Business Intelligence Monitor 200213

(Introduction)

[Markets]

•   Global: Stocks gain as China says fewer new coronavirus cases

※   World stocks, Wall Street indexes hit new highs

※   Oil prices extend rebound from 13-month lows

※   Safe-haven assets slip

※   Macro 백업표

※   Industry 백업표

•   Eurozone: Euro drops to weakest level since 2017

•   한국: 코스피 이틀째 상승 마감…0.7% 올라 2,240선 육박

•   한국: 신종 코로나에 변동성 커진 증시.. 코스피 신저가 39→280곳 확대

•   Metals: Copper and other metals make modest gains as coronavirus infections drop

•   Grains: Wheat rallies from near 2-month low as coronavirus fears ease

[Indicators]

•   US Jan. Budget Statement: US deficit surges 25% in fiscal 2020 and is $1.1 trillion over the past year

•   Eurozone Dec. Industrial production: Eurozone outlook dented by industrial output drop

•   한국 1월 고용동향: 1월 취업자 56만8천명 증가…5년5개월 만에 최대

※   동아: 노인 고용에 의존하는 일자리 창출… 경제 착시-안일 대응 우려

•   India Jan. CPI: Retail inflation hits a near 6-year high of 7.59 per cent in January

•   India Jan. Industrial production: Industrial Production contracts 0.3% in December on manufacturing slump

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Candidates Set for Long Haul Following New Hampshire

•   WSJ: The World Health Organization Draws Flak for Coronavirus Response

•   WSJ: Central Banks Adopt Cautious Outlook on Coronavirus

•   WSJ: WSJ Survey: Coronavirus Likely to Hit First-Quarter U.S. Growth

•   WSJ: U.S. Budget Deficit Grew 25% in First Four Months of Fiscal 2020

•   WSJ: Trump and His Budget Aren’t on the Same Page

•   WSJ: Newsletter: Fewer Job Openings, More Labor Unrest

•   WSJ: Coronavirus Spurs Demand for Niche Raw Materials

•   NYT: Bernie Sanders Scores Narrow Victory in New Hampshire Primary

•   NYT: Who Won in New Hampshire? Not the Establishment

•   NYT: Alarmed by Sanders, Moderate Democrats Can’t Agree on an Alternative

•   NYT: Elizabeth Warren Rejected ‘You Win, I Lose’ Politics. Then She Lost in New Hampshire.

•   NYT: A Wall St. Giant Greets Sanders Victory With Venom

•   NYT: Centrist Democrats Want to Stop Sanders. They’re Not Sure Who Can.

•   NYT: How Amy Klobuchar Pulled Off the Big Surprise of the New Hampshire Primary

•   WP: Trump attacks prosecutors, judge in Twitter tirade defending Roger Stone

•   WP: Mike Bloomberg wins the Democratic spotlight and the derision of his rivals

•   FT: Mobile World Congress cancelled over coronavirus

•   FT: Coronavirus latest: First case of Covid-19 in London confirmed

•   FT: Patents reveal extent of China’s digital currency plans

•   FT: BP boss pledges net zero emissions by 2050

•   FT: Fed’s Daly says US job market still has room to run

•   FT: China accused of under-reporting coronavirus outbreak

•   FT: Coronavirus sends ripples through global economy

•   FT: Argentina seeks IMF and congress support for debt plan

•   FT: Can the UK and EU reach a compromise on financial services?

•   FT: New BoE governor in plea to Brussels on City access

•   FT: US Democratic primaries: How many delegates does each candidate have?

•   FT: Sanders’ early strength worries Democratic leaders

•   FT: Venezuelan opposition leader Guaidó returns to chaos

•   FT: Switzerland halts rollout of 5G over health concerns

•   Bloomberg: U.S. Virus Experts Lament China Stonewalling Over Offers to Help

•   Bloomberg: China’s Top Leaders Vow to Meet Economic Targets Despite Virus

•   Bloomberg: Xi Vows China Will Beat Virus While Economists Slash Forecasts

•   Bloomberg: China’s Trade-From-Anywhere Markets Face Their Biggest Test

•   Bloomberg: U.S. Weighs Higher Tariff Ceilings in Bid for More Sway Over WTO

•   Bloomberg: China’s Economic Shutdown Hasn’t Brought Blue Skies to Beijing

•   Bloomberg: China Rapid Rebound Thesis Tested as Virus Fallout Deepens

•   Bloomberg: IMF Sees China Rebounding From Virus, Though Uncertainty Is High

•   Bloomberg: Powell Gets Bipartisan Senate Backing After Trump Renews Assault

•   Bloomberg: Europe’s Hopes for a Trade Truce Turnaround Prove Fleeting

•   Bloomberg: The Biggest Fan of Trump’s Steel Tariffs Is Suing Over Them

•   Bloomberg: Key GOP Senator Shelby Undecided on Fed Board Nominee Shelton

•   Bloomberg: Polish Central Bank Fails to Assure With Economic Appraisal

•   Bloomberg: Italy Is Facing the Worst Demographic Crisis Since World War I

•   Bloomberg: Coronavirus Impact Puts Thai Economy Closer to Recession

•   Bloomberg: Coronavirus Brings Recession Risk Back to the German Economy

•   Bloomberg: Early Coronavirus Genetic Data May Have Forewarned Outbreak

•   Reuters: New coronavirus cases lowest since Jan. 31 in China province at outbreak;s epicenter

•   Reuters: No coalition without Merkel, say German Social Democrats

•   Reuters: BRIEF-Fitch Says Global Ports Vulnerable To Coronavirus-Related Volume Declines

•   CNN: Bernie Sanders would ;ruin our economy,; former Goldman Sachs CEO says

•   CNN: Is the coronavirus peaking? Investors are hopeful

•   CNBC: WHO says new coronavirus cases in China have stabilized, but warns that could change

•   CNBC: OPEC report: Coronavirus expected to weaken oil demand growth in 2020

※   OPEC: MOMR February 2020

•   CNBC: Why world economy will be facing China coronavirus for a long time

•   CNBC: Coronavirus outbreak will speed up US-China ‘decoupling’ more than the trade war, Milken Institute analyst says

•   CNBC: Trump’s India trip could help seal administration’s next trade deal

•   Fox Business: Coronavirus treatment may come from an unexpected place

•   Business Insider: Tesla is recalling 15,000 Model Xs because of a power steering issue

•   SCMP: To work or not to work: the difficult coronavirus question facing China

•   SCMP: Coronavirus prompts fresh clampdown from Chinese authorities

•   SCMP: How fast can China restart the economy after coronavirus shutdown?

•   SCMP: How China is applying AI to multiple sectors and becoming a model

•   SCMP: Does China have the financial clout to repair its coronavirus-damaged economy?

•   SCMP: China GDP set to recover rapidly as coronavirus epidemic levels off soon

•   매경(P1): 국민연금 멋대로 정한 `블랙리스트`

•   매경(P1): 정부 `脫코로나`로 전환…내수살리기 주력

•   매경(P1): 국토부 공시지가 인상 속도조절

•   매경: 땅 공시가 속도조절했지만…강남·명동 보유세는 두자릿수 껑충

•   매경: 靑 "직원 외부식당 이용" 지자체 "행사 예정대로"…민생 살리기

•   매경: "믿을건 기업 투자뿐"…규제 풀어 쇼핑몰·공장 조기착공

※   기재부: 「제5차 신종 코로나바이러스 관련 경제영향 점검·대응을 위한 경제관계장관회의 겸제4차 경제활력대책회의」 개최

•   매경: 洪부총리는 안한다는데…與 영남 중진 3인 "코로나 추경을"

•   매경: [단독] 태양광 고사위기에…국책硏 "고정가격 판매 확대를"

※   에너지경제연구원: 에너지포커스 2019년 겨울호 (제16권 제4호, 통권74호)

•   매경: "카드없는 시대온다"…카드사도 `페이 전쟁`

•   매경: 상의회장-한노총 위원장…`대승적 협력` 머리 맞대

•   매경: (주)한화, 임원 성과급 주식으로 보상제도 개편

•   매경: 현대차·르노삼성 이어 한국GM도 가동중단

•   한경(P1): 노태문 "삼성폰, 애플과 다른 길 간다"

•   한경(P1): 현대車 주주친화 경영 속도…전 계열사 전자투표제 도입

•   한경(P1): 1인당 최대 4089만원…청년층 '현금 복지' 둑 터졌다

•   한경: 與후보들, 철도·개발공약 '봇물'…집값 자극하나

•   한경: "中·日에 몰린 공급망 다변화 시급…금리인하·추경 섣불러"

•   한경: "韓 부채비율 더 높아지면 신용등급 하락할 수도"

•   한경: 월성 원전 맥스터, 8월前 결론낸다지만 공론화 방식도 '미궁'

•   한경: 원전해체기술協, 폐기물 처리 등 全과정 국산화 도전장

•   서경(P1): [단독]20·30대 "투쟁 일삼는 70·80년대식 '꼰대 노조' 싫다"

•   서경(P1): [이슈앤워치]與·勞 다시 밀월···'총선 청구서'가 두렵다

•   서경(P1): 한국당 '법인세 5%p↓' 총선공약 전면에

•   서경: 與, 총선 후 ILO협약 비준·정년 연장 등 밀어붙이나

•   서경: 韓, 분리배양 바이러스 본격 연구...WHO "18개월내 첫 백신 준비"

•   서경: 소부장'도 신성장 세액공제 받는다

※   기재부: 2019년도 개정세법 후속 시행규칙 개정

•   서경: 삼성, 1억 초고화소 '눈'으로 소니 넘는다

•   서경: 코로나에 MWC도 취소 위기...삼성·애플만 미소 지을까

•   서경: 생산차질 장기화...中진출 中企 "1분기 실적 어쩌나"

•   서경: [시그널] 실적악화-신용등급하락···LGD, 회사채 4,100억 상환 어쩌나

•   서경: 우리가 먼저...양대노총 건설현장서 또 '밥그릇 싸움'

•   조선(P1): 美 북핵협상팀 4명 중 3명 보직 변경… 사실상 해체

•   조선: 오브라이언 "또 미북정상회담? 적절할지…"

•   조선: 靑 "일본, 수출규제 빨리 풀어라" 지소미아 종료 시사하며 재압박

•   조선: WHO 공식 명칭은 '코비드-19'… 정부는 '코로나 19'로 부르기로

•   조선: "文대통령 고용연장 발언, 정년연장 의미 아니다"

•   조선: "파운데이션인 줄…" 여심 사로잡은 조개폰

•   조선: [Tech & BIZ] "돈 많이 드는 인공지능은 가라"

•   조선비즈: 현대百 신종 코로나 우려에도 동대문 면세점 개점

•   조선비즈: 분양 어쩌나… 상한제에 우한폐렴까지 겹쳐 머리 복잡한 건설사들

•   중앙(P1): [시크릿 대사관①] 해리스 "미국, 지소미아 중요" 청와대 폐기론 재부상 경계

•   중앙: 요미우리 “이낙연의 정부 징용보상안, 문 대통령이 채택 안 했다”

•   동아: AI로봇이 약품 나르고, 드론 띄워 마을 소독

•   문화: <‘신종 코로나’ 비상>‘코로나 불황’ 기업에 번지는데…‘경기회복 백신’ 없는 정부

•   문화: “EU 등 디지털세 도입… 韓기업들 철저 대비를”

•   문화: 신안 해상풍력 2028년 완공… 일자리 3만개 만든다

•   한국(P1): 추가 확진 0, 환자 3명은 퇴원… 한풀 꺾인 코로나 기세

•   세계(P1): “유커 급감 땐 韓관광수입 20억弗 감소 가능성”

※   대외경제정책연구원: 신종 코로나 바이러스의 경제적 영향 및 시사점

•   세계: 수소에너지로 ‘미래 충전’… 지역경제 돌파구 연다

•   세계: “전기차 배터리 한·중 종속 탈피”... 개발 액셀 밟는 유럽 완성차 업체

•   머니투데이(P1): 고용연장 띄운 文…관건은 '철밥통' 파괴

•   머니투데이: 인구구조 변화에 얽힌 '정년연장' 고차방정식

•   머니투데이: 청와대 '고용연장' 언급, 경제계 "왜 하필 이 어려운 시기에…"

•   머니투데이: 삼성 갤럭시Z플립 vs 모토로라 레이저…누가 이길까?

•   머니투데이: 현대차그룹, 레고처럼 전기차 만드는 업체들과 잇단 협력…왜?

•   머니투데이: "미중 1단계 무역합의, 11월 대선 이후 파기될 것"

•   헤럴드경제: 삼성전자, 美실리콘모션 인수한다면…

•   파이낸셜뉴스(P1): 한국기업 대가없는 지원… 중국이 감동했다 [신종 코로나 비상]

•   파이낸셜뉴스: LG전자, OLED 성능 인정에도 성장 고민

•   파이낸셜뉴스: 완성차업계, 중국산 부품 부족.. 공장 재가동에도 車생산량 조절

•   아시아경제(P1): 빚의 악순환…집 산 3040이 가계부채 키우는 핵심

※   하나금융경영연구소: 가계 원리금 상환에 따른 자금운용 행태 점검

•   아시아경제: 지난해 OECD 회원국 실업률 개선…한국은 제자리걸음

•   이데일리(P1): [단독]`서울형 전기택시` 개발…테슬라·현대차와 참여 협상 중

•   이데일리: ;활력 잃어가는; 산업현장..고연봉자 속출하니 신규채용 막막

•   이데일리: 저출산·고령화 먼저 경험한 일본..로봇·AI에 ‘올인’

•   이데일리: 로봇이 항공기 부품도 만들고 원격으로 굴삭기도 조종해요

•   이데일리: 멈춰선 성장엔진…“투자할 곳이 없다” 예금ㆍMMF에 몰리는 돈

•   뉴시스: 괴산 대제산단에 수소연료전지 발전소 건립

•   뉴시스: 두산건설, 천안 '성성 레이크시티 두산위브' 내달 분양

•   뉴스핌: 민관, 한국형 표준 LNG복합발전 모델 개발·사업화 본격 착수

•   뉴스1: 두산솔루스, 작년 4분기 영업익 102억원

•   뉴스1: 자라나는 전기차 시장…두산솔루스도 ‘쑥쑥’ 성장

※   두산솔루스: 두산솔루스(주) 2019년 경영실적

•   뉴스1: 정부 보조금 손에 쥔 中에 맨손으로 맞서는 韓 배터리

•   뉴스웨이: [사건의 재구성]“ESS 화재 원인 배터리”…LG화학·삼성SDI 억울한 까닭

•   비즈니스포스트: 유니슨 두산중공업, 육상풍력발전 밀착지원정책에 사업확대 탄력받아

•   뉴데일리: 두산그룹, 분당시대 ;성큼; 신사옥 공정률 55%… 연말 완공 예정

•   더팩트: ;가스터빈· 풍력발전; 집중…두산중공업 도약 가능할까

•   매일일보: 사우디 아시르州, 산업도시 건설 검토…수혜 건설사는 어디?

※   현대건설·두산중공업 과거 아시르州 진출 이력 ‘눈길’

•   아이뉴스24: LG·삼성·SK 배터리 3사, 폭풍성장 유럽시장서 한판 붙자

•   reNews: Wind growth drops 7% in Middle East and Africa

•   reNews: Coronavirus could ;cut China battery output 10%;

•   Windpower Monthly: Suzlon on the brink as debts mount

•   에너지데일리: [초점] 중국은 정말 석탄화력을 버리나

•   KHL: Recovery predicted for Mexico’s construction industry

•   Equipment World: JCB adds smaller, tracked 2TS-7T to Teleskid lineup of skid steer/telehandler hybrids

•   Construction Equipment: 6 Construction Tech Trends in 2020 | Construction Equipment

•   건설경제: 올 公共 수주 목표 대형사는 보수적 중견사는 공격적

•   OilPrice.com: China’s Gas Demand Growth Slows Further On Coronavirus Outbreak

•   CNET: Samsung Galaxy Z Flip is a beautiful phone, until you touch it

•   CNET: 8 ways the Galaxy S20, Plus and Ultra set new standards for high-end phones

•   CNET: Airbus wants to change the shape of commercial flights

•   CNET: VW Group is working on new, cheaper battery-based EV chargers

•   CNET: With MWC 2020 canceled, most new Android phones face a tough debut

•   전자신문(P1): 4월부터 ESS 'SW안전인증' 통과 못하면 판매 못해

•   전자신문: 스마트폰을 PC처럼…삼성·LG '클라우드 톱' 동시 출격

•   전자신문: 춘제 이후에도 생산 묶인 건설기계…코로나 사태 장기화 촉각

•   Phone Arena: Not all Galaxy S20 phones are equal when it comes to 5G

•   Phone Arena: U.S. says it has evidence about Huawei;s secret back doors

•   Phone Arena: The US continues to accuse Huawei of espionage, now urges allies to do the same

•   Phone Arena: Apple could face iPhone 12 delays because of the coronavirus outbreak

•   Hannover Messe News: HANNOVER MESSE 2020: How change becomes growth

•   Hannover Messe News: Open Industry 4.0 Alliance growing rapidly

•   Robotics & Automation News: Robotics companies providing technology to fight coronavirus in China

•   Robotics & Automation News: Comau’s brief history of exoskeletons

•   Robotics Tomorrow: Innovative Manufacturers Should Embed Automated Systems in Production Processes

•   Robot Report: OTTO Motors to expand into Japanese markets with its mobile robots

•   로봇신문: 일본 로봇 전시회 ;제4회 로보덱스;, 12일 개막

•   로봇신문: 중국, 코로나19의 확산으로 무인편의점·로봇 활용 증가

•   Dronelife: The Commercial Drone Industry: Bubble Burst, or Billion Dollar Industry? What the Data Says

•   Nikkei Asian Review: Mazda delays restart of Chinese factories amid coronavirus threat

•   Nikkei Asian Review: Coronavirus on Japanese cruise ship spreads to 39 more people

•   Nikkei Asian Review: SoftBank pushes back $108bn Vision Fund sequel

•   Nikkei Asian Review: Coronavirus slashes China's international flight routes by 67%

•   Japan Times: Japan's efforts to raise wages wane as firms embrace merit-based pay

•   Economic Times: India auto production to shrink by 8.3 pc in 2020; coronavirus spread may hit supply chain: Fitch

•   Economic Times: Prolonged slide in financial health of Indian firms comes to end

•   Jakarta Post: Indonesian mining investments to reach five-year high in 2020

•   Jakarta Post: Analysts 'expect GDP to dip below 5%' as viral outbreak derails global economy

•   Jakarta Post: Tourism, ‘green fuel’ top Jokowi development agenda

•   Jakarta Post: Jokowi aims to strengthen local iron and steel industry to curb imports

•   Jakarta Post: Government sends omnibus bill on job creation to House

•   Jakarta Post: Indonesia’s productivity lower than ASEAN countries, Japanese company survey says

[Opinions]

•   Project Syndicate(Ngaire Woods): When Viruses Turn Political

•   Project Syndicate(Dani Rodrik): New Firms for a New Era

•   Project Syndicate(Akira Kawamoto): The Economic Consequences of the Coronavirus

•   Project Syndicate(Carolin Roth): Germany’s Crisis of the Right

•   Project Syndicate(Michael Spence): The Challenging Arithmetic of Climate Action

•   Project Syndicate(Sven Smit, Anu Madgavkar): Advanced Economies’ Missing Link

•   FT(Janan Ganesh): Democrats bearish on Sanders should know better

•   FT(Gillian Tett): America’s other border crisis

•   FT(Edward Luce): America’s splintered, fickle Democrats

•   FT(Martin Sandbu): Macron presses on with pension reform despite political cost

•   FT(Lex): HS2: High Spender 2.0

•   FT(Clotilde Armand): Eastern Europe gives more to the west than it gets back

•   FT(David Sheppard): BP’s net-zero pledge is welcome, but detail is required

•   FT(Ben Hall): Do Europe’s champions need help in 5G tech battle?

•   FT(Jonathan Wheatley): Look on the bright side of the Brazilian real

•   FT(James Kynge): Hunt for coronavirus rebound stocks is not simple

•   WSJ(William A. Galston): Democrats, Don’t Hit the Panic Button

•   WSJ(Natan Sharansky, Gil Troy): The Promise of the Trump Peace Plan

•   NYT(Thomas L. Friedman): Paging Michael Bloomberg

•   NYT(Frank Bruni): Bernie Sanders Prevails. Cue the Party Panic.

•   NYT(Thomas B. Edsall): Trump Is Waiting and He Is Ready

•   NYT(Editorial Board): This Is No Way to Run a Central Bank

•   NYT(Spencer Bokat-Lindell): President Bernie Sanders?

•   NYT(Michael Kazin): Bernie Sanders Has Already Won

•   NYT(Asim Ali): Modi Lost in Delhi. It Doesn’t Matter.

•   NYT(Elizabeth Goitein): The Power Trump Can Wield Like a Dictator

•   WP(Robert J. Samuelson): Do Europe’s champions need help in 5G tech battle?

•   WP(David Ignatius): How the coronavirus threatens Xi’s ‘Chinese dream’

•   WP(Max Boot): Bernie Sanders is a risk we can’t run at this moment of national peril

•   WP(Henry Olsen): The real winner in New Hampshire: Donald Trump

•   WP(Jennifer Rubin): Sanders is not the big story coming out of New Hampshire

•   WP(Jennifer Rubin): What next for the pragmatists?

•   WP(Jennifer Rubin): Bernie Sanders has some problems

•   WP(E.J. Dionne Jr.):The Democrats are still searching

•   WP(George F. Will): It’s looking like Democrats might have a chance to beat Trump after all

•   WP(David Von Drehle): Joe Biden, the last of his political species

•   WP(Paul Waldman): Is it really a risk for Democrats to nominate a socialist?

•   WP(Karen Tumulty): Bernie Sanders is the candidate to beat. Will it last?

•   WP(Georg Diez): Germany’s party structure is disintegrating. Enter the far right.

•   Bloomberg(David Fickling): Yes, Coronavirus Is More Troubling Than the Flu

•   Bloomberg(Conor Sen): Coronavirus Sets Up Short-Term Pain, Long-Term Gain

•   Bloomberg(Justin Fox): Trump’s Tariffs Haven’t Rescued American Steel

•   Bloomberg(Tyler Cowen): Could the Coronavirus Help Make China More Free?

•   Bloomberg(Brian Chappatta): American Homeowners Cash In Fast on Low Rates

•   Bloomberg(Shuli Ren): Coronavirus Stokes Mask Production and Mass Confusion

•   Bloomberg(Karl W. Smith): Judy Shelton Would Destroy Trump’s Pro-Worker Legacy

•   Bloomberg(Ramesh Ponnuru):Is It Already Too Late to Stop Bernie Sanders?

•   Bloomberg(Anjani Trivedi): Sometimes a Billionaire Just Needs a Volvo

•   Bloomberg(Mark Gilbert): Don’t Cut Corners on EU Climate-Crisis Bonds

•   Bloomberg(Clara Ferreira Marques): Iron Ore’s Brazilian Rain Dance Looks Premature

•   Bloomberg(Nir Kaissar): Bernie Sanders Could Be the Stock Market’s Best Friend

•   Bloomberg(Mark Gongloff): Sanders 2020 Is Looking Like Trump 2016

•   Bloomberg(Alex Webb): The U.S. Already Has a $60 Billion Huawei Solution

•   CNBC(Jake Novak): Op-Ed: Why Joe Biden;s campaign collapsed so quickly

•   CNBC(Malcolm S. McNeil): Why the world economy will be facing China’s coronavirus for a long time

•   CNN(Mandeep Rai): Brexit has revealed a divide that;s here to stay

•   CNN(Tara Setmayer): Biden has one last chance to save his candidacy

•   CNN(SE Cupp et al): Bernie Sanders' victory scrambles the race

•   MarketWatch(Nigam Arora): Stock market generals are marching ahead, but the troops aren’t following

•   MarketWatch(Pierre Briançon): Coronavirus could kill fragile hopes of European recovery

•   Fox Business(Randy Swan): Bernie Sanders, Buttigieg, and others want a wealth tax – Here;s why that should worry you

•   Nikkei Asian Review(William Pesek): Why are central banks not responding to coronavirus' economic threat?

•   매경(사설): 원전 생태계도 위태롭고 태양광 산업도 흔들리고

•   서경(유영숙): "탈원전으로 회색성장··· 녹색모범국이 온실가스 '악동'돼 안타깝다"

•   조선(사설): 탈원전하고 태양광 한다는 나라의 태양광 산업 붕괴

•   중앙(이상희): 신종 코로나바이러스와 탈원전 정책의 함수

•   파이낸셜뉴스(사설): 소재 무너지는데 태양광 사업 잘될까

•   전자신문(사설): SW인증, ESS 생태계 복원 계기 되길