Business Intelligence Monitor 200103

[Markets]

•   Global: Stocks surge as rally enters new year, dollar rebounds

※   MSCI’s all-country world index at all-time high

※   Global equity markets boosted by China stimulus

※   China manufacturing data adds to optimism

※   Dollar recovers from six-month low

※   Crude prices edge higher at start of 2020

•   미국: Apple shares hit $300 for first time

•   한국: 새해 첫날 코스피 1% 하락…기관 매도에 2,180선 붕괴

•   Metals: Copper climbs towards eight-month high after China eases policy

•   Grains: U.S. grain, soybean futures rise on continued hopes for China buying

[Indicators]

•   한국 주간 아파트가격: 집값 서울은 잠잠…구리·수지 등 비규제지역 상승세

•   인도네시아 2019년 소비자물가: Indonesia books record low inflation in 2019

•   베트남 12월 제조업PMI: Việt Nam manufacturing sector improves in December

•   베트남 2019년 소매판매: Retail sales hit four-year high

•   인도 12월 제조업PMI: PMI: Dec factory activity at 7-month high but business optimism weakens

•   인도 12월 Coal India 석탄생산: CIL claims highest ever production for December

•   인도 12월 전력공급: Electricity supply falls for 5th straight month to 1.1% amid slowdown

•   영국 12월 제조업PMI: Sharpest manufacturing decline in 7 years hits UK

•   브라질 12월 제조업PMI: Brazil manufacturing PMI falls to 50.2 in December from 52.9 in November: IHS Markit

•   미국·중국 12월 제조업PMI: Manufacturing Shows Stability in U.S., Asia

※   SCMP: Trade war’s ‘bigger than imagined’ shock and China’s economic slowdown weigh on small factories

[News]

•   WSJ: Recession Fears Rise for CEOs as Trade Concerns Linger

•   NYT: After Embassy Attack, U.S. Is Prepared to Pre-emptively Strike Militias in Iraq - The New York Times

•   WP: Amid shut-off woes, a beacon of energy

•   WP: Minimum wage increases fuel faster wage growth for those at the bottom

•   WP: Schumer seizes on report bolstering case that Trump was directly involved in withholding Ukraine aid

•   WP: Iran and its proxies may be planning fresh attacks on U.S. personnel in Iraq, defense secretary says

•   WP: Biden falls behind other candidates in fourth-quarter fundraising

•   FT: Bernie Sanders’ 2020 campaign rakes in $34.5m from small donors

•   FT: Can the Fed return the repo market to normal?

•   FT: Trump warns Turkey about meddling in Libya

•   FT: HSBC forced to close Hong Kong branches after protests

•   FT: German savers shrug off negative rates fears

•   FT: The US economy is not recession-proof

•   FT: Brussels faces fight over EU minimum wage pledge

•   Bloomberg: Fed Minutes in Focus for Clues on Repo Plans, Rate-Hold Resolve

•   Bloomberg: ECB’s Weidmann Urges Euro-Area Banks to Battle Facebook’s Libra

•   Bloomberg: Dollar’s Losses May Be Just Getting Started on Trade Truce, Fed

•   Bloomberg: U.S. Job Cuts at Lowest Since July 2018 as Labor Market Holds Up

•   Bloomberg: The Stephamics Global Economic Preview for 2020

•   Reuters: Xiaomi to invest $7 billion in 5G, AI and IoT over next five years - Reuters

•   CNBC: Oil: US production could be key to oil prices in 2020, analysts say

•   CNBC: US election 2020 will be touched by geopolitical tensions

•   CNBC: Trade war: 6 charts comparing US, China economies and markets in 2019

•   SCMP: China’s cut of US dollar weighting in key index will boost global fortunes of yuan, economists say

•   매경(P1): 사라지는 화이트칼라…중산층 몰락 가속

•   매경(P1): 삼성, 세계최초 3나노 미세공정 개발

•   매경(P1): 정의선 "5년간 100조원 투자…올해 미래차서 성과내겠다"

•   매경: 재계 2020 핵심 키워드는 `미래사업 발굴` `디지털 전환`

•   매경: 정의선의 꿈과 자신감…"미래 모빌리티 판도 바꾸겠다"

•   매경: 삼성 이재용 "역사는 만드는 것"…시스템반도체 세계 1위 `담금질`

•   매경: "美경제 새해 2%대 견조한 성장…3~4년뒤 버블에 대비해야"

•   매경: 화웨이 앞세워 `디지털 중국夢`…中, 아프리카 23개국 통신망 장악

•   매경: "초소형칩 심어 기술탈취, 충분히 가능한 일"

•   매경: "국가기밀 넘어간다 反화웨이 동참하라"

•   매경: "작년 경제 성장률 2% 달성 불확실"

•   매경: 전기차 비전 `SK인사이드` CES서 공개

•   매경: 최악의 업황 건설사 "조직혁신으로 극복"

•   매경: [CES 2020] 일상으로 파고든 AI·5G·모빌리티…기술의 향연 펼쳐진다

•   매경: ICT로 여행·엔터산업 판 흔든다…`패러다임 체인지` 느껴라

•   매경: CES 2020, 매일경제와 함께 하세요

•   매경: 삼성전자 8K QLED TV, 딥러닝 AI로 저화질 영상도 초고화질로 `쑥`

•   매경: 업계 최대규모 부스…CEO 총출동

•   매경: LG전자, 문 앞에 서면 "빠른 출근길은…" 스마트 도어, 미래가 활짝

•   매경: 현대차·현대모비스, 도심 곳곳 개인비행체 띄운다…현대차가 보여줄 특급 `에어쇼`

•   매경: SK그룹, 미래 혁신기술 총집합…SK 4형제 `모빌리티 혁명` 이끈다

•   한경(P1): [단독] '규제법안 공장' 20代 국회…작년만 1200건 쏟아냈다

•   한경(P1): 문재인 대통령 "경제혁신에 힘 쏟아 상생 도약"

•   한경: 두 경제원로의 쓴소리 "국가위기 상황인데 비전조차 없어…"

•   한경: 삼성디스플레이, 노트북용 4K OLED 패널 글로벌 인증

•   서경(P1): CES주연 꿰찬 5G, 초연결시대 증명하다

•   서경: 수소차 개척···반도체···'발빠른 판단'이 格을 높였다

•   서경: '디테일·과감한 투자' 주입하자···LNG운반선 싹쓸이, 배터리 점유율은 3위 도약

•   서경: 노키아·코닥처럼···세계1위 '달콤함' 안주땐 한순간에 물거품

•   서경: '제2 전성기' 맞은 초격차 기업 MS·소니, 비결은 '환골탈태'

•   서경: 90→30→15년 기업 수명 줄어···초격차 '유효기간'도 짧아진다

•   서경: [미리보는 CES 2020] LGD, OLED 롤다운·48인치형 TV 공개...삼성, QD디스플레이 고객사와 기술 공유

•   서경: [미리보는 CES 2020] 러시아워 뚫는 '비행택시' 요리하는 '3D프린터'···삶의 질 높인다

•   서경: 美경제가 대선 최대변수···트럼프, 재선에 더 가까워졌다"

•   서경: 마주앉은 최태원·구광모, SK-LG 배터리戰 실마리 찾나

•   조선: '체르노빌 악몽' 우크라이나 "30년 된 原電 수명 연장"

•   조선비즈: 中 바이두, 새해 베이징서 자율주행 택시 시범 운행... 한국은?

•   조선비즈: 보릿고개 넘은 메모리 반도체… 삼성·SK하이닉스, 4분기 실적이 바닥?

•   중앙: "트럼프, 세계경제 망칠까 우려…한국, 수출 의존 줄여야 산다"

•   동아(P1): 지금 뒤처지면 끝장… AI 생존게임

•   동아: 5G 타고 밀려오는 ‘AI 쓰나미’… “기술패권 경쟁 올해가 승부처”

•   문화: “北, 핵·미사일 완성 시간끌기… 대화는 하되 제재 강화를”

•   문화: “올 대북제재 강화되고 北경제위기 심화될 것”

•   문화: 올 수출도 ‘살얼음판’… 결국 주력품목·중국 경기에 달렸다

•   문화: 정부 ‘수출 반등’ 총력전… 대외변수 커 효과 의문

•   문화: 한국 경기회복 복병 ‘저물가’ 작년 0.4%… OECD중 최저

•   머니투데이(P1): 올해도 집값 오르겠지만 사겠다는 응답은 27%뿐

•   머니투데이: 삼성·SK하이닉스 쓰는 '고순도 불산', 국산화율 더 높였다

•   머니투데이: BMW, 'CES 2020'서 '호텔 스위트룸' 같은 車 선보인다

•   헤럴드경제(P1): ‘소주성’의 역주행…상하위 소득 더 벌어졌다

•   헤럴드경제: 홍남기 부총리 신년사 “경제활력·구조개혁·포용확산 ‘세토끼’ 잡겠다”

•   헤럴드경제: 인구감소 ‘원년’…소비절벽 현실로

•   헤럴드경제: “2020년 서울 집값 상승”…공기업 경제연구소도 ‘한목소리’

•   파이낸셜뉴스: 글로벌 무역 회복 기대… 올해 경상수지 전망 밝다

•   파이낸셜뉴스: [신년기획]세수 줄어도 복지에 펑펑… '포퓰리즘'에 나랏돈 샌다

•   아시아경제(P1): 지난해 우리나라 자동차 생산량 400만대 붕괴

•   아시아경제: 2020년, 기대되는 기업실적…상장사 영업익 25% 증가

•   이데일리(P1): 이케아 지붕엔 태양광, 롯데엔 하늘정원…왜 다를까

•   이데일리(P1): "中, 성장속도보다 균형발전에 방점…빈부격차 해소 과제"

•   이데일리: 재건축사업장, 연초부터 ‘공사비 줄다리기’로 '시끌'

•   글로벌이코노믹: ‘상장폐지’ 두산건설, 새해 초부터 재도약 불 지핀다

•   매일일보: 상장폐지 두산건설…막바지 수주로 분위기 쇄신

•   Power Magazine: Is Hydrogen the Power Industry's Holy Grail?

•   Power Magazine: 10 Power Sector Insights from the IEA's World Energy Outlook 2019

•   Power Magazine: THE BIG PICTURE [Infographic]: Solar’s Explosive Growth

•   Power Magazine: Why the 2010s Were a Definitive Decade for Power

•   Power Magazine: From Smart Cities to Smarter Services: The State of the Energy Industry in 2020

•   Power Magazine: Structural Effects of Climate Change on the Utility Business

•   Power Magazine: A Decade of Turmoil: How Nuclear and Coal Have Struggled to Survive

•   Power Magazine: Transformative Coal Power Technologies Take Shape

•   Power Magazine: Electric Power Generation: Coal Is Currently a Vital Component

•   Power Magazine: Technology’s Role in Shaping 2020—and Beyond

•   Renewables Now: Vestas' Q4 announced order intake nears 3 GW

•   Windpower Monthly: Turbines of the year 2019: China's OEMs take up the challenge

•   Windpower Monthly: Turbines of the year 2019: Onshore turbines up to 3.4MW

•   Windpower Monthly: Turbines of the year 2019: Onshore turbines 3.5MW-plus

•   Windpower Monthly: Turbines of the year 2019: Offshore turbines

•   FuelCellsWorks: Fortress Uav named as premier repair and service partner for Doosan Mobility Innovation

•   FuelCellsWorks: Readyh2 launches compressed hydrogen gas distribution service and partnership with Doosan Mobility Innovation

•   에너지경제: [2020 에너지 석학 대담] 한국 에너지산업이 가야할 길, '에너지정책, 장기적 호흡 필요'

•   에너지경제: [신년호] 석탄발전과 LNG발전 비교 분석

•   에너지경제: [신년사] 정재훈 한수원 사장 '원전 중심 종합에너지기업으로'

•   에너지데일리: “중국 전기차 배터리, 침체 늪에서 빠져나오지 못하고 있다”

•   전기신문: (경계 사라지는 전력산업)한전, 해외사업 누적매출 33조...세계 신재생 영토 확장

•   For Construction Pros: Caterpillar Inc. Announces CONEXPO 2020 Plans

•   For Construction Pros: Global Construction Equipment Rental Market to Reach $121.6 Billion by 2024

•   Star Tribune: Doosan Bobcat adding 200 workers through Wisconsin acquisition

•   건설경제: 올해로 넘어온 대형 사업지 ‘수두룩’

•   CNET: CES 2020: 6 things that will dominate this year's show

•   CNET: Images of rumored Samsung Galaxy Note 10 Lite leak ahead of CES 2020

•   CNET: Tesla Model 3 floodgates open in China next week

•   Verge: CES 2020 predictions: 5G phones, 8k TVs, electric scooters, and more

•   전자신문: 삼성디스플레이, 화웨이 등에 폴더블 패널 공급 '스타트'

•   전자신문: [신년기획 인터뷰]로버트 슈터 IBM 퀀텀 부사장 "양자컴퓨팅, 고전 컴퓨터와 공조...난제 해결 열쇠"

•   전자신문: 3월 中 로봇시장 진출 지름길 열린다…'상호인증' 개시

•   Phone Arena: A bigger iPhone 9/SE 2 could arrive by the end of this year

•   Network World: 5G is poised to transform manufacturing

•   Robotics & Automation News: Fanuc says its new robot ‘raises the bar’ in collaborative technology

•   Robotics & Automation News: OnRobot launches ‘compact, highly customizable’ electric vacuum gripper

•   Robotics & Automation News: How to Choose A Gripper for Your Collaborative Robot

•   Robotics & Automation News: Sidewalk last-mile delivery robots: Billion-dollar market by 2030?

•   Robotics Business Review: Robotics Trends to Watch in 2020: Our 8 Big Predictions

•   Robotics Business Review: Global Spending on Robots & Drones to Reach $128.7B in 2020, Says IDC

•   Robotics Tomorrow: Top Article from 2019 - What is Deep Learning

•   Collaborative Robotics Trends: Cobot safety tips to maximize benefits of automation

•   로봇신문: 중국, "로봇과 AI, 노동 시장에 전면적 영향 불가피"

•   헬로티: IBM 연구소가 바라본 2020년 AI 5대 전망

•   Japan Times: With coal under fire, 2020 could be a big year for wind power in Japan

•   Economic Times: Car sales dip most in two decades in 2019

•   Hindustan Times: Lower revenue this year, but higher growth ahead: Finance ministry

•   Folha de S.Paulo: Brazilian Economy still on The Verge of "Taking off" in 2020

•   Jakarta Post: PLN restores power to most of Jakarta, Banten after temporary shutoff

•   Jakarta Post: Global uncertainties, red tape to impede foreign investment plans: Experts

•   Viet Nam News: Top 10 economic events of Việt Nam in 2019

•   Viet Nam News: Việt Nam’s economy is expected to maintain good growth in 2020

[Opinions]

•   Project Syndicate(Willem H. Buiter): When Central Banks Go Green

•   Project Syndicate(Andrew Sheng, Xiao Geng): Why a Cool War May Be Worse than a Cold One

•   Project Syndicate(Erik Berglöf): The Decline of Global Value Chains

•   FT(Katie Martin): Time for investors to rethink government bonds

•   FT(George Magnus): Beijing’s delicate balancing act relies on job creation

•   FT(Chris Giles): Levelling up UK regions is easier said than done

•   FT(Eric Lonergan): ECB has one item left in its monetary toolkit

•   NYT(Gail Collins): Already Had Plenty of Trump 2020?

•   WP(Jennifer Rubin): Sorry, Trump. Most Americans don’t like you.

•   Bloomberg(Tim Duy): New Fed Voters Will Fall in Line With Powell

•   Bloomberg(Jonathan Bernstein): What Is Trump's Approval Rating Telling Us?

•   Bloomberg(Ramesh Ponnuru, Michael R. Strain):One Certainty for 2020: Conservatives Will Lose

•   Bloomberg(Andreas Kluth): Ursula von der Leyen, the EU’s Centripetal Force

•   Bloomberg(Aaron Brown): Negative Interest Rates Aren’t Such a Departure After All

•   Bloomberg(James Stavridis): Europe Will Rise in 2020 as the World Melts

•   CNBC(Bob Pisani): Bob Pisani: Early signs for earnings not good for sustaining stock rally

•   CNN(Dan Glickman, Alan Solomont): Young voters are going to be key to winning 2020

•   MarketWatch(Caroline Baum): Five things that could go wrong in 2020 to upend the U.S. economic expansion

•   한겨레(이정윤): ‘탈원전’ 때문이라고?