Business Intelligence Monitor 200204

[Markets]

•   Global: Stocks jump as China markets reopen, dollar gains

※   Coronavirus death toll in China rises to 361

※   China central bank injects $174 bln of liquidity

※   Oil slumps to lows last seen in January 2019

※   Yields rise, gold slips as safe-havens lose appeal

•   미국: Tesla Stock Soars by More Than $100

•   한국: 코스피 사흘째 하락…2,110선 약보합 마감

•   한국: 코스피, 메르스 초반엔 2% 이번엔 6% 하락

•   중국: China stocks suffer worst day since 2015 on coronavirus 

•   Oil: Oil drops 2.8% on coronavirus fears, dips below $50 per barrel

•   Metals: Shanghai copper plunges to 3-year as Chinese markets reopen

•   Grains: Corn hits 2-week low on virus worries while soy, wheat bounce

[Indicators]

•   글로벌 2019년 전기차 판매: Global EV Sales For 2019 Now In: Tesla Model 3 Totally Dominated

•   미국 1월 ISM제조업PMI: Global Factory Revival in Doubt as Coronavirus Spreads

•   유로존 1월 제조업PMI: Factories Brace for Virus Blow Just as Demand Starts to Pick Up

•   영국 1월 제조업PMI: UK manufacturing sector stabilises as uncertainty fades

•   중국 12월 공업이익: China's industrial profit to further plunge in 2020, but in a mild way: analysts

•   중국 1월 차이신 제조업PMI: China manufacturing outlook worsened, even before coronavirus outbreak

•   한국 1월 주택매매가격: 주춤한 서울 집값...전셋값은 49개월來 최대 상승

•   한국 1월 자동차 판매:車 중견3사 '1월 쇼크'…판매 반토막 났다

•   홍콩 4분기 GDP: Hong Kong Suffers First Annual Recession in a Decade

•   인도네시아 1월 소비자물가: Indonesia records 2.68 percent January inflation using new formula

•   러시아 4분기 GDP: Russia's economic growth at 1.3% in 2019, slightly above expectations

•   칠레 12월 GDP: Chilean Economy Unexpectedly Grew in December from Year Earlier

•   신종 코로라바이러스 현황: SCMP 업데이트

[News]

•   WSJ: Coronavirus Closes China to the World, Straining Global Economy

•   WSJ: Virus Outbreak a Major Test of China’s System, Xi Says

•   WSJ: The Auto Industry Wanted Easier Environmental Rules. It Got Chaos.

•   WSJ: Trump Administration Denying More Tariff-Exemption Requests

•   WSJ: Saudis Weigh Large Oil Cuts in Response to Coronavirus

•   WSJ: Newsletter: Coronavirus Closes China

•   NYT: SARS Stung the Global Economy. The Coronavirus Is a Greater Menace.

•   NYT: What’s at Stake in the Iowa Caucuses

•   NYT: Impeachment Trial Live Updates: ‘Leave It to the Voters,’ Trump’s Defense Says

•   NYT: Beijing in the Time of Coronavirus: No Traffic, Empty Parks and Fear

•   NYT: OPEC Scrambles to React to Falling Oil Demand From China

•   WP: Coronavirus infections predicted to grow exponentially; first death outside China; outbreak becomes political

•   WP: Virus threatens U.S. companies’ supply of Chinese-made parts and materials

•   FT: Johnson ready to spurn EU deal over rule-setting

•   FT: Tusk casts doubt over full EPP return for Orban’s party

•   FT: Biden and Buttigieg trade blows in Iowa over ‘electability’

•   FT: Hong Kong closes most crossings into mainland China

•   FT: Turkey’s Erdogan vows to make Syria ‘pay’ after attack

•   FT: Javid’s surplus goal at risk as coffers face £12bn black hole

•   FT: Why US economists are obsessed with 'Japanification'

•   FT: Post-Brexit battle lines have already been redrawn

•   FT: How Japan Inc became a target for activist investors

•   Bloomberg: Virus Jolts China Economy, Forcing Rethink on Almost Everything

•   Bloomberg: China-U.S. Trade Deal: Viral Outbreak Clouds Import Prospects

•   Bloomberg: Coronavirus Forces World’s Largest Work-From-Home Experiment

•   Bloomberg: China Cuts Rates, Injects Liquidity as Mainland Markets Sink

•   Bloomberg: China’s Virus Outbreak Upends Global Commodity Trade Flows

•   Bloomberg: Britain’s Productivity Decline Is the Worst in 250 Years

•   Bloomberg: With Brexit Done, Trump Sets Himself Up to Be Disruptor Again

•   Bloomberg: Johnson and Barnier Clash Over Who Sets Rules for Brexit Trade

•   Bloomberg: East Europe Has Reason to Lift Interest Rates But Probably Won’t

•   Bloomberg: U.S.-China Trade Deal: Will Pork, Soybean Exports Increase?

•   Bloomberg: China’s Massive Economic Power Shapes Global Response to Virus

•   Bloomberg: ECB’s Weidmann Signals Openness to Tweaking Inflation Goal

•   Bloomberg: Asia Faces Rate-Cut Pressure to Curb Fallout From Virus

•   Bloomberg: Climate Models Are Running Red Hot, and Scientists Don’t Know Why

•   Reuters: Iran's president says Tehran ready to work with EU to resolve nuclear deal issues

•   Reuters: Iran will not have bilateral talks with U.S.: Iran foreign ministry

•   Reuters: Huawei, Chinese chip makers keep factories humming despite virus outbreak

•   Reuters: Exclusive: Outbreak to hit iPhone output if China extends Foxconn factory halt - source

•   Reuters: Modi's guarded stimulus unlikely to revive Indian growth

•   CNN: The 'race to 5G' is a myth

•   CNN: Brexit just happened. Britain and the EU are already fighting about what comes next

•   CNN: Ryanair: How the Boeing 737 Max crisis is hurting the plane's biggest buyer in Europe

•   CNN: Biotech Gilead Sciences testing antiviral drug to treat coronavirus

•   CNN: Coronavirus in Hong Kong: The city's economy doesn't need this outbreak

•   CNBC: Why central banks may not be able to save China’s economy from the coronavirus

•   NBC: Teenage climate activist Greta Thunberg nominated for Nobel Peace Prize

•   SCMP: ‘Striking’ coronavirus mutations found in one family, scientists say

•   SCMP: Beijing offers legal protection to Chinese exporters forced to shut during virus

•   Global Times: China should set 6 percent GDP target to fight deadly virus

•   매경(P1): [단독] 내수·생산·수출 동반추락…한국車 덮친 `트리플 위기`

•   매경(P1): 中 리튬이온전지 특허 올해 중반 한국 추월

•   매경(P1): 12억弗 규모 中부품 줄줄이 수입차질…車업계 `셧다운 위기`

•   매경: 여행·항공업계는 취소 수수료 대란

•   매경: 부동산 정책 여론 악화에…與의원들 "LTV 완화 필요"

•   매경: 韓 GDP대비 가계빚 비율 증가 세계 2위

•   매경: 공장자동화·로봇 도입하니…"20대 한국직원 16명 새 일자리"

•   매경: 스마트공장은 제조데이터 모으는데도 효과적

•   매경: 4분기 적자 LG화학…올해 전기차 배터리로 승부

•   매경: 특허출원 中의 속도전…"리튬이온전지 등 시장 다 뺏길판"

•   매경: 면세점 5일부터 단축영업…백화점 주말매출 10%↓

•   매경: "로봇이 서빙하는 뜨끈한 국수 드세요"

•   매경: 상장사 실적 예상치 소폭상회…바닥신호?

•   한경(P1): 홍남기 경제부총리 "우한 폐렴 조기종식 안되면 경기하방 압력"

•   한경: 경기지표 반등도 잠시…'우한 복병'에 최장기 침체터널 들어가나

•   한경: 울상 짓는 명동상인들…"매출 10분의 1로 줄어"

•   한경: 車 이어 배터리·디스플레이·반도체…우한發 '도미노 가동중단' 위기

•   한경: LG화학·SK이노베이션·삼성SDI, 질주하는 전기차 배터리 3社…대형 수주 잇따라

•   한경: 폴더블 시장 커지는데…꾸준히 태블릿 내놓는 삼성, 사실상 손 뗀 LG

•   서경: 中 부품 끊긴 현대차, 동남아·국내 조달 '플랜B' 서두른다

•   서경: 불화수소 조달처 中으로 돌렸는데···克日전선에도 먹구름

•   서경: 중국 내 韓기업들 '원자재 대란' 위기감 고조

•   서경: 기업들 '코로나 쇼크'에 中 출장·외부인 공장방문 금지···MWC 불참 검토도

•   서경: SK이노, 배터리 밸류체인 성장판 연다

•   서경: 수요와 거꾸로···초소형 아파트 공급 늘리는 정부

•   조선(P1): 시진핑 방한 6월로 잠정 연기

•   조선: 中여행 철수 권고' 한밤에 취소한 정부… 中이 항의하자 번복한 듯

•   조선: 한노총은 삼성화재, 민노총은 디스플레이… 삼성 침투 경쟁

•   조선: "올해 한국 성장률, 예상보다 0.3%p 하락 가능성"

•   조선: 原電 건설 논쟁으로 번진 호주 산불

•   조선: 구글세 유탄… 삼성 스마트폰·현대차엔 부과, 반도체는 제외

•   조선비즈: 삼성 5G 통신장비 점유율, 반년새 반토막… '우한 폐렴' 악재 겹쳐

•   IT조선: “이 시국에 같이 쓰긴 좀...” 신종코로나에 제동 걸린 ‘공유車’

•   중앙(P1): “호텔예약 100건 취소” 관광 공동화 직격탄

•   중앙: 1·4번 환자에 썼다···에이즈 치료제, 신종코로나에 등장

•   중앙: 화웨이 차기 폴더블폰…갤폴드+노트?

•   중앙: 삼성 ‘조개폰’ 한손에 쏙 들어오네

•   동아(P1): “후베이성 만으론 미흡” 與 입국금지 확대 추진

•   동아: 작년 국세 1조3000억 덜 걷혔다

•   문화: 정부 아전인수식 ‘부동산 통계’… 시장 혼란만 초래

•   세계(P1): 전세계 지도자 세계 ‘항구적 평화’ 해법 찾는다 [WORLD SUMMIT 2020]

•   경향(P1): 국내 첫 ‘완치’ 눈앞…윤곽 잡히는 ‘신종 코로나 치료법’

•   헤럴드경제(P1): 소재·부품망 코로나 덮칠땐 ‘반도체 골든타임’은 4~5주

•   헤럴드경제(P1): 국경없는 M&A…3년간 20조

•   파이낸셜뉴스(P1): 소비 주저앉힌 코로나..유통가 최악의 봄 온다 [신종코로나 초비상]

•   파이낸셜뉴스: 환율 변동성, 메르스 때보다 크다.. 원·달러 1200원 돌파 가능성 무게

•   파이낸셜뉴스: 반도체 생산차질 없지만 상반기 시황 반등 힘들 듯

•   파이낸셜뉴스: 中 사업 비중 높아… 제품값 다시 떨어질까 우려

•   파이낸셜뉴스: 코로나 쇼크' 피했지만… 긴장 풀지 못하는 스마트폰업계

•   아시아경제: 현대차, 글로벌 생산거점 '중국에서 인도로' 갈아탄다

•   아시아경제: 신종 코로나 위기인데…‘한국판 CES' 정부 눈치만

•   이데일리(P1): [단독]종이돈 없는 세상 오나…한은 디지털화폐 전담팀 출범

•   이데일리(P1): ‘최종회의’ 앞둔 ‘ESS화재’ 2차조사… ‘생태계 복원’ 요구 커진다

•   이데일리: 화재 논란에 ESS산업 ‘나락’… “일관성 있는 정책배려 필요”

•   이데일리: 무섭게 성장하는 해외 ESS 업계..국내 잠식 당할까 우려

•   뉴스토마토: [IB토마토]불효자 탓에…재무리스크 커진 '두산'

•   에너지경제: 수소경제 활성화, 경제성 있는 연료공급이 관건

•   에너지경제: '4년째 하락세' 한전 주가...전기요금 인상만이 해답?

•   에너지경제: 산업부, "'탈원전 3년…' 비현실적 가정에 기초한 내용"

※   산업부(설명자료)“탈원전 3년, LNG 발전비용 3조 더 늘었다”(한국경제, 2.3일자 보도)에 대한 설명

•   Equipment World: House Democrats, GOP hint at bipartisan support for renewed infrastructure talks

•   Construction Equipment: Komatsu Q3 Sales Down 12%, FY Est. Down 9%

•   건설경제: 월성원전 맥스터 추가 시설 착공 ‘산 넘어 산’

•   건설경제: 도시정비 수주전, 연초부터 ‘후끈’

•   OilPrice.com: Asia’s Top Refiner Slashes Production As Virus Wrecks Demand

•   OilPrice.com: Virus Sends Oil Shipping Rates To Asia To Lowest Since September

•   CNET: iPhone 12 rumors and leaks: 7 things we expect from Apple in 2020

•   MIT News: New electrode design may lead to more powerful batteries

•   전자신문(P1): 신종 코로나 확산, 산업생태계 '휘청'

•   전자신문: 對中 수출·소부장 기업, 신종 코로나 '긴급 처방'

•   ZDNet Korea: LG화학 "배터리 분사, 여러 방안으로 검토"

•   Phone Arena: These could be the final US prices of Samsung's Galaxy S20 series

•   Inside EVs: CATL Confirms Battery Supply Agreement With Tesla

•   Hannover Messe News: 8 Trends in 3D Printing

•   Robotics & Automation News: Artificial intelligence in the real estate industry

•   Robotics & Automation News: South Korea reaches new record of 300,000 industrial robots in operation

•   Robotics & Automation News: 8 Trends in 3D Printing

•   로봇신문: 中 '신종 코로나' 관찰자 격리 병원 음식 배달 로봇 투입

•   Dronelife: New Radar System Can Track Drones in 3D

•   Nikkei Asian Review: As Chinese stay home, Japan department stores face double-digit drops

•   Economic Times: Twin pillars of the Budget: Income, purchasing power, says Atanu Chakraborty

•   Economic Times: Coronavirus cases in India: Kerala now confirms third case of coronavirus

•   Livemint: Fitch predicts India's FY21 GDP growth at 5.6%

•   Livemint: RBI will not change rates, stance: Survey

•   Jakarta Post: Bank Indonesia intervenes to steady rupiah as virus fear unnerves markets

•   Jakarta Post: PLN expects to raise Rp 4.92 trillion from new bonds

•   Jakarta Post: Renewable energy bill set to remove legal uncertainty in green projects

•   Jakarta Post: Smaller coal, nickel miners concerned over proposed omnibus bill incentives

•   Myanmar Times: Myanmar to hedge against slower China trade due to coronavirus

[Opinions]

•   Project Syndicate(Daniel Gros): Building an EU-UK Special Relationship

•   Project Syndicate(Kenneth Rogoff): Fantasy Fiscal Policy

•   FT(Robert Shrimsley): Two visions of Britain: start-up nation or cohesion country

•   FT(Nick Butler): It is time to unlock the potential of hydrogen

•   FT(Lex): Coronavirus/China stocks: supply chain reaction

•   FT(Natasha Landell-Mills): How to measure the climate impact of business

•   FT(David Helvey): Europe and the US must stand together on China

•   FT(Jonathan Brearley): Fair energy costs must include getting to net zero

•   FT(Patrick Jenkins): Uber looks to radical financing to fund driverless cars

•   FT(Mohamed El-Erian): Coronavirus should snap investors out of ‘buy the dip’

•   NYT(Frank Bruni): Joe Biden: A Really Nice Guy for President

•   WP(Seth Goldman): Capitalism can be virtuous, so I think I’ll stick with it

•   WP(Stephen Stromberg): Imagine if Joe Biden weren’t so bad at running for president

•   Bloomberg(Tyler Cowen): How the Coronavirus Could Help Trump

•   Bloomberg(Noah Smith): Coronavirus Isn’t Bringing Jobs Back to America

•   Bloomberg(Andy Mukherjee): What’s in Modi’s Budget for Indians? Precious Little

•   Bloomberg(Shuli Ren): There’s One Metric That Can Stabilize China's Markets

•   Bloomberg(John Authers): China’s Contagion Risk Looks Contained, in Markets at Least

•   Bloomberg(Barry Ritholtz): Yield-Curve Inversion Is Sending a Message

•   Bloomberg(Therese Raphael): Boris Johnson Wants to Be Superman and Working Class Hero

•   Bloomberg(Lionel Laurent): The More Macron Does, the More Unpopular He Gets

•   Bloomberg(Jonathan Bernstein): Senate Republicans Are Ignoring Options Short of Removing Trump

•   Bloomberg(Clara Ferreira Marques): Wuhan Isn’t China’s Chernobyl

•   Bloomberg(Michael R. Strain): Trump Hurts the Economy. Sanders Would Be Worse.

•   CNBC(Michael Ivanovitch): The UK and the EU now need to move promptly on their separate agendas

•   CNBC(Jared Kushner): This is the part of Trump's USMCA deal no one is talking about

•   CNN(Pete Buttigieg): The false choice I reject

•   MarketWatch(Nigam Arora): Central banks’ money printing buoys stocks, but for how much longer?

•   MarketWatch(Mauro F. Guillén): President Trump could help China cope with the coronavirus by lifting the tariffs

•   한경(사설): 억지 탈원전'으로 새나간 돈 얼마인지 제대로 공개해야