Business Intelligence Monitor 200207

(Introduction)

[Markets]

•   Global: Stocks rally, safe-haven currencies drop, on China plan to cut tariffs

※   Dow, Nasdaq, S&P 500, STOXX, TSX hit record highs

※   Positive U.S. economic data also helps lift stocks

※   Yen, Swiss franc weaken on rising risk appetite

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2.9% 급등 마감…2,220선으로 '껑충'

•   Metals: Rebound in copper fizzles out as virus cases climb

•   Grains: Soybeans extend rebound as China demand worries ease

[Indicators]

•   US Q4. Productivity: U.S. Productivity Rose Less Than Forecast in Fourth Quarter

•   US Jan. Mortgage rates: Mortgage Rates in the U.S. Slide to the Lowest Since July 2016

•   Germany Dec. Factory Order: German manufacturing suffers worst year for a decade in 2019

•   한국 2019년 해외건설수주: 해외건설 수주액 지난해 31% 급감…13년만에 최저

•   한국 12월 경상수지: 수출부진에 경상흑자 7년만에 최저…여행수지는 개선

•   한국 주간 아파트가격(감정원): 규제 피해 외지인 밀물…경기 `수용성` 껑충

•   한국 주간 아파트가격(부동산114):[아파트 시황] 서울 아파트 매매가 상승폭 둔화

•   India Benchmark Rate: RBI policy: Repo rate unchanged at 5.15%; FY21 GDP growth projected at 6%

※   RBI: Sixth Bi-monthly Monetary Policy Statement, 2019-20 Resolution of the Monetary Policy Committee (MPC) Reserve Bank of India

•   Philippine Benchmark Rate: Philippine c.bank cuts policy rate by 25 bps, as expected

•   South Africa Jan. Business confidence index: South African Business Mood Has Worst Start to Year Since 1993

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: China to Cut Tariffs on $75 Billion of U.S. Goods

•   WSJ: Mnuchin Says U.S. 2020 Growth to Be Less Than 3% Due to Boeing

•   WSJ: Companies Find Ways to Bypass Tariffs on Chinese Imports

•   WSJ: Fed Nominee Faces Questions Over Iconoclastic Views and Loyalty to Trump

•   WSJ: Newsletter: Trade Deficit Narrows for First Time in 6 Years

•   NYT: D.N.C. Chairman Calls for ‘Recanvass’ of Iowa Results: Live Updates

•   NYT: Iowa Caucus Results Riddled With Errors and Inconsistencies

•   NYT: The Battle for California’s 20 Million Voters Came Early This Year

•   NYT: Trump Hails Acquittal and Lashes Out at ‘Evil’ and ‘Corrupt’ Opponents

•   WP: Sanders, pointing to popular vote, declares a ‘very strong victory’ in caucuses

•   WP: Joe Biden’s campaign has a problem, and it begins with him

•   FT: Hedge fund Elliott builds $2bn stake in SoftBank

•   FT: Barr urges US stakes in Nokia and Ericsson to stall Huawei

•   FT: Fiat Chrysler warns coronavirus might shut European plant

•   FT: China’s property market stalls amid coronavirus outbreak

•   FT: Paris and Berlin press Vestager on EU competition rules revamp

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

•   FT: Trump ‘apoplectic’ in call with Johnson over Huawei

•   FT: Trade minister vows to drive hard bargain with US

•   FT: Can Brexit be good for the EU?

•   FT: Toyota and Nintendo warn of hit from coronavirus outbreak

•   FT: Iran hardliners try to shape radical new parliament

•   FT: Javid to issue ‘Brexit red tape challenge’ to public

•   FT: Javid’s £100bn spending pledge ‘will not level up’ UK

•   FT: Coronavirus: the cost of China’s public health cover-up

•   Bloomberg: Virus Pushes Robots to the Frontlines of Hospitals

•   Bloomberg: China Reneges on Commodity Deals, Worsening Global Trade Chaos

•   Bloomberg: U.S. Job Report Likely to Show Hot 2020 Start, Cooler Past

•   Bloomberg: Lagarde Says ECB Running Out of Room to Fight Global Threats

•   Bloomberg: U.S. Weighs Sanctions on Rosneft But Is Wary of Oil Market Chaos

•   Bloomberg: Trump’s Trade Policies ‘Do Not Work,’ Says Former Head of WTO

•   Bloomberg: Trump Is Still Studying Ways to Crack Down on Chinese Stocks

•   Bloomberg: Credibility Risk May Prompt a Sixth Straight Rate Cut in Russia

•   Bloomberg: Das Does a Draghi With India Adopting Unconventional Tools

•   Bloomberg: India Unveils Steps for Bad Loan-Laden Banks to Boost Credit

•   Bloomberg: U.K. Government Economic Growth Targets Called Into Question

•   Bloomberg: EU Sees More U.S. Trade Talks After ‘Constructive’ Hogan Visit

•   Bloomberg: Russia Asks for Time as OPEC+ Urges Coronavirus-Linked Output Cut

•   Reuters: WHO says too early to say coronavirus peaking in China

•   Reuters: Fed's Kaplan says he expects solid U.S. growth this year

•   Reuters: Peak coronavirus? Epidemic forecasts are often wrong but can be useful

•   CNN: Global auto industry braced for China coronavirus shock

•   CNN: How Trump's three years of job gains compares to Obama's

•   CNN: Boeing was already hobbled in China. Now the coronavirus is hitting Airbus

•   CNN: Oil is in a tailspin over the coronavirus and OPEC might not be coming to the rescue

•   CNBC: Coronavirus: China becomes increasingly isolated as airlines pull out

•   CNBC: Global oil demand to peak around 2040, IMF says

•   CNBC: Russia’s reluctance for a production cut exposes possible crack in three-year-old OPEC alliance

•   CNBC: Tesla temporarily closes China stores amid coronavirus fears

•   CNBC: China Beige Book: Stock rally to continue, coronavirus risk short-term

•   Fox Business: How deadly coronavirus outbreak could impact US gas prices

•   SCMP: Coronavirus: China unlikely to defend falling yuan, despite US trade deal pressure, analysts say

•   매경(P1): 현대차그룹, 협력사에 1조 긴급지원

•   매경: 中가던 화물선 부산항 몰렸다…"나흘 줄서서 입항"

•   매경: 규제로 충격 먹은 서울 부동산…`신종코로나`에 거래 얼어붙었다

•   매경: 줄기배아·공유숙박…묶였던 규제 상반기에 확 푼다

•   매경: 文정부 2년간 공공일자리 6만7천개 증가

•   매경: `생산 절벽` 르노삼성 5개월만에 희망퇴직

•   매경: LG전자 `디지털 콕핏` 캐딜락에 세계 첫 탑재

•   매경: SKT·삼성·카카오…`AI 코리아 어벤져스` 뜬다

•   매경: 유통·車·반도체…무디스, 6개업종 신용경고

•   한경: "수입 부품 30% 중국산인데"…PC·생활가전 등 '연쇄 셧다운' 공포

•   한경: [단독] SK머티리얼즈, 금호석화 포토레지스트 사업 인수

•   한경: 재건축 막히자…리모델링 사업 '속도' 낸다

•   서경: 신종코로나에 쇼핑·레저·외식·교통 '카드결제 올스톱'

•   서경: 국내 G9, 해외 V60...또 바뀌는 LG폰 전략

•   서경: 韓·대만 IT기업, 중국산 부품 의존 줄인다

•   조선(P1): 교회·회사·아파트… 어디서 옮을지 모른다

•   조선: 대부분 감염 4~7일뒤 증상… 1명이 평균 2.2명에 옮겨

•   조선비즈: 순풍에 돛 단 LPG선…기대 커지는 조선업계

•   조선비즈: 집 판 돈 어디 썼는지까지 내라는 정부… 법조계 “사생활 침해로 헌법소원 가능성"

•   IT조선: 中 배터리 단 전기차에 보조금 수백억 쓸 판

•   중앙: 대중국 수출·수입 올스톱…중기 ‘자금 보릿고개’ 온다

•   중앙: 전기차 배터리 중국 공장 10일이 고비

•   동아: “올 경영전략 다시 짜야” 비상걸린 기업

•   동아: ‘한일 WTO 분쟁’ 이번엔 조선업… 설욕 벼르는 아베

•   국민(P1): [단독] 최종건 극비 방미… 북·미대화 재개案 남북협력사업 논의

•   경향: 강제징용 놓고 한일 국장급 협의..."가시적 진전은 없어"

•   머니투데이: 강경화 "입국제한 WHO 권고 등 감안…필요시 추가조치 검토"

•   머니투데이: 1년마다 인플레→디플레→인플레…뭐가 맞나

•   헤럴드경제: 동남아에 부품 구매팀 급파…기업 ‘脫중국’ 비상플랜 가동

•   헤럴드경제: 재계 “특별연장근로 허용해 달라”

•   헤럴드경제: “C스톰 최소화”…깊어지는 ‘추경’ 고민

•   헤럴드경제: 무역사절단 파견 ‘올스톱’…‘한국판 CES’도 무기한 연기

•   파이낸셜뉴스(P1): 칼자루 쥔 국민연금… 주총이 두려운 기업

•   파이낸셜뉴스(P1): ESS 화재 원인..정부는 "배터리"

•   파이낸셜뉴스: "ESS 화재와 인과관계 없다" 배터리 업체들 조목조목 반박

•   아시아경제(P1): [단독]멈춰버린 車산업…中정부에 'SOS'

•   아시아경제: 100만원도 안되는 부품 하나에…한국車산업 올스톱

•   아시아경제: 삼성·LG, 新무기로 TV전쟁 2R

•   아시아경제: 잘나가는' LG화학, 신종 코로나發 '납기일 전쟁'

•   아시아경제: SKC, 전기차 기대감·KCFT 인수 후광까지 '톡톡'

•   이데일리: [팩트체크] 신종 코로나 대유행하면 총선일정 바뀔까

•   연합: 시흥시 정왕동에 '연료전지 발전소' 건립 추진

•   연합인포맥스: 신종코로나 때문에…금융권 'MWC' 참석 취소

•   뉴시스: "올해 세계 각국서 수소산업 전시회 개최 잇달아"

•   더벨: ㈜두산 모트롤BG, 유압기로 명맥 유지

•   EBN: "집안싸움이 발목"…정유·화학·배터리 '노마진' 이유

•   EBN: 불황일수록 '다다익선'…대단지 아파트 주목

※  두산건설과 중흥건설은 광주 북구 유동 일원에 2240세대의 '광주유동재개발'을 분양할 예정

•   녹색경제신문: 풍력발전 추진단 공식 출범 ... 두산, 비디아이 등 사업활력 기대돼

※   산업부:「풍력발전 추진지원단」현판식 개최

•   Power Engineering: 2020 Outlook: Top power sector trends to watch for in the next decade

•   reNews: Total forges 2GW solar ties in India

•   reNews: Sub-Saharan Africa sees renewables ramp

•   reNews: Offshore to 'hit 25% of total wind demand in 2028'

•   Windpower Monthly: Record offshore additions 'not enough for EU targets'

•   에너지데일리: 산업부 장관, 수소경제 이행 기본계획 수립 명문화

•   KHL: 3D Printing: Breakthrough imminent

•   For Construction Pros: US Construction Growth to Edge Up Despite Geopolitical Risks

•   Mining.com: Copper price & coronavirus: Don’t expect small SARS-like impact

•   CNET: Galaxy Z Flip rumors: Hideaway hinge, $1,400 price and what's up with foldable glass?

•   CNET: Motorola's Razr folds in half without a crease. The secret is in the hinge design

•   전자신문: 전기차 부품 생태계로 4300명 고용창출…부산형 일자리 프로젝트 시동

•   전자신문: [4·15 총선을 향해 뛴다]<5>김성원 "에너지정책, 원전-신재생 '투트랙'으로"

•   ZDNet Korea: 스마트폰 3强, '신종 코로나'發 이해득실

•   Phone Arena: “$1,400 is too much”. Will the userbase push back on the Galaxy S20 Ultra?

•   Inside EVs: Q4 2019 Europe Car Sales: Decline Of Diesel, Rise Of EVs

•   Inside EVs: 13.5% Of Global Volvo Sales In January Were Plug-Ins

•   Robotics & Automation News: Alstom considers the implications of its first order for battery trains

•   Robotics & Automation News: Toyota develops fuel cell system for maritime applications

•   Robotics & Automation News: Siemens’ MindSphere wins plaudit as industrial IoT platform

•   Robotics Business Review: January 2020 robotics transactions start off strong

•   Robotics Tomorrow: Smarter Robotics Are Changing Security

•   DigiTimes: Cobot demand from China to be robust

•   Dronelife: The African Drone Business Challenge: Startups Making an Impact Across the Continent

•   Nikkei Asian Review: Toyota lifts 2019 earnings outlook despite coronavirus risk

•   Nikkei Asian Review: Honda to keep Wuhan plants closed over virus fears

•   Nikkei Asian Review: 41 new coronavirus cases confirmed on Yokohama cruise ship

•   Economic Times: Coronavirus concerns: India Inc in a cold sweat as lockdown in China continues

•   Economic Times: Coronavirus in India: People suspected with the virus, people under observation. Read all you should know

•   Livemint: PM Modi says India has kept fiscal deficit, price rise in check

•   Moscow Times: Russian Energy Exports to U.S. Set 8-Year Record in October - The Moscow Times

•   Jakarta Post: Govt to install solar panels on roofs of 800 public buildings this year

•   Jakarta Post: Indonesia sees gloomy outlook on economy as growth falls below 5%

•   Jakarta Post: PLN can only fund one fifth of $803m needed to power isolated regions

•   Jakarta Post: BI injects $1.8b to stabilize Indonesian markets as investors flee over coronavirus fears

•   Jakarta Post: Indonesia to mend contract scheme to boost green energy projects

•   Jakarta Post: Indonesia ratifies long-awaited free trade deal with Australia

[Opinions]

•   Project Syndicate(Ian Buruma): Trump’s Talk Could Mean War

•   Project Syndicate(Josiah Osgood): Donald Caesar

•   FT(Gillian Tett): Coronavirus shows risk of Trump cuts to health spending

•   FT(Edward Luce): The best week in Donald Trump’s presidency

•   FT(Martin Sandbu): We have seen this Brexit movie before

•   FT(Dominic White): The Fed is not doing QE. Here’s why that matters

•   FT(Chris Giles): How the Brexit deal can be done

•   FT(Philip Stafford): Derivatives are a precious commodity in UK-EU trade

•   FT(John Redwood): Coronavirus casts a shadow over markets

•   WSJ(Daniel Henninger): Nancy Pelosi’s ‘Trump’ Trilogy

•   WSJ(Thomas J. Duesterberg): There Is a Better Alternative to Huawei

•   NYT(Editorial Board): What Will Finally Defeat Donald Trump?

•   NYT(Seth Masket): Trump Will Slime His Democratic Opponent, No Matter Who It Is

•   WP(E.J. Dionne Jr.):How Pete Buttigieg broke through

•   WP(Paul Waldman): Who won the Iowa caucuses? Who cares?

•   WP(Marc A. Thiessen): Democrats threw everything they had at Trump. He’s still standing.

•   WP(Ezzedine C. Fishere): Why did Palestinians reject Trump’s peace plan? Here are three reasons.

•   Bloomberg(Noah Smith): Japan Goes Into Reverse on Going Green

•   Bloomberg(Noah Smith): What's Powering the U.S. Economy? It's a Mystery, Frankly

•   Bloomberg(Brooke Sutherland): No, Boeing Isn’t Ruining Trump's 3% Growth Target

•   Bloomberg(John Authers): It's So Easy for Markets to Get Over a Virus Panic

•   Bloomberg(Jonathan Bernstein): Let’s Talk Donald Trump and Coronavirus

•   Bloomberg(Andreas Kluth): A Far-Right Coup Galvanizes German Democracy

•   Bloomberg(Alex Webb): Debt Tantrum From Space Forces U.S. Hand in 5G Race

•   Bloomberg(Danielle DiMartino-Booth): The Fed Faces a Housing Conundrum

•   Bloomberg(Anjani Trivedi): Time to Look for Supply-Chain Life Beyond China

•   CNN(Douglas Heye): Why Democrats made a big mistake by impeaching Trump

•   CNN(Sven Henrich): SARS didn't sink markets, but coronavirus might

•   MarketWatch(Caroline Baum): Stock market abandons all caution even as killer coronavirus spreads

•   MarketWatch(Howard Gold): Trump is winning, and Wall Street is cheering

•   MarketWatch(Mark Y. Rosenberg): How can the Democrats defeat Trump in November? Form a Bernie-Biden ticket

•   MarketWatch(Simon Maierhofer): ‘Heat map’ in U.S. stocks shows lower risk and higher reward for the rest of the year

•   Reuters(Clyde Russell): Virus-hit China may need more imports of coal. Now comes the tricky part - shipping it there: Russell