Business Intelligence Monitor 200107

[Markets]

•   Global: Gold surges on Mideast risk but stocks pare losses

※   Gold hits almost 7-year high on safe-haven demand

※   MSCI world index pares losses, U.S. stocks rebound

※   Investors assess risk, turn less risk-adverse

※   Dollar eases against Swiss franc

•   한국: 중동 리스크로 코스피 1%·코스닥 2%대 급락

•   한국: '중동 위기'에도 삼성전자 꿋꿋..."반도체 강하네"

•   한국: 환율 사흘간 15.7원 급등… 수입가격 올라 기업경영 '악재'[중동 전운 고조]

•   사우디: Saudi Aramco slumps 10% from peak on mounting Mideast jitters

•   Metals: Copper rattled by soft China data and U.S.-Iran tensions

•   Grains: Soybeans bounce on China trade hopes, but Mideast tensions fuel unease

[Indicators]

•   한국 2019년 FDI: 외국인 직접투자 6년만에 꺾였다

•   일본 2019년 자동차판매: Japan's new car sales in 2019 fall on natural disasters, tax hike

•   중국 12월 차이신 서비스업PMI: China’s services sector growth slows in December amid near-record low business confidence

•   인도 12월 서비스업PMI: India services PMI expands at fastest pace in 5 months on buoyant demand

•   유로존 12월 서비스업PMI: Eurozone activity picks up despite manufacturing slump

•   영국 12월 서비스업PMI: UK services activity picks up on greater Brexit clarity

•   미국 2019년 자동차판매: US auto sales down in 2019 but still top 17 million

[News]

•   WSJ: Economists Question Targeted Tax Breaks

•   WSJ: Fed’s Williams Stresses Need to Stick to 2% Inflation Target

•   WSJ: Newsletter: We Got This

•   NYT: Iran Uncertainty Grips Congress as Impeachment Looms

•   NYT: For Trump, the Burden May Be Proving This Is Not the Moment His Critics Predicted

•   NYT: A Sea of Mourners in Iran, and New Threats From Both Sides: Live Updates

•   NYT: Defenders of History Take Aim at Trump’s Threat to Strike Iran’s Cultural Sites

•   NYT: What Is Trump’s Iran Strategy? Few Seem to Know

•   NYT: Bolton Is Willing to Testify in Trump’s Impeachment Trial

•   NYT: American Consumers, Not China, Are Paying for Trump’s Tariffs

•   WP: Pompeo push for aggressive approach began months ago

•   WP: Esper says U.S. has not made any decision to leave Iraq

•   WP: Understanding the precarious, uncertain position of the Democratic primaries right now

•   WP: 2020 could be an especially dangerous nuclear year

•   FT: US debt investors seek protection against inflation

•   FT: Guaidó ousted in chaotic Venezuelan parliamentary vote

•   FT: Democrats try to hold Trump to account over Iran strike

•   FT: Nato warns on Iran as EU scrambles to cool tensions

•   FT: US influence in Iraq wanes as Iran strengthens grip

•   FT: Boris Johnson’s tricky waltz on the world stage

•   FT: Belarus and Russia ease tensions over oil supplies

•   FT: Trade Secrets makes its predictions for 2020

•   FT: A stormy start to 2020

•   FT: UK election settles business nerves but caution remains

•   FT: Trade, US election and volatility: risks and opportunities in 2020

•   FT: India-US alliance tested by Modi’s nationalist agenda

•   Bloomberg: The Big Money Is on High Alert for Any Change to Post-Iran Calm

•   Bloomberg: Iran-U.S. Tensions Stoke Fears of Spike in Gasoline Prices

•   Bloomberg: Gold Has Been This Overbought Only Three Times in Two Decades

•   Bloomberg: China Plans to Send Team to U.S. for Jan. 15 Deal Signing

•   Bloomberg: China Needs More Than Just Rules to Tackle Rising Bond Defaults

•   Bloomberg: Why So Many Emerging Markets Are Blowing Up Right Now

•   Bloomberg: A $1 Billion Solar Plant Was Obsolete Before It Ever Went Online

•   Bloomberg: Top Central Bankers Share Sober View of ‘Hand We’ve Been Dealt’

•   Bloomberg: Ex-New York Fed Boss Says It’s Time to Overhaul Repo Toolkit

•   Bloomberg: U.S.-EU Trade Talks Vexed by Drums of a Real War

•   Bloomberg: U.S. Pays Bulk of Tariff Costs as Levies Fail to Save Steel Jobs

•   Bloomberg: Iran’s Quest to Dominate the Mideast Loses Its Hero

•   Bloomberg: Why the U.S. Repo Market Blew Up and How to Fix It: QuickTake

•   Bloomberg: Morgan Stanley Says Economy Can’t Promise Trump Re-Election

•   Bloomberg: CES 2020 News: What New Products to Expect, Who Is Attending

•   Reuters: Fed faces new trade-offs, hunts for new model, in low-rate world

•   CNN: Chevron pulls oil workers from Iraq

•   CNN: Trump's Iraq threats could backfire on oil and gas prices

•   CNN: New lithium-sulfur battery could charge your phone for five days

•   CNBC: 'Lethal conflict' between Iran and US a 'red herring': Eurasia Group

•   CNBC: Timeline of US-Iran relations ahead of Soleimani killing

•   CNBC: Oil prices: How the Strait of Hormuz may factor into US-Iran tensions

•   CNBC: Iranian hackers are likely planning social engineering and phishing attacks — but web site defacements are meaningless

•   CNBC: Spain faces uncertain future amid Socialist - Podemos coalition

•   CNBC: Who was Iranian General Qasem Soleimani and why his killing matters

•   CNBC: A lasting US-Iran conflict would cause 'broad economic, financial shock,' Moody's says

•   CNBC: US-Iran crisis: China calls urges US to seek dialogue instead of 'force'

•   CNBC: Samsung is holding its big annual phone event in Feburary — here’s what to expect

•   CNBC: Qualcomm Snapdragon Ride system announced for self-driving cars

•   CNBC: US-Iran crisis: ISIS is the winner in death of Qasem Soleimani

•   CNBC: Apple 5G iPhone with mmWave may not launch until early 2021: Analyst

•   SCMP: US trade deal could allow China to loosen monetary policy and exchange rate flexibility, analysts say

•   SCMP: China pledges ‘prudence’ in diversifying its foreign exchange reserves in 2020 as global risks rise

•   매경(P1): 아이 재우고 펫 밥주고…AI가 내곁에 왔다

•   매경(P1): 바이오규제 확 푼 상하이…1000개 기업이 몰려왔다

•   매경: 靑, NSC 긴급소집…산업장관 참석시켜 경제파장 논의

•   매경: "집안 모든 기기에 인공지능 장착…놀라운 일들이 벌어질것"

•   매경: 中업체, 전기SUV `엠바이트` 공개…"테슬라 뒤집겠다"

•   매경: `귀여움`이 목표인 로봇등장…취재진 탄성

•   매경: 꿈의 TV `더월` 거실로…삼성 "이젠, 마이크로 LED TV시대"

•   매경: 위로 아래로…진화한 LG 롤러블TV `와우`

•   매경: 5G·AI 앞세운 GAFA…가전·모빌리티 주역으로 떠올라

•   매경: 靑에 디지털·소부장·방산 전담조직…윤건영·주형철 `총선 차출`

•   매경: "美, 금리인하 여력 더 있어…낮아진 잠재성장률 끌어올려야"

•   매경: "韓경제 저성장 고착화 우려 기업투자 견인 정책 내놔야"

•   매경: 드라기·옐런·서머스의 경고 "EU·美, 일본꼴 난다"

•   매경: "국가경쟁력 높이는 마법은 없다…韓, 신기술 확보 올인해야"

•   매경: 인구변화·디지털화·탈세계화…한국경제 미래10년 과제

•   매경: SKC, 동박업체 `KCFT` 인수 마무리

•   한경(P1): 산업의 판 바꾸는 AI…규제 감옥서 풀어줘라

•   한경(P1): 슈퍼예산 512兆 상반기에 62% 집행

•   한경: 땅에서 하늘로 판 키운 현대車…'개인용 비행체' PAV 띄운다

•   한경: 자율주행차 '일상이 된 혁신' 1호 될 것

•   한경: "스마트시티 '눈' 역할…비오는 날에도 오류 없죠"

•   한경: 삼성이 만든 '인공 인간' 떴다

•   한경: 닻 올린 한화솔루션…태양광·첨단소재·석화 '뭉쳐서 띄운다'

•   한경: '공급절벽' 눈 앞인데…"문제없다"는 서울시

•   서경(P1): 상장사, 자본 늘었지만 수익은 반토막

•   서경(P1): [CES 2020]삼성·LG, 5G·AI를 일상화하다

•   서경(P1): [단독] 전기차 보조금 차등화··· 성능따라 200만원 더 준다

•   서경: 불황·혁신부족에 노동 유연성도 뚝...2곳중 1곳 '빚내서 생존'

•   서경: [CES 2020] VR·AR 콘텐츠서 모빌리티까지···5G가 바꾸는 미래 한눈에

•   서경: [CES 2020]SKT, 세계 최초 ‘5G-8K TV’, 차량 통합 엔터테인먼트 시스템 선봬

•   서경: [CES 2020] 화면 만지면 옷 질감까지 느껴져···세상에 없던 폰이 온다

•   서경: [이란 사태 후폭풍] 불확실성 가중···한은, 이달 금리 동결할듯

•   서경: [전미경제학회] LGBT·암호화폐까지···논의영역 확대

•   서경: "서울시 인허가 물량 늘었다지만 과거상승기에 비해 턱없이 적어"

•   서경: 고가아파트 시장도 양극화되나

•   조선: 이란과 핵동지 북한, 美 겨냥해 "정면돌파"

•   조선: 이란 사령관 제거 美드론, 한반도 배치說 도는데…

•   조선: 인간의 감정 읽고 위로, 반려동물과 놀아주는 로봇까지 등장

•   조선: 모닝커피 타주고, 사무실까지 택배… 로봇 이젠 한식구

•   조선: 버스 지나갔다고? 이젠 부르면 옵니다

•   조선: 닥터AI, 뇌종양 진단도 전문의 뛰어넘었다

•   조선: 재건축 막히자 미니 재건축

•   조선비즈: 2월에 다시 불붙는 삼성 vs 화웨이 폴더블폰 대전

•   중앙(P1): 국정원 “북, 핵 포기불가” 결론 내렸다

•   동아(P1): “北의 새 전략무기는 MIRV미사일 가능성”

•   동아(P1): 靑 긴급 NSC… 호르무즈 파병 결론 못내

•   동아: “삼성전자-SK하이닉스 올해 영업익 급증할 것”

•   문화: <총선 D-100 ‘위기의 민주주의’>보유세 폭탄·토지공유제…사유재산·시장경제 흔드는 文정부

•   문화: <총선 D-100 ‘위기의 민주주의’>기업이사 해임 칼 쥔 국민연금…‘주주권’ 탈 쓰고 경영개입 논란

•   문화: 韓 조선업, 中 제치고 2년 연속 수주 1위 전망

•   머니투데이: 탄소배출량 31.1% 줄이며 매출 2배…'보쉬'의 비결

•   머니투데이: [CES+]'TV' 얘기 안한 '삼성 TV' 비전에 환호한 이유

•   머니투데이: 11년만에 '준법경영' 꺼내든 삼성…총수 '감시' 담기나

•   머니투데이: "접어야 편다"…올해 폴더블폰 대중화 될까

•   머니투데이: 애플도 가세한 5G…韓美中 5G 스마트폰 격돌

•   머니투데이: 국민연금, 두산솔루스 주식 5% 보유

•   헤럴드경제: [DATA LAB] 조선 ‘12월 급피치’…LNG선이 울리는 2020 ‘부활의 뱃고동’

•   헤럴드경제: 올해 기업실적 전망 ‘청신호’ 들어왔다

•   파이낸셜뉴스(P1): 석유 수급위기땐 비축유 2억배럴 푼다[중동 전운 고조]

•   파이낸셜뉴스: 손경식 회장, 경총 수장 연임 가닥

•   파이낸셜뉴스: 경기도, 시·군과 힘합쳐 수소생태계 구축 박차

•   아시아경제(P1): 영업이익 '1兆 클럽' 급감…성장엔진 꺼져가나

•   아시아경제(P1): 韓, 현금결제 비중 20%…한은 "현금없는 사회 부작용 대비해야"

•   아시아경제: "탈원전 정책엔 한국 현실 안 담겼다"

•   이데일리(P1): 원전이냐, 재생에너지냐…독일은 소비자가 정했다

•   이데일리: "비싸도 친환경 전기 쓰겠다"…통신요금 정하듯 전기요금 선택

•   이데일리: 전기요금 아닌 전기세로 부르는 이유…전 국민이 동일 요금제

•   이데일리: “전력시장 자유화, 獨 에너지전환 성공의 숨은 일등공신”

•   이데일리: 국회에 발목잡힌 풍력산업... 두산중공업 언제 기지개 켜나

•   이데일리: `갤S20·폴드2` 새해 출격…삼성 부품 계열사 수혜 기대감

•   뉴스1: LG이노텍 LED 사업도 접나?…"사업 효율화 과정일 뿐"

•   더벨: 두산의 세번째 변신과 도전

•   더벨: 두산그룹, 행동으로 보여준 '디지털 전환' 의지

•   더벨: 두산인프라, 새해 첫 공모채 착수…BBB급 물꼬

•   CEO스코어데일리: 서부발전, 의왕 수소연료전지발전소 4월 착공..."신재생에너지 확대 기여"

•   미디어펜: 세계는 원전 르네상스…한국은 '죽음' 부르는 탈원전

•   CNB뉴스: [2020 재계 전망③] 건설업계 ‘착시효과’ 새해 끝나나

•   아유경제: [아유경제_재건축] 신사1구역 재건축, 금호산업 시공권 확보하나?

※   조합에서는 두산건설과 금호산업의 영상을 사전심의한 결과 두산건설의 홍보영상에 비방 등 문제가 크다고 판단해 금호산업의 영상만을 틀도록 했다는 것.

•   reNews: Germany to 'miss 2030 clean power goals'

•   Windpower Monthly: Vestas targets carbon neutrality by 2030

•   에너지경제: '찰떡궁합 지역건설사 찾아라'…건설사들의 SOC 사냥 키워드는 '우량'

•   건설경제: 서울 전셋값 폭등 ‘역효과’ 우려

•   건설경제: [신년기획] 건설산업 ‘게임 체인저’ BIM

•   CNET: CES 2020 live: The latest from Dell, AMD, Hyundai and more, from Las Vegas

•   CNET: Hisense introduces new Android ULED TVs - Video

•   CNET: Climate change solutions come to CES not a moment too soon

•   CNET: This foldable phone will have 5G, a 7.2-inch screen and cost less than the Motorola Razr

•   CNET: Hands on with Galaxy Note 10 Lite and S10 Lite: Great specs, huge screens and a headphone jack

•   CNET: Apple makes surprise appearance at CES 2020 in a unique Samsung product

•   MIT Technology Review: A two-legged delivery robot has gone on sale—and Ford is the first customer

•   ZDNet: CES 2020 is more than TVs and smart toothbrushes: Tech pros and CIOs should watch these three trends

•   전자신문(P1): [CES 2020]폴더블 다음은 '슬라이드폰'...삼성, CES서 프라이빗 공개

•   전자신문: [CES 2020] 재계 최고 별들 'CES2020 종횡무진'

•   전자신문: [CES 2020]스마트·친환경 실현한 아이디어 제품 눈길

•   Phone Arena: How and when to watch the Galaxy S11 (S20) Unpacked event live stream from San Francisco

•   Phone Arena: Is Samsung about to "kill" the on-screen keyboard at CES 2020?

•   Inside EVs: These Are The All-Electric Cars 2020 Has To Offer: Will There Be More?

•   Robotics & Automation News: Hitachi completes acquisition of JR Automation

•   Robotics & Automation News: Bosch claims ‘complete’ sensor portfolio for autonomous driving

•   Robotics Business Review: Meet WaveSense: Providing Accuracy for Vehicles Via Underground Radar

•   Robotics Tomorrow: Autonomous Mobile Robots in Warehouses: IDTechEx Asks What Justifies the Recent High Valuations

•   로봇신문: 삼성ㆍLGㆍSKT가 'CES 2020'에 선보인 로봇 기술

•   Nikkei Asian Review: Asian startups bet on US $400bn consumer tech market

•   Nikkei Asian Review: Japan looks to spur investment with step-by-step registration guide

•   Nikkei Asian Review: Japan's M&A boom put to test as recession fears loom

•   Economic Times: View: Govt needs a carrot-and-stick policy for better GST collections

•   Business Standard: Credit flow to Infra sector remains muted at Rs 21.2 trn in Apr-Sep: Report

•   Jakarta Post: Banks warned of tight liquidity, surge in bad loans in 2020

•   Jakarta Post: Key infrastructure projects on schedule in 2019 despite political heat

[Opinions]

•   Project Syndicate(Kenneth Rogoff): The Inequality Debate We Need

•   Project Syndicate(Peter Singer): Was Killing Suleimani Justified?

•   Project Syndicate(Yu Yongding): Chinese Growth Really Can Be Faster

•   Project Syndicate(Kemal Derviş): When Climate Activism and Nationalism Collide

•   Project Syndicate(Laura Tyson, Lenny Mendonca): Making Stakeholder Capitalism a Reality

•   FT(Gideon Rachman): America should drop the ‘Dr Evil fallacy’ on assassination

•   FT(Nick Butler): Gas deal with Ukraine is a boon for Russia

•   FT(Lex): Tesla/regional suppliers: part mart

•   FT(John Thornhill): Technological trends that will shape the decade

•   FT(David Mann): China will outperform expectations in 2020

•   FT(Richard Waters): Wall Street banks ramp up research into quantum finance

•   FT(Colby Smith): Fed looks for ‘boring’ 2020 after a frenetic year

•   FT(Stefan Stern): Will autocratic leadership styles spill over into business?

•   NYT(David Leonhardt): A Democrat Who Can Beat Trump

•   NYT(Jenny Lefcourt): The Insanity of Trump’s Wine Tariffs

•   NYT(Karen J. Greenberg): Killing Qassim Suleimani Was Illegal. And Predictable.

•   WP(Robert J. Samuelson): The business cycle ain’t dead yet

•   WP(Max Boot): Trump is sucking us into another war with lots of arrogance and little strategy

•   WP(Henry Olsen): Trump’s approval rating has already recovered from its impeachment slump

•   WP(Jennifer Rubin): Even more reason to doubt Trump’s pretext for war

•   WP(Eugene Robinson): Welcome to Trump’s war

•   WP(Josh Rogin): Trump’s dysfunctional foreign policy meets its biggest crisis

•   WP(Stephen Hadley): The Soleimani killing could draw the U.S. deeper into the Mideast. But it doesn’t have to.

•   WP(Greg Sargent): Trump’s Iran mess is getting worse. Here’s Adam Schiff’s idea on what to do about it.

•   WP(Barkha Dutt): Barkha Dutt: JNU campus comes under assault as India’s students resist Modi

•   Bloomberg(Bill Dudley): The Fed Should Keep Looking Forward, Not Retreat to the Past

•   Bloomberg(Tyler Cowen): Why 2020 Is Harder to Predict Than 2019 Was

•   Bloomberg(Shuli Ren): China’s War on Shadow Banking Can’t Last Forever

•   Bloomberg(Liam Denning): Hard as It Is, Frackers Should Ignore Iran

•   Bloomberg(John Authers): Happy New Year for Markets in 2020? History Argues Against It

•   Bloomberg(Jonathan Bernstein): Starting a War With Iran Wouldn’t Help Trump Get Re-Elected

•   Bloomberg(Jonathan Bernstein): Maybe Pelosi’s Impeachment Delay Is Working

•   Bloomberg(Hal Brands): Trump Tries His Protection Racket on South Korea

•   Bloomberg(Andreas Kluth): The EU’s Foreign Policy Is a Failure

•   Bloomberg(Bobby Ghosh): Is Iran a Rational Actor? We're About to Find Out

•   Bloomberg(James Stavridis): Brace for the Unintended Consequences of Killing Soleimani

•   CNN(Peter Bergen): Trump's decision to kill Soleimani beginning to look like a reckless gamble

•   MarketWatch(Richard N. Haass): Why America has squandered so much power in the Iran and the rest of the Middle East

•   MarketWatch(Peter Morici): What Trump needs to do next to earn an ‘A’ in economics

•   MarketWatch(Daniel Newman): 10 tech predictions for 2020: Apple, Tesla, Netflix and more

•   MarketWatch(Lawrence G. McMillan): The stock market remains bullish despite U.S.-Iran tensions

•   한경(강경민): 유럽연합 탈원전의 오해와 진실