Business Intelligence Monitor 200122

[Markets]

•   Global: Risk assets fall as Chinese virus triggers anxiety

※   Luxury and travel stocks drop

※   CDC confirms first U.S. case of China coronavirus

※   Yen, Treasuries gain on safe-haven move

※   한국: 코스피, 잇단 대외 악재에 1%대 급락…2,230선으로 후퇴

•   한국: "5G·폴더블폰 대세"…양날개 장착한 부품株 '고공비행'

•   Grains: Corn, soybeans fall as traders await new Chinese buying

[Indicators]

•   한국 12월 거주자 외화예금: 환율 하락에 12월 달러예금 1년 9개월 만에 최대

•   한국 1월 1~20일 수출: '반도체 효과' 누리는 수출…2월엔 반등하나

•   일본 12월 편의점 판매: Japan's 2019 convenience store sales rise to record on gov't steps

•   일본 기준금리: BOJ raises GDP forecast but keeps policy unchanged

※   BOJ: Statement on Monetary Policy

•   중국 2019년 FDI: China’s 2019 foreign direct investment grew most in two years, but outbound investment fell 6 per cent

•   독일 1월 ZEW 경기기대지수: German Investors Grow More Optimistic After Trade Tensions Ease

•   영국 12월 고용동향: U.K. Labor Market Stays Strong as BOE Weighs Rate Cut

[News]

•   WSJ: Boeing Pushes Back Expected MAX Return

•   WSJ: First U.S. Case Reported of Deadly Wuhan Virus

•   WSJ: Newsletter: The Year of the Modest Rebound

•   WSJ: Tesla’s Post-China Challenge: Bats and Bombs in Germany

•   WSJ: IBM Earnings Hint at Signs of Turnaround

•   WSJ: Mnuchin Warns U.K., Italy Over Digital-Tax Plans

※   With a “phase one” trade deal with China in place, Mr. Mnuchin said phase two wouldn’t necessarily be a “big bang” that removes all existing tariffs.

•   NYT: ‘Constitutional Nonsense’: Trump’s Impeachment Defense Defies Legal Consensus

•   NYT: Trump Impeachment: Live Updates From the Senate Trial

•   NYT: Trump Focuses on Economy at Davos, Seeking a Counter to Impeachment

•   NYT: Hillary Clinton Says ‘Nobody Likes’ Bernie Sanders and Declines to Commit to Backing Him

•   WP: How McConnell’s proposed trial will work

•   WP: Analysis: Trump’s legal team begins its impeachment trial defense in very Trumpy form

•   Bloomberg: $1.4 Billion of Palm Oil Is in the Crossfire as Mahathir Angers India

•   Bloomberg: China Is the Emissions Behemoth. Can It Change Fast Enough?

•   Bloomberg: Trump Sees ‘Big Trade Deal’ With EU, Repeats Auto Tariff Threat

•   Bloomberg: Trump Takes Suddenly Sunny View on European Trade From Davos

•   Bloomberg: The BOE’s In-House Report That May Hold Key to Rate-Cut Debate

•   Bloomberg: Stiglitz Sees ‘Significant Haircuts’ for Argentine Debt

•   Bloomberg: Trump Lauds Trade, Economic Wins in Davos Victory Lap

•   Bloomberg: Trudeau Promises to Ratify New Nafta as Quickly as Possible

•   Reuters: Factbox: How a virus impacts the economy and markets

•   CNN: Economy and impeachment capture forces that will determine Trump's fate

•   CNBC: Trump administration increases pressure on Maduro regime with new sanctions

•   MarketWatch: Tesla stock rally ‘extremely unusual,’ analyst says

•   SCMP: China virus death toll rises to 6 as city at epicentre steps up controls

•   SCMP: What do you need to know about the new coronavirus in China?

•   SCMP: ‘We love each other’: Trump hails ‘extraordinary’ relationship with Xi

•   SCMP: Doubts rise over China’s capacity to fulfil US trade deal obligations

•   SCMP(1/20): Meet the Chinese robot worm that could crawl into your brain

•   Global Times: China, US need to implement trade deal, meet each other halfway

•   매경(P1): `기업압박 3法` 강행…국무회의, 시행령 개정안 의결

•   매경(P1): 삼성전자 임원 50대초반 발탁

•   매경: "한달만에 사외이사 수백명 어디서 구하나"…기업들 `발동동`

•   매경: 국민연금에 유리해진 `5%룰`…주총서 막강 영향력 행사한다

•   매경: 박정호의 승부수…"스마트폰에 AI `누구` 탑재"

•   매경: 세입자에 내줄 보증금 대출도 막아…집주인들 "내집도 못들어가나"

•   매경: SK건설, AI로 입찰 분석…소요시간 60%이상 줄어

•   한경(P1): 코스피200 '삼성전자 비중' 강제 축소

•   한경(P1): "투자할 곳 못 찾겠다"…갈 곳 잃은 부동자금 1000조

•   한경: 국내 생산설비 투자는 '외면'…해외 주식·부동산으로 간다

•   한경: 부동산금융 사상 첫 2000兆 돌파

•   한경: 공유 작업실 열고, AI로 패션 경향 분석…동대문 키우는 스타트업들

•   서경(P1): 디지털稅 대응 시급한데···韓 전담인력 3명뿐

•   서경: 삼성·현대차도 디지털세 과세 사정권···인력부족에 목소리 못내

•   서경(P1): 韓 플렉시블OLED 점유율···5년뒤엔 中에 왕좌 내줄판

•   서경: 中 물량공세에···韓 미래 디스플레이 경쟁 낙오될수도

•   서경: SK이노베이션, 파력발전 벤처에 25억 베팅

•   서경: 中企연봉 수준 치닫는 지자체 '현금 복지'

•   조선: "지지부진한 공론화委… 이러다 월성 원전 올스톱 된다"

•   조선비즈: [단독] 삼성 두번째 폴더블폰 160만원대 출격… "화면 각도 자유자재 여심 공략"

•   조선비즈: 아파트 어려우니 단독·빌라로 쏠리는 눈… "투자수요에 실수요 가세"

•   중앙(P1): 우한폐렴 23일간의 사투 "처음엔 감기인 줄···목 찢어지는 고통"

•   중앙: 전·월세도 상한제?…“지금 누르면 터진다”

•   중앙: 태양광 발전이라도 숲 훼손땐···석탄화력보다 환경 더 망친다

•   동아(P1): 美연합체 참여않고 호르무즈 독자 파병

•   동아(P1): [단독]김상조, 5대그룹 불러 “공동 신사업 아이디어 내라”

•   문화(P1): 美 “개별관광 반드시 비핵화와 보조 맞춰야”

•   문화: ILO 핵심협약으로 압박하는 EU… ‘진짜 노동리스크’가 온다

•   문화: “수소산업 원가 10년내 절반 감축 가능”

※   Hydrogen Council: Hydrogen Cost to Fall Sharply and Sooner than Expected

•   서울: “온실 가스는 기후 악당”… 한전 외벽에 호주 산불 영상 비추며 시위하는 그린피스국제환경단체

•   경향(P1): 감정원 “올해 수도권 집값 7년 만에 0.8% 하락 예상”

•   헤럴드경제(P1): [신년기획 2020-누르는 정부, 튀는 강남] 강남, 거래는 반으로 집값은 두배로

•   헤럴드경제(P1): 정의선 “수소사회 지름길은 없다…단계별 실행·행동”

•   파이낸셜뉴스(P1): 삼성 "R&D로 승부"... 부동산 3兆 팔아 미래에 투자 [마켓워치]

•   파이낸셜뉴스: 박원순도 '집값과의 전쟁'... "공급 부족보다 투기세력 때문"

•   아시아경제: 민주당 '부동산 총선' 승부수 띄우기…한국당 "나라 망조 든다"

•   디지털타임스(P1): 30대 그룹 종업원 5년간 9.4만명 늘었다

•   디지털타임스: 장윤일 "脫원전 지속땐 中·인도에 원자력 기술주도권 내줄 것"

•   연합: 터키 "일본과 원전 건설 협력 중단…사업자 교체 검토"

•   뉴시스: 키움證 "두산솔루스, OLED·5G 시장 확대에 수혜 전망"

•   데일리안: 한전 “印泥 자바 석탄발전, 환경영향평가 검증 통해 추진”

•   데일리안: ‘소형원전’ 미래 기술 혁신 선정…“기후변화 해결책”

•   아주경제: "정부는 미는데 잘 모르겠다"...신재생에너지 진출 건설사 근황은

•   아시아투데이: [2020년, 다시뛴다] 묵은 옷 벗는 두산그룹, ‘디지털’에 부활 달렸다

•   그린포스트코리아: [기획특집] 정부 추진 ‘수소경제’ 1년…명(明)과 암(暗)①

•   KBS: [팩트체크K] 文 대통령은 정말로 영화 ‘판도라’ 보고 탈원전 결심했나?

•   reNews: Clean power 'should get German coal phase-out cash'

•   에너지경제: 월성1호기 논란 속 신한울 3·4호기 운명은?

•   에너지경제: [에너지전환 2020 ②] 재생에너지·ESS 폭발적 성장…전기차 1000만대 달린다

•   Equipment Journal: Hitachi to debut new Dash-6 loaders at ConExpo

•   Equipment World: Volvo Construction Equipment details ConExpo 2020 booth plans

•   건설경제: KDI, 정부 민자사업 주먹구구식 운영 꼬집다

•   건설경제: GS, 해외 선‘ 진 모듈러 3社’ 인수… ‘레고형 건축’ 선점경쟁 불 붙었다

•   OilPrice.com: US Calls On Libya To Immediately Resume Oil Production

•   MINING.com: BHP sees little impact from Chile unrest

•   CNET: The rumored Galaxy Z Flip matters for foldable phones: Screen durability, price and more

•   CNET: Will Apple call this the iPhone 9 or iPhone SE 2? Here's what the rumors say

•   CNET: The rumored Galaxy Z Flip matters for foldable phones: Screen durability, price and more

•   CNET: In with Galaxy S20, out with the Galaxy S11? This is Samsung's chance to shake up the brand

•   MIT News: Study uses physics to explain democratic elections

•   MIT Technology Review: There’s been a huge spike in one of the world’s most potent greenhouse gases

•   전자신문(P1): 스마트폰과 차량용 수요 늘어난 카메라모듈

•   전자신문: 친환경 전동차 판매 14만대 육박…신차 투입으로 판 더 커진다

•   전자신문: 성윤모 장관 “석탄발전 감축, 더 센 처방전 쓴다”

※   산업부: “에너지전환, 국민이 체감할 수 있는 성과 창출과 확산에 주력”

•   Phone Arena: Smartphone shipments will grow thanks to 5G, but not for long

•   Inside EVs(1/20): Volkswagen Group To Sell 28 Million BEVs By 2028

•   Robotics Business Review: ULC Robotics, SGN to develop all-electric excavation robot

•   MfgTechUpdate: Cobots – the ultimate all-round power tool at Hannover Messe

•   로봇신문: [특집]로봇기업 신년 계획 ① ㈜유진로봇

•   로봇신문: ETRI, '2020년 AI 7대 트렌드' 발표

•   로봇신문: 한국로봇산업진흥원, '2020년 지원사업 통합설명회' 개최

•   Nikkei Asian Review: Toshiba to launch quantum cryptography services this year

•   Japan Times: Japan to develop strategy for 6G wireless communication networks expected around 2030

•   Economic Times: India’s electric car ambitions could stumble on lack of lithium

•   Economic Times: Xiaomi, Samsung market share rises, Realme slips

•   Economic Times: How India can fix its problem of not collecting enough taxes

•   Folha de S.Paulo: Unifying Consumption Taxes Can Reduce Inequality, Study Says

•   Jakarta Post: Government’s sovereign wealth fund plan questioned

•   Jakarta Post: ‘We will continue to protest’: Labor unions insist on rejecting omnibus bill on job creation

•   Viet Nam News: Vietnamese currency under bigger pressure in 2020

•   Myanmar Times: Solar mini-grids to take off in Myanmar, support electrification ambitions

[Opinions]

•   Project Syndicate(Andrea Komlosy): Why AI Will Not Abolish Work

•   Project Syndicate(Hans-Werner Sinn): Who Pays for the Green Deal?

•   FT(Martin Wolf): A partial and defective US-China trade truce

•   FT(Izabella Kaminska): Solar storms are a threat to our electricity-dependent world

•   FT(Tommy Stubbington): The inconvenient truth about green gilts

•   FT(Katie Martin): Bulls and bears are still bashing it out over sterling

•   NYT(Paul Krugman): Biden, Sanders, Social Security and Smears

•   NYT(Kevin J. Delaney): Davos Has a Credibility Problem

•   NYT(Joshua A. Geltzer): Trump Tried to Dirty the Biden Name. He May Still Get His Chance.

•   WP(Jennifer Rubin): What the House impeachment response tells us

•   WP(Jennifer Rubin): Democrats already have these four victories in the impeachment trial

•   WP(David Von Drehle): It’s time we finally get a serious climate change plan

•   WP(Marc A. Thiessen): Democrats are hoping John Bolton will bring down Trump. Good luck with that.

•   WP(Katrina vanden Heuvel): Warren vs. Sanders jeopardized progressives’ best shot in a generation

•   WP(Gary Abernathy): Impeachment is a race to the bottom. And no one really wins.

•   WP(David Byler): Hillary Clinton and Barack Obama want to stop Bernie Sanders. Can they actually do it?

•   Bloomberg(Noah Smith): Today’s Good Times Conceal Lurking Economic Troubles

•   Bloomberg(Therese Raphael): “No-Deal” Brexit Is Back as a Real Possibility

•   Bloomberg(Lionel Laurent): The Davos Bubble Swallows Anyone Who Tries to Pop It

•   Bloomberg(Lionel Laurent): Trump’s French Trade Truce Only Puts Off the Battle

•   Bloomberg(Jonathan Bernstein): Four Big Things to Watch For as Impeachment Trial Begins

•   Bloomberg(Andreas Kluth): The Next Pandemic Will Come. Here’s How to Prepare

•   Bloomberg(Aaron Brown): ‘Dow 36,000’ Looks Less Daft But Still Misses the Point

•   Bloomberg(Nir Kaissar): Davos Seeks a Better World, But Who's Going to Pay for It?

•   MarketWatch(Peter Morici): Fed should turn to digital money to combat next recession

•   한경(사설): 고조되는 기후변화 논란…에너지 정책 재구축 서둘러야

•   조선(박은호): 어안이 벙벙해지는 월성 1호기 폐쇄 '사기극'