Business Intelligence Monitor 200206

(Introduction)

[Markets]

•   Global: Stocks rally on virus vaccine hopes, dollar gains

※   Nasdaq hits new high as stocks rally for third day

※   Media reports about a virus vaccine boost sentiment

※   U.S., European data also buoy investors

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 외인·개인 매수에 이틀째 상승…2,160선 회복

•   한국: 테슬라 해외직구 '톱' 등극...LG화학 시총, 현대차 제치고 5위

•   Metals: Copper jumps to one-week high after China stimulus

•   Grains: Soybeans rise for 3rd session; wheat higher, corn declines

[Indicators]

•   US Dec. Balance of trade: U.S. Trade Deficit Narrows for First Time in Six Years

•   US Jan. ADP Employment Report: U.S. Private Sector Added 291,000 Jobs in January

•   US Jan. ISM Non-manufacturing index: U.S. Services Gauge Climbs to Five-Month High on Orders

•   Canada Dec. Balance of trade: Exports to China Plunge 16% After Canada’s Arrest of Huawei CFO

•   Eurozone Jan. Composite PMI: Euro-Area Economy Began 2020 With Unexpectedly Strong Pickup

•   UK Jan. Composite PMI: U.K. Economy Enjoys Bigger-Than-Expected Election Bounce

•   China Jan. Caixn Services PMI: China’s services sector growth hits three-month low in January

•   India Jan. Services PMI: India's services activity hits seven-year high in January: Survey

•   Indonesia Q4 GDP: Indonesia's fourth-quarter GDP growth weakest in three years, more rate cuts seen

•   Brazil Benchmark Rate: Brazil Cuts Key Rate and Pauses Record-Breaking Easing Cycle

•   Thailand Benchmark Rate: Thailand Cuts Interest Rate as Virus Outbreak Hurts Economy

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Trump Touts Economy, Ignores Impeachment in State of the Union Speech

※   NYT: Full Transcript of Trump's State of The Union Address

•   WSJ: Trump Wants a Referendum on the Economy—and Sanders May Oblige

•   WSJ: Treasury Releases New Details on 20-Year Bond Plans

•   WSJ: Coronavirus Ripple Effects Hit Production at Airbus, Hyundai

•   WSJ: ed’s Daly Says Strong Stocks Reflect Optimism Over Economy

•   WSJ: Newsletter: State of the Economy

•   WSJ: GM’s Fourth-Quarter Results Hit by Factory Strike

•   NYT: What Went Wrong for Joe Biden in the Iowa Caucuses

•   WP: Buttigieg and Sanders take lead, Biden fades in partial results from marred Iowa caucuses

•   WP: Iowa Live Results: 2020 Democratic Caucuses

•   WP: Trump remains in office after Senate votes to acquit impeached president

•   WP: Here is what we can take away from Trump’s impeachment and acquittal

•   WP: Romney votes to convict Trump of abuse of power

•   WP: How tech firm Shadow sought to revolutionize Democratic campaigns — but stumbled in Iowa

•   WP: How Iowans changed their minds on the Democratic candidates for president

•   FT: China energy groups braced for 25% fall in domestic oil demand

•   FT: Far-right party becomes German regional kingmaker

•   FT: Iran holding back on nuclear output, says monitor

•   FT: Chinese county ‘locked down’ over new coronavirus fears

•   FT: Coronavirus shakes centre of global tech supply chain

•   FT: Testing times for Erdogan and Putin

•   FT: Mexico’s slowdown threatens López Obrador’s grand plans

•   FT: Moscow to lift spending and stimulate growth

•   FT: EU’s fiscal rule book needs a rewrite, Brussels admits

•   FT: Asian central banks respond to coronavirus impact

•   FT: Calm down, Brexit trade deal can be done

•   FT: Electric car queries soar over UK plan to ban polluting vehicles

•   FT: Coronavirus: will the US show leniency to China over trade?

•   FT: US weighs Venezuela-related sanctions against oil groups

•   Bloomberg: China Sacrifices a Province to Save the World From Coronavirus

•   Bloomberg: Australia Says Economy to Take ‘Significant’ Hit From Virus

•   Bloomberg: China’s Trade Likely Shrank in January Ahead of Holiday Shutdown

•   Bloomberg: Qualcomm Projects Sales That Top Estimates on Pickup of 5G

•   Bloomberg: India’s Central Bank to Keep Focus on Inflation: Decision Guide

•   Bloomberg: China’s $1.5 Trillion Pile of Bad Debt Attracts Foreign Funds

•   Bloomberg: Brexit Gets Worse for Wall Street With EU Shaking Up MiFID

•   Bloomberg: Wind Turbine Blades Can’t Be Recycled, So They’re Piling Up in Landfills

•   Bloomberg: Virus ‘Wildcard’ Threatens to Drag Central Banks Into Action

•   Bloomberg: Wine and Seafood Pile Up as China Virus Ripples Reach Chile

•   Bloomberg: Charting the Global Economic Impact of the Coronavirus

•   Bloomberg: Virus Hits Copper Trade With China Asking Chile to Defer Cargoes

•   Bloomberg: Brainard Says Fed Studying Potential for U.S. Digital Currency

•   Bloomberg: OPEC+ Technocrats Prolong Talks as Russia Resists Cuts

•   Bloomberg: OPEC+ Talks Focus on Coronavirus as Saudis Push for Emergency Cut

•   Bloomberg: EU Trade Chief Returns to U.S. as Hunt for Truce Heats Up

•   Bloomberg: U.S. Crackdown on Chinese Stocks Hasn’t Been Ruled Out Yet

•   Bloomberg: Trump Sights In WTO Procurement Pact for Leverage on U.K., EU

•   Bloomberg: Here’s Another Sign the Tesla Euphoria Could Be Coming to an End

•   Bloomberg: In the Digital Currency Race, Mark Carney Tops Mark Zuckerberg

•   Bloomberg: Russia’s Keynesian Government Vows Cash Injection

•   Bloomberg: Central Banks Have a $12 Billion Coal Problem They Must Solve

•   Reuters: Factbox: Coronavirus hits demand for oil, energy

•   Reuters: Factbox: What we know and don't know about the new coronavirus

•   Reuters: India's pollution regulator threatens to shut 14 coal-fired power plants

•   Reuters: Japanese robot could call last orders on human bartenders

•   CNN: Big Oil under fire: Exxon's market value has crumbled by $184 billion

•   CNN: Trump rebrands the economic recovery as his alone. It's not

•   CNBC: Coronavirus: Charts show global economy more vulnerable now than during SARS

•   CNBC: WHO says coronavirus cases surge: 'Most cases in a single day'

•   CNBC: 70% chance of recession in next six months, study from MIT and State Street finds

•   CNBC: Some analysts are trimming their China GDP forecasts amid coronavirus outbreak

•   Fox Business: The 2020 election is affecting your home value

•   Fox Business: US biotech firm using coronavirus gene to make vaccine, could have in months

•   SCMP: China confident of containing coronavirus outbreak, Xi Jinping says

•   SCMP: China won’t defend coronavirus-hit yuan, analysts say

•   SCMP: Coronavirus creates new cracks in US-China relations

•   SCMP: Majority of Chinese businesses will have returned to work by next week

•   SCMP: Coronavirus weakens China’s demand for air cargo despite capacity cuts

•   SCMP: Production halts in China factories lead to global shortage in car parts

•   SCMP: China home sales to fall off a cliff as coronavirus shutters sales offices

•   Global Times: China using AI to battle coronavirus

•   매경(P1): 국민연금 "올 주총서 주주권행사 어렵다"

•   매경: 값싼 `中부품 의존`의 부메랑

•   매경: 엔진·에어백 부품까지…값싼 `중국산`에 의존하다 禍 불러

•   매경: 반도체·배터리로 `中 쇼크` 번지나

•   매경: 고집불통 양대노총…"특별연장근로 반대 19일 행정소송"

•   매경: LG전자, 인공지능TV에 애플TV 심는다

•   매경: `보릿고개` 韓디스플레이…코로나 반사이익

•   매경: 3.3조원 초대형 파나마 인프라…현대건설 컨소시엄이 따냈다

•   한경(P1): [단독] '우한 쇼크'에 해외채권 발행 꽉 막혀 … 기업 상반기 16兆 상환 '비상'

•   한경(P1): 중국, 2월 내내 셧다운 가능성…車·소비재 글로벌 공급망 마비

•   한경(P1): 삼성 준법감시委 "계열사 합병·내부거래 사전 검토"

•   한경: 홍남기 "우한 폐렴 굉장한 악영향"…예비비 3.4兆 투입

•   한경: ESS 화재원인 '짜맞춘' 결론?…'실적 방전' 속타는 배터리업계

•   한경: 대한상의 새 부회장에 우태희 前 산업부 차관

•   한경: 우한 폐렴에 부동산 시장 '콜록'…서울 아파트 가격 떨어질까

•   한경: 생활안전·공유경제…먹거리 찾는 건설사

•   서경(P1): 공급망 쇼크'···車산업 대책 이번주 나온다

•   서경: 中·스웨덴 등 도입국 확산에···한은 '디지털화폐' 전담팀 설립

•   서경: 규제 풀어 서울 도심공급 확대?...신규 물량 겨우 158가구

•   조선(P1): 일본·태국 이어 싱가포르, 제3국 감염자 속출

•   조선: 트럼프 올해 국정연설엔 북한이 없었다

•   조선: 메이드 인 우한' 치명적 나비효과… 인도 발전소까지 비상

•   조선: 국내 완성차 업체, 피해 최소 1조원

•   조선: 1인당 GDP 베이징 앞서고, 최근 집값 4배 뛰어

•   조선비즈: 우한폐렴에 현대차는 가동중단, 도요타는 풀가동... 명암 엇갈린 한·일 車산업

•   조선비즈: 질주하던 이미지센서 세계 1위 소니도 '우한 폐렴'에 직격탄 우려

•   중앙: 현대차 공장 멈추니…수천 개 부품업체 도미노 휴업 위기

•   동아: 공급 끊긴 中부품 밤새워 자체생산

•   문화: 공장 멈춘 현대차…“우한폐렴에 1분기실적 급락 불가피”

•   문화: 집 판 돈 사용처까지 내라는 자금조사

•   문화: <새로운 10년, 신성장동력을 찾아라>선박 건조 ‘5G·ICT·AI’ 접목… ‘스마트 중공업’ 선두주자로

•   문화: <새로운 10년, 신성장동력을 찾아라>화학·태양광·첨단소재 통합 경영… 융복합 R&D 역량 극대화

•   서울: 중국산 소재·부품, 원자재 작년 수입액 100조 달해

•   한겨레: 한국 ‘탄소중립’ 포기…“2050년 온실가스 최대 75% 감축”

※   환경부: 2050 장기 저탄소 발전전략 포럼 검토안, 정부 제출

•   머니투데이(P1): [사고]'2020 대한민국 수소엑스포' 9월16일 대개막

•   머니투데이: 공론화 핑계에 손놓은 정부, 원전 3기 멈춘다

•   머니투데이: 2019년 4분기 깜짝 성장의 숨은 공신은 '건설투자'

•   머니투데이: 반도체 웨이퍼 1년새 출하량 7% 줄었지만…"올해 반등"

•   머니투데이: "8억대 아파트 60%가 신고가"…9억 키맞추기 현실화

•   머니투데이: '갤럭시S20 울트라' 실물 등장…초대형 인덕션?

•   헤럴드경제: “10일후에도 中공장 가동 불가능…하반기 생산량 회복 불투명”

•   파이낸셜뉴스(P1): 대형박람회 덮친 공포..MWC까지 '불참 행렬'

•   파이낸셜뉴스(P1): 규제 비웃은 집값.. 가격차 더 커졌다

•   파이낸셜뉴스: 배터리업계 "양극재 업체 잡아라"

•   디지털타임스(P1): 르노삼성도 부품 소진… 가동 중단 검토

•   디지털타임스(P1): 올해 수출도 반도체 쏠림… 벌써 흔들린 2% 성장목표

•   한국경제연구원: 반도체 등 7개 주력업종, 기저효과로 올해 수출 2.16% 증가 전망

•   이데일리: 中코로나 확산세 지속…LGD, `모바일용 OLED` 기회될까

•   한경(사설): 그냥 脫원전 때문이라고 해라

•   서경(사설): 탈원전 비용 513조' 논문 숨긴 다른 의도 있나

•   파이낸셜뉴스(사설): 제노포비아에 경종 울린 박용만, 백번 옳다

•   뉴스1: 탈핵단체 "탈핵 공약한 文정부, 오히려 핵 국책사업 결정"

•   뉴스토마토: '전염병 치료제 배송에서 실종자 수색까지'…'수소드론'서 미래 본 두산

•   더벨: 크랭크샤프트 제작하는 두산중공업

•   중도일보: 두산 VS 코오롱... 대전 동구 가오동 1구역 시공사는?

•   WNN: Newcomers vital to nuclear's role in sustainable development, says IAEA 

•   reNews: Tacke welcomes 'closer cooperation' with Siemens

•   reNews: 'Technology constraints on onshore horizon'

•   reNews: Vestas lauds 'busiest year to date'

•   Renewables Now: EU's CO2 emissions fall 12% in 2019 as wind and solar surpass coal

•   Windpower Monthly: Trade wars hit Vestas' profit margin in 'busy 2019'

•   에너지경제: ‘신종 코로나’ 대란 속 중국산 태양광 모듈 '수입 차질 없다'

•   Construction Equipment: 'Phone-A-Drone' Concept Aims to Simplify Inspection

•   Industrial Vehicle Technology: Jungheinrich unveils next-gen LPG and diesel forklifts

•   건설경제: ‘지하철 7호선 간접비 법정공방’ 건설사 패소로 끝났지만…

※   지하철 7호선 소송에 참가 중인 건설사는 대림산업, 벽산건설, 삼부토건, 현대건설, 한진중공업, 고려개발, 대우건설, 코오롱글로벌, 신한, 삼성물산, 두산건설, 우미토건 등 총 12개사

•   건설경제: 작년 4분기 건설경기 ‘깜짝 반등’ … 민간 활력 없인 ‘반짝효과’ 우려

•   OilPrice.com: Global Oil Tanker Rates Fall As Coronavirus Hits Oil, Fuel Demand

•   CNET: Samsung Galaxy S20 rumors: 5G guaranteed, but there's a catch

•   CNET: Samsung Galaxy S20 could be pricey - Video

•   CNET: Motorola Razr: Can we fold this phone 100,000 times?

•   Verge: Coronavirus threatens to throw world’s biggest phone show into chaos

•   MIT News: Engineers mix and match materials to make new stretchy electronics

•   전자신문: 창조경제혁신센터, 대기업·스타트업 '윈윈' 구조 탈바꿈

•   전자신문: [신종 코로나 확산] 기계업계, 中 부품 대란 촉각…정부도 실태 파악 나서

•   ZDNet Korea: '아이폰SE2' 시생산 돌입...주문량 3천만 대 넘어

•   ZDNet Korea: 갤럭시Z플립 14일, 갤S20 내달 6일 국내 출시

•   디지털데일리: ‘쌓고 쌓는다’ 낸드 마천루 시대…韓·美·日, 공정전환 속도↑

•   Phone Arena: The Galaxy S10 Lite and Note 10 Lite will get flagship treatment by Samsung

•   Inside EVs: Coronavirus Thwarts Tesla's Delivery Plans In China

•   Robotics & Automation News: The critical role of hydraulic manifolds in robotics and automation

•   Robotics & Automation News: Nike integrates robots from Geek+ into its Japan warehouse

•   Robotics & Automation News: ABB reports decline in robotics orders, revenue for 2019

•   로봇신문: 일본 '도요타합성', 촉각 로봇 핸드 상용화한다

•   Dronelife: The African Drone Forum: the Opportunities in a Rapidly Developing New Market

•   Dronelife: African Drone Forum: Drones One Piece of a Much Bigger Technology Revolution in Africa

•   Nikkei Asian Review: Japan-China flights cut 30% due to virus, with Osaka hit hard

•   Nikkei Asian Review: Toyota designs electric car with batteries reusable in homes

•   Nikkei Asian Review: Moment of truth looms for Japan-South Korea relations

•   Nikkei Asian Review: Cyberspies, 5G and Iran: Is the US case against Huawei crumbling?

•   Nikkei Asian Review: Central bankers to forge ahead on digital currencies in April

•   Mainichi: Major Japan firms expected to see 9.6% profit fall in FY 2019

•   Livemint: Indo-US trade deal likely to be sealed during Trump's India visit

•   Business Standard: Unemployment rate was at 6.1% in 2017-18, says govt citing new survey

•   Folha de S.Paulo: Coronavirus Leads to Drop in GDP Projections

•   Moscow Times: Moscow Outlines $231Bln Plan for Arctic Oil Development

•   Jakarta Post: Government to issue 'positive investment list' in February, says BKPM boss

•   Jakarta Post: Coronavirus can depress Indonesian economy by 0.29 percent: Minister

•   Viet Nam News: Sustainable development a $45 billion opportunity for the private sector: Standard Chartered

•   Myanmar Times: France keen to invest more in Myanmar, says official

[Opinions]

•   Project Syndicate(Dambisa Moyo): What Does Europe Have to Offer?

•   Project Syndicate(Sergei Guriev): The Bright Side of Ukraine’s Government Crisis

•   FT(Janan Ganesh): Too many US moderates make a muddle for Democrats

•   FT(Martin Sandbu): This may be Spain’s chance to take a lead in Europe

•   FT(Editorial Board): What the City needs from an EU trade deal

•   FT(Robert Armstrong): How to avoid a corporate zombie apocalypse

•   FT(Hector Torres): Restructuring Argentina’s debt will require IMF support

•   FT(Diana Choyleva): Investors need to position for a clash of civilisations

•   FT(Luis Jácome): Dollarisation would not save Argentina

•   WSJ(Holman W. Jenkins, Jr.): Tesla’s Stock Goes to Heaven

•   WSJ(William A. Galston): Stop Bernie Sanders Now

•   WSJ(George Melloan): Socialism Strikes Back

•   NYT(Rob Portman): Why I’m Voting to Acquit President Trump

•   NYT(Thomas B. Edsall): If Bernie Wins, Where Will He Take the Democratic Party?

•   NYT(Steven Rattner): The Economy Is Not as Good as It Looks

•   WP(David Ignatius): The coronavirus outbreak shows the vulnerability of the ‘Chinese model’

•   WP(Henry Olsen): Trump won big with his State of the Union. But we’ve seen this all before.

•   WP(Eugene Robinson): Trump used the State of the Union speech to trumpet his own primacy

•   WP(Kathleen Parker): Trump might be the luckiest president to ever hold office

•   WP(Stephen Stromberg): Buttigieg found the obvious winning formula: Be an Obama clone

•   WP(David Von Drehle): The key impeachment verdict is in. And no, it didn’t come from the Senate.

•   Bloomberg(Daniel Moss): The Two Words Every Central Banker Wants to Hear

•   Bloomberg(Mihir Sharma): Modi’s ‘Thalinomics’ Is a Recipe for a Bad Economy

•   Bloomberg(John Authers): Trump Is Winning Like a Napoleonic General

•   Bloomberg(Ferdinando Giugliano): Why Christine Lagarde Cares About Your House

•   Bloomberg(Jonathan Bernstein): Iowa Sets Up Democrats for Even More Chaos

•   Bloomberg(Noah Feldman): Meaning of Trump’s Acquittal Won't Be Clear Until November

•   Bloomberg(Noah Feldman): Can Presidents Abuse Power? Senators Punt to Voters

•   Bloomberg(Andreas Kluth): Germany’s Far Right Causes a Political Earthquake

•   Bloomberg(Francis Wilkinson): Is Pete Buttigieg Too Early or Too Late?

•   Bloomberg(Faye Flam): Quarantines and Travel Bans May Not Stop Coronavirus Now

•   CNN(Richard L. Hasen): What the impeachment ordeal can tell us about the 2020 election.

•   CNN(Jill Filipovic): Trump is the winner of the Iowa Democratic caucuses

•   Reuters(Andy Home): China's metals import hunger shifts towards raw materials