Business Intelligence Monitor 200218

(Introduction)

[Markets]

•   Global: World shares inch up on Chinese support measures

※   European shares, DAX hit record highs

※   Beijing pledges tax, fee cuts

※   Euro zone bond yields edge up

※   Macro 백업표

※   Industry 백업표

•   Eurozone: Euro struggles near 3-year lows on economic worries

•   한국: 코스피, 관망 심리에 약보합 마감…2,240대 유지

•   한국: '갤럭시Z플립' 완판 행진...폴더블폰 부품株도 신바람

•   Metals: China stimulus helps copper to three-week high

[Indicators]

•   China Jan. Home prices: China Home Price Growth Slows as Virus Spread Hits Developers

•   한국 1월 부동산시장 소비자심리조사: 주택매매심리도 풍선효과…서울 7개월만에 최저 기록

•   Japan Q4 GDP: Japan on course for technical recession, economists warn

•   Indonesia Jan. Balance of trade: Indonesia’s Exports Plunge Before Virus-Led Supply Disruptions

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Apple to Fall Short of Projected Revenue Due to Coronavirus

•   WSJ: U.S. Weighs New Move to Limit China’s Access to Chip Technology

•   WSJ: Virus Concerns Delay Volkswagen Production Restarts, China’s Biggest Car Show

•   WSJ: Can Solar Power Compete With Coal? In India, It’s Gaining Ground

•   WSJ: Alstom to Buy Bombardier Train Unit

•   WSJ: Sanders, Bloomberg Offer Differing Theories of Democratic Desires

•   WSJ: China’s Central Bank Cuts Rate on One-Year Medium-Term Lending Facility

•   WSJ: Coronavirus Fight Brings Its Own Kind of Pain to Small Businesses

•   WSJ: Elon Musk Has Changed Investors’ Views on the Electric Car

•   NYT: Virus Updates: Infected Americans From Ship Allowed to Return to U.S.

•   NYT: Coronavirus Empties European Cities of Chinese Tourists

•   NYT: Biden, Seeking Revival, Is Counting on at Least Second Place in Nevada

•   NYT: How Millennials Could Make the Fed’s Job Harder

•   NYT: Jeff Bezos Commits $10 Billion to Address Climate Change

•   FT: US solar industry powers ahead as investors back batteries

•   FT: French minister warns UK-EU will ‘rip each other apart’

•   FT: Mifid II review aims to boost euro trading in commodities

•   FT: UK Brexit chief rejects EU’s ‘level playing field’

•   FT: Chill expected as UK delivers defiant message to EU

•   FT: The US-China tech-trade tangle

•   FT: Sabres rattled as EU-UK trade talks loom

•   FT: Europe gets squeezed between great powers

•   FT: Coronavirus fears force China into mass chicken cull

•   FT: Argentina creditors fear worst as IMF talks begin

•   FT: Democratic calls to break up Big Tech raise fears in Silicon Valley

•   FT: India: is Modi’s BJP introducing Big Brother?

•   Daily Mail: Suspected coronavirus patient commits suicide at home in Wuhan after 'local officials covered up the resident's condition'

•   Bloomberg: China Moves to Delay Parliament for First Time in Decades

•   Bloomberg: Cruise Travel Risks Remain ‘Manageable’ Despite Virus, WHO Says

•   Bloomberg: Rare Release of Xi’s Speech on Virus Puzzles Top China Watchers

•   Bloomberg: Slump in Global Goods Trade to Deepen With Coronavirus, WTO Says

※   WTO: Goods barometer signals further weakening of trade in first quarter of 2020

•   Bloomberg: U.S. Factories in China Are Open, But With ‘Severe’ Worker Shortage

•   Bloomberg: What the Coronavirus Means for the World's First Pandemic Bonds

•   Bloomberg: It’ll Be ‘Namaste Trump’ in India After ‘Howdy Modi’ in Texas

•   Bloomberg: Arab World’s First Nuclear Reactor Cleared for Startup

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

•   Bloomberg: Mexico ‘Clearly’ Has Room to Keep Cutting Key Rate, Herrera Says

•   Bloomberg: IMF Cannot Offer Argentina a Haircut on Loan, Georgieva Says

•   Bloomberg: U.K. Spending Rules Could Be Torn Up As Sunak Reviews Javid Plan

•   Bloomberg: Lagarde Confronts Political Cost of ECB’s Subzero Rate Policy

•   Bloomberg: Pelosi Warns Europe That Huawei Represents Chinese State Police

•   Bloomberg: Trump Goes Orthodox With His Trade Re-Election Pitch

•   Bloomberg: After Fed and ECB, India May Turn Next to BOE for Inspiration

•   Bloomberg: Brexit Trade Deal or Not, U.K. Consumers Face Higher EU Prices

•   Bloomberg: China's Coronavirus Shutdown to Ripple Across India Industries

•   Bloomberg: Rand Falls as Moody’s Sounds Alarm on South African Economy

•   Bloomberg: Booming South American Beef Trade Stumbles on Virus Upheaval

•   Reuters: Exclusive: Qatar delays partnerships for natural gas expansion amid price collapse - sources

•   Reuters: EU industry chief tells Facebook to adapt to EU, not other way round

•   Reuters: Barclays the latest bank to lower Brazil GDP forecasts

•   CNN: How low can bond rates go?

•   CNBC: China accuses US of hypocrisy over Huawei, says it spied on Merkel

•   CNBC: Coronavirus could impact 5 million companies worldwide, new research shows

•   CNBC: Iran blames US and Saudi Arabia for tensions in Gulf

•   CNBC: Tesla ordered to halt work on German factory amid anger over chopping down trees

•   SCMP: Chinese developer offers biggest ever discounts as virus cripples home sales

•   SCMP: Did the US overreact to the coronavirus outbreak in China?

•   SCMP: China urged to delay US trade deal purchases amid coronavirus

•   SCMP: American firms in China hit hard by coronavirus lockdown

•   Global Times: Unusual COVID-19 cases discovered in Henan, infection sources unknown, showing strong contagiosity

•   Global Times: Coronavirus will have heavy impact on medium, large companies: Tsinghua University report

•   Global Times: China's FDI growth may fall below 1% in Q1 amid epidemic: experts

•   Global Times: If Hubei gets moving again, China's 2020 GDP may grow 5.5%

•   매경(P1): 文 "코로나 경제적 피해, 메르스 추월"

•   매경(P1): 확진자만 5명…종로가 불안하다

•   매경(P1): 고용장려금이 줄줄 샌다, 채용후 해고…돈만 챙겨

•   매경: 업무보고에 7개 스타트업도…정부 "스마트공장 특별법 제정"

•   매경: [단독] `호르무즈 작전 범위`가 이란정부 심기 건드렸나

•   매경: 국민이 갚아야할 나랏빚, 文정부 들어 100조↑

•   매경: 이인호 신임 한국경제학회장 "코로나發 위기인 지금 노사관계 개혁 타이밍"

•   매경: 韓자동차 생산 세계7위…작년 생산은 1.9% 줄어

•   매경: 삼성전자 `30%룰 수시 적용` 없던 일 되나

•   한경(P1): 코로나發 '마이너스 성장' 쇼크 닥친다

•   한경(P1): [마켓인사이트] 이마트·LGD 신용 떨어졌다…간판기업들도 '줄강등' 우려

•   한경(P1): 항공·해운·관광업에 4200억 긴급 지원

※   기재부: ｢코로나19 대응 경제관계장관회의 겸 일본 수출규제 관련 관계장관회의｣ 개최

•   한경: 韓·中 바닷길 '코로나 암초'에 사실상 마비…'침몰 위기' 몰린 해운사

•   한경: 문 대통령 "불황 장기화 땐 민생 타격"…洪 "종합경기대책 이달 시행"

•   한경: 세금으로 만든 노인 일자리 68만개…月 27만원 '용돈벌이'만 수두룩

•   한경: 트럼프 등에 업은 노키아 벨연구소 "美 5G 시장 석권하겠다"

•   한경: '5G 잔칫상' 기대…'전자산업의 쌀' MLCC, 다시 포만감 찾을까

•   한경: 中부품 공급 불안…현대차 울산공장 다시 멈췄다

•   한경: 접속자 많아도 속도 저하 없다…두 배 빠른 무선인터넷 와이파이6

•   한경: 갤럭시Z플립 vs 레이저…낙하실험 승자는

•   한경: 갤S20 100배 줌에 시장 '깜짝'…삼성전기 쑥쑥

•   한경: LG화학에 패소한 SK이노베이션, 향후 전망은…"실적 영향 미미" vs "성장성 훼손 우려"

•   한경: 주총 대란 우려에도…전자투표 수년째 제자리걸음

•   한경: 삼성전자, AI·로봇·전장·파운드리 '초격차'…시스템반도체에 133조 투자

•   한경: 현대자동차그룹, 도심항공 모빌리티 진출…2025년까지 친환경차 44종으로 확대

•   한경: LG, 프리미엄 가전·전기車배터리 등 주도권 확보 위해 혁신 '가속페달'

•   한경: 두산, 연료전지·협동로봇·수소드론 등 새 먹거리 발굴

•   한경: SK, 수직계열화로 반도체 소재 강화…1兆 투입한 친환경 탈황설비 준공

•   한경: 현대건설, 잇단 兆단위 해외 수주…'영업익 1조 클럽' 복귀 기대

•   한경: 풍부한 유동성…연초 회사채 시장 활기

•   서경(P1): 바라카원전 시동건다 ···UAE서 운영허가 승인

•   서경(P1): 이번주 19번째 부동산대책 나온다

•   서경: 수원·용인 신축 몸값 급등에 '풍선효과'도 옥죈다

•   서경(P1): 무디스, 올 韓성장률 2.1% →1.9%로 하향

•   서경: 은행에 대출부실 면책신청권...부동산 쏠린 돈 기업으로 돌린다

•   서경: 차세대 반도체에 1兆 투입···용인엔 소부장 특화단지 조성

※   기재부: 2020년 4개 부처 합동 정부업무보고 실시

※   산업부: “흔들리지 않는 산업강국”실현 -2020년 산업통상자원부 업무계획 발표

•   서경: [현대重-대우조선 합병이슈 분석] "日몽니에도 좌초 안돼" 정부 자신한 까닭은

•   조선: 공무원 3배 늘린 그리스 재정파탄, 항만·공항까지 외국에 팔아

•   조선: 탈원전에 충전료 4배 인상… 전기차가 뒤집어졌다

•   조선: 中 때문에 반도체 울고, 디스플레이 웃는다

•   조선: '펭수 카드'도 나왔네

•   조선비즈: 원전강국 꿈꾸는 美, 우라늄 채굴에 대규모 예산 추진

•   조선비즈: 中 쑤저우 공장 다시 돌아가는데… 삼성 '그랑데 AI'는 2주 기다려라?

•   조선비즈: 코로나 19로 건설기계 실적 전망도 '먹구름'

•   중앙: “반도체 넘을 먹거리” 대기업 너도나도 배터리 뛰어든다

•   중앙: 美감염병 전문가 "확진자 왔다고 백화점 폐쇄? 감염 확률 0"

•   동아(P1): “7만명 격리 무슨 수로”… 개강 비상걸린 대학들

•   동아(P1): 29-30번 부부, 확진前 10여차례 병원 찾아

•   동아: ‘따뜻한 1월’ 계속되면… “한국, 최소 11조원 경제손실”

•   동아: 삼성전자 中톈진 공장 19일 재가동

•   문화: 中부품 부족에 자동차 생산 속도조절… 영세업체들은 ‘폐업 위기’

•   한국(P1): 부동산ㆍ추경 당정 엇박자… 총선 논리에 휘둘리는 경제

•   국민(P1): [단독] OECD, 중국 4개 기업 보조금 겨냥 “반도체시장 왜곡”

•   머니투데이(P1): 코로나19 불구, 꽉막힌 '52시간 근무'…또다른 노사 갈등 번진다

•   머니투데이: 선거 직후 나오는 1분기 성장률…'역성장' 악몽 재현되나

•   머니투데이: 배터리업계 순풍 불까…"기업가치 오르고, 소송전·ESS 악재 걷힌다"

•   머니투데이: LCD 패널가 10% 껑충…표정 엇갈린 패널·세트업체

•   머니투데이: 감산 바람 거셌지만…전세계 D램 4개 중 3개가 '삼성·SK'

•   머니투데이: '두 얼굴'의 코로나충격…공장, 멎거나 더 돈다

•   머니투데이: 말 많은 통계청 가구동향조사, '박근혜정부 방식'으로 회귀

•   헤럴드경제: “SK이노-LG화학 합의금 최대 5000억원 추산”

•   헤럴드경제: “폴더블폰 대중화”…갤폴드 파격 인하

•   헤럴드경제: 상법 개정에 ‘주총 대란’ 현실화…공시누락 기업 속출

•   헤럴드경제: 中고객 줄어도…현대百면세점 동대문점 마케팅 본격화

•   파이낸셜뉴스(P1): 화제의 폰들 '온라인 데뷔'… ICT 판 뒤흔든다

•   아시아경제: 美中 장악한 AI스피커 시장, 작년 70% 고성장…삼성도 곧 출격

•   디지털타임스(P1): 무역戰 파편에… 中보다 더 꺾인 수출

•   이데일리: “개발공약이 곧 ‘호재’”…부동산공약 ‘남발’

•   이데일리: 1년새 폴리실리콘社 40% 줄었다… 韓태양광도 구조조정 '직격탄'

•   이데일리: 서울 아파트값 상승폭 둔화에도 여전한 신고가 행렬

•   연합: 부산탈핵단체 "사용후핵연료 재검토위 불공정, 산업부 대변만"

•   뉴스핌: [리포트 브리핑]두산, '달라진 건 낮아진 주가 수준' 목표가 86,000원 - IBK투자증권

•   뉴스핌: [리포트 브리핑]두산, '현 주가 과도한 저평가 ' 목표가 90,000원 - 대신증권

•   뉴스1: '배터리 소송' 코너 몰린 SK이노베이션…남은 시나리오는

•   더벨: 두산인프라, 공·사모 대규모 조달…차입금 차환 대비

•   뉴스페이퍼: 특가 판매 개시, 인천학익동 ‘미추홀구 인천 학익 두산위브’ 계약 잇따라

•   로이슈: 두산건설, 인천 효성새사미 재건축 ‘담합 수주’ 의혹

•   Power Engineering: IEEFA report: India needs policy certainty to boost renewable investment

•   reNews: EU wind farms ‘failing to achieve improved performance’

•   reNews: Coronavirus 'to hit Chinese wind rush'

•   reNews: 'More wind energy needed to meet EU Green Deal'

•   에너지경제: 수소경제 위해 '인식전환·지속가능 생산방식' 필요

•   에너지데일리: “독일 신재생 전력, 석탄·원전 합친 것과 맞먹는다”

•   KHL: Latest Doosan ADT makes first appearance

•   OilPrice.com: U.S. Top Energy Man Says Russia Can’t Complete Nord Stream Alone

•   MINING.com: Peru’s mining sector slowed down in 2019

•   CNET: Forget foldable: These leaked images show a phone concept with a slide-out screen

•   CNET: Motorola Razr display reportedly already peeling at fold

•   CNET: Samsung Galaxy Z Flip screen stumbles in durability tests

•   전자신문: DJI, 중국 내 코로나19 방역에 드론 띄운다

•   전자신문: '1년 내내 적자' 日 키옥시아…삼성과 격차 더 커질 듯

•   ZDNet Korea: PC업계, 코로나19 직격탄…"노트북 대란 우려"

•   Phone Arena: The Samsung Galaxy Z Fold 2 and Note 20 could come sooner than you think

•   Phone Arena: Apple's iPhone dominated India's premium smartphone segment in Q4 2019

•   Phone Arena: Sorry, but Samsung's Galaxy Z Flip doesn't make any sense in our modern smartphone world

•   Inside EVs: China's EV Battery Deployment In January Shrunk By Half

•   Robotics Business Review: The next-generation supply chain market: $75B by 2030

•   Robotics Business Review: HR headaches to get relief from robots in manufacturing, says KUKA exec

•   Robotics Tomorrow: Advanced Robotic Systems in the Automobile Industry

•   로봇신문: 中 베이징이공대, 코로나19 '방역 로봇' 개발

•   Dronelife: Drone Disinfection: JD Joins the Fight to Prevent an Epidemic [VIDEO]

•   Nikkei Asian Review: India's economic frustration and social tensions boil under Modi

•   Mainichi: Japan automakers resume some operations in virus-hit China

•   Mainichi: Japan's regional economies dealt blow by virus-led plunge in tourism

•   Japan Times: Sharp unveils Japan makers' first 5G-ready smartphone

•   Livemint: Moody's cuts India 2020 GDP forecast to 5.4%, recovery seen delayed

•   Livemint: PM Modi says India to take lead role in promoting 'green economy'

•   Hindustan Times: Green shoots of recovery need to sustain: Shaktikanta Das

•   Folha de S.Paulo: Brazil Targets 2% GDP Growth in 2020

•   Jakarta Post: High wages still top concern for Japanese companies in Indonesia: Survey

•   Jakarta Post: Government aims to boost Indonesia's ‘doing business’ ranking to 53rd in 2020

•   Jakarta Post: Government to liberalize investment in omnibus bill on job creation

•   Jakarta Post: Jokowi finishes first 100 days with higher approval rating

•   Viet Nam News: Việt Nam’s logistics wins in US-China trade war

•   Viet Nam News: Industrial sector’s growth likely to hit almost 3% in Q1

•   Myanmar Times: New gas field discovered in offshore Rakhine

[Opinions]

•   Project Syndicate(Robert Skidelsky): The Monetarist Fantasy Is Over

•   Project Syndicate(Daron Acemoglu): Social Democracy Beats Democratic Socialism

•   Project Syndicate(Shashi Tharoor): Pariah India

•   Project Syndicate(Elizabeth Drew): Who Can Beat Trump?

•   Project Syndicate(Nouriel Roubini): The White Swans of 2020

•   FT(Gideon Rachman): Donald Trump’s erratic diplomacy has a price

•   FT(Editorial Board): Argentina needs a plan for investment-led growth

•   FT(John Reed): ‘Vietnamisation’ push seeks national champions

•   FT(Myles McCormick): A bit of perspective on Ireland’s election upset

•   FT(Henry Steel): Miners are not pricing and allocating risk properly

•   FT(Dario Perkins): Central banks’ influence on economies is diminishing

•   WSJ(Walter Russell Mead): Europeans Try to Have It Both Ways

•   WSJ(Ted Rall): A Bernie Nomination Could Destroy the Left

•   NYT(Paul Krugman): Have Zombies Eaten Bloomberg’s and Buttigieg’s Brains?

•   NYT(David Leonhardt): Did Biden Scare Off Our Next President?

•   NYT(Adam Jentleson): Why Don’t We Know Which Democratic Candidate Can Beat Trump?

•   NYT(Maxim Trudolyubov): Drop the Corruption, Keep the Authoritarianism

•   WP(Paul Waldman): Why boosting turnout in November may be tougher than Democrats hope

•   Bloomberg(Daniel Moss): Take Coronavirus, Add a Trade War and Raise Taxes

•   Bloomberg(Anjani Trivedi): China Inc. Virus Cure Will Worsen Its Condition

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

•   Bloomberg(Ferdinando Giugliano): Spain's Jobs Miracle Is Under Threat

•   Bloomberg(Lionel Laurent): Forget London House Prices. Take a Look at Paris

•   Bloomberg(Eli Lake): What Exactly Is in the Details of the Taliban Truce?

•   Bloomberg(Timothy Kaldas): Egypt’s Population Boom Is No Boon

•   Bloomberg(Sinan Ulgen): Turkey’s Erdogan Gambles On Idlib

•   CNBC(Michael Ivanovitch): German economic policy's heavy cost on Europe and the US

•   CNN(Richard Galant): Donald Trump and the people that could make his life miserable

•   CNN(William J. Barber, Liz Theoharis): Poverty is a winning issue for 2020

•   CNN(Dean Obeidallah): Hillary Clinton is not going to be Bloomberg's vice president