Business Intelligence Monitor 200128

[Markets]

•   Global: Stocks slide to two-week low on China virus fears, safe havens gain

※   Equity markets slump worldwide

※   Safe-haven Japanese yen, Treasury notes in demand

※   Many Asian markets shut for New Year holiday

※   China extends Lunar New Year holiday to next week

•   이탈리아: Italian bonds jump after defeat for Salvini’s League

•   인도네시아: Rupiah hits two-year high, but concern grows over impact on exports

•   Metals: Copper in longest losing streak for six years on China virus fears

•   Grains: U.S. corn, soy, wheat fall on coronaㅁvirus fears; close above session lows

[Indicators]

•   한국 2019년 지가: 땅값 상승세 7년만에 둔화… 지난해 3.92%↑

•   한국 4분기 산업연구원 BSI: 제조업 반짝반등… 전망은 부정적

•   독일 1월 IFO 기업환경지수: German business confidence falls, hitting rebound hopes

•   미국 12월 신규주택판매: U.S. new home sales drop for third straight month in December

[News]

•   WSJ: Saudi Prince Courted Amazon’s Bezos Before Bitter Split

•   WSJ: Virus Sparks Soul-Searching Over China’s Wild Animal Trade

•   WSJ: New Cloud Over Global Growth: Synchronized Housing Slowdown

•   WSJ: Newsletter: Coronavirus vs. the Economy

•   NYT: Trump Tied Ukraine Aid to Inquiries He Sought, Bolton Book Says

•   NYT: Impeachment Live: Trump’s Defense Brings Up Giuliani and Due Process but Not Bolton

•   NYT: John Bolton’s Account Upends Trump’s Denials, but Will It Upend Trump?

•   NYT: Coronavirus Live Updates: Alarm Grows as Markets Tumble and Death Toll Rises

•   NYT: Bernie Sanders and His Internet Army

•   NYT: In Crucial Pennsylvania, Democrats Worry a Fracking Ban Could Sink Them

•   NYT: How the G.O.P. Became the Party of the Left Behind

•   NYT: G.M. Making Detroit Plant a Hub of Electric and A.V. Efforts

•   WP: Bernie Sanders faces barrage of attacks from rivals as polls point to surge in early-voting states Add to list

•   WP: Elizabeth Warren’s urgent bet to win Iowa

•   FT: China braced for economic hit from coronavirus

•   FT: The impact of coronavirus across industry and finance

•   FT: US wants chemical-washed chicken on EU trade menu

•   FT: US, UK, Japan and France prepare to evacuate nationals

•   FT: Johnson feels increasing heat over 5G role for Huawei

•   FT: Nerves in Sunderland on edge as Brexit approaches

•   FT: UK and EU set for clash on fish and financial services

•   FT: Brexit dawns on a divided Europe

•   FT: Salvini thwarted in attempt to find way back to power

•   FT: Boeing tightens its belt as Max crisis drains cash

•   FT: Javid set to curb ‘entrepreneurs relief’ in Budget

•   Bloomberg: How Traders Trapped by China Holidays Are Hedging the Virus Risk

•   Bloomberg: China Buys Australian and Canadian Wheat as U.S. Waits Its Turn

•   Bloomberg: Eskom CEO Says Getting Independents Onto Power Grid Will Be Costly

•   Bloomberg: ECB’s Mersch Warns Loose Policy Raises Risk of Market Drop

•   Bloomberg: U.S., EU Sketch Battle Lines to Reset Trade Talks

•   Bloomberg: The Fiery Negotiator Behind South Korea’s Biggest Disputes

•   Bloomberg: Abe’s First Pick in BOJ Shakeup to Test Inflation Resolve

•   Bloomberg: World’s Pile of Negative Debt Surges by the Most Since 2016

•   Bloomberg: Europe Debt Risk Gauges Jump Most Since August on Sell-Off

•   Bloomberg: Oil Traders Made Billions in 2019 as Conflict Shook the Market

•   Reuters: Saudi Arabia, UAE caution oil market against gloom over China virus

•   Reuters: Amid Palestinian doubts, Trump to share Mideast peace plan with Israelis

•   CNN: Economists are even more optimistic about the US economy

•   CNN: Global businesses are feeling the effects of the coronavirus

•   CNBC: Coronavirus prompts automakers to evacuate workers from China, weigh factory delays

•   CNBC: UK expected to give Huawei restricted role in 5G rollout

•   CNBC: Carbon tax: EU plans could derail trade deal with the US

•   MarketWatch: The first stock-market ‘correction since October has begun,’ says analyst who called 2018 tech rout

•   SCMP: China’s most indebted provinces face further woes in 2020 as pressure to help slowing economy grows

•   SCMP: China halts stock trading in extended Lunar New Year holiday as deadly coronavirus outbreak from Wuhan takes its toll

•   SCMP: Coronavirus measures will hurt China’s economy in short term, analysts say

•   SCMP: Wuhan virus: Asian countries weigh hit of restricting Chinese tourists

•   매경(P1): [단독] 라임운용 사태에 이어 또 사모펀드 환매중단

•   매경: ① AI·빅데이터 시대…생각까지 읽는 `인간해킹` 경고

•   매경: 민간지출 6분기째 꽁꽁…역대최장 감소

•   매경: [단독] "주문 쏟아지는데…" 현대기아車 증산 속앓이

•   매경: 올레드TV 시장 확대…日샤프도 신제품 출시

•   매경: 반도체 이익 세계 1위…삼성, 美 인텔에 내줘

•   매경: 배터리3사 주가희비…본업 실적에 갈렸다

•   한경(P1): [단독] 월성 원전 3기 내년 말 가동중단 위기

•   한경(P1): 與 예비후보 총선 공약 지키려면 300조원

•   한경: 살 빼면 상품권·1억에 아파트 공급…역대급 '묻지마 공약' 판친다

•   한경: 또 다시 퍼지는 감염병포비아…팩트체크 해보니

•   한경: 부동산 강경책 쏟아지자…속타는 與 수도권 의원들

•   한경: 브라질 오지로 날아간 이재용…중남미 '5G 시장' 큰그림

•   한경: [한상춘의 국제경제읽기] 中 우한 폐렴 파장…'제3의 톈안먼 사태'로 번지나

•   한경: LG화학·SK하이닉스…내달 회사채 1兆씩 찍는다

•   조선(P1): 5일간 돌아다닌 2명… 방역 뚫렸다

•   조선: 3번 확진자, 마트·백화점·식당·병원·호텔·편의점 다녀갔다

•   조선: ①침·신체접촉으로 폐렴 감염 ②우한 실신 영상은 근거없다

•   조선: CNN "北 산음동서 차량 활동 포착… 미사일 발사 신호일수도"

•   조선: "서울 그래도 오른다… 9억 이하 아파트가 상승 주도"

•   조선비즈: LCD '반짝' 반등에도 구조전환 속도내는 삼성⋅LG디스플레이

•   조선비즈: AI가 '우한 바이러스' 먼저 알았다...WHO보다 빨라

•   중앙(P1): “중국 출장 금지” SK·LG 비상령

•   중앙: [글로벌 신년기획②] “미·중 디커플링 땐 신냉전···중 믿는구석은 한·중·일 FTA”

•   중앙: 회복 기대했던 수출·관광 ‘우한쇼크’ 만났다

•   중앙: “18번 막힌 대책 19번째는 될까···집투기, 시장이 알아서 벌줘”

•   동아(P1): “日, 수출규제 발표때 징용 언급한건 잘못”

•   동아: 美 1위 GM과 전기차 동맹… 구광모 ‘소재-부품 승부수’ 적중

•   동아: ‘또 다른 미래’ 배터리 재사용도 겨냥

•   동아: 한국 1인당 GDP, 4년만에 뒷걸음칠듯

•   국민(P1): 사스·메르스처럼… 한국 경제에 또 찬물 끼얹나

•   서울: “한국, 年 5000명 조기 사망 부르는 기후 악당”

※   Greenpeace: [보고서] 더블 스탠다드, 살인적 이중기준

•   한겨레(P1): ‘배달의민족’처럼…유니콘기업 90% 국외자본이 키웠다

•   머니투데이: 서울서 연다던 한일 수출대화, 한달째 "아직…"

•   머니투데이: 한수원, 루마니아원전에 국산 기자재 공급…"중기협업 첫 성과물"

•   파이낸셜뉴스(P1): 9억원 넘는 집 있으면 전세대출 전국서 제한.. 타규제와 형평성 논란

•   파이낸셜뉴스: 조선업계, 환경규제 수혜… 3년 연속 수주 세계 1위'청신호'

•   파이낸셜뉴스: 파운드리 시장, 수요증가·투자확대로 성장 가속도

•   디지털타임스: 전기차 배터리 `코리아 어벤저스` 출격 태세

•   디지털타임스: "D램·낸드 시장, 올해 가장 극적 반전"

•   뉴시스: 수소모빌리티+쇼 '성큼'…수소차·산업 총망라

•   뉴시스: 잇따른 동맹 구축…전기차 배터리 가격 떨어지나 : 네이버 뉴스

•   뉴스1: 中전기차 시장은 열릴까…韓배터리 반등의 마지막 열쇠 : 네이버 뉴스

•   EBN: 쏟아지는 LNG 발전·직도입…LNG 시대가 온다

•   CEO스코어데일리: 국민연금, ‘실적 개선’ 두산인프라·두산밥캣 담고…‘부진’ 두산重 축소

•   Windpower Monthly: Offshore wind-to-hydrogen plant plans revealed

•   Windpower Monthly: Using drones for offshore spare parts delivery

•   For Construction Pros: Electrified Construction Equipment Gaining Momentum

•   건설경제: [해외건설 기획]“적자 공공공사, 주택사업 집중… 해외 시장 진출 자충수 됐다”

•   OilPrice.com: US, Russian Forces Face Off Near Syria’s Oilfields

•   OilPrice.com: Brazil Decides Against Joining OPEC

•   OilPrice.com: Iraqi Oil Field Resumes Production As Protests Subside

•   MINING.com: Five battery raw materials themes to watch in 2020

•   CNET: Galaxy Z Flip is the foldable phone I'm most excited for right now. Here's why

•   CNET: Motorola Razr, Galaxy Z Flip, Fold 2: Foldable phones need killer apps and strong screens to succeed in 2020

•   CNET: Electric cars only: GM Detroit-Hamtramck plant's future includes EV trucks and more

•   CNET: Top 5 Apple iPhone 12 rumors - Video

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

•   전자신문: “삼성도 RE100 참여를”…애플, 한국서 '클린에너지 프로그램' 시동

•   전자신문: [이슈분석] 'RE100' 모호한 기준 탓 삼성·SK 등 혼란 가중

•   전자신문: [이슈분석]RE100, 고용 증대에도 도움

•   전자신문: [이슈분석] RE100 기업, '한국 0 vs 일본 30'… 이유는?

•   전자신문: 갤럭시S20, 5G SA도 지원

•   Inside EVs: Volkswagen Group Sold More Than 140,000 Plug-In Cars In 2019

•   Robotics & Automation News: ABB and Porsche forge exclusive partnership to drive forward e-mobility

•   Robot Report: Call for presentations open for RoboBusiness 2020

•   Nikkei Asian Review: China's industrial core at standstill as cities extend shutdown

•   Nikkei Asian Review: SoftBank makes self-driving push in Japan

•   Nikkei Asian Review: Japan tourism hits turbulence from Chinese coronavirus

•   Economic Times: Country could be passing through recession: Abhijit Banerjee

•   Business Standard: Q3 preview: Automakers likely to post subdued sales, improved margins

•   Business Standard: Budget 2020: How will the FM tackle the economic challenge before India?

•   Hindustan Times: Union budget 2020 will fear and wish for inflation at same time

•   Jakarta Post: Indonesia reviews Chinese imports restrictions over coronavirus concerns

•   Jakarta Post: Fitch affirms Indonesia’s BBB rating with stable outlook, sees ‘structural weaknesses’

•   Jakarta Post: Indonesia likely to miss renewable energy target – again

[Opinions]

•   Project Syndicate(Adair Turner): Winning the Electrification Race

•   Project Syndicate(Andrew Sheng, Xiao Geng): Re-Engineering China’s Economy

•   Project Syndicate(Stephen S. Roach): A Global Economy Without a Cushion

•   Project Syndicate(Shang-Jin Wei): Will the Coronavirus Cause a Major Growth Slowdown in China?

•   FT(Gideon Rachman): China, not America, will decide fate of the planet

•   FT(Robert Shrimsley): Brexit is a moment to end zero-sum politics

•   FT(Tony Barber): Salvini could survive latest miscalculation

•   FT(Nick Butler): The disruptive effects of Europe’s Green Deal

•   FT(Lex): Huawei/5G: still plenty to play for

•   FT(Anjana Ahuja): Containing the coronavirus is a forlorn hope

•   FT(Ivan Krastev): Depopulation is eastern Europe’s biggest problem

•   FT(Jude Webber): US trade pact insufficient to revive Mexico’s economy

•   WP(Robert J. Samuelson): America’s debt spree isn’t stopping. It might soon be too late.

•   WP(Jennifer Rubin): Bernie Sanders’s Trump-like campaign is a disaster for Democrats

•   WP(Jennifer Rubin): Eight ways Bolton has changed the trial and boxed in Republicans

•   WP(Greg Sargent): Four takeaways from the John Bolton revelations

•   WP(George T. Conway III): George Conway op-ed - Bolton’s testimony would be devastating. Not even Republicans could look away.

•   WP(William Pesek): How Trump is losing Asia a bit more every day

•   WP(David Moscrop): Forget Brexit. Justin Trudeau needs to deal with ‘Wexit.’

•   WP(Michael Gerson): In John Bolton, Trump has finally met his match

•   Bloomberg(Mohamed A. El-Erian): Markets Are Getting Used to Shocks But Mask Risks

•   Bloomberg(Conor Sen): A Big Infrastructure Deal Faces a New Hurdle

•   Bloomberg(Tyler Cowen): The China Coronavirus Will Test the U.S., Too

•   Bloomberg(Brian Chappatta): Traders May Hate Treasuries at 1.6%, But What Else Is There?

•   Bloomberg(John Authers): Pandemic Panic Is Natural, But Try to Resist It

•   Bloomberg(Ferdinando Giugliano): What Salvini's Setback Means for Italy

•   Bloomberg(Jonathan Bernstein): Here We Have It. The Trump Impeachment Smoking Gun.

•   Bloomberg(Michael R. Strain): Of Course Trump’s Tariffs Hurt U.S. Manufacturing

•   Bloomberg(Vince Cable): Can Boris Johnson Double U.K. Growth? Don’t Bet on It

•   Bloomberg(James Nixon): Climate Change Is Real, and Really Expensive

•   CNBC(Michael Ivanovitch): Germany should answer for EU's unemployment, weak economy

•   CNBC(Scott Gottlieb): Op-ed: We need to prepare for US outbreak of Wuhan coronavirus

•   CNN(Julian Zelizer): Why is Bernie Sanders surging?

•   CNN(CP Gurnani): 5G will fundamentally change our lives for the better

•   파이낸셜뉴스(사설): 다보스발 기후변화 경고, 탈원전에도 경종

•   파이낸셜뉴스(정상균): ‘탈원전’ 비밀·정답·공짜가 없다