Business Intelligence Monitor 200217

(Introduction)

[Markets]

•   Global: Stocks edge up with positive chipmaker forecast, oil gains for the week

※   S&P 500, Nasdaq end higher

※   Oil prices gain, up for week

※   U.S. dollar index higher

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, '코로나19' 불안 털고 반등…2,240대 회복

•   한국: 신종 코로나에도 장기채금리 상승…"국내 경기 급격한 침체 없다"

•   Brazil: Brazil real jumps most since November as central bank intervenes again

•   Natural gas: Natural Gas Hits Lowest February Price In Two Decades

•   Metals: Copper up for second week as virus sell-off wanes

•   Grains: Corn, soy, wheat futures end lower ahead of U.S. holiday weekend

[Indicators]

•   US Jan. Retail sales: U.S. Consumer Spending Picks Up, While Manufacturing Declines

•   US Jan. Industrial production: U.S. Industrial Production Sputtered in January

•   US Jan. University of Michigan Consumer Sentiment Index: Consumer Sentiment Climbs

•   US Q1 GDP Nowcast: Feb 14, 2020: New York Fed Staff Nowcast

•   US Q1 GDP Nowcast: Latest estimate: 2.4 percent — February 14, 2020

•   Eurozone Q4 GDP: Eurozone economy suffers slowest growth in 7 years

•   Eurozone Dec. Balance of trade: Trump’s Tariff Threats Are Tested by Europe’s Record Trade Surplus

•   China Jan. Auto sales: China's auto sales may fall 10% in H1 due to coronavirus - industry association

•   한국 12월 통화 및 유동성: 시중통화량 증가율 46개월 만에 최고

•   한국 1월 자동차산업 동향: 1월 국산차 생산·수출 30% 뚝…`코로나 충격` 2월은 더 암울

•   India Jan. WPI: Wholesale inflation rises to 3.1% in January vs 2.59% in December

•   India Jan. Balance of trade: Exports decline 1.7% in January, trade deficit widens to $15 billion

•   BDI: 해운까지 덮친 코로나...컨테이너선 물동량 뚝

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: U.S. and Taliban Reach First Step of Peace Deal

•   WSJ: Fear and Boredom Aboard the Quarantined Coronavirus Cruise Ship

•   WSJ: Pentagon Shifts Stance on Sales to Huawei

•   WSJ: How High Should Government Debt Go? Economists Can’t Agree

•   WSJ: Trump Administration to Raise Tariffs on EU Aircraft

•   WSJ: White House Considers Halting GE Venture’s Engine Deliveries to China

•   WSJ: Newsletter: Tame Inflation, Surging Coronavirus, German Stagnation

•   WSJ: Fed’s Williams: 2019 Rate Cuts Positioned Economy for Growth

•   WSJ: Path to Confirmation Dims for Fed Nominee After Republican Objections

•   WSJ: Economy Week Ahead: Fed Minutes, PMI, Home Builders, Realtors Data

•   WSJ: New Source of Climate Pressure for Companies: Workers

•   WSJ: The Flip Phone Is Back and It’s Not a Total Flop

•   WSJ: SoftBank’s Boss Bet $22 Billion on Sprint. It Was a Slog.

•   WSJ: Alstom Reaches Preliminary Deal to Buy Bombardier Train Unit

•   WSJ: The Ride-Hail Utopia That Got Stuck in Traffic

•   WSJ: New York Won’t Appeal T-Mobile Merger Verdict

•   NYT: William Barr Moves to Take the Reins of Politically Charged Cases

•   NYT: Russians Pressure U.S. Forces in Northeast Syria

•   NYT: Bloomberg’s Billions: How the Candidate Built an Empire of Influence

•   NYT: To Tame Coronavirus, Mao-Style Social Control Blankets China

•   NYT: A Presidency Increasingly Guided by Suspicion and Distrust

•   NYT: Fearful of Trump’s Attacks, Justice Dept. Lawyers Worry Barr Will Leave Them Exposed

•   NYT: American Woman Who Left Cruise Ship Tests Positive for Coronavirus

•   NYT: Democrats Plan to Highlight Health Care and Jobs Over Investigating Trump

•   NYT: Trump Effort to Keep U.S. Tech Out of China Alarms American Firms

•   NYT: Silicon Valley Heads to Europe, Nervous About New Rules

•   NYT: To Tame Coronavirus, Mao-Style Social Control Blankets China

•   WP: Record fires and dead coral reefs aren’t dulling Australia’s lust for coal

•   WP: US scientists study coronavirus to combat covid-19 outbreak

•   WP: Bernie Sanders is powered by a loyal base, but results in Iowa and New Hampshire show the movement has limits

•   WP: Mike Bloomberg has been battling women’s allegations of sexist, profane comments for years

•   WP: Trump’s quest to rewrite history of the Russia probe

•   WP: Trump is seeking to rewrite history of Russia probe after impeachment acquittal

•   WP: Democrats take aim at Bloomberg on stop-and-frisk, treatment of women

•   FT: China offers to build HS2 in five years and for less money

•   FT: US cites reports Oleg Deripaska helped Vladimir Putin launder cash

•   FT: Germany’s CDU in turmoil over working with extremists

•   FT: Moderate US Democrats struggle to consolidate support

•   FT: EU’s richest members asked to stump up more for bloc’s budget

•   FT: Nancy Pelosi warns Europe over Huawei 5G dangers

•   FT: China: an economy in quarantine

•   FT: VW offers direct payouts to sidestep emissions lawsuit

•   FT: Electric cars threaten to pull the plug on petrol stations

•   FT: Investor complacency sets in while coronavirus spreads

•   FT: Fixed-income fund flows rise as investors fear coronavirus impact

•   FT: SoftBank investment chief pushes for hedge fund vehicle

•   FT: China’s president knew of coronavirus earlier than thought

•   FT: Cries of despair from Ground Zero of coronavirus

•   FT: Former Morgan Stanley president slams Europe’s capital markets

•   FT: US warns Europe against embracing China’s 5G tech

•   FT: China provides record funding for Indian start-ups

•   FT: France warns of bitter UK-EU negotiations

•   FT: Indian IT industry head accuses US of discrimination over worker visas

•   FT: Will European PMI data reveal coronavirus impact?

•   FT: South Africa’s small towns lose faith in Ramaphosa

•   FT: Woowa Bros looks to food delivery robots to trim costs

•   FT: Chinese developers hit by coronavirus sales ban

•   FT: Chinese asset managers prop up coronavirus-hit funds

•   FT: US and Taliban agree ceasefire in step towards peace deal

•   FT: Understanding the US economy

•   FT: China banks to allow more bad debt as coronavirus hits economy

•   FT: Asian corporates gorge on debt as yields fall

•   FT: European Parliament blusters over the EU budget

•   FT: Brazil’s credit revolution in charts

•   FT: Coronavirus was not engineered in Wuhan lab, says expert

•   FT: Fixed-income flows rise on coronavirus

•   FT: Libya ceasefire ‘holding by a thread’, UN official says

•   FT: SoftBank investment chief pushes hedge fund after Vision Fund stumbles

•   Bloomberg: China’s Fiscal Coffers Are Depleted Just as Virus Spurs Spending

•   Bloomberg: Hedge Funds Bet Aussie Will Overcome Impact of Coronavirus

•   Bloomberg: Japanese Couple Tests Positive for Coronavirus After Hawaii Visit

•   Bloomberg: China, Asia Bulk Up Economy Defenses Against Virus Ahead of G-20

•   Bloomberg: Using Huawei to Risk Intel Sharing With U.S., Ambassador Says

•   Bloomberg: Tesla Berlin Factory Preparation Delayed by German Court

•   Bloomberg: Hong Kong Facing ‘Tsunami-Like’ Shocks, Finance Chief Says

•   Bloomberg: Virus Latest: Singapore plans massive budget stimulus on threat

•   Bloomberg: IMF’s Georgieva Says Lack of Reforms Is Hurting Global Economy

•   Bloomberg: Global Economic Policy Direction Now Hinges on China’s Next Move

•   Bloomberg: China’s Economy Won’t Be Overwhelmed by Virus Epidemic: Xinhua

•   Bloomberg: Johnson Treasury Coup Could Move U.K. Budget Goalposts Again

•   Bloomberg: U.S.-China Feud Ensnares Obscure UN Intellectual Property Agency

•   Bloomberg: Fed’s Mester Says Economic Outlook Intact Though Virus a Risk

•   Bloomberg: Coronavirus and PBOC: Bank Says Virus Won't Cause Big Price Rises

•   Bloomberg: Russia's Biggest Gas Client After Germany Is Now Italy

•   Bloomberg: In Hot U.S. Jobs Market, Half of College Grads Are Missing Out

•   Bloomberg: Motorola Razr $1,500 Foldable Phone Review

•   Bloomberg: China Trade War Walloped More Than Half of U.S. States in 2019

•   Bloomberg: South Africa News Latest: Eskom CEO Looks at Wage Bill

•   Bloomberg: Coronavirus Latest: Virus Crisis Sees Ships Skip China

•   Bloomberg: Virus Latest: Toyota to Restart Three China Plants

•   Reuters: Exclusive: Senior China diplomat concedes challenge of coronavirus, slams 'overreaction'

•   Reuters: Iran's Rouhani says Tehran will never talk to U.S. under pressure

•   Reuters: Electric shock: China power demand drops as coronavirus shutters plants

•   Reuters: Italy's Renzi boycotts cabinet meet, challenges PM to find a new govt

•   Reuters: Under China's coronavirus lockdown, millions have nowhere to go

•   Reuters: Timeline: Algeria's year of protest and turmoil

•   Reuters: Erdogan, Trump discuss Middle East conflicts, Turkey's foreign minister says

•   Reuters: Italy's Conte denies he is putting together a new coalition

•   Reuters: U.S. business group sees China keeping purchase commitments despite coronavirus

•   Reuters: China battery recycler GEM to make disinfectants in virus epicenter

•   Reuters: Trump to woo Indian executives during New Delhi visit

•   CNN: Europe's stagnant economy is vulnerable to a shock from China

•   CNN: Renault's profit was wiped out last year

•   CNN: Why stocks keep moving higher. And higher. And higher.

•   CNN: Small businesses drive China's economy. The coronavirus outbreak could be fatal for many

•   CNBC: Coronavirus Latest: Virus Crisis Sees Ships Skip China

•   CNBC: US needs Europe to tackle the rise of China, NATO chief says

•   CNBC: China coronavirus: It's still far from business as usual

•   CNBC: Brouillette: No need to panic about coronavirus impact on oil markets

•   CNBC: White House considering tax incentive for more Americans to buy stocks, sources say

•   Fox Business: Bloomberg unveils Social Security, retirement plan | Fox Business

•   AP: Cost of China's anti-virus fight rises with workers idle

•   Politico: Trump hopes to ride U.S.-China deal to win reelection

•   Politico: Drudge floats the implausible: A Bloomberg-Clinton ticket

•   SCMP: China’s mask shortage hits global supply as coronavirus outbreak rages on

•   SCMP: What scrapping Philippines-US military pact means for the South China Sea

•   SCMP: China lifts import ban on US live poultry as bird flu threatens farms

•   SCMP: Central bank branch to destroy banknotes from coronavirus-hit sectors

•   SCMP: China keeps bank credits on tap to help companies survive outbreak

•   SCMP: Xi puts on a brave face, vows to deliver economic goals amid coronavirus

•   SCMP: ‘It’s worse than Sars’, says coronavirus-hit hat manufacturer

•   SCMP: China’s GDP growth to slump to 4.5 per cent in first quarter, poll says

•   Global Times: Coronavirus infections decline for 12th consecutive day in non-Hubei regions

•   Global Times: US desperate to contain Huawei

•   Global Times: Major Chinese export-oriented city hit by COVID-19: official

•   매경(P1): 1조 날린 라임…27개펀드는 전액손실

•   매경: 20억건 빅데이터…`코로나 피크` 지난주말 서울 유동인구 41%↓

•   매경: 자회사 호조에도…두산重 옥죄는 탈원전 충격

•   매경: 출시 첫날 `갤럭시 Z플립` 반응 뜨겁네

•   매경: 수용성 다음은 `남산광`?…풍선효과에 쏠린눈

•   매경: [Science] 코로나·사스·에볼라·메르스 공통점은?…박쥐에서 시작됐다

•   매경(P1): 배터리전쟁 진 SK, LG와 합의 나선다

•   매경: 美에 2조 투자해놓은 SK이노…LG화학과 조기 합의가 `최선`

•   매경(P1): `제조업 기둥` 산업단지가 무너진다

•   매경: 시설노후화에 생산·수출 뚝뚝…울산산단 "2~3년 보릿고개 암담"

•   매경: 갭투자 후유증…세입자 "전세금 돌려달라" 소송 2배로

•   매경: [단독] 정의선, 현대차 이사회 의장 될까

•   매경: 한화시스템 `에어택시` 공동개발 나서…美 오버에어와 협력

•   매경: AI는 이제 일상…10년후 내다보고 투자를

•   매경: 더 심해진 양극화…`3년 신저가株` 72개

•   매경: 코로나 영향에 1분기 실적 기대감 `뚝`

•   매경: 서울 내년 공급절벽…정비사업 입주 `반토막`

•   한경(P1): 반도체 불황에…삼성 영업익 61% '추락' vs 인텔 6% 감소 '꿋꿋'

•   한경: 문재인 대통령이 꺼낸 '감세카드'…법인세 인하보다 세액공제 확대 유력

•   한경: 매출은 늘었는데 이익 '뚝'…상장사 절반이 '속 빈 영업'

•   한경: 감염 우려에…택시 덜 타고 영화관 안 갔다

•   한경: 주총 덮친 신종 코로나…참석률 비상

•   한경: 회계법인들 "감사보고서 제출시한 연장해달라"

•   한경: [한경과 맛있는 만남] 한만희 "1주일마다 통계 발표, 집값 자극…인프라 제때 공급해야 신도시 성공"

•   한경: [시네마노믹스] 기생충으로 본 계층 이동…'반지하와 계단 밑'의 피튀기는 일자리 싸움

•   한경: '기생충' 기우가 '그 집'을 사려면 월급 547년 모아야한다고?

•   한경: 건설현장에 '4차 산업혁명' 바람

•   한경(P1): 마트, 문닫을 위기인데 '의무휴업 족쇄'는 여전

•   한경(P1): 대통령 '격려'에도…기업들은 속이 탄다

•   한경(P1): 글로벌 증시 '4차 산업혁명株' 독주시대

•   한경: 기업 투자환경 '외환위기급' 추락…"획기적 규제개혁으로 돌파해야"

•   한경: 시행 넉달 앞두고…'한국형 실업부조' 무산 위기

•   한경: 직장에서 밀려나는 '경제 허리'…4050 비자발적 퇴직 5년만에 최대

•   한경: 신승관 통상지원센터장 "신종 코로나, 美·中 무역분쟁 재발 불씨될 수도"

•   한경: 글로벌 IB "韓, 코로나 여파…1분기 마이너스 성장 가능성"

•   한경: 인도네시아, '세종시 모델'로 한 印尼 수도 이전…잇단 투자 러브콜에 탄력

•   한경: 삼성 톈진 TV공장 19일 재가동

•   한경: [한상춘의 국제경제읽기] 문 대통령이 이런 말도…"감세할테니 투자해달라"

•   서경(P1): 홍남기 "성장률 낮출 단계 아니다"

•   서경(P1): [단독] 빈집 숙박 '다자요' 사업길 열리나

•   서경: 美 '펀치' 맞고 코로나에 '악'...中 반도체 굴기 '다운그레이드' 위기

•   서경: [S머니]1%대 금리에도 '예금 독주'...5대 은행 잔액 한달새 1.2조 쑥

•   서경: 12·16대책 후 아파트 거래, 강북구만 늘었다

•   서경: [글로벌아이]공장 가동 멈추고 소비도 뚝...'문혁' 이후 첫 역성장 덮치나

•   서경: [르포]“100배줌 카메라 신기해요”...애플 본고장도 놀란 갤S20·갤Z플립

•   서경(P1): [탐사S] 연체율 치솟는 P2P...'제2 라임' 되나

•   서경: [서경이 만난 사람] "韓수소산업 위상 높아져...주요국과 '글로벌 연합' 추진

•   서경: [서경이 만난 사람]"혁신의 장 CES에서 수소와 AI 등 신산업 융합 가능성 확인"

•   서경: '풍선효과'에 신용대출 꿈틀...2년來 최대폭 증가

•   서경: 韓, 신재생에너지 드라이브...中 태양광업체만 배 불렸네

•   서경: 승차공유서 항공권 예약까지...국내도 'MaaS시대' 열린다

•   서경: [르포] 애플 심장부서 5G체험..."Z플립 만져보니 사고 싶어요"

•   서경: 코로나에도 끄떡없는 반도체장비주

•   서경: 임금체계 개편 무산위기...사회적 대화 '삐걱'

•   조선(P1): 정부견제론 45%, 정부지원론 43%… 총선 여론 첫 역전

•   조선: 靑, 수·용·성 규제 내주 발표… 이해찬 "총선 前엔 절대 안돼"

•   조선: 文정부 출범 후 2000만원이던 서울 아파트값, 3000만원으로 올라

•   조선: 갤럭시 Z플립 첫 출시 물량, 갤폴드의 10배인 2만대 풀었다

•   조선(P1): 55% vs 45% 편가르기 13년의 결말

•   조선(P1): 감염경로 모르는 29번… 확진前 노인들에 도시락 배달

•   조선: 美 "中이 최대 도전국, 그다음은 北같은 불량국가"

•   조선: 작년 100대 기업 영업이익 36% 줄어

•   조선: 日 시총 1조엔 이상 회사, 95%가 전자투표 시행

•   조선: 개미가 꿈틀한다, 주총 전자투표로

•   조선: 현대차, 수소전기트럭 2023년까지 개발

•   조선: 발전소 안전도 AI로

•   조선: '소부장 기술 독립' 실탄 나눠드립니다

•   조선비즈: [세종 인사이드] "에헴~" 고사성어 너무 좋아하는 부총리님

•   조선비즈: '우한 폐렴'에 LG디스플레이 광저우 OLED 양산, 2분기로 또 밀릴 듯

•   중앙: 콧물·두통 1명씩, 무증상 감염 3명…10대 확진자는 없어

•   중앙: ‘수직증축’ 리모델링, 막힌 재건축 탈출구 되기엔 역부족

•   동아(P1): “사드 발사대-포대 분리 운용기술 개발 진행중”

•   동아: 北 핵-미사일 능력 진화에… 美, 사드 업그레이드로 맞불 전략

•   동아: 켈리 “김정은 핵포기 안해… 우릴 갖고 놀아”

•   동아: “집도의 생각대로 로봇이 움직이는 날도 올 것”

•   동아: [단독]北도 방역 비상… 일부 소식통 “신의주서 첫 확진” 주장

•   동아: 발표부터 한 100兆 투자 계획… 구체 방안 묻자 “찾아봐야죠”

•   동아: ‘성과지표’ 배점이 ‘현장체감’의 2배… 쉬운 과제만 해결

•   동아: 이산화탄소 먹어 치우는 ‘착한 콘크리트’ 온실가스 주범 오명 씻는다

•   문화: <‘신종 코로나’ 비상>中 국경지대 200여건 확진… 北 감염 없다지만… 의구심

•   문화: <‘신종 코로나’ 비상>‘기숙사 밖 유학생·무증상 제3국 입국자’ 사각지대 우려

•   문화: 내달 BSI·수출입통계에 ‘코로나 충격파’ 드러난다

•   한국(P1): 동탄 84㎡ 첫 10억대 진입… 수용성 이어 화성ㆍ구리ㆍ광명 집값 들썩

•   한국: [사회적기업 2.0]“파도 에너지를 전기로 바꾸는 파력발전 기술로 ‘탄소 제로’ 꿈꿔요”

•   세계(P1): 정부·여당 '집값이몽'… 靑 규제 추진에 민주 “공무원적 발상” [뉴스+]

•   한겨레: ‘고용 연장’이 경제 발목을 잡는다?

•   한겨레(P1): 코로나 쇼크 한달, 소비·생산 기지개

•   한겨레: 세계 주요 언론들, 기후변화 보도에 꽂혔다

•   한겨레: 중간재 대신 ‘소부장’ 공급국 역할 맡아야

•   한겨레: 코로나19, 국제 분업구조 문제에 ‘알람’ 울렸다

•   한겨레: 코로나19로 흔들린 글로벌 가치 사슬…기업들 선택은

•   경향: 엄청 비싼 서울 집, 누가 와서 샀나요…최근 4년 구매자 보니

•   머니투데이(P1): [단독]'수용성' 투기과열지구 요건 이미 충족… 대전 등도 사정권

•   머니투데이: 코로나19發 유가급락…40달러대 진입하나

※   한국은행: 해외경제 포커스(제2020-6호)

•   머니투데이: 디지털세 세부담 안 는다더니 OECD "年 118조원 세수↑"

•   머니투데이: '타운홀미팅' 4개 경제부처 업무보고…文대통령 "위기를 기회로"

•   머니투데이: "가지 말자"던 NO재팬, '코로나19'에 "못 간다"로 바뀌었다

•   머니투데이: '갤럭시Z플립' 출시국마다 '완판'…폴더에 이은 '흥행 돌풍'

•   머니투데이: '미분양 설움' 벗고 분양가 2배 뛴 서울 새 아파트

•   머니투데이: 'NO재팬' 충격 日카메라, 이젠 갤S20에 폭망?

•   헤럴드경제: 이 와중에 ‘지카바이러스’까지…국내 3명감염

•   파이낸셜뉴스(P1): 美 "北 감염증 취약" ..대북제재 완화되나

•   파이낸셜뉴스(P1): 경기 겨우 살아나나 했는데… 짙어진 '코로나 그림자'

※   기재부: [보도참고] 2020년 2월 최근 경제동향

•   파이낸셜뉴스: 삼성전자 112兆 ‘현찰 두둑’…시스템반도체 등 M&A 나설까

•   파이낸셜뉴스(P1): 움츠러든 소비, 줄어든 관광객.. 1분기 성장률 '마이너스' 위기

•   파이낸셜뉴스: 日 ‘현대重-대우조선 합병’ WTO 제소.. 기업결합심사로 불똥 튈까 ‘촉각’

•   파이낸셜뉴스: 한전 ‘적자 탈출’ 시동… 주가 반등할까

•   파이낸셜뉴스: 韓입국 못한 중국인 유학생.. 교육부 "1학기 휴학 권고"

•   아시아경제(P1): "신입만 수두룩, 인력 불균형"…공공기관 신규채용의 그림자

•   아시아경제: '효자 계열사' 두산밥캣, 올해도 신제품·신모델로 해외시장 공략 집중

•   디지털타임스(P1): 무역戰 → 日규제 → 코로나19… 흔들리는 뿌리산업

•   디지털타임스(P1): 기업 62% "中리스크 치명적"… 수출액 9%↓

•   이데일리: 국내 車공장 이번주 대부분 정상가동..가동률 상향은 숙제

•   이데일리: 새로운 갤럭시..삼성전자, 시스템반도체 `초격차` 가속화

•   이데일리: [단독]코로나19 감염 40분만에 진단하는 장비 나와... 진시스템 최초 개발

•   연합: 두산그룹 영업이익 3년 연속 1조원 넘어…7% 증가

•   연합: LG화학 브랜드 가치 4조원 돌파…글로벌 화학기업 중 4위

•   연합: 구글·페이스북 등 '재생에너지 구매계약' 2년새 3배로 껑충

•   연합: 한수원·한화건설·지케이윈드, 영천 풍력사업 공동개발

•   뉴시스: 박용진 "두산重, 공사진행률 높여 매출 1조 부풀려"…社 "회계위반 無"

•   포쓰저널: [수첩] '재벌저격수' 박용진 의원의 두산중공업 억지공격

•   뉴스핌: [리포트 브리핑]두산밥캣, '시장+α' 목표가 38,000원 - 신한금융투자

•   뉴스핌: [리포트 브리핑]두산인프라코어, '선진국 집중 전략이 유효했다' 목표가 6,000원 - 신한금융투자

•   뉴스핌: [리포트 브리핑]두산인프라코어, '녹록지 않은 시장 환경' 목표가 5,000원 - 대신증권

•   뉴스핌: [리포트 브리핑]두산밥캣, '올해도 좋고 중장기도 좋다' 목표가 40,000원 - 대신증권

•   뉴스핌: [리포트 브리핑]두산인프라코어, '돌파구를 선진시장으로 지목!?' 목표가 7,000원 - 하이투자증권

•   뉴스핌: [리포트 브리핑]두산밥캣, '가이던스 공격적으로 평가, 그러나 신제품 출시를 통한 시너지 기대해 봄' 목표가 39,000원 - 하이투자증권

•   뉴스핌: "안그래도 中에 쫓기는데…" 두산인프라·현대건기, 코로나19에 '덜컹'

•   미디어펜: 건설기계 빅2, 실적 하락 속 중국·인도 리스크에 골머리

•   뉴스1: 산업부, 태양광 설비 시공기준 적용범위 확대…"품질·안전성 강화"

•   뉴스1: "도둑 하나 잡겠다고 모든 집을 봉할텐가" 박용만 '라임사태' 화나지만…

•   데일리안: 실적 희비 엇갈린 건설기계 톱2…두산↑vs현대↓

•   이투데이: 탄력받은 두산의 '신사업 3.0', 박정원 회장의 '도전'이 '혜안'됐다

•   이투뉴스: 中 선두 배터리기업들도 코로나로 생산 차질

•   비즈니스포스트: 두산 목표주가 낮아져, “두산중공업 불확실성 해소되면 주가 반등”

•   CEO스코어데일리: 두산그룹 ‘캐시카우’ 두산밥캣, ‘10%대’ 고성장세 저무나

•   녹색경제신문: 두산건설, "지난해 영업이익 흑자로 돌아섰지만..." 재무 개선 등 김진호號 출범 과제 산적

•   The Guru: 두산인프라코어, 中 우한서 빛나는 활약…"병원 건설 투입"

•   브릿지경제: [비바100] 국산화율 0%에서 세계 시장에 도전하는 국산 ‘가스터빈’

•   Power Engineering: POWERGEN call for abstracts: Shaping the Future of Generation Together

•   Renewables Now: UAE's 1st floating PV array to go live near Abu Dhabi resort island

•   Windpower Monthly: Open-source 15MW digital turbine launched

•   에너지경제: 美 ITC '태양광 세이프가드로 美투자 증가...현지업체 보호 한계'

•   에너지데일리: "한국형 원전 APR1400, 안전성·경쟁력 세계적 입증"

•   에너지데일리: 중부발전, 핵심 발전설비 국산화 프로젝트 가속화 한다

•   에너지데일리: “국내 ESS 산업 위기에 봉착했다”

•   Construction Equipment: Doosan DX62R-3 Excavator Adds to Line

•   For Construction Pros: Hitachi ZW140-6 and ZW150-6 Wheel Loaders

•   For Construction Pros: JCB 2TS-7T Teleskid

•   For Construction Pros: Kobelco Construction Machinery USA Inc. Kobelco SK550DLC-10 Demolition Excavator in Excavators

•   For Construction Pros: Bobcat R-Series S76 and T76 Compact Loaders

•   건설경제: 머신 컨트롤ㆍAI 로봇… ‘스마트 건설’ 바람 확산

•   건설경제: 여, ‘스마트공장 100% 보급’ 공약

•   OilPrice.com: Petrobras Keeps Contingency Plan As Oil Strike Set To Enter Third Week

•   OilPrice.com: What Will Oil Prices Do After The Coronavirus? | OilPrice.com

•   CNET: 8 Galaxy Z Flip features to try first on the newest foldable phone

•   CNET: Galaxy Z Flip: Selfie camera, one-handed use, early concerns (ongoing review)

•   CNET: OnePlus 8 Lite: All I want is a cheap 8 Pro alternative (and these wishlist specs)

•   CNET: The iPhone 9 (SE 2) is real, according to case-makers

•   CNET: iPhone 9 (aka iPhone SE 2): Apple's budget iPhone needs to be small and affordable

•   CNET: GM says coronavirus won't affect Chevy Silverado, GMC Sierra production

•   MIT Technology Review: Biologists rush to re-create the China coronavirus from its DNA code

•   MIT Technology Review: Delta joins the carbon neutral rush, but major challenges await

•   전자신문: [세종만사]행시 고점자 받은 공정위, “하루이틀 아니에요”

•   전자신문: 삼성전자, TV사업 미션은 '신시장 창출'

•   전자신문: LG이노텍, 올해 애플 효과 더 커진다…아이폰에도 TOF 공급 유력

•   전자신문: 글로벌 반도체 장비 작년 4분기 매출 대폭 개선...TSMC가 투자 주도

•   전자신문: 코로나19 산업피해, 사스보다 더 강력

•   Phone Arena: Samsung's next budget smartphone has a triple-camera setup

•   Phone Arena: Apple's chip supplier sees strong demand for 5G phones

•   Phone Arena: Samsung Galaxy Note evolution: Here's how it has changed over the years

•   Phone Arena: No, Samsung did not lie about the display on the Galaxy Z Flip

•   Inside EVs: Tesla Gigafactory 4: Preparation For Construction Begins

•   Inside EVs: Tesla Increases Model S Range To 390 Miles (Model X To 351 Miles)

•   Inside EVs: In 2020, Germany Enters Higher Gear Of Plug-In Car Sales

•   Inside EVs: Tesla Already Proving Itself As One Of China's Top Local EV Makers

•   Hannover Messe News: Mixed Reality provides visibility in the factory

•   Hannover Messe News: AI takes a closer look at steel materials

•   Robotics & Automation News: Global robotics market predicted to triple to $275 billion by 2025

•   Robotics & Automation News: BMW unveils ‘novel aerodynamic wheels’ for the purely electric cars

•   Robotics Business Review: Q&A: The impact of indoor location on mobile robotics

•   Robot Report: Innoviz to provide solid-state lidar for driverless trucks in Chinese port

•   Robot Report: Built Robotics to unveil autonomous construction equipment at trade show

•   Robot Report: Sinumerik Run MyRobot /DirectControl from Siemens, Comau integrates robot kinematics into CNC

•   로봇신문: 수원,드론으로 코로나19 꼼꼼하게 방역한다

•   로봇신문: '코로나19'가 바꾼 中 직장인 점심..."로봇이 배달"

•   헬로티: 화재 걱정 없다! ESS 시장에 떠오르는 신인 ‘바나듐흐름전지’

•   헬로티: 2020년 기계산업 성장, 글로벌 경기회복에 기대 건다

※   기계연구원: 2020년 국내 기계산업 불확실성 증대로 불황 이어져

•   Nikkei Asian Review: Japan reveals Russia's 'dark power' in SoftBank spy incident

•   Nikkei Asian Review: Another 70 people test positive for coronavirus on ship in Japan

•   Nikkei Asian Review: Chinese tourist slump forces job cuts at duty-free chain Laox

•   Nikkei Asian Review: Japan seized with anxiety over homegrown outbreak

•   Nikkei Asian Review: Multinationals reroute supply chains from China -- for good?

•   Nikkei Asian Review: Japan to pour investment into non-China rare-earth projects

•   Nikkei Asian Review: India's automakers expect sales to 'increase only gradually'

•   Nikkei Asian Review: Coronavirus leaves Japan and South Korea short of Chinese workers

•   Japan Times: Honda to postpone restart of Wuhan factories by a week over COVID-19

•   Japan Times: Chips are down as Toshiba logs ¥145.63 billion loss for April-December

•   Japan Times: Japan may lose $1.29 billion in tourism revenue due to COVID-19 outbreak

•   Economic Times: View: Why the stimulus has failed to lift the economy

•   Economic Times: China's mobile and digital dominance runs deep into Indian economy

•   Economic Times: Why India is also susceptible to coronavirus-like diseases

•   Livemint: India’s fiscal performance, in nine charts

•   Livemint: Expectations high on 'mini' trade deal during Trump's visit: India Inc

•   Livemint: New tax regime may adversely affect savings in India: Experts

•   Business Standard: Govt willing to do more beyond Budget to boost growth: FM Sitharaman

•   Hindustan Times: Nirmala Sitharaman to assess impact of coronavirus outbreak on trade

•   Hindustan Times: India in talks with Russia on mega deal for long-term import of crude oil: Report

•   Moscow Times: Russia's New Arctic Project Will Be Biggest in Global Oil – Rosneft

•   Jakarta Post: Omnibus bill allows President to scrap bylaws, weakens regional administrations

•   Jakarta Post: Rising garlic price cannot be blamed on coronavirus: Business watchdog

•   Jakarta Post: Key points of labor reform in omnibus bill on job creation: What we know so far

•   Jakarta Post: Omnibus bill on job creation divides unions, faces criticism

•   Jakarta Post: At Hannover, Indonesia to show its mettle in Industry 4.0

•   Viet Nam News: EVFTA brings chances and challenges to local agricultural production

•   Myanmar Times: China’s coronavirus hits Myanmar economy

•   Myanmar Times: Myanmar central bank buys $51 million since January

[Opinions]

•   Project Syndicate(Volker Perthes): Toward a New Iran Nuclear Deal

•   Project Syndicate(Ibrahim Thiaw): Landing a Blow Against Climate Change

•   Project Syndicate(Yuen Yuen Ang): Is Political Change Coming to China?

•   FT(Rana Foroohar): Digital tools can bolster democracy

•   FT(Wolfgang Münchau): Merkel’s successor must confront Germany’s decline

•   FT(Mark Zuckerberg): Big Tech needs more regulation

•   FT(Gavyn Davies): A crossover of fiscal and monetary policy

•   FT(Michael Mackenzie): How rosy equities mask a wave of investor nerves

•   FT(Lex): Electric vehicles: battery overload

•   FT(Lex): Tesla: handbrake turn

•   FT(Editorial Board): Eurozone weakness is a test for post-crisis policy

•   FT(Editorial Board): 3D-printed houses could become concrete reality

•   FT(Huw van Steenis): UK must weigh costs and benefits of divergence

•   FT(Sebastian Kurz): The ‘frugal four’ advocate a responsible EU budget

•   FT(John McTernan): The left must decide which Green New Deal they want

•   FT(Jonathan Ford): ‘Cuddly’ capitalism needs a clear way to assess if it’s doing good

•   FT(Liam Halligan): How to fix Britain’s housebuilding problem

•   FT(Richard Waters): Silicon Valley eyes next big thing rather than taking on Huawei

•   WSJ(Holman W. Jenkins, Jr.): Bloomberg Buys the Democratic Elite

•   WSJ(Peggy Noonan): Mike Bloomberg Could Pull It Off

•   WSJ(Joseph C. Sternberg): Why the Economics Establishment Hates Judy Shelton

•   NYT(Christopher Caldwell): Bloomberg Is Right About the 2008 Financial Crash

•   NYT(Eswar S. Prasad): Will the Coronavirus Cause a Recession?

•   WP(David Ignatius): We’re witnessing the reemergence of the moderate Democrat

•   WP(David Ignatius): Trump’s Afghan gamble

•   WP(Henry Olsen): It’s time for global businesses to admit it: China isn’t a good investment

•   WP(David Von Drehle): The coming Democratic train wreck

•   WP(Helaine Olen): Mike Bloomberg isn’t the anti-Trump juggernaut he seems to be

•   WP(George T. Conway III): There is no one to stop Trump now

•   WP(Fareed Zakaria): Bernie Sanders’s magical thinking on climate change

•   WP(Editorial Board): The U.S. is still imposing 20th century-style sanctions on North Korea. That won’t work anymore.

•   WP(Jackson Diehl): The Sanders foreign policy you don’t know about

•   Bloomberg(David Fickling): Big Data Won't Save You From Coronavirus

•   Bloomberg(Noah Smith): Labor Unions Need All the Help They Can Get

•   Bloomberg(John Authers): Doubting America Can Cost You a Lot of Money

•   Bloomberg(Julian Lee): OPEC Underestimates China Virus

•   Bloomberg(Jonathan Bernstein): An Unrestrained Trump May End Up Trapping Himself

•   Bloomberg(Francis Wilkinson): 2020 Election Is a Choice Between Democracy and Putinism

•   Bloomberg(Chris Bryant): French Giant Looks at Tesla With Burning Envy

•   Bloomberg(Adam Minter): How to Stop the Next Global Outbreak at Its Source

•   Bloomberg(Matt Singh): The Labour Party’s Long Road Back

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

•   CNBC(Jake Novak): Which Democrat is best positioned to beat Trump in November?

•   CNBC(John Ellis): Here are 6 lessons from the New Hampshire primary

•   CNN(Frida Ghitis): Trump is learning from the dictators

•   CNN(Merrill Brown): US election: Conservatives see a once-in-a-lifetime opportunity in Trump

•   CNN(Julian Zelizer): The most radical 2020 candidate

•   MarketWatch(Mark Hulbert): How much should you invest in emerging markets?

•   Moscow Times(Andrey Movchan): Don’t Expect an Economic Miracle in Putin’s Russia

•   중앙(남승률): 반쪽짜리 5G 현실에 벌써 6G?

•   중앙(권혁주): 감사원이 개봉할 ‘원전 판도라 상자’

•   세계(유상훈): 전기차 글로벌 성장… EV용 배터리시장 본격 개화