Business Intelligence Monitor 200124

[Markets]

•   Global: Coronavirus fears weigh on global equity markets

•   한국: 코스피, '우한 폐렴' 우려로 하락…2,240선으로 후퇴

•   Metals: Copper slides further as China virus fears grow

•   Grains: Corn futures exceed three-month high on U.S. export demand

[Indicators]

•   한국 12월 주택 매매거래량: 서울 작년 거래량, 2013년 이후 최저

•   한국 주간 아파트 가격: 강남3구 집값 7개월만에 하락 반전

※   매경: 9·13때와 흡사한 12·16대책…발표 5주만에 집값 하락반전

※   매경: "용인 수지 집값이 마포에 육박하다니…"

•   일본 12월 무역수지: Japan's trade falls for first time in three years

•   일본 12월 슈퍼마켓판매: Japan's supermarket sales fall 1.8 percent in 2019 due to tax hike

•   인도네시아 기준금리: BI holds benchmark rate at 5% amid snail's pace loan growth

•   필리핀 4분기 GDP: Philippine GDP Picks Up in Fourth Quarter, Just Misses 2019 Goal - Bloomberg

•   유로존 기준금리: ECB kicks off policy battle as Lagarde launches strategic review

※   ECB: Monetary policy decisions

•   Bloomberg: Deutsche Bank Chief Says ECB Missed Exit From Negative Rates

•   Bloomberg: ECB’s Inquiry May Press for Overhaul of Inflation as We Know It

•   브라질 2019년 원유생산: Brazilian Oil and Gas Production Breaks Record in 2019

•   미국 주간 실업보험청구: U.S. Applications for Jobless Benefits Rise Less Than Forecast

[News]

•   WSJ: Wuhan Virus Could Hit China’s Economy Harder Than SARS

•   WSJ: Shadow Banks Come Into the Light in Global Lending

•   WSJ: Fed Repos Add $74.2 Billion, But Net Liquidity Declines Modestly

•   WSJ: Newsletter: The Number of Homes for Sale Is at a Record Low

•   WSJ: Intel’s Earnings Boosted by Data-Center, PC Demand

•   NYT: In Impeachment Case, Schiff Accuses Trump of Trying ‘to Cheat’ in Election

•   NYT: Impeachment Managers Cite History to Rebut G.O.P. Argument

•   NYT: How Joe Biden Talks About a Touchy Subject: His Son

•   NYT: China Expands Virus Lockdown, Encircling 20 Million

•   NYT: The W.H.O. declined to declare a global emergency. Here are the latest updates on the virus.

•   NYT: How China’s Virus Outbreak Could Threaten the Global Economy

•   NYT: Climate Change Could Blow Up the Economy. Banks Aren’t Ready.

•   NYT: Big Business Says It Will Tackle Climate Change, but Not How or When

•   WP: One in 3 Republicans think Trump has probably acted illegally, but most don’t want him convicted

•   WP: Trump is preparing to release his Mideast peace plan, will brief Israel’s Netanyahu in Washington

•   FT: US and France agree deal on digital tax

•   FT: Javid seeks to placate business over post-Brexit rules

•   FT: US Treasury secretary Mnuchin launches attack on Greta Thunberg

•   FT: Officials support role for Huawei in UK’s 5G

•   FT: With UK deal, EU wants to avoid another Swiss mess

•   FT: Will an EU-US trade deal relieve pressure over digital taxes?

•   FT: Eurozone bankers in fresh push against negative rates

•   FT: Lagarde’s legacy building begins at the ECB

•   FT: Is inflation higher than central banks think?

•   FT: How China’s slow response aided coronavirus outbreak

•   FT: Di Maio resignation shows perils of Five Star experiment

•   FT: Emerging market rate cuts prompt rethink on outlook

•   FT: Fear EU deal puts City of London at risk of ‘rule-taking’

•   FT: Trump accuser Lev Parnas looms over impeachment trial

•   FT: Iran: the battle to succeed Ayatollah Khamenei

•   FT: UN’s top court orders Myanmar to stop alleged genocide

•   Bloomberg: U.S. Auto Tariffs Still Option If Protectionism Stays, Ross Says

•   Bloomberg: U.S.-Europe Trade Spat Risks Flare-Up Over Cars, Digital Tax

•   Bloomberg: Mapping the Outbreak of China’s Coronavirus

•   Bloomberg: Gas Exports Have a Dirty Secret: A Carbon Footprint Rivaling Coal’s

•   Bloomberg: China’s Economy Was Brightening This Month Before Virus Fear Hit

•   Bloomberg: Brazil's Eletrobras Will Be Sold in 2020, Privatization Czar Says

•   Bloomberg: If Merkel Wants to Fix Germany’s Economy, She Needs to Hurry

•   Bloomberg: WTO Takes Center Stage in Trump’s Global Trade Drama

•   Bloomberg: Merkel Says Meeting Paris Climate Goals Is ‘Matter of Survival’

•   Bloomberg: Brexit Deal Passes Penultimate EU Hurdle With Committee Approval

•   Bloomberg: India’s Economy Seems to Be Shaking Off a Slump

•   Reuters: U.S. economy to coast, no big boost expected from trade deal: Reuters poll

•   Reuters: Philippines' Duterte threatens to end military deal with the United States

•   Reuters: Explainer: What we know about Trump's Mideast peace plan

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

•   CNN: How BMW is modernizing manufacturing

•   CNBC: Scholz says he's 'confident' that a US-EU trade deal will happen

•   CNBC: Venezuela's Juan Guaido pleads for international support in Davos

•   CNBC: Davos: George Soros rips Trump, Xi and says 'fate of the world' at stake in 2020

•   CNBC: George Soros warns Trump of potential economic doom before election

•   CNBC: Wharton study: Bernie Sanders' wealth tax would fall $1 trillion shy

•   CNBC: Siemens CEO: Trump would back us in Middle East reconstruction projects

•   Fox Business: EXCLUSIVE: The Democratic 2020 hopeful Obama may publicly trash talk

•   SCMP: How coronavirus outbreak in ‘China’s thoroughfare’ could hit economy

•   SCMP: Explained: Why Wuhan is so important to China’s economy and the potential impact of the coronavirus

•   SCMP: More than a third of Chinese provinces downgrade 2018 GDP

•   매경(P1): 규제샌드박스 입법 지연땐, 임시사업허가 무기한 연장

•   매경: 규제샌드박스에 스마트도시·R&D특구 추가…원스톱 지원센터 신설

•   매경: 195건 처리…58건 시장 진출, 英·日보다 심사속도 더 빨라

•   매경(P1): [단독] 삼성 신성장동력 QD사업화팀 신설

•   매경: 韓 적대적 노사관계…국가경쟁력 훼손

•   매경: [세종 인사이드] `재정주도성장`에 대한 기재부 차관의 해명

•   매경: 靑 "공동 신사업 발굴, 기업 압박은 사실 아니다"

•   매경: "車를 왜 사요?"…쏘카 회원 600만명 육박

•   한경(P1): 강성노조 '묻지마 파업'에 본사도 지원 '뚝'…생사기로 선 중견 車3사

•   한경: 르노 2인자 29일 부산공장 방문…노조에 '최후통첩' 날리나

•   한경: 車부품사들도 고사 위기…4곳 중 1곳이 적자 허덕

•   한경: [단독] 삼성, AI·IoT·빅데이터 조직 총괄할 '차세대 플랫폼센터' 신설

•   한경: 웨어러블 로보틱스 기술로 '두번째 걸음마'

•   한경: '엘리엇 족쇄' 풀린 현대車…무서운 반등

•   서경: ESS 화재원인, 배터리 결함으로 결론

•   서경: 中 결국 전기차 보조금 연장 검토..뒤통수 맞은 한국

•   서경: 목진원 두산重 파워서비스 BG장 사표

•   서경: "서울 집값 당분간 조정...전세는 더 오를것"

•   조선: 병원·공항 설연휴 비상체제로… 정부 "우한 한국인 철수는 고려안해"

•   조선비즈: [설 이후 부동산] ①15억원 넘는 서울 고가주택 조정 불가피… "다주택자, 매도타이밍 잴듯"

•   중앙: [view] 한국은 총선, 미국은 대선…선거에 휘둘릴 올 경기

•   중앙: [안장원의 부동산노트] 집값 ‘두더지 잡기’…보유세 현실화 될 2분기가 분수령

•   문화: “미래사업 큰그림 그린다”… 재계 리더들, 다보스에 집결

•   문화: “투자자들에게 올 최대 정치리스크는 한일관계·북한”

•   문화: 日여행 안가기 ‘주춤’… 설연휴 日노선 예약률 70% 전망

•   문화: 올레드TV 대세로… 프리미엄 시장 쟁탈전 가열

•   국민(P1): 벌어지는 ‘GDP 갭’… ‘日 장기불황’ 데자뷔

•   헤럴드경제(P1): 문대통령 “신북방-일대일로 연계하라”

•   헤럴드경제: 현대차 ‘시총 30조클럽’ 가입 성큼

•   헤럴드경제: 수도권 5만 가구 출격 대기…2월부터 ‘역대급’ 큰 장

•   아시아경제: 반도체 업황 'V자 반등' 곳곳서 뚜렷한 신호

•   아시아경제: 상용화 첫해 10만 기지국…5G 전국망시대 빨라진다

•   이데일리: 한전 “인도네시아 석탄발전 사업 일정대로 추진”

•   뉴시스: [올댓차이나] 중국, 해상풍력발전 보조금 지원 중단 방침

•   뉴스핌: 뉴스핌 - [23일 공시종합] LG화학 "전기차 배터리 독립 법인 검토 중…구체적 사항 결정 안 돼" 등

•   뉴스1: "전기차 배터리부터 잡아라" 완성車-배터리 업체 동맹 활발

•   데일리안: [원전별 핫이슈] 고리원전, ‘최초 원전’ 고리 1호기…해체 시대 준비

•   소비자가 만드는 신문: 두산인프라코어, 견조한 실적에도 신용등급 하락한 까닭은?

•   SBS CNBC: 두타면세점 오늘 문 닫는다…150여명 직원들 어디로?

•   reNews: Renewables hit 18% of EU energy mix

•   FuelCellsWorks: Exclusive: The 2019 fuel cell industry review, reviewed (part 2)

•   전기신문: 인천연료전지, 순풍에 돛 달고 순항 중

•   KHL: Middle East tracked loader market growing

•   Equipment Journal: Komatsu to debut new machines and tech at ConExpo

•   OilPrice.com: Saudi Arabia Hints At Further Oil Production Cuts

•   CNET: iPhone 9 (aka iPhone SE 2): Here's how Apple can make it successful

•   CNET: Galaxy S20 leak may show official renders of Samsung's next flagship phone

•   CNET: Galaxy Flip: Why I'm excited to try out the Galaxy Fold's smaller sibling

•   CNET: Galaxy S20: Samsung is rumored to give the S11 a new name. Is it the right one?

•   CNET: 5 features Galaxy S20 should have that would take it to the next level

•   Phone Arena: Here's how the Galaxy S20 series compares to the Note 10, Pixel 4, and more

•   Phone Arena: Samsung will finally match Apple with the Galaxy S20 Ultra build materials

•   Robotics & Automation News: Bosch increases stake in fuel-cell maker Ceres Power to €90 million

•   Robotics & Automation News: ABB adds 3D printing capabilities to its RobotStudio simulation software

•   Robot Report: Robot helps 3D print a home for less than $6,000 in materials

•   Livemint: Fiscal deficit may be at 3.5% in FY21, says report

•   Business Standard: BJP wants Sitharaman to give rural, infrastructure push in upcoming Budget

•   Business Standard: Over-estimation of GDP numbers in Budget disturb fiscal calculations

•   Business Standard: iPhone shipments in India grow 6% in 2019 compared to 43% fall a year ago

•   Jakarta Post: House lists priority bills for 2020

•   Viet Nam News: Authorities retain high prices to encourage rooftop solar

[Opinions]

•   Project Syndicate(Brahma Chellaney): America’s Debilitating Middle-East Obsession

•   Project Syndicate(George Soros): How a Democratic Counteroffensive Can Win

•   Project Syndicate(Preston McAfee, Simon Wilkie): Teaching Old Markets New Tricks

•   FT(Aung San Suu Kyi): Give Myanmar time to deliver justice on war crimes

•   FT(Philip Stephens): How populism will heat up the climate fight

•   FT(Robert Shrimsley): The ideal time not to buy an electric car

•   FT(Gillian Tett): The world needs a Libor for carbon pricing

•   FT(Martin Sandbu): ECB review must explore monetary policy’s effect on supply

•   FT(James Kynge): Wuhan virus points to tough Year of the Rat for Xi Jinping

•   FT(Jean-Marc Ollagnier): Business must make 2020 the year of the energy shift

•   FT(David Sheppard): Why coronavirus is pushing down the oil price

•   FT(Francisco Rodríguez): Rethinking Argentina’s debt

•   FT(Andrew Hill): The art of integration: to blend or bulldoze?

•   FT(Tom Roderick): Hong Kong has no choice but to reset its dollar peg

•   WSJ(Daniel Henninger): A Most Progressive Trump Impeachment

•   WSJ(Karl Rove): Would Democrats Impeach Obama?

•   WSJ(Stephen Moore): Democrats’ War on Fracking Will Cost Them in Battleground States

•   NYT(Paul Krugman): Trump Is Abusing His Tariff Power, Too

•   NYT(Nicholas Kristof): What if Trump Gave Alaska to Putin?

•   NYT(Editorial Board): There’s No Such Thing as a Free Tax Cut

•   WP(Henry Olsen): Conservatives are realizing that middle-class tax cuts are the real winner

•   WP(Paul Waldman): Sanders might actually be the Democratic nominee. Nobody knows if he’s electable.

•   WP(Ronald A. Klain, Nicole Lurie): We’re past ‘if’ on the coronavirus. We’re on to ‘how bad will it be?’

•   Bloomberg(Justin Fox): There’s More to the $1 Trillion Deficit Than Just Tax Cuts

•   Bloomberg(Shuli Ren): Why Wuhan Is at the Center of the Viral Outbreak

•   Bloomberg(Leonid Bershidsky): Putin Puts Russia Inc. Under New Management

•   Bloomberg(Hal Brands): America Is Safer When Trump Alone Can't Start a War

•   Bloomberg(Narayana Kocherlakota): Trump’s Fed Nominees Will Mean Easier Money

•   Bloomberg(Jim Bianco): Federal Reserve’s Repo Market Fix Is No Fix at All

•   CNN(Fatih Birol): Energy sector is crucial for cutting global emissions

•   MarketWatch(Pierre Briançon): Why the U.K. and France play against type in digital tax row with the U.S.

•   매경(조환익): 값싸고 깨끗한 에너지 가능할까

•   한경(손혁): 월성 1호기를 멈추려는 터무니없는 가정들