Business Intelligence Monitor 200303

(Introduction)

[Markets]

•   Global: Stocks rally after last week's rout on central bank policy hopes

※   Stocks rally worldwide after worst week since 2008

※   U.S. Treasury yields slide toward 1%

※   BOJ, BoE make soothing noises

※   Oil higher on signals of supply cuts from OPEC

※   Macro 백업표

※   Industry 백업표

•   Eurozone: Euro rally continues amid coronavirus crisis

•   한국: 코스피, 부양책 기대속 반등…2,000선 회복

•   한국: 美·日 경기부양 시사에 원화값 급등

•   한국: 국채 3년물 장중 신저점…강세장 이어질듯

•   Metals: Copper rebounds on stimulus hopes after dire factory data

•   Grains: Soybeans hit 5-week high, corn rises as markets rebound

[Indicators]

•   Global Jan. EV sales: Global Plug-In Electric Car Sales In January 2020: 150,000

•   글로벌 1월 전기차용 배터리 사용량: 韓배터리 삼총사, 글로벌 점유율 30% 돌파

•   US Feb. ISM Manufacturing index: US factory rebound cools as coronavirus hits supply chains

•   Europe Jan. EV sales: Europe Electric Car Sales Surge By 121% In January 2020

•   Eurozone Feb. Manufacturing PMI: Euro-Zone Factories Suffer Supply Disruptions From Coronavirus

•   UK Italy Feb. Manufacturing PMI: Italy manufacturing adds to gloom as recession fears mount

•   UK Feb. Manufacturing PMI: New orders help rise in February factory activity

•   China Feb. Caixin Manufacturing PMI: Coronavirus: China manufacturing collapse confirmed as private sector factory survey hits record low

•   한국 2월 건설업 경기실사지수: 건설업 경기 체감지수 두 달 연속 하락… 7년 만에 최저

•   한국 2월 5개사 자동차판매: 車업계 최악의 '판매절벽'…국내 22%·해외 9% 급감

•   한국 2월 주택가격 동향: 2월 서울집값 상승률 반토막… 수도권은 되레 커져

•   Japan Q4 Capital spending: Japanese companies' capital spending falls 3.5%

•   Japan Feb. Auto sales: Sales of new autos down 10.3% in Japan

•   India Feb. Employment: Feb unemployment rate hits 4-month high of 7.78% as slowdown persists: CMIE

•   Vietnam Feb. CPI: February CPI falls by 0.17 per cent

•   Vietnam Feb. State budget collection: State budget collection tops $9.3 billion in two months

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: U.S. Coronavirus Death Toll Climbs to Six as Virus Spreads World-Wide

•   WSJ: Tim Cook and Apple Bet Everything on China. Then Coronavirus Hit.

•   WSJ: Moderate Democrats Consolidate Around Biden Ahead of Super Tuesday

•   WSJ: Jack Welch, Legendary CEO of General Electric, Dies at Age 84

•   WSJ: Global Growth to Slow Sharply as Virus Takes Heavy Toll, OECD Says

※   OECD: Global economy faces gravest threat since the crisis as coronavirus spreads

•   WSJ: Coronavirus Hits Once-Isolated U.S. Natural Gas Market

•   WSJ: Newsletter: Coronavirus Taking a Toll on Global Economy

•   WSJ: The Coronavirus Is Hammering China’s Economic Outlook

•   WSJ: Michael Bloomberg’s Global Business Won’t Be Easy to Cast Off

•   NYT: As Buttigieg Exits Race, Biden Seeks Edge Against Sanders on Super Tuesday

•   NYT: OPEC Tries to Head Off Oil Glut as Coronavirus Saps Demand

•   NYT: Amy Klobuchar Drops Out of Presidential Race and Plans to Endorse Biden

•   NYT: How Bloomberg Buys the Silence of Unhappy Employees

•   NYT: Supreme Court to Hear Obamacare Appeal

•   NYT: How the Democratic Establishment Stumbled as Sanders Surged

•   NYT: China’s Coronavirus Freeze Threatens the Global Economy

•   NYT: Silicon Valley Leaders’ Plea to Democrats: Anyone but Sanders

•   NYT: ‘When Is It Going to End?’: Where Coronavirus Has Turned Deadly in the U.S.

•   WP: Senate Republicans plan first subpoena in Burisma, Biden probe

•   WP: Trump boasted U.S.-U.K. trade deal would be ‘fantastic and big.’ Boosters may be disappointed.

•   FT: Netanyahu on verge of retaining power, exit polls show

•   FT: Waymo raises $2.3bn from group including outside investors

•   FT: US trade deal to boost UK economy 0.16% over 15 years

•   FT: VW chief defies sceptics with ambitious plans to overtake Tesla

•   FT: EU migration pact with Turkey on brink of collapse

•   FT: Sanders and Warren scare Big Tech but thrill its workers

•   FT: BoJ spurs Asia markets rebound with vow to fight coronavirus

※   BOJ: Statement by the Governor

•   FT: China’s coronavirus ‘red guards’ revive painful memories

•   FT: Beneath Malaysia’s political battles are older struggles

•   FT: UK seeks EU assurance on deadline for financial market access

•   FT: Johnson warns ‘likely’ coronavirus will continue to spread

•   FT: Hardening UK language leaves EU perplexed

•   FT: Johnson revives onshore wind farms after 4-year ban

•   FT: Europe’s central bankers call for ‘cool heads’ over virus

•   FT: US supply chains and ports under strain from coronavirus

•   FT: The whistle blows and the big EU-UK match gets under way

•   FT: Coronavirus: green shoots?

•   FT: Shipping costs provide clues on coronavirus impact

•   FT: How wide are the UK’s regional inequalities?

•   FT: The rise and dramatic fall of European banks in the US

•   FT: ‘The only way is higher taxation’: Colombia heeds the message of mass protests

•   Bloomberg: Policy Makers Intensify Response to Virus Amid Economic Fear

•   Bloomberg: The Problem With Pinning All Your Market Hopes on Rate Cuts

•   Bloomberg: G-7 Finance Chiefs, Central Bankers Plan Virus Call Tuesday

•   Bloomberg: Europe to Review 2030 Emissions-Reduction Goal by September

•   Bloomberg: South African Government Rebuffed in Attempt to Curb Pay

•   Bloomberg: The U.K. Needs More Robots to Improve Worker Efficiency

•   Bloomberg: Trump Team Weighs Virus Responses to Contain Economic Fallout

•   Bloomberg: Lighthizer Sees U.S., U.K. Getting Over Chicken, Drug Hurdles

•   Bloomberg: A Brief History of the Federal Reserve’s Emergency Rate Shifts

•   Bloomberg: U.S.-China Rivalry Spills Into Geneva Vote on Obscure UN Agency

•   Bloomberg: Six Trade Remedies to Help the World Economy Minimize the Virus Fallout

•   Bloomberg: One of China’s Most Ambitious Projects Becomes a Corridor to Nowhere

•   Bloomberg: Turkish Inflation Is on Upswing While Central Bank Looks Away

•   Bloomberg: How Iraq Pulled Off One of the Biggest Sovereign Debt Restructurings of All Time

•   Bloomberg: Here’s Why the Dollar Stands Alone as The Key Currency Haven

•   Bloomberg: ECB Tested by Market Calls for Rate Cut That Will Erode Arsenal

•   Bloomberg: Economy With 86% GDP Growth Votes for Leader to Manage Oil Boom

•   Bloomberg: Huawei Makes End-Run Around U.S. Ban by Using Its Own Chips

•   Bloomberg: For Elon Musk, Success is Proving Elusive in Japan’s Car Market

•   Reuters: Coronavirus to have 'substantial' impact on trade: WTO

•   Reuters: Exclusive: Newly obtained documents show Huawei role in shipping prohibited U.S. gear to Iran

•   CNN: Trade deal between US and UK won't make up for lost EU benefits

•   CNN: Stocks got slammed. Here's what history suggests happens next

•   CNBC: Goldman now sees the Federal Reserve getting even more aggressive in the face of coronavirus scare

•   CNBC: WHO says new coronavirus cases outside China are 9 times higher than inside over last 24 hours

•   CNBC: Next seven days seen as decisive for Italy as coronavirus cases surge

•   CNBC: Clashes on Greece’s border add to list of problems for EU leaders

•   CNBC: The coronavirus outbreak could mean no summer vacations this year

•   CNBC: Putin says Russia doesn't want war as Turkey Syria tensions rise

•   CNBC: I just tried the first mainstream 5G phone, and so far 5G isn’t all it’s cracked up to be

•   CNBC: The rush to deploy robots in China amid the coronavirus outbreak

•   SCMP: Virus-hit Japan begins to feel bite of Chinese tourists’ outbreak absence

•   SCMP: Will China opt for massive spending spree to save its virus-hit economy?

•   SCMP: China posts surprise rise in rail freight amid coronavirus lockdown

•   SCMP: First Chinese province that declared coronavirus emergency downgrades alert

•   SCMP: China offers virus-hit firms temporary lifeline by delaying loan payments

•   Global Times: China’s AI industries to drive economic recovery after coronavirus: experts

•   매경(P1): TK 의료체계 붕괴…정부, 민간시설 지원 요청

•   매경(P1): 유치원·초중고 개학 2주 더 미룬다

•   매경: 아시아나 허리띠 더 죈다…사장월급 이달 전액 반납

•   매경: 여행사도 충격…하나·모두투어 해외여행 판매 80%↓

•   매경: 썰렁한 주말 고속道…한달새 통행량 18% `뚝`

•   매경: [세종 인사이드] 추경계획 발표도중…울먹거린 홍남기

•   매경: 삼성, 코로나 극복 전방위 지원 나섰다

•   매경: 美듀폰 웨이퍼사업 인수완료…SK실트론 사업다각화 발판

•   매경: 2월분양 당초계획의 반토막…"3월도 막막"

•   매경: [수소도시 울산] 울산의 미래…수소차 7만대 달리고, 수소로 전력 생산

•   매경: 142만㎡ 규제 해방구…수소그린모빌리티 특구 뜬다

•   매경: 수소연료전지·태양광 수소…울산서 미래에너지 R&D 집중

•   매경: 공장 배출가스서 수소 생산해 발전…"친환경 전기·온실가스 저감 동시에"

•   한경(P1): "하루가 급한데 두 달 걸린다니"…마스크만큼 받기 힘든 '코로나 대출'

•   한경: 15개 컨벤션센터 행사 취소 410건…年 3조 규모 'K마이스' 휘청

•   한경: '코로나19'로 뱃길도 끊겼다…2월 연안여객선 승객 40% 급감

•   한경: 기업 덮친 'C스톰' 비상경영·신기술로 넘는다

•   한경: 쏟아지는 LNG船 발주…한국 '조선 빅3'에 집중

•   한경: UNIST, 수명 긴 대용량 리튬 배터리 소재 개발

•   서경(P1): '코로나 쇼크' 한국 성장률 2.0%로 하향

※   기재부[보도참고]'20.3월 OECD 중간 경제전망 주요 내용

•   서경(P1): 이낙연 "코로나 추경 11조 넘어"

•   서경: 당정 "추경, 메르스때보다 클 것···5일 국회 제출

•   서경: "美 빗장 잠그면 경쟁사에 반도체 물량 뺏기고 생산망도 쇼크"

•   서경: [단독] 에너지 신산업 발굴도 脫원전, 3년간 실증사업 '제로'

•   서경: 中 의존도 높아진 하이닉스···코로나 毒될

•   조선(P1): 文 보건협력 제안 다음날, 北 미사일 도발

•   조선비즈: 韓 탈원전하는 사이 中 '원전 굴기'… 중국 원전 발전량 18% 증가

•   IT조선: [슬기로운 재택근무백서] 아직은 낯선 재택근무

•   중앙: [단독]시진핑 "코로나 어디서 왔나 밝혀라" 불붙은 발원지 논쟁

•   문화(P1): 트럼프 “韓·伊 등 고위험국… 美입국때 감염검사”

•   문화: < Science >종잇장처럼 얇은 태양전지 찍어내… 옷에 붙여 휴대용 전원으로 쓴다

•   문화: “주총은 예정대로”… 기업들 전자투표 도입 잇따라

•   문화: 서비스 로봇시장, 4년내 146조규모 급성장

•   문화: ‘규제 중심 정책’ 계속될 듯… ‘금리인하’ 영향 주목

•   한국(P1): [단독] 1월 초 우한서 입국한 신천지 20대 신자 ‘정밀 역학조사’

•   머니투데이: 연봉 2억 사장도 전기료 할인…1.3조 적자 근본원인

•   머니투데이: 서울에 최초로 외벽·창호 등에 '건물일체형 태양광' 시범 보급한다

•   헤럴드경제(P1): 돈맥경화…예금회전율 33년래 최저

•   파이낸셜뉴스(P1): 주담대 묶었지만 '영끌 대출'로 집샀다

•   아시아경제: 점점 막혀가는 재건축… 점점 속도 내는 리모델링

•   이데일리: 불붙는 발전용 연료전지 시장..'두산' 급성장 Vs 'SK·포스코' 잰걸음

•   이데일리: 갤럭시Z플립 톰브라운 에디션 추가판매 안하나, 못하나

•   연합: 북한 "김정은, 어제 전선 장거리포병구분대 훈련 지도"

•   뉴시스: 코로나19에 PC.모바일용 반도체 中 주문량 부진..."3월 후반까진 지속"

•   뉴스핌: 두산건설, 671억 규모 도시정비 재개발사업 수주

•   뉴스1: 삼성 전자계열3사 작년 中매출 5조원 감소…'코로나19' 근심

•   비즈니스포스트: 코로나19도 유럽 전기차시장 성장 못 막아, 국내 배터리기업 수혜 기대

•   비즈니스포스트: 두산밥캣 대표 박성철 3년 더 연임, 사외이사에 최지광

•   CEO스코어데일리: 중부발전, 인천·세종 연료전지발전소 준공…설비규모 27.8MW로 확대

•   EBN: '아프리카의 초원'이 된 세계 태양광 시장

•   EBN: 故 박용곤 두산 명예회장 1주기…경영 혁신 DNA 배워야

•   업다운뉴스: 재무구조 개선 절실한 박정원 두산그룹 회장, 핵심 사업부 매각 '고심'

•   서울와이어: “두산의 간판은 두산인” 박용곤 명예회장의 교훈

•   더구루: '한국 방문' 두산重 인도사업장 직원 2명, 코로나 예방차원 격리

•   Power Engineering: LNG milestone: Second liquefaction train operational at Sempra’s Gulf Coast export facility

•   WNN: Poland, USA underscore commitment to new nuclear projects

•   reNews: ABB offloads solar inverter business

•   Renewables Now: European Energy grows capacity, lifts power sales in 2019

•   Renewables Now: Suzlon's board gives nod to debt restructuring plan

•   Windpower Monthly: 'US suppliers should take note' of offshore potential

•   에너지데일리: “개도국 태양광 산업 성장… 세계 태양광 시장 새 국면 맞는다”

•   KHL: No ‘major exhibit cancellations’ at Conexpo

•   MINING.com: Global exploration budget declines 3% in 2019 – report

•   MIT Technology Review: This robot taught itself to walk entirely on its own

•   CNET: iPhone production won't ramp up until second quarter, analyst predicts

•   CNET: Coronavirus lands at BMW, automaker quarantines 150 employees

•   Verge: Apple agrees to $500 million settlement for throttling older iPhones

•   전자신문: [이슈분석]디지털세 논의, 어디까지 왔나

•   전자신문: [이슈분석]디지털세 국내 영향 '이익률' 기준에 좌우될 듯

•   전자신문: [이슈분석]디지털세, 논의 경과는

•   전자신문: LG V60 씽큐, 듀얼스크린에 '펜' 더한다

•   전자신문: 공들여 쌓은 '신차 슈퍼사이클' 코로나19에 무너지나

•   전자신문: 코로나19 여파로 'UAE 바라카 원전' 완공 행사도 비상

•   Phone Arena: Samsung Galaxy Z Flip Review: 5 days later

•   Phone Arena: Samsung Galaxy S20 Ultra vs Apple iPhone 11 Pro Max: clash of the titans

•   Phone Arena: Xiaomi shows off record-breaking 40W wireless charging

•   Phone Arena: Yet another report suggests Apple will have trouble meeting initial iPhone 9 demand

•   Inside EVs: When Will The Tesla Model Y Standard Range Come To Market?

•   Inside EVs: In January 2020, The European Plug-In Car Market Exceeded China

•   Robot Report: Coronavirus response growing from robotics companies

•   로봇신문: 올해는 ‘로봇’이란 단어 등장 100주년

•   Dronelife: Your Dreams of Flying in Your Own Personal Passenger Drone Just Got Closer to Reality

•   Nikkei Asian Review: Indonesia's first coronavirus case tied to Japanese national

•   Nikkei Asian Review: China points to Japan's outbreak in justifying Xi trip delay

•   Nikkei Asian Review: Honda cuts output at 2 Japan plants on China parts shortage

•   Nikkei Asian Review: China's Belt and Road power grids keep security critics awake

•   Japan Times: Toyota to build electric car plant in Tianjin

•   Economic Times: China-made phones off speed dial as supply chains disrupted amid coronavirus outbreak

•   Economic Times: View: Growth, and not inflation is India's real problem

•   Business Standard: COVID-19, trade war: Manufacturing shift to hit China, but will India gain?

•   Business Standard: Coronavirus likely to impact India's March-qtr GDP growth by 0.2%: Report

•   Business Standard: Slowdown: Fitch cuts India GDP forecast for FY20 to 4.9% on weak demand

•   Livemint: India’s growth could be the next casualty of the coronavirus outbreak

•   Folha de S.Paulo: Bolsonaro Increases Military Spending in First Year of Government

•   Jakarta Post: Indonesia's economy can grow 5.4% despite COVID-19: BI

•   Jakarta Post: Bank Indonesia announces 5 measures to support rupiah amid market rout

•   Jakarta Post: ‘Triple market intervention’: BI buys bonds, rupiah to prop up prices amid viral rout

•   Jakarta Post: BI cuts reserve ratio, frees up $3.2b liquidity in local banks amid market sell-off

•   Jakarta Post: Virus spread starts to hit Indonesian tourism as foreign arrivals cool

•   Jakarta Post: New regulation on pricing of renewable energy awaits President’s approval

•   Jakarta Post: PGN to spend $2.5 billion to support PLN’s gasification program

•   Jakarta Post: Indonesia still deserves special treatment in global trade: Economists

•   Viet Nam News: Ministry proposes new electricity tariffs

•   Myanmar Times: Business chamber seeks Myanmar govt’s help to handle impact of virus outbreak

•   Myanmar Times: Myanmar govt’s spending lagging despite higher tax revenues

•   Myanmar Times: EU trade perks in the balance

[Opinions]

•   Project Syndicate(Peter Singer, Paola Cavalieri): The Two Dark Sides of COVID-19

•   Project Syndicate(Kenneth Rogoff): That 1970s Feeling

•   Project Syndicate(Ricardo Hausmann): The Venezuela Card in the US Election

•   Project Syndicate(Ana Palacio): A European Strategy Is Missing in Action

•   FT(Gideon Rachman): Brexit solved with the sword of Damocles

•   FT(Megan Greene): US election may turn on voters’ view of inequality

•   FT(Robert Shrimsley): Coronavirus means Johnson must govern not feud

•   FT(Nick Butler): Look beyond European oil majors’ steps to net zero

•   FT(John Thornhill): Trusting AI too much can turn out to be fatal

•   FT(Patti Waldmeir): Gen Z’s chance to win the race for the White House

•   FT(Geoff Dennis): Extraordinary complacency: the coronavirus and emerging markets

•   FT(Patrick Jenkins): Energy’s stranded assets are causing concern

•   WSJ(Bobby Jindal): Heed Biden’s Call for Bipartisan Civility

•   NYT(David Leonhardt): Bernie or Biden. Period.

•   NYT(Tom Inglesby, Anita Cicero): How to Confront the Coronavirus at Every Level

•   NYT(Charles M. Blow): Warnings From South Carolina

•   NYT(Mimi Swartz): Is Texas Big Enough for Ted Cruz and Bernie Sanders?

•   NYT(Eswar S. Prasad): The Coronavirus Has Put the World’s Economy in Survival Mode

•   NYT(Charlie Warzel): Coronavirus Will Test Our Connected Way of Life

•   NYT(Robert E. Rubin): Democrats, if We Remain Divided, We’ll Fall

•   NYT(Beppe Severgnini): Italy, Europe’s Coronavirus Lab

•   WP(Max Boot): Bernie Sanders would be an awful president

•   WP(Henry Olsen): Pete Buttigieg was so successful because he was so conventional

•   WP(Jennifer Rubin): Amy Klobuchar is out. Democrats should thank her.

•   WP(Jennifer Rubin): Biden made the most of his moment in the spotlight

•   WP(Jennifer Rubin): Buttigieg goes out with style, grace and a bright future

•   WP(Paul Waldman): Central banks are doing enough for now to manage virus impact

•   WP(Marc A. Thiessen): The candidate surging in the Democratic primary? ‘No one.’

•   WP(Greg Sargent): Klobuchar and Buttigieg appear ready to back Biden. Is the party deciding?

•   WP(Greg Sargent): Trump has exposed a huge weakness. Democrats should pounce.

•   WP(Michael Gerson): Public health officials can beat coronavirus — if the White House lets them

•   WP(Robert Costa): Joe Biden tries to consolidate Democrats as Pete Buttigieg quits presidential race.

•   WP(Joshua Spivak): The original Super Tuesday was a model primary

•   Bloomberg(Daniel Moss): Malaysia Finds a Polarized Place in the Trump-Brexit World

•   Bloomberg(Tim Duy): Another Bad Week for Markets Will Force the Fed's Hand

•   Bloomberg(Mihir Sharma): Sanders’s Green New Deal Is a Global Disaster

•   Bloomberg(Shuli Ren): Currency Traders Are Missing the Details in This Rout

•   Bloomberg(John Authers): Markets Are Approaching Their Point of Revulsion

•   Bloomberg(Brooke Sutherland): Worst of Coronavirus Is Yet to Come for U.S. Factories

•   Bloomberg(Clara Ferreira Marques): Gold's Swoon Echoes Financial Crisis Blip

•   Bloomberg(Ferdinando Giugliano): Italy Shows How to Tackle the Coronavirus Impact

•   Bloomberg(Lionel Laurent): Coronavirus Accounting Is Looking Vulnerable

•   Bloomberg(Jonathan Bernstein): Why Biden Won South Carolina

•   Bloomberg(Joe Nocera): Jack Welch Inflicted Great Damage on Corporate America

•   Bloomberg(Joe Nocera): It’s the Dagger You Don’t See That Kills a Bull Market

•   Bloomberg(Max Nisen): The U.S. Is Uniquely Hamstrung on Virus Response

•   Bloomberg(Brian Chappatta): Goldman Is No Fed Whisperer. The Bond Market Is Yelling.

•   Bloomberg(Noah Feldman): Supreme Court's Docket Is a Super Tuesday Reminder

•   CNBC(Michael Ivanovitch): Op-Ed: Central banks are doing enough for now to manage virus impact

•   CNN(Peter Bergen): Coronavirus crisis underlines eight of Trump's failings as a leader

•   MarketWatch(Peter Morici): Trump’s campaign may be banking too much on a strong economy

•   MarketWatch(Jay L. Zagorsky): These simple changes would help protect the economy from the coronavirus

•   MarketWatch(Mark Weisbrot): On Social Security benefits, Biden just came around to the increases Sanders has backed for decades

•   조선(정범진): 탈원전만 아니면 한전은 대규모 흑자를 냈을 것이다