Business Intelligence Monitor 200121

[Markets]

•   Global: Stocks stay near record highs; focus turns to central banks, earnings

※   Shares hold near record highs

※   U.S. markets shut for holiday

※   Oil prices climb on Libya supply worries

※   Week packed with central bank meetings, earnings, Davos

•   한국: 코스피, 2,260선 돌파 마감…15개월 만에 최고

•   한국: 달리는 2차전지株…삼성SDI 사상 최고가 돌파

•   Metals: Zinc hits two-month high as technicals trigger buying

[Indicators]

•   한국 12월 ICT 수출입: `자존심` 꺾인 ICT… 무역흑자 `반토막`

•   한국 12월 생산자물가: 12월 생산자물가 전월 대비 0.3% 상승…농림수산물 상승 영향

•   중국 1월 대출우대금리: China’s lending benchmark LPR unchanged in January

•   영국 1월 주택가격: U.K. House Prices Post Record January Jump After Election

•   글로벌 2019년 FDI: Foreign Investment Falls to Near-Decade Low as Globalization Slows

•   UNCTAD: Global investment flows flat in 2019, moderate increase expected in 2020

[News]

•   WSJ: IMF Predicts Global Economy Will Rebound in 2020

※   IMF: World Economic Outlook, January 2020

•   WSJ: Receding Risks, Stronger Growth

•   WSJ: Trump to Speak at Davos as His Impeachment Trial Unfolds at Home

•   WSJ: The Great U.S.-China Tech Divide

•   WSJ: Moody’s Downgrades Protest-Torn Hong Kong, Citing Weak Government

•   WSJ: Slower Growth Has Latin America Bracing for More Instability

•   WSJ: Davos’s Creator Still Believes the Conference Can Bridge Divides

•   WSJ: Americans Show Scant Interest in Electric Vehicles, Subaru CEO Says

•   WSJ: The Investor Clash Behind Tesla’s Surge Toward $100 Billion in Market Value

•   NYT: Democrats Seek More Testimony and Evidence for Impeachment Trial

•   NYT: Trump Legal Team Asks Senate for Speedy Acquittal in Impeachment Trial

•   NYT: Trump’s China Deal Creates Collateral Damage for Tech Firms

•   NYT: How Boeing’s Responsibility in a Deadly Crash ‘Got Buried’

•   WP: Trump’s China deal was pitched as boon for working class, but he celebrated with Wall Street titans

•   WP: China reports surge in mysterious illness, raising fears about human transmission ahead of travel week

•   WP: In Davos, a search for meaning with capitalism in crisis

•   FT: France signals breakthrough in US digital tax talks

•   FT: Putin publishes reforms that open way for indefinite rule

•   FT: Trump administration steps up push to sway antitrust cases

•   FT: Johnson sets sights on speedy US and EU trade deals

•   FT: UK faces fines if it breaks post-Brexit EU trade rules

•   FT: Britain to scrap foreign aid for coal mining abroad

•   FT: Battle looms over UK’s ‘right to diverge’

•   FT: Glencore weighs 665 job losses at South African smelter

•   FT: QE or not QE? Fed struggles with its message

•   FT: Europe braces for new fiscal battles

•   Bloomberg: China’s Food Markets Can Be Breeding Grounds for Deadly Viruses

•   Bloomberg: Iran Says Ukrainian Jet Was Downed by Two Short-Range Missiles

•   Bloomberg: Two-Thirds of China’s Provinces Expect Economy to Slow in 2020

•   Bloomberg: Free Markets Made Davos. Now Governments Are Crashing the Party

•   Bloomberg: The World’s 2,153 Billionaires Are Richer Than 4.6 Billion People, Says Oxfam

•   Bloomberg: ‘Massive Amounts of Money’ Are Pouring Into Nordic Real Estate

•   Bloomberg: More Than Half of CEOs See Global Growth Slowing This Year

•   Bloomberg: South Africa to Overhaul GDP Data From September

•   Bloomberg: Lagarde Prepares to Modernize ECB With a Plan for the 2020s

•   Bloomberg: Indonesia Is Set to Overhaul 79 Laws in a Push for Jobs and Foreign Investment

•   Bloomberg: Trade ‘Snap-Back’ Risk Keeps China Economic Confidence in Check

•   Bloomberg: Inflation Trends Split EU Along Historic East-West Divide

•   Bloomberg: Asia’s Best Currency for 2020? It’s Hard to Look Past the Rupiah

•   Bloomberg: Libor’s End Is $12 Trillion Headache for Loan Bankers: QuickTake

•   Bloomberg: Ford and LG Rank Among Firms Most Prepared for Climate Change

•   Reuters: Iran says it will quit global nuclear treaty if case goes to U.N.

•   Reuters: If nuclear issue is referred to U.N., Iran will pull out of the NPT: Iran foreign minister

•   Reuters: Trump promises farmers that China trade deal will be good for them

•   Reuters: Central banks can't save the world from climate change, BIS says

•   Reuters: Exclusive: New Indian law to protect foreign investors to exclude tax demands - documents

•   Reuters: A thousand EU financial firms plan to open UK offices after Brexit

•   Reuters: IEA warns oil companies doing nothing on emissions is not an option

•   CNN: WEF Global Social Mobility Report: The American Dream is easier to achieve in Canada

•   CNN: Huawei's Meng Wanzhou gets her big day in court: Extradition hearing gets underway in Vancouver

•   CNN: The recession in global car sales shows no sign of ending

•   CNBC: Beijing will leave Hong Kong to resolve protests, HKEX chair says

•   CNBC: 737 Max crisis: Boeing in talks to borrow $10 billion or more

•   CNBC: Surging Swiss franc may have become a gold proxy, Goldman Sachs says

•   CNBC: South African rate cut surprises analysts, but easing may be short-lived

•   CNBC: There’s a 50% chance the US-China ‘phase one’ deal could fall apart in one year

•   CNBC: Expect OPEC oil production cuts to continue in 2020: Wood Mackenzie

•   CNBC: "Where do we put our money:" The Davos elite is struggling to invest

•   MarketWatch: Some big coal players may escape BlackRock’s planned divestment

•   MarketWatch: This car could be Toyota’s best-kept secret

•   CMP: Green finance focus for Greater Bay Area cities to cut carbon emissions

•   SCMP: Trade war: China’s US imports under phase one deal not ‘one-sided obligation’, Chinese scholars say

•   Global Times: How can the US sell more goods to China?

•   매경(P1): 잇단 파격…실리콘밸리에 `제2나스닥`

•   매경(P1): 카카오, 한진칼 지분 1% 샀다…조원태 회장 `백기사` 가능성

•   매경(P1): 삼성전자 `안정 속 변화`…기존 3인 대표체제 유지

•   매경: `3K체제` 경륜 살린 삼성…핵심 사업부장 바꿔 `세대교체`

•   매경: 준법감시 조직도 강화…이인용 3년만에 `컴백`

•   매경: 주주자본주의 저물고…고객·직원·사회 배려 `새 모델` 뜬다

•   매경: 무라트 손메즈 "20세기 규제 발목잡힌 한국…4차산업혁명 정책 뒤처져"

•   매경: 정부 "나진·하산 개발"…新북방정책 시동

•   매경: 연비 안 좋은 전기車, 보조금 삭감

•   매경: 매출 상위 5000대 기업 중…亞기업 10년새 37%→43%

•   매경: "집값 오른게 죄냐…학군따라 이사도 못갈판"

•   매경: 탈원전 독일의 모순…佛서 전기 끌어다 쓴다

•   매경: 2300 다가선 코스피…증권가 "상반기 고점, PER 급등은 부담"

•   매경: 30대 "빚내서 최근 집 샀는데…" 文 `원상회복` 발언에 부글부글

•   한경(P1): 30억 아파트 상속세…韓 8억 vs 美 0원

•   한경: [단독] 밀린 주문 4만대 '없어 못파는' 그랜저…현대차, 긴급 증산 나서

•   한경: 현대차 "中서 수소전기차 생산"

•   한경: 준공업지역 개발·가로주택사업 활성화…서울 주택공급 '숨통' 트일까

•   한경: 위기 극복·생존·변화·혁신·고객…5대 키워드 안고 올해도 정상 노리는 기업들

•   한경: 삼성전자, 끝없는 R&D 혁신…시스템반도체·AI도 '1인자' 노린다

•   한경: 현대·기아차 "5년간 100兆 투자…국내외서 754만대 팔겠다"

•   서경(P1): 뭉칫돈 증시로···'머니무브' 시작되나

•   서경: 실적 기대감까지 맞물려...증시 주변 몰린 돈만 200조

•   서경: 안전 → 위험...은행 돈흐름 달라졌다

•   서경: 글로벌자금도 '코스피 러브콜'

•   서경: "새해들어 경제 반등" 연일 낙관론 펴는 文

•   서경: 모든기기 연결...삼성 '멀티 IoT 허브' 속도낸다

•   서경: 떨어지고 신고가 찍고...혼돈의 집값

•   서경: 서울 아파트 상위 10% 평균매매가 20억 넘었다

•   서경: "韓 차세대 원전 기술개발 중단 답답하다"

•   조선(P1): 협의도 대책도 없이 北관광 밀어붙이기

•   조선(P1): 우한 폐렴에 뚫렸다, 국내 첫 확진

•   조선: 감염정보 틀어막은 중국, 다시 번지는 사스사태 악몽

•   조선: 우한 폐렴은 신종 코로나바이러스, 공기로 전파 여부는 확인 안돼

•   조선: 원전 경제성평가 조작 의혹 내부 제보자… 한수원, 노조 위원장의 컴퓨터 봉인

•   조선: 삼성디스플레이, 인도 스마트폰 패널 공장에 5억달러 투자

•   조선비즈: 과거보다 깊고 짧은 ‘메모리 다운턴’... 제3의 슈퍼사이클오나

•   중앙(P1): [일자리 대전환시대①]'셀프 계산대 vs 인간 계산원' 6분 대결에 걸린 일자리 운명

•   중앙: LTE 안 섞인 ‘진짜 5G’ 상반기에 서비스

•   동아: “한미, 방위비 한자릿수 인상 의견 접근”

•   동아: 中, 보조금 정책 연장하며 배터리 지원… 업계 “우리 정부만 뒷짐”

•   문화: “서울 아파트값, 크게 오르지도 내리지도 않는다”

•   세계(P1): 영등포 쪽방촌 ‘복합타운’ 탈바꿈

•   머니투데이(P1): 올해는 수소차 시대…1만280대에 최대 4250만원씩 지원

•   머니투데이: 수출입銀 "내년 소부장·해외인프라에 69조원 공급"

•   머니투데이: 한화솔루션, 유럽서 태양광 사업 1등 노린다

•   머니투데이: 전세대출 규제 '맹모' 직격탄.. '반전세' 쏟아지나

•   헤럴드경제(P1): 중기로 퍼진 ‘성장의 과실’…대기업 ‘낙수효과’ 있다

※   한국경제연구원: 대기업 매출 증가할 때 중소·중견기업 매출도 증가

•   헤럴드경제: 부동산대출 틀어막고 조여도…가계대출 ‘100조원’ 늘었다

•   헤럴드경제: 이란·美대선 등 변수 산적…한국경제 ‘P 리스크’ 엄습 우려

•   헤럴드경제: 국민연금도 ‘반도체·디스플레이 소부장’ 품었다

•   파이낸셜뉴스(P1): 수출금융 240조 공급… 중·러와 경협 확대 [대외경제장관회의]

•   파이낸셜뉴스: 美·中과 손잡고 3국 인프라시장 진출 [대외경제장관회의]

※   기재부: 제210차 대외경제장관회의 개최

•   파이낸셜뉴스(P1): 아베, 올해는 '한국 패싱' 없었다

•   파이낸셜뉴스: 2호 공약은 경제… 민주는 벤처 육성 VS. 한국은 소상공인 지원

•   파이낸셜뉴스: IT뿐 아니라 자동차·항공기 등 모빌리티에도 OLED 쓴다

•   파이낸셜뉴스: LG화학-SK이노, 美 이어 국내서도'배터리 전쟁'

•   아시아경제(P1): 탈원전의 그늘…원자력 인재 '취업 참사'

•   아시아경제: 원자력科 재학생 6.3명 감소…취준생은 전공 못살려

•   아시아경제: 민병주 "원전 인력수급 불균형, 원자력 산업계 가장 큰 문제"

•   아시아경제: 건설사, 원전 전문 신규채용은 '언감생심'

•   아시아경제: LG화학, 소재기업·완성차와 '삼각편대' 글로벌 공략

•   아시아경제: [車談숲]완성차 업체들이 CES서 미래車 아닌 미래도시 소개한 이유

•   이데일리: ‘국내 최대’ 영암발전소가 중국산?… 내수 잠식당한 韓태양광

•   연합: 개점휴업했던 경주 방폐장 1년여 만에 가동 재개 : 네이버 뉴스

•   뉴시스: 여영국 "석탄 줄이고 LNG 발전과 신재생에너지로 전환해야"

•   뉴시스: 산업부·한수원 "월성 1호기 경제성 평가 왜곡 사실아냐" : 네이버 뉴스

•   뉴스핌: 한신평 "㈜두산 회사채 신용등급 BBB+(부정적)"

•   뉴스1: 수소·태양광 등 에너지 기술개발에 9163억원 투입 : 네이버 뉴스

•   뉴스1: 김원이 예비후보 "목포에 두산 풍력사업, 기아차 생산라인 유치"

•   비즈니스포스트: 두산퓨얼셀, 연료전지발전소 유지보수 1400억 규모 계약 맺어

•   글로벌이코노믹: 국민연금, 배당금도 제대로 못 주는 기업에 투자

※   국민연금 지분율 6.14%인 두산인프라코어와 5.81%인 팬오션도 2464억 원, 1524억 원의 지배주주 순이익을 냈는데도 배당은 없었다.

•   톱데일리: 두산건설의 위기, ㈜두산도 안심 못 해

•   Renewables Now: Global green bond, loan issuance tops USD 250bn in 2019

•   Renewables Now: Vestas sets target for zero-waste wind turbines by 2040

•   Windpower Monthly: China trade deal no help for rising US wind costs

•   FuelCellsWorks: Exclusive: The 2019 fuel cell industry review, reviewed (part 1)

•   에너지데일리: "원전 전주기 수출활성화 방안, 차질없이 진행 중"

•   투데이에너지: [신년 기획] ‘총성없는 전쟁’ 다변화되는 수송용 연료시장, 해법은?

•   KHL: Kubota reveals electric mini excavator

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

•   전자신문: 값싼 중국산 태양광에 신재생 공급 가격 하락 우려

•   전자신문: IHS마킷 "올해 반도체 시장 5.5% 성장…대외 갈등·수요 부진 리스크 상존"

•   Phone Arena: Why is Samsung's new flip line called the Galaxy Z? Leaked promo holds a hint...

•   Phone Arena: The iPhone 11/Pro made up almost 70% of US iPhone sales last quarter

•   Phone Arena: Here's how much the Galaxy S20 series and Galaxy Z Flip could cost

•   Robotics & Automation News: Kuka launches new industrial robot range

•   Robot Report: Soft Robotics raises Series B funding with participation from FANUC

•   Nikkei Asian Review: Abe vows to tackle demographic and diplomatic challenges

•   Mainichi: BOJ begins policy meeting, likely to see mild growth, weak inflation

•   Economic Times: Government may include off-budget spending for a clearer picture

•   Economic Times: Q3 earnings review: Early Q3 trend shows weak sales, but double-digit net profit growth

•   Livemint: India worried as China-Myanmar deepen ties

•   Livemint: We are too small to retaliate against India: Malaysian PM on palm oil curbs

•   Livemint: Why food inflation may turn sticky

•   Livemint: Higher tariffs on imports may not aid Make in India

•   Business Standard: How well did the Modi govt manage its fiscal deficit in the last 6 years?

•   Moscow Times: Russia’s Sovereign Credit Rating Upgraded

•   Jakarta Post: Indonesia tightens grip on nickel and coal exports

•   Jakarta Post: South Korean power company eyes $650m renewable energy project in Indonesia

•   Jakarta Post: Auto industry poised to recover this year after sales hit brakes in 2019

•   Viet Nam News: Wind power projects boom in Trà Vinh

•   Myanmar Times: Foreign investment inflows to double: Myanmar govt

[Opinions]

•   Project Syndicate(Jeffrey Frankel): The Best Tool to Fight Climate Change

•   Project Syndicate(Richard Samans, Jane Nelson): Walking the Talk of Stakeholder Capitalism

•   Project Syndicate(Michael Froman, Rajiv Shah): A Data Revolution for All

•   Project Syndicate(Anne O. Krueger): Trump’s Backward March on Trade

•   FT(Gideon Rachman): How I became a China sceptic

•   FT(Nick Butler): Dangerous loss of corporate influence on energy policy

•   FT(Lex): Environment bonds: how green is my tally

•   FT(Editorial Board): Barring Huawei from Britain’s 5G is too costly to justify

•   FT(Simon Quijano-Evans): Empowering African reform and inclusion

•   WSJ(William McGurn): The State of Trump’s Union - WSJ

•   WSJ(Doug Collins): Pelosi Knows Impeachment Is Weak

•   NYT(Editorial Board): THE DEMOCRATS’ BEST CHOICES FOR PRESIDENT

•   NYT(Ruchir Sharma): How Technology Saved China’s Economy

•   WP(Robert J. Samuelson): Can Wall Street save us from climate change? (Fat chance.) WP(Max Boot): Trump is destroying America’s soft power

•   WP(Paul Waldman): The White House doubles down on its dumbest impeachment defense

•   WP(Jackson Diehl): Trump’s hallmark foreign policy failure? ‘Maximum pressure.’

•   Bloomberg(Ferdinando Giugliano): Christine Lagarde Gets a Heavy Pointer on Her ECB Review

•   Bloomberg(Clara Ferreira Marques): BlackRock Has Bigger Weapons in Its Climate Armory

•   Bloomberg(Faye Flam): Let’s Go Back to Calling It Global Warming

•   Bloomberg(Bobby Ghosh): Libya Deal Is a Gentleman's Bargain, Between Rogues

•   전자신문(민병주): 새로운 원자력 60년을 설계하자!