Business Intelligence Monitor 200123

[Markets]

•   Global: Stocks edge up as China virus worries abate; oil drops

※   Stocks arrest slide as authorities tackle spread of virus

※   Sterling rises sharply against the dollar

※   Oil tumbles as Libya supply jitters dissipate

•   Global: ‘수소 사회’로 가는 지구촌…글로벌 수소株 급등세

•   한국: 코스피, '우한 폐렴' 불안 딛고 1% 급등…2,260선 회복

•   Metals: Copper falls to a near 3-week low as virus death toll rises in China

•   Grains: Wheat sets 1-1/2 year high at CBOT on robust global demand

[Indicators]

•   한국 4분기 GDP: 작년 경제성장률 2.0%, 10년만에 최저…재정주도성장

※   한국은행: 2019년 4/4분기 및 연간 실질 국내총생산(속보)

※   매경: 4분기에 몰아친 SOC 투자…성장의 4분의 3, 재정으로 끌어올려

※   매경: 나쁜 지표 `쏙` 빼고…홍남기 "마지노선 지켰다" 자화자찬

※   매경: 2% 턱걸이에…금리 당분간 숨고르기

※   조선: 구청 월급날 당기고, 교실 칠판 바꾸고… 수치효과 나는 곳에 돈 살포

※   조선: 소득주도성장 한다고 난리더니… 국내총소득 21년만에 마이너스

•   일본 12월 백화점 판매: Japan dept. store sales fall in 2019 for 2nd straight year

•   말레이시아 기준금리: Malaysia Follows Turkey, South Africa With Interest Rate Cut

•   인도 4분기 주택판매: Housing sales fall 9%, new supply down 10% in Oct-Dec on economic slowdown

•   미국 12월 기존주택판매: U.S. Existing-Home Sales Wrapped Up 2019 on Solid Note

•   캐나다 기준금리: Bank of Canada Opens Door to Rate Cut on Persistent Slowdown

[News]

•   WSJ: China Orders City at Center of Virus Outbreak to Shut Public Transport

•   WSJ: Europe Girds for Trade Battle

•   WSJ: What the Biggest Swing County in Iowa Says About 2020

•   WSJ: U.S. Seeks to Reset Clock on China Engagement

•   WSJ: U.S. Union Membership Hits Another Low

•   WSJ: Fed Liquidity Operations Face Conflicting Currents in Wednesday Interventions

•   WSJ: Regulator to Move on Low-Income Lending Overhaul Without Fed

•   WSJ: Newsletter: Global Economic Tensions Are Here to Stay

•   WSJ: Tesla Tops Volkswagen to Become Second-Most-Valuable Auto Maker

•   NYT: Live Stream: Trump Impeachment Trial Updates - The New York Times

•   NYT: We Asked 81 Americans About Impeachment. Here’s What They Had to Say.

•   NYT: The Trade War, Paused for Now, Is Still Wreaking Damage

•   NYT: Tesla Value Hits $100 Billion. Will Elon Musk Get a Big Bonus?

•   NYT: In Davos, President Trump Frets About Boeing

•   NYT: Trump, in Davos to Talk Trade, Lashes Out at Enemies Back Home

•   NYT: Bezos Phone Hack Tied to Saudi Crown Prince Puts New Pressure on Kingdom

•   WP: Senate Democrats privately mull witness trade in impeachment trial: A Biden for Bolton

•   WP: Analysis: After GOP senators block new impeachment evidence, Trump boasts about what he’s withholding

•   FT: Di Maio quits as leader of Italy’s Five Star

•   FT: Von der Leyen tells China to price carbon

•   FT: Companies sign up to environmental disclosure

•   FT: Trump and EU promise to press on to reach trade deal

•   FT: Trade tensions erupt between London and Washington

•   FT: Aero industry fires Brexit warning shot at Johnson

•   FT: Fastest growth in cross-border lending since crisis

•   FT: Washington and Brussels put pressure on Brexit Britain

•   FT: UK public sector borrowing increases in the year so far

•   FT: The global elite is finally getting used to Donald Trump

•   FT: The World 2020

•   FT: Democrats lose impeachment votes but hatch a strategy

•   FT: Coronavirus outbreak: what we know so far

•   FT: The new kings of the bond market

•   FT: Africa seeks practical ideas as ‘jamboree’ loses lustre

•   FT: Modi’s political agenda risks undermining global ambition

•   FT: Is Sajid Javid’s economic growth goal attainable?

•   FT: Polish president accuses Putin of ‘historical lie’ over second world war

•   Bloomberg: China’s Lunar New Year Nightmare: 3 Billion Trips and a Virus

•   Bloomberg: Boeing’s New CEO Sees Production Restart for Max in a Few Months

•   Bloomberg: Brexit Deal Clears U.K. Parliament, Ending Years of Deadlock

•   Bloomberg: Here Are the Losers From U.S.-China Trade Agreement

•   Bloomberg: Le Maire Says France Agrees on Digital Tax Framework With U.S.

•   Bloomberg: Trump Hits EU Carmakers With Trade Threat as Outlook Sours

•   Bloomberg: Hong Kong Retailers Suffer Collateral Damage as Protests Rage

•   Bloomberg: The Fed Led the World Out of 2008. On Climate, It’s a Follower

•   Bloomberg: Turkey’s Rate Guidance Intact After Five Cuts Went ‘a Bit Deep’

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

•   Bloomberg: Bank Indonesia to Maintain Accommodative Stance, Warjiyo Says

•   Bloomberg: Job Cuts Will Depress South Africa’s Limping Economy Even More

•   Bloomberg: Why ‘Digital Taxes’ Are the New Trade War Flashpoint: QuickTake

•   Bloomberg: Mnuchin Uses Auto Tariff Threats as Leverage Over Digital Taxes

•   Bloomberg: South Africa Counts Cost of Chronic Electricity Shortages

•   Bloomberg: Oil CEOs at Davos Debate Tougher CO2 Cuts as Pressure Mounts

•   Bloomberg: Trade War Is 2 Years Old But China Escapes With Flesh Wound

•   Reuters: Daimler profits halve on diesel and restructuring charges

•   Reuters: After China trade deal, Europe and U.K. next on Trump's to-do list

•   Reuters: Explainer: As Britain decides, Europe grapples with Huawei conundrum

•   Reuters: Factbox: What we know about the new coronavirus spreading in China and beyond

•   CNN: Davos 2020: US bankers don't want to lead the fight on climate change

•   CNBC: US-China deal offers a ‘pathway to peace,’ IMF chief says

•   CNBC: Trump says GDP, Dow would be higher if it weren't for the Fed

•   CNBC: Dimon says the only financial market bubble out there right now is in sovereign debt

•   CNBC: China’s Xiaomi still eying US market entry despite trade war

•   MarketWatch: Boeing’s earnings could be ‘an absolute disaster,’ analyst says

•   SCMP: Virus reignites fears for Chinese economy week after trade deal signing

•   SCMP: Wuhan coronavirus outbreak could hurt retail, tourism, UBS says

•   SCMP: China plays down fears US trade war deal will hurt other nations

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

•   SCMP: Is China’s shrinking demand for gold linked to fewer births, marriages?

•   Global Times: Why isn’t the BRI a strategy of China?

•   매경(P1): 대법원發 `통상임금 2차 충격` 온다

•   매경: 연장·야간·휴일수당 증가 불가피…대법원 또 親노동 판결

•   매경: 재계 "통상임금 기준변경 영향 가늠못해…줄소송 우려"

※   현재 통상임금 소송을 진행 중인 기업으로 는 아시아나항공, 현대중공업, 현대미포조선, 만도, 두산, 금호타이어 등이 있다.

•   매경: 정부, 신중한 입장 속 파장 주시

•   매경(P1): 현대차 매출 첫 100조원 돌파…작년 영업이익도 52% 급증

•   매경: 텔루라이드·셀토스 돌풍…기아차도 활짝 웃었다

•   매경: 현대차 영업익 7년만에 반등…中 공략 `올해 이익 5%` 도전

•   매경: 전쟁선포 20개월만에 엘리엇 `백기`…정의선 지배구조 개편 탄력

•   매경(P1): "저출산·고령화 해결없인 韓 소득 4만달러 어렵다"

•   매경: "전력공급원에 원전 반드시 포함해야…기후변화 대처에도 필요"

•   매경: 이수혁 "남북철도 연결 시급"…정부는 추가 정밀조사 준비

•   매경: [세종 인사이드] 14년 만에…세수 오차율 0%대 기록한 세제실

•   매경: "동대문, 해외판로 개척·디자인 차별화로 병상 탈출해야"

•   매경: 靑경제수석 "서울 공급확대안 조만간 발표"

•   MBN: 발전용 가스터빈 국산화 성공…정부 지원 필요

•   한경(P1): 서울 단독주택 공시價 6.8% 올랐다

•   한경: 20억 방배동 단독주택 보유세 721만→1055만원…46% 치솟아

•   한경: "보유세 늘어나도…집값 상승 기대 커 매물 많지 않을 것"

•   한경(P1): 부자 증세는 복지재원 해법 아니다…조세감면 줄이고 재정낭비 막아라

•   한경: 정부가 검토 중인 신규 세원, 가상화폐稅·디지털稅…주식 양도차익에도 과세?

•   한경: 술·담배 샀는데 교육세 뗀다?…'목적' 다한 목적稅

•   한경: 원전이용률 '뚝'…전기요금 인상 압박 커지나

•   한경: "美·中 무역 1단계 합의로 韓반도체 수출 타격 받을 수도"

※   산업연구원: "최근 수출여건 개선과 회복 가능성 점검"

•   서경(P1): [단독] 부품업체 '수주 절벽'···원전생태계 고사 위기

•   서경: 납품 인증·유지비만 1억..,경영난에 '원전 노하우' 스스로 포기

•   서경: '탈원전' 직격탄 맞은 두산중공업

•   서경: 한전·발전자회사 지난해 영업손실 3,000억 넘을 듯

•   서경: 양대노총 경쟁에 노정관계 험로 예상··· 경제에도 부담

•   서경: '상법 국회 통과' 밀어붙이겠다는 당정

•   서경: 中배터리 품는 폭스바겐···韓, 시장 절반 잃나

•   서경: 토종 '로봇 손' 달걀 쥐고 가위질도 척척

•   조선: "국내 첫 확진자와 접촉 3명 모두 음성으로 판정"

•   조선: [Tech & BIZ] 폭탄 1t 싣고 나는 '킬러 드론'… 곧 떼지어 작전 나선다

•   조선비즈: 집만 지어서는 못 산다… 전지시장 뛰어드는 건설사들

•   조선비즈: [IF] 소 없는 미트볼, 돼지 없는 소시지… '가짜 고기'가 진짜 시장 넘본다

•   중앙: [현장에서] 청와대, 5대 그룹에 “공동사업 찾아라” 재계 “5공 회귀냐”

•   중앙: 현대차 1만5000명 퇴직해도···추가고용 계획 전혀 없는 까닭

•   동아(P1): [단독]靑, 배터리 3사-현대車에도 공동개발 ‘압박’

•   동아: “분양가상한제前 서두르자”… 2∼4월 전국 아파트분양 8만여 채로 작년 1.7배

•   문화: 부동산, 총선 최대이슈 부상… 민주당 “또 폭등땐 감당못해”

•   한국(P1): 원자력연구원 지난달 방사성물질 누출, 뒤늦게 공개

•   서울: 서울 초미세먼지, 베이징과 비슷…車 배출가스·화력발전 영향 뚜렷

•   한겨레: 한전 예타 논란 인니 석탄화력발전소 사업 이사회 안건 보류

•   머니투데이: 다시 돈 쓰는 중국, 12월 반도체 30% 넘게 더 수입

•   머니투데이: "LGD 올레드 올인 시간 벌었다"…LCD패널 가격 반등

•   헤럴드경제: 소·부·장 脫일본화 가속…올 예산 2조 1000억 투입

※   산업부: 「소재·부품·장비산업 특별조치법」 4월1일 시행된다.

※   산업부: 소부장 정책은 흔들림 없이 지속적으로 강력 추진

•   헤럴드경제: 연료전지 1위 ‘포스코에너지’…美퓨얼셀과 파트너 결렬위기

•   파이낸셜뉴스(P1): '불황' 부동산·조선·해운업 대출 더 죈다

•   파이낸셜뉴스(P1): 전세대출규제'구멍'..우회상품 속속 등장

•   파이낸셜뉴스: 삼성전자 이번주 조직개편 단행.. 시스템반도체·5G에 힘 싣는다

•   아시아경제: SK이노베이션, 전기차 배터리 수주잔고 500GWh 돌파

•   디지털타임스(P1): 대기업 옆집 아빠, 月 412만원 더 벌었다

•   디지털타임스: BBB급 회사채 특수는 옛말…新자본증권에 밀려 수요 `급랭`

•   이데일리: 中강희제가 세우고 바이두가 더하다…세계 최초 AI공원 하이뎬

•   이데일리: 세계 최초 상용차 허가에 택시도 허용…中 바이두 자율주행차 美 맹추격

•   이데일리: 세계 시장 커졌는데 국내 ESS 시장 '뒷걸음질'

•   이데일리: LG화학·SK이노 'ITC 조기판결' 임박… 다시 고개드는 ‘정부역할론’

•   뉴시스: 韓 '脫석탄' 하자면서 "해외에 석탄발전소 수출"…그린피스 비판

•   뉴스토마토: 중공업 고전 속 신사업 키워온 두산, 빛 볼 일만 남았다

•   데일리안: SK이노‧LG화학, 배터리 전선 확대…‘시장선점’서 ‘소재확보’까지

•   아시아타임즈: [뒤끝 토크] “위기냐, 기회냐”...4차 산업혁명 올라탄 중후장대산업

•   The Guru: 두산솔루스, 헝가리 전지박 투자 '청신호'…EU, 유해물질 사용 허가

•   Power Engineering: IHS Markit: LNG investment skyrocketing, U.S. set to take global lead by 2023

•   reNews: US offshore wind to 'hit 20GW by 2030'

•   Renewables Now: ADB agrees financing package for 50-MW solar project in Vietnam

•   Windpower Monthly: How permitting delays are hitting US offshore's ‘pathfinder’ project

•   FuelCellsWorks: Fuelcell Energy launches new business strategy

•   에너지경제: '원전·전기요금' 등 총선 앞두고 금기어 된 에너지 정책

•   에너지경제: [에너지전환 2020 ③] 천연가스부터 SBTi까지…올해 에너지전환 트렌드는 <下>

•   에너지경제: 정부發 ‘30만호 추가 공급’에 시장은 ‘설왕설래’

•   Construction Equipment: 3D Printer to Create Concrete Slabs in 'Under One Minute'

•   Industrial Vehicle Technology: Caterpillar lays out ConExpo plans

•   MINING.com: How China overtook the US as the world’s major trading partner

•   산업일보: 중국 굴삭기 수출, 3월 정점 찍을 것으로 예상

•   건설경제: 건설업 불황에 근로자 소득도 줄었다

•   건설경제: 건설사 조직 더 똑똑해진다

•   OilPrice.com: Brazil Could Begin Talks To Join OPEC In July

•   OilPrice.com: EIA Sees Shale Production Rise By Another 22,000 bpd Next Month

•   OilPrice.com: Libya’s NOC Confirms It Virtually Lost All Of Its Oil Production

•   MINING.com: Chile protests take toll on Antofagasta quarterly output

•   MIT Technology Review: GM’s Cruise has unveiled a self-driving car with no steering wheel

•   전자신문(P1): 삼성-LG, LCD 장비 매각 속도...QD·OLED 전환 드라이브 걸었다

•   전자신문: [이슈분석]시스템반도체 등 BIG3 지원부터 R&D, 정책자금까지 1~2월 지원사업 쏟아진다

•   전자신문: 스마트공장 확산에 속도낸다...'스마트공장법' 법제화 추진

•   ZDNet Korea: "또 베트남으로"…中, '애플 기기 탈중국화' 우려

•   디지털데일리: 韓 반·디, 엇갈린 전망…SK하이닉스·LGD, 2019년 실적은?

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

•   Phone Arena: Sony's first 5G Xperia flagship may debut at MWC 2020

•   Inside EVs: Close To 1.18 Million Plug-In Electric Cars Were Sold In China In 2019

•   Hannover Messe News: Hydrogen and fuel cells gaining ground

•   Robotics & Automation News: Stäubli to showcase new range of robots designed for food sector

•   Robotics & Automation News: How Automating Your Household Chores Can Free Up More Time For You

•   Robotics Tomorrow: The 5 Key Points When Motorizing an AGV

•   Robotics Tomorrow: ROBOTICS REVAMPING THE TRAVEL INDUSTRY

•   Dronelife: DJI Case Study Highlights the Benefits of Drones in Logistics Industry

•   Nikkei Asian Review: Toyota to recall 3.4m vehicles worldwide over air bag fears

•   Nikkei Asian Review: Honda recalls 2.7m North American vehicles over new air bag defect

•   Nikkei Asian Review: Exclusive: Huawei stockpiles supplies, fearing new US tech ban

•   Nikkei Asian Review: Is Singapore's 'perfect' economy coming apart?

•   Economic Times: India’s painful double whammy spreads to other emerging markets

•   Business Standard: GDP to grow by 5.5% in FY21 but downside risks persists: India Ratings

•   Moscow Times: Russia’s PM Orders New Spending Plan to Boost Living Standards

•   Jakarta Post: New capital city to contribute little to Indonesia’s economic growth: Indef

•   Jakarta Post: Coal plant expansion wipes out Indonesia's green energy progress

•   Jakarta Post: Record-low poverty reduction rate calls for more robust, inclusive economic growth: Expert

•   Jakarta Post: Indonesia projects lower oil and gas production amid low investment

•   Myanmar Times: Japan provides funding for four infrastructure projects

•   Myanmar Times: Emergency project proposals greenlighted by MIC

[Opinions]

•   Project Syndicate(John B. Taylor): Restoring Fiscal Order in the United States

•   FT(Janan Ganesh): America is still waiting for a true populist

•   FT(Martin Sandbu): How Boris Johnson can be an example to Europe

•   FT(Tony Barber): Di Maio’s exit holds lessons for his successor

•   FT(Lex): Hyundai Motor: ignition key

•   FT(Andrew Edgecliffe-Johnson): Davos business leaders discover the value of workers

•   FT(John Thornhill): The birth of ‘digital twins’ will transform our world

•   FT(Dean Turner): We politicise central banks at our own peril

•   FT(Jonathan Wheatley): EM investors should take heed of Trump-Thunberg clash

•   FT(Joe Miller): Siemens’ cautionary tale on response to climate activists

•   WSJ(Holman W. Jenkins, Jr.): Are Fires a Climate Wake-Up Call?

•   WSJ(Robert B. Zoellick): Trump’s Pyrrhic Trade Victories

•   WSJ(Jason L. Riley): Why Obama Won and 2020’s Black Candidates Couldn’t

•   NYT(Thomas B. Edsall): Why Trump Persists

•   WP(Robert J. Samuelson): Why Trump loves the ‘swamp’

•   WP(David Ignatius): What does impeachment show the world? America’s stability.

•   WP(Jennifer Rubin): Three things to watch for in the impeachment trial

•   WP(Jonathan Turley): Jonathan Turley: Obstruction of Congress is a weak impeachment case

•   Bloomberg(Mohamed A. El-Erian): ECB’s Strategy Review Can’t Magically Solve Its Main Problem

•   Bloomberg(Tyler Cowen): Preparing for a Pandemic Makes Economic Sense

•   Bloomberg(Noah Smith): The Rent Crisis Won’t Go Away Without More Housing

•   Bloomberg(John Authers): What Trump Loves Is Toxic for Europe's Banks

•   Bloomberg(Ferdinando Giugliano): Italy Prepares Itself for Prime Minister Matteo Salvini

•   Bloomberg(Leonid Bershidsky): Putin's Biggest Surprise: Seeking a Strong Successor

•   Bloomberg(Amr Adly): Property Taxes Are the Arab World’s Low-Hanging Fruit

•   Bloomberg(Lakshman Achuthan, Anirvan Banerji): The Strength of Consumers Is Overstated

•   Bloomberg(Francis Wilkinson): Trump’s Impeachment Trial Isn’t His Biggest Legal Risk

•   MarketWatch(Nigam Arora): Trump is likely right that the Dow would be higher if the Fed hadn’t raised interest rates

•   MarketWatch(Nick Bunker, Tara Sinclair): As wage growth picks up, the Fed needs to be careful about overreacting

•   서경(사설): 방폐장 공론화 늑장 후유증 걱정 안하나

•   문화(주한규): 反풍력 운동 확산과 더 커진 탈원전 폐해