel rules push specialised oil towards $100 a barrel

•   WSJ(Michael R. Pompeo, Mark T. Esper): South Korea Is an Ally, Not a Dependent

•   WSJ(Peggy Noonan): Impeachment Moves Forward to Nowhere

•   WSJ(Mene Ukueberuwa): Boomer Socialism Led to Bernie Sanders

•   NYT(Marco Rubio): Marco Rubio: Investing in China Is Not a Good Deal

•   NYT(Paul Krugman): Why Does America Hate Its Children?

•   NYT(David Brooks): The Bernie Sanders Fallacy

•   NYT(Editorial Board): What Grade Does Trump’s China Trade Deal Deserve? Incomplete

•   NYT(Michael Penfold): Venezuela’s Only Choice Left

•   NYT(Ross Douthat): The Chinese Population Crisis

•   NYT(Laurence Scott): How the ‘Sharing’ Economy Erodes Both Privacy and Trust

•   NYT(Yasheng Huang): China Has a Big Economic Problem, and It Isn’t the Trade War

•   NYT(Salar Abdoh): Grief, Fear and Rage in Tehran

•   WP(Catherine Rampell): Trade was supposed to be Trump’s signature issue. His efforts have fallen flat.

•   WP(Jennifer Rubin): Joe Biden is tougher than you think Add to list

•   WP(David Von Drehle): Trump’s mercenary foreign policy confirms what our worst critics say of us

•   WP(Fareed Zakaria): Why Trump caved on China - The Washington Post

•   WP(Mike Tidwell, Ruth McElroy Amundsen): With energy policy, there’s no free lunch

•   WP(Sue Mi Terry): ‘Parasite’ brutally portrays inequality in South Korea. It also signals progress.

•   Bloomberg(Justin Fox): Single-Family Zoning Is Weird

•   Bloomberg(Noah Smith): The Sitcom That Gets America's Working Class

•   Bloomberg(Brian Chappatta): Steven Mnuchin Plays It Ultra-Safe Instead of Going Ultra-Long

•   Bloomberg(Liam Denning): A Wind Power Pioneer's Hard Lesson on Startup Funding

•   Bloomberg(Barry Ritholtz): Brexit, Facebook, Endowments and Other Errors

•   Bloomberg(Julian Lee): What the China Trade Deal Means for U.S. Oil Producers

•   Bloomberg(Leonid Bershidsky): Putin Hunted for Scapegoats and Found Medvedev

•   Bloomberg(Jonathan Bernstein): Iowa Caucus History Shows Winning Isn't Everything

•   Bloomberg(Andreas Kluth): A Liberal Manifesto in a Time of Inequality and Climate Change

•   Bloomberg(James Stavridis): Putin the Czar Is More Dangerous Than Ever

•   Bloomberg(Tim Culpan): Foxconn May Be About to Prove Elon Musk Wrong

•   Bloomberg(Nathaniel Bullard): BlackRock’s New Morality Marks the End for Coal

•   CNBC(Frederick Kempe): World leaders in Davos confront critical historic moment

•   CNN(Jeffrey Sachs): We need a President who will help all Americans -- not just the rich

•   CNN(James D. Schultz): US deal with China is a victory for Trump, but more still needs to be done

•   MarketWatch(Howard Gold): The Federal Reserve is stuck in quantitative-easing hell

•   매경(사설): 한국판 CES 이런 식으로 하면 또 실패한다

•   조선(사설): '월성 1호기' 조작 무려 3차례, 검찰 수사 사안이다