Business Intelligence Monitor 200212

(Introduction)

[Markets]

•   Global: Stocks surge to record highs on hopes virus is peaking, gold ebbs

※   MSCI’s all-world, Europe’s STOXX 600, Germany’s DAX set records

※   Dow, S&P 500, Nasdaq, Canada’s TSX also at record highs

※   Dollar at four-month high over euro on U.S. economy performance

※   Oil rebounds from 13-month lows

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 사흘 만에 상승 마감…1% 올라 2,220선 회복

•   Metals: Base metal prices bounce, but China demand doubts dominate

•   Grains: Wheat sags on welcome U.S. rains; corn, soy retreat

[Indicators]

•   US Q4 Household debt: U.S. Household Debt Exceeds $14 Trillion for the First Time

•   US Dec. Job Openings: Work Stoppages Reach Highest Level in Nearly Two Decades

•   UK Q4 GDP: UK economy stagnates in final quarter of 2019

•   UK Jan. Retail sales: Shoppers spend as post-election confidence returns

•   한국 1월 가계대출: 지난달 가계빚 잔액 3.7조 급증…1월 기준 최대폭 증가

•   한국 2월 1~10일 수출: 2월 1∼10일 일평균 수출 3.2% 감소

•   한국 2월 분양경기실사지수: "분상제 전 바짝 당기자" 봄 분양 물량 쏟아진다

•   India Jan. Electricity demand: Electricity demand rises 3.52% in January after five months of decline

•   South Africa Q4 Unemployment rate: South Africa News: Unemployment Holds at 11-Year High

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: U.S. Officials Say Huawei Can Covertly Access Networks

•   WSJ: T-Mobile, Sprint Deal Wins Approval, Reshaping Industry

•   WSJ: Sanders Leads in Polls as New Hampshire Primary Voters Cast Ballots

•   WSJ: Fed Watching Risks of Broader Coronavirus Disruptions

•   WSJ: Companies Shifted Income to Maximize U.S. Tax-Rate Cut

•   WSJ: Trump Deficit Forecast Is Built on Shaky Assumptions, Experts Say

•   WSJ: Fed's Bullard: 2019 Rate Cuts Increase Chance of Soft Landing

•   WSJ: Newsletter: How Fast Will the Economy Grow?

•   WSJ: Samsung Unveils New Lineup of Smartphones

•   WSJ: Samsung Galaxy S20 First Look: Crazy Cameras and 5G in Every Phone

•   WSJ: FTC Expands Antitrust Investigation Into Big Tech

•   NYT: Bloomberg’s Blunt Defense of Stop-and-Frisk Policy Draws Scrutiny

•   NYT: Coronavirus Shock Could Push Europe Into a Downturn

•   NYT: Justice Dept. to Seek Shorter Sentence for Roger Stone, Overruling Its Prosecutors

•   WP: How good is the Trump economy? Americans say it’s the best since the late 1990s

•   WP: Trump barges in on Democratic primary races, seeking to steal the spotlight

•   FT: Dollar’s surge adds to risks for US economy

•   FT: Foxconn recalls workers in phases from coronavirus shutdown

•   FT: Nato eyes Iraq troop redeployments to satisfy Trump

•   FT: Barnier rebuffs UK pitch for ‘permanent equivalence’

•   FT: More ‘money’ Treasuries would calm repo markets

•   FT: Merz ready to lay fresh claim to Merkel’s job

•   FT: How America’s 1% came to dominate equity ownership

•   FT: Iraqi protesters remain resilient in face of attacks

•   FT: Biden seeks a ‘miracle’ comeback in New Hampshire

•   FT: Johnson promises transport ‘revolution’ with HS2 go-ahead

•   FT: The infrastructural promised land of Brexit

•   FT: Johnson’s rail gamble sends signal on levelling-up

•   FT: Stockpickers turn to big data to arrest decline

•   FT: Coronavirus hurts Asia-Pacific currencies on China fears

•   FT: Flat carbon output in 2019 raises hope that emissions have peaked

※   IEA: Defying expectations of a rise, global carbon dioxide emissions flatlined in 2019

•   Bloomberg: China’s Cities Lock Up Residents to Prevent Spread of Virus

•   Bloomberg: Hyundai Bets on Canoo to Supercharge Its Electric Vehicle Plans

•   Bloomberg: What to Watch for in China Stimulus as Virus Impact Hits Economy

•   Bloomberg: China’s Silent Factories Fuel Workers’ Fears of Virus

•   Bloomberg: BOE Joins Debate on Financial Rules Amid U.K.-EU Brexit Clash

•   Bloomberg: Johnson’s U.K. Spending Plans Get Backing From Carney

•   Bloomberg: Global Inflation Prophets Wonder If This Year Is Different

•   Bloomberg: Lagarde’s Rushed ECB Review May Judge Inflation Goal by July

•   Bloomberg: China’s Cogs in the Global Supply Chain Are Struggling to Restart

•   Bloomberg: Merkel Seeks to Sideline Huawei Hawks in Ruling Out Full Ban

•   Bloomberg: Top ECB Officials Defend Low Rates With Eye on Side Effects

•   Bloomberg: Europe’s Post-Subzero Rate Experiment Faces Next Big Test

•   Bloomberg: BOE’s Limited Policy Space Argues for Immediate Cut, Haskel Says

•   Bloomberg: China Virus Outbreak Weighs on Korea’s Tech-Led Economic Rebound

•   Bloomberg: Why Company Carbon Cuts Should Include ‘Scope’ Check: QuickTake

•   Bloomberg: GOP’s 21% Corporate Tax Rate Locked In by Congressional Gridlock

•   Bloomberg: IMF Heads to Argentina for Debt Talks With Poker-Faced Fernandez

•   Bloomberg: Egypt’s Next IMF Deal May Be Focused on Slashing Red Tape

•   Bloomberg: Pay May Drop Under 2020 Democrats’ Safety Net Plans, Study Says

※   Tax Foundation: Analysis of Democratic Presidential Candidate Payroll Tax Proposals

•   Reuters: Coronavirus emergency is 'Public Enemy Number 1': WHO

•   Reuters: Vaccine for new coronavirus 'COVID-19' could be ready in 18 months: WHO

•   Reuters: Exclusive: Coronavirus outbreak may be over in China by April - expert

•   Reuters: Coronavirus outbreak seen so far having 'marginal' impact on EU economy: sources

•   Reuters: Factbox: China takes major steps to prop up coronavirus-hit economy

•   Reuters: Brazil's Vale hit by another $671 mln in provisions stemming from dam burst

•   Reuters: Brazil's Vale loses spot as world's top iron ore producer to Rio Tinto

•   Reuters: GSMA to discuss possible cancellation of Mobile World Congress

•   Reuters: Explainer: Companies consider force majeure as coronavirus spreads

•   CNN: Boeing's got bigger problems than the 737 Max

•   CNN: The coronavirus outbreak is letting the safe-haven dollar shine

•   CNBC: Coronavirus: Here's why investors shouldn't compare the outbreak to SARS

•   CNBC: Joe Biden can beat Trump — but he won’t win the Democratic nomination, Paul Ryan says

•   CNBC: Coronavirus likely jumped from bats to another host before infecting humans: WHO

•   CNBC: IDC on China smartphone outlook 2020, impact of coronavirus outbreak

※   IDC: China's Smartphone Market Dropped 7.5% in 2019 as Outlook for 2020 Remains Challenging Due to Coronavirus, IDC Reports

•   CNBC: 4 charts show how SARS hit China’s economy nearly 20 years ago

•   MarketWatch: Trump will win a 2nd presidential term if this roughly 50-year-old gauge of the economy holds true

•   BBC: Coronavirus: Facebook and Intel ditch MWC tech show

•   SCMP: Coronavirus puts small firms at risk, undermines China’s economic goals

•   SCMP: US to test antiviral drugs in hopes of combating coronavirus

•   SCMP: Is worst of coronavirus over? Experts divided as new infections slow

•   SCMP: Firms face grim reality as help to offset coronavirus could come too late

•   SCMP: China’s central bank approves Mastercard joint venture for clearing business

•   Global Times: Why the West is overreacting to coronavirus

•   Global Times: Huawei expands in Russia

•   매경(P1): 태양광 생태계 붕괴…OCI, 국내생산 포기

•   매경: 인건비 높고 전기료는 중국의 3배…세계 3위 OCI공장 문닫아

•   매경: `탈원전 정부` 태양광 지원 늘리자…中제품만 쏟아져 들어왔다

•   매경: 꽁꽁 언 군산…조선·車 생산중단 이어 OCI 구조조정 위기 겹쳐

•   매경: LG화학 시총 `빅5`로…"신용하락 안무섭네"

•   매경: BDA파트너스 유안 렐리 대표 "우한쇼크는 되레 M&A 기회…기업몸값 단기 25% 빠질수도"

•   매경: HUG 또 `깜깜이` 분양가…강남 재건축 대혼란

•   한경(P1): 탑승객 40% 끊겼다…LCC 4社 무급휴직

•   한경(P1): 문재인 대통령 "정년 연장 검토할 때"

•   한경: 테슬라 따라 질주하는 2차전지株…'미래 가치' 논란

•   서경(P1): LCD가격에도 '코로나 불똥'

•   서경: 불붙는 LCD 패널값···"脫LCD" 디스플레이엔 '단비' TV업체는 타격 불가피

•   서경: 현대·기아차 재가동 첫날···곳곳에 빈 컨베이어벨트

•   서경: 석탄火電·제철소 배출 미세먼지 20% 줄인다

•   서경: 한경연 "주식대량보유 신고 '3%룰'로 강화를"

•   서경: [세종시 돋보기] '洪의 새 원칙'에···인사 앞둔 기재부 뒤숭숭

•   서경: [단독] '벌점' 무기 쥔 정부, 건설사 압박·분양 규제 나서나

•   조선: 원전 포기한 日의 역주행… 火電 22개 짓기로

※   Bloomberg(Noah Smith): Japan Turns to Coal After Closing Nuclear Power Plants

•   조선비즈: 세계는 ‘전기차 배터리’ 전쟁…韓·中·獨 유럽서 격돌

•   조선비즈: 올림픽 맞은 OLED TV... 성패는 광저우에 달렸다

•   중앙(P1): [단독]4월 총선 앞두고...지소미아 폐기론, 청와대서 급부상

•   중앙: 코로나 취업한파···10대 그룹, 상반기 채용 일정도 못잡았다

•   중앙: [차이나인사이트] 사태 장기화하면 중국 경제 5% 성장에도 먹구름

•   동아(P1): ‘14일 잠복기’ 훨씬 지나… 28번환자 입국 22일째 확진

•   동아: 가족 감염자와 식사중 대화 위험… 음식 나눠먹다 감염 드물어

•   동아: 日, 현대重-대우조선 합병도 ‘딴지’… WTO 제소

•   동아: 경제 잠식하는 ‘공포감 바이러스’… 소비자도 기업도 방어본능 발동[인사이드&인사이트]

•   문화: <‘우한 폐렴’ 비상>亞 생산·교역 위축시 1분기 수출 충격 우려

•   문화: < ICT & Science >‘코로나’와의 전쟁… ‘AI 닥터’ 선봉에 서다

•   문화: < ICT & Science >이번엔 ‘5G SA 불꽃경쟁’… 접속 2배·데이터 전송 3배 더 빠르게

•   한국: “코로나 진정돼도 한국 1분기 성장률 0.8∼1.7%p 하락”

•   머니투데이: "16~17일 정점" 신종 코로나 확산세 언제 진정될까

•   헤럴드경제(P1): 정의선 “수소기술은 지속가능 미래 위해 필수”

•   헤럴드경제: 수소사회 구현 나선 정의선…美 정부와 저변 확대 ‘맞손’

•   헤럴드경제(P1): 신종 전염병에 감염된 글로벌 경제, 연간 678조원 손실

※   World Bank: From panic and neglect to investing in health security : financing pandemic preparedness at a national level

•   헤럴드경제: ‘중국發’ 소비·수출 직격탄…정유업계, 사스 악몽 ‘스멀스멀’

•   헤럴드경제: 올핸 ‘조개 전쟁’…막 오른 폴더블폰 ‘2R’

•   파이낸셜뉴스: 폐기 위기 몰린 탄력근로제 확대.. 기업들 "당장 조업 차질 어쩌나" [첫발도 못뗀 2월 국회]

•   파이낸셜뉴스: 코로나 쇼크 비켜간 반도체, 전망은 ‘안갯속’[신종코로나 비상]

•   파이낸셜뉴스: 가스터빈 정비 기술 국산화 나선다

•   파이낸셜뉴스: 아프리카 드론 포럼 간 국토부.. 3400만弗 수출상담 실적 성과

※   이번 ADF 행사에는 국토교통부, 항공안전기술원, 한국교통안전공단, 한국교통연구원 등 공공기관과유콘시스템, 호정솔루션, 두산 DMI, 파인VT, 프리뉴, 피스퀘어, 3S테크, 에어온, 네온테크, 가이온 등 10개 기업이 참가

•   아시아경제: 현실화된 소비침체…정부, 개소세 인하 카드 만지작

•   아시아경제: 신종 코로나'가 날린 올 1분기 상장사 영업익…2조원 증발

•   디지털타임스: "글로벌 공급망 진단 통해 대외리스크 대응 지원"

•   이데일리: "차라리 가게 닫는 편이"…신종코로나에 절규하는 소상공인

•   이데일리: 두산솔루스, 259억 규모 계열사 채무보증 결정

•   연합인포맥스: 춘제 끝났지만…삼성·LG 中 공장 정상화 여전히 난관

•   뉴시스: LG화학·SK이노, 업황 부진 속 배터리 투자 가속화…신평사는 재무구조 '우려'

•   뉴스핌: [리포트 브리핑]두산퓨얼셀, '잘 끼운 첫 단추' 목표가 9,400원 - NH투자증권

•   더벨: 두산건설, 주택 '흑자전환' 주도 김진호 시대 본격화

•   글로벌이코노믹: [글로벌-Biz 24] 친환경에너지 폐기물 '친환경' 처리에 '고민'

•   아유경제: [아유경제_재건축] 가오동1구역 재건축, 시공자에 ‘코오롱글로벌’

※   코오롱글로벌이 경쟁사인 두산건설을 누르고 시공자로 선정

•   Power Engineering: Wood Mackenzie: Offshore to power 25 percent of wind demand by 2028

•   Power Engineering: Doosan Škoda Power wins first-ever Japan contract for steam turbine at biomass power plant

•   Windpower Monthly: European electrification ‘would boost need for renewables’

•   에너지경제: [에경ㅣ인터뷰] '에너지전환=전력시장 패러다임 전환'

•   에너지경제: UN '아시아, 청정에너지 전환인식 부족...석탄발전 의존 높아'

•   전기신문: RPS 의무공급량 늘었어도 기형적 태양광 시장 개선 ‘난제’

•   KHL: Trump proposes US$1 trillion infrastructure spend

•   OilPrice.com: U.S. Oil Production From Federal Leases Exceeds Record 1 Billion Barrels

•   OilPrice.com: Russia Still Elusive On Deeper OPEC+ Oil Production Cuts

•   OilPrice.com: U.S. Budget Proposal Includes Sale Of 15 Mln Barrels Strategic Reserve Oil

•   OilPrice.com: Petrobras Breaks Another Oil Production Record

•   MINING.com: BHP becomes world’s top copper producer

•   Hannover Messe News: Industrial Drone Arena at HANNOVER MESSE

•   CNET: Samsung's Unpacked event: Galaxy S20 Ultra, Galaxy flip phone and everything else announced

•   CNET: With Galaxy S20 Ultra, Samsung takes the lead in 5G, zoom cameras, 8K, 120Hz and more

•   CNET: Samsung's new foldable Z Flip has something the Razr doesn't: A bendable glass screen

•   CNET: Galaxy S20, S20 Plus, S20 Ultra specs vs. Galaxy S10 and S10 Plus: What's new and what's different

•   CNET: Galaxy S20 Ultra specs vs. iPhone 11 Pro Max, Pixel 4 XL and Note 10 Plus

•   CNET: Galaxy Z Flip phone vs. Galaxy Fold: How do Samsung's two foldable phones compare?

•   CNET: Samsung says its Galaxy flip phone will last over 200,000 folds without breaking

•   Verge: Samsung’s regular Galaxy S20 doesn’t support ultra-fast 5G

•   MIT Technology Review: This is what happens when you get the coronavirus

•   ScienceDaily: Making 3-D printing smarter with machine learning

•   전자신문(P1): 전자·IT 업계 "중국발 공급망 위기 국내 생산으로 대체···연장근로 특별 허용을"

•   전자신문: 화재 걱정 끝…'흐름전지 ESS' 시장 흐름 바꾼다

•   전자신문: [데이터뉴스]국내 완성차 수출 실적은 내리막길

•   전자신문: 재규어 "배터리 부족에 전기차 생산 일시 중단"…LG화학 배터리 사용

•   ZDNet Korea: “6G 기술 개발, 지금이 적기…망설이면 美·中에 시장 뺏긴다”

•   디지털데일리: 빨간불 켜진 MWC, 통신3사 무거운 발걸음

•   Inside EVs: Volkswagen Passat Might Be Replaced By An Electric Car

•   Inside EVs: 10 Chinese EV Battery Makers Plan To Pass 50 GWh Capacity By 2025

•   Inside EVs: European Countries Listed By Plug-In Car Market Share For Q1-Q4 2019

•   Hannover Messe News: Industrial Drone Arena at HANNOVER MESSE

•   Robotics & Automation News: Toyota to build prototype ‘City of the Future’

•   Robotics Business Review: Warehouse executives like their order-picking, but feel systems could improve

•   Robotics Tomorrow: COMPUTER VISION AND ROBOTICS EXPAND INDUSTRIAL CAPABILITIES

•   로봇신문: 신종 코로나바이러스와 싸우는 중국 MMC 드론

•   Nikkei Asian Review: Virus-hit Chinese businesses seek relief with 'act of God' clause

•   Nikkei Asian Review: Infographic: China takes 9-1 lead over US in tech patents

•   Nikkei Asian Review: Amid US uncertainty, Japan Inc. turns its M&A attention to Asia

•   Japan Times: Japanese firms moving production sites to Southeast Asia as coronavirus outbreak disrupts supply chains

•   Economic Times: Corona outbreak to cast its shadow over 5G rollout

•   Economic Times: Coal India will exceed last year's production figures: Official

•   Economic Times: Coronavirus adds risk to India’s nascent recovery: Krishnamurthy Subramanian

•   Livemint: Delhi election results: 63 Congress candidates lose deposits

•   Jakarta Post: Moody’s affirms Indonesia’s sovereign credit rating amid stable growth

•   Viet Nam News: Looser monetary policy needed to counter global volatility

[Opinions]

•   Project Syndicate(Richard N. Haass): Trump’s Middle-East Mirage

•   Project Syndicate(John E. Roemer): What Is Twenty-First-Century Socialism?

•   Project Syndicate(George Soros): Europe Must Recognize China for What It Is

•   Project Syndicate(Bill Emmott): Ireland’s Electoral Earthquake

•   Project Syndicate(Barry Eichengreen): America’s Isolationist Default

•   Project Syndicate(Kemal Derviş): Getting Carbon Border Taxes Right

•   FT(Martin Wolf): Trump’s re-election would be dangerous for the world

•   FT(David Gardner): Europe could soon feel the fallout from Idlib

•   FT(Lex): Coronavirus/China property: room with a flu

•   FT(Lex): Brexit/financial services: crumbs of comfort

•   FT(Teresa Kok): Britain could seal Asian trade deal by adopting a fresh attitude to palm oil 

•   WSJ(Walter Russell Mead): The Cold War Over Venezuela

•   WSJ(William McGurn): Mayor Pete Is the Man to Beat

•   WSJ(Bobby Jindal): Democrats Want a Prophet, Not a President

•   WSJ(Joseph Epstein): The Democrats Gave In to Radicals and Gave Up on Common Sense

•   NYT(David DeSteno): How Fear Distorts Our Thinking About the Coronavirus

•   WP(Catherine Rampell): Judy Shelton is a dangerous choice for the Federal Reserve Board

•   WP(Dana Milbank): Trump’s budget reveals a tremendous fraud

•   WP(Jennifer Rubin): Four questions for Pete Buttigieg

•   WP(Jennifer Rubin): Democrats might be undecided for a long time

•   WP(Karen Tumulty): There are two Joe Bidens. The wrong one is running for president.

•   WP(Richard Haass): Why the coronavirus should change the way we think about China

•   Bloomberg(Justin Fox): Are Americans Really as Happy as Pollsters Say?

•   Bloomberg(John Authers): Things Are Falling Apart for Europe’s Single Currency

•   Bloomberg(Ferdinando Giugliano): Christine Lagarde's $186 Billion Coronavirus Fear

•   Bloomberg(Eli Lake): Trump’s New Nuclear Budget Is Bad News for Russia

•   Bloomberg(Andreas Kluth): Germany Is One of the Biggest Brexit Losers

•   Bloomberg(Satyajit Das): $3 Trillion Can't Buy China Out of Virus Trouble

•   Bloomberg(Ellen R. Wald): Coronavirus Threatens Oil Producers With Double Whammy

•   Bloomberg(Timothy Kaldas): Egyptians Are No Better Off Than Before the Arab Spring

•   Bloomberg(Faye Flam): Coronavirus Complacency Arrives Ahead of Schedule

•   Bloomberg(Martin Heinrich): Rigging the System Against Clean Energy

•   Bloomberg(Seth J. Frantzman): Putin Has Painted Russia Into a Syrian Corner

•   MarketWatch(Mark Weisbrot): Bernie Sanders isn’t a radical — he’s a pragmatist who fights to un-rig the system

•   Fox Business(Stephen Moore): How to defuse the debt bomb and balance the federal budget -- Yes, it can be done

•   Reuters(Clyde Russell): Iron ore, coking coal shrug off China coronavirus, look to stimulus: Russell

•   중앙(신성식): 메르스 21일째 사망 10, 코로나 0명…"지금 공포는 과잉됐다"

•   문화(김병직): 우한과 中 반도체 굴기

•   헤럴드경제(윤종구): 건설현장 덮친 고령화 ‘스마트 건설기계인력’이 답