Business Intelligence Monitor 200312

(Introduction)

[Markets]

•   Global: Dow enters bear market territory on coronavirus uncertainty as WHO declares pandemic

※   U.S. stocks slide almost 5%, halting Tuesday’s rally

※   BoE announces surprise 50 bps cut to tackle coronavirus shock

※   Oil falls after Saudi Aramco announces more production

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 3%대 급락…장중 1,900선 무너져

•   한국: 코스피 장중 1900 붕괴…“앞으로 더 빠질 것” 한목소리

•   한국: '반도체 빅2' 4%대 하락…"변동성 워낙 커 증시전망 무의미"

•   한국: 휴업추진에 채권만기 부담…두산그룹株 급락

※   5월초 1조1천억 사채만기 도래

•   Metals: Lead, copper slide as stimulus fails to calm virus fears

•   Grains: Corn, wheat decline as Wall Street tumbles; soy turns lower

[Indicators]

•   OECD 소비자신뢰지수: 코로나19 직격탄…한국 소비심리지수 낙폭, OECD 회원국 1위

•   US Jan. Fiscal account: U.S. Budget Deficit Grew 15% in First Five Months of Fiscal Year

•   US Feb. CPI: US consumer prices grew 0.1% in February as food costs rose

•   UK Jan. GDP: UK economy fails to spark in January

•   UK Benchmark rate: BoE makes emergency rate cut to cushion economy

※   BoE: Bank of England measures to respond to the economic shock from Covid-19

•   China Feb. New yuan loans : China’s loans slumped in February due to coronavirus, Lunar New Year

•   한국 2월 고용: 2월 고용률 60.0% 역대 최고…"코로나19로 숙박·음식점업 타격"

※   매경: 코로나에…쉬는직장인 14만명 급증

※   매경: 노인 취업 57만명 늘었다는데…알고보니 대부분이 `쉬는 노인`

※   매경: 직원 내보낸 `나홀로 자영업` 15만명 늘었다

※   매경: 달라진 홍남기 논평…"3월 수치가 더 걱정"

※   건설경제: 건설투자 부진에 건설업 취업자도 ‘들쑥날쑥’

•   한국 2월 가계대출: 금융시장 변동성 커지는데···2월 가계대출 9.3조↑

•   한국 2월 ICT 수출: 반도체 덕분에…2월 ICT 수출 반등

•   한국 3월 1~10일 수출: 3월 1∼10일 일평균 수출 2.5% 감소

•   Japan Jan. GDP(JCER est.): Japan's GDP falls 0.9% in January on weak demand: JCER

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Saudi Arabia’s Crown Prince Tanked Oil Markets. Here’s the Back Story.

•   WSJ: Saudis Plan to Increase Oil Production Capacity

•   WSJ: Coronavirus Puts Trump’s Economic Policy-Making to the Test

•   WSJ: Trump Administration to Delay April 15 Tax Deadline for Most Individuals

•   WSJ: Tax-Filing Delay Would Cushion Taxpayers, Create New Challenges for Preparers

•   WSJ: Economic Data to Watch for Signs of Coronavirus Impact

•   WSJ: Fed Again Upsizes How Much Money It Will Lend Wall Street

•   WSJ: Plunging Mortgage Rates Might Not End U.S. Housing Doldrums

•   WSJ: Newsletter: Businesses Brace for Longer Downturn

•   WSJ: Boeing Acts to Preserve Cash

•   WSJ: Coronavirus-Closed Factories in China Face Delays in Restarting as Authorities Flip-Flop

•   WSJ: Fiat Chrysler, Pirelli Plants in Italy Hit by Virus

•   WSJ: Making Luxury Goods Under Coronavirus Lockdown

•   NYT: Talks Begin on Stimulus Plan as Trump Plays Down Virus Threat

•   NYT: Biden Takes Command of Race, Winning Three States Including Michigan

•   NYT: Live Primary Election Results: Michigan, Washington and More

•   NYT: 5 Takeaways From Tuesday’s Democratic Primaries

•   NYT: Joe Biden Is Poised to Deliver the Biggest Surprise of 2020: A Short, Orderly Primary

•   NYT: Bernie Sanders Will Remain in Race and Attend Sunday’s Debate

•   NYT: Sanders’s Big Problem Isn’t the Delegate Math. It’s the Voters.

•   NYT: With a Torrent of Money, Britain Takes Aim at Coronavirus and Austerity

•   NYT: Coronavirus May Light Fuse on ‘Unexploded Bomb’ of Corporate Debt

•   NYT: Samsung Galaxy Z Flip Review: A Folding Phone That’s a Dud

•   NYT: ‘It’s Just Everywhere Already’: How Delays in Testing Set Back the U.S. Coronavirus Response

•   WP: Federal government telework could become more widespread to limit coronavirus outbreak

•   WP: In a week Sanders had to get right, he couldn’t grow support or change the story line

•   WP: Working from home has ground San Francisco to a halt

•   WP: The first U.S. layoffs from the coronavirus are here

•   WP: U.S. and coalition troops killed in rocket attack in Iraq, potentially spiking tensions with Iran

•   FT: Sunak unveils £12bn stimulus to counter UK coronavirus shock

•   FT: Sunak aims to keep businesses afloat with emergency measures

•   FT: Green boost as £800m pledged for carbon capture

•   FT: Sunak alters UK’s growth prospects with spending spree

•   FT: Oil shock threatens to take wind out of sails for renewables shift

•   FT: ‘It’s apocalyptic’: coronavirus turns Seattle into a ghost town

•   FT: Goldman Sachs warns US markets will face further sharp falls

•   FT: WHO labels coronavirus a pandemic

•   FT: Coronavirus declared a pandemic as fears of economic crisis mount

•   FT: Coronavirus ‘tsunami’ pushes Italy’s hospitals to breaking point

•   FT: Mexico eyes production cut at Pemex as oil crashes

•   FT: UK fiscal watchdog fires warning shot at Sunak

•   FT: OBR warns of risks to forecasts from coronavirus

•   FT: Collapsing inflation expectations may force Fed’s hand

•   FT: Economic cost of Brexit laid bare in OBR forecasts

※   OBR: Economic and fiscal outlook – March 2020

•   FT: Lagarde calls on EU leaders to ramp up coronavirus response

•   FT: Market turmoil complicates Argentina debt restructuring

•   FT: UK’s antivirus measures disguise radicalisation of Brexit

•   FT: Coronavirus business update: all you need to know

•   FT: Biden takes giant step towards Democratic nomination

•   FT: What will the Fed do next to ease coronavirus threat?

•   FT: Coronavirus testing: how are the hardest-hit countries responding?

•   FT: Kremlin denies Russia constitution rewrite is Putin power grab

•   Bloomberg: Warren Buffett Says Virus, Oil ‘One-Two Punch’ Still Not as Bad as 2008

•   Bloomberg: Australia Unveils Stimulus Plan to Shield Economy From Virus

•   Bloomberg: Oil War Escalates Again After Saudi and U.A.E. Promise Flood of Crude

•   Bloomberg: India Suspends Most Visas as WHO Says Coronavirus Is Pandemic

•   Bloomberg: New Weather Patterns Are Turning Water Into a Weapon

•   Bloomberg: Italy Shuts Down All Non-Essential Services as Virus Toll Rises

•   Bloomberg: Europe Wants to Give Consumers a ‘Right to Repair’

•   Bloomberg: Greta Thunberg Tells Climate Activists to Find Other Ways to Protest

•   Bloomberg: Europe Starts Showing Resolve Led by 2008 Crisis Veterans

•   Bloomberg: Italy Announces $28 Billion Plan to Cushion Virus-Hit Economy

•   Bloomberg: Fed Pledges More Than $500 Billion to Keep Funding Markets Calm

•   Bloomberg: Coronavirus Could Mean the End of Borderless EU Travel

•   Bloomberg: Europe Isn’t Ready for a Full Work-From-Home Lockdown

•   Bloomberg: Fed Faces Zero Rate Debate With Wall Street Split on Timing

•   Bloomberg: The Ports Are Weather Vanes as Economic Clouds Darken

•   Bloomberg: African Free-Trade Deal on Track Despite Coronavirus Disruption

•   Bloomberg: Economists Start Forecasting Negative U.S. GDP Numbers on Coronavirus

•   Bloomberg: U.S. Oil Output to Fall Next Year for the First Time Since 2016

※   EIA: Short-Term Energy Outlook

•   Bloomberg: Indonesia Copies Financial Crisis Playbook to Quell Market Rout

•   Bloomberg: Euro’s Path of Least Resistance May Be Lower Around ECB Meeting

•   Bloomberg: Biggest Oil Crash in Generation Has Silver Lining for Miners

•   Reuters: Some in Wuhan told to go back to work as new coronavirus cases subside in China

•   Reuters: EU coronavirus aid package won't fail because of Germany: Merkel

•   Reuters: Business travel sector to lose $820 billion in revenue on coronavirus hit: industry group

•   Reuters: Brazil's Congress overturns presidential veto on spending bill

•   Reuters: Turkey's Erdogan accuses Greece of Nazi tactics against migrants at border

•   CNN: Deep into crisis, Trump demands 'something big' on coronavirusPolitics

•   CNN: Inside an American coronavirus containment zone, business anxiety is spreading

•   CNN: Tax cuts won't save the economy from recession if no one is leaving their homes

•   CNN: Here's why you should worry about the turbulent stock market... and why you shouldn't

•   CNN: UK budget: tax on digital services starts April 1

•   CNBC: Oil lobbyists met with White House staffers amid OPEC price war, coronavirus

•   CNBC: No automakers 'coming out unscathed' as US coronavirus cases grow

•   CNBC: Markets want White House and Congress to move quickly on stimulus to head off a recession

•   CNBC: Up to 150 million in US expected to contract coronavirus, congressional doctor says

•   CNBC: The coronavirus is hurting the euro zone economy. But Lagarde is not out of options

•   CNBC: 60% to 70% of the German population will be infected by the coronavirus, Merkel says

•   CNBC: Elon Musk scouting Tesla Cybertruck Gigafactory in 'central USA'

•   CNBC: Economist Alan Blinder says the US is probably already in recession

•   CNBC: Cruise industry proposes travel restrictions for passengers over 70 as coronavirus spreads

•   CNBC: Coronavirus: Signum Global warns clients about 'complacency' in Congress

•   CNBC: China's coronavirus outbreak has 'passed its worst,' says UBS

•   MarketWatch: Why April will be a ‘very cruel month for oil prices’

•   Fox Business: Will coronavirus impact Apple Worldwide Developers Conference?

•   Axios: Coronavirus has disrupted supply chains for nearly 75% of U.S. companies

•   SCMP: Is China biggest winner from the oil price war between Saudi Arabia, Russia?

•   SCMP: Coronavirus heaps pressure on China’s US dollar debt repayments

•   SCMP: Tianjin state-owned developer faces new problem after missing debt payment

•   Global Times: Tourism sector sees signs of recovery as epidemic eases

•   매경(P1): 외교부 "3~4개국, 韓기업인 예외입국 허용"

•   매경: 코로나 여파 `강남 아파트`까지…2~3억원 낮춘 급매물만 거래

•   매경: 구로 콜센터 확진자, 여의도서 녹즙배달…증권가 `화들짝`

•   매경: 이틀새 12명 사망…치명률 1% 선 근접

•   매경: [세종 인사이드] 행정심장부도 `콜록`…세종청사 9명 확진

•   매경: 코로나 소독하려다 지폐 태워…韓銀 "전자레인지 안돼요"

•   매경: "경기 안좋아 비용 줄이자"…기업들 `脫서울` 행렬

•   매경: [Cover Story] 잭 웰치와 만난 GE, 20년간 시가총액 26배 성장…잭 웰치가 떠난 GE, 성장 뒤로하고 생존 투쟁

•   한경(P1): "금감원, 현장 모르고 不通…예방보다 뒷북제재에 몰두"

•   한경: 하루 매출 100만원대…롯데면세점 김포공항점 '무기한 휴업'

•   한경: 노래방·PC방 영업금지 검토한다는 박원순…'강제 폐쇄' 법적근거 논란

•   한경: "소득하위 60%에 50만원씩 지급"…與 '재난소득법' 발의 추진

•   한경: "법인·소득세 감면을"…통합당 '감세'로 맞불

•   한경: "인건비 지원해달라"…40일만에 1만곳 신청

•   한경: 시장선 금리인하 목타는데…고심 깊어지는 韓銀

•   한경: 타다 베이직, 내달 11일 서비스 중단

•   한경: 코로나發…재개발·재건축 '상한제' 또 연기되나

•   한경: 마스크 재고 알리미 앱, 시행 첫날부터 '먹통'

•   서경(P1): 한일, 소모적 갈등 접고 '코로나방역'부터 손잡아야

•   서경(P1): 일주일도 안돼···추경 증액한다는 당정청

•   서경: 총선용 무분별 증액 우려..."소비쿠폰 재원, 한계기업에 돌려야"

•   서경: 당정청 추경증액 논의에 홍남기 불참 왜?

•   서경: "코로나發 대량실업 불보듯···일자리 막는 '규제 대못' 뽑아야

•   서경: "일감 다시 늘어도 야근 꿈도 못 꿔요"···코로나로 드러난 '소주성의 민낯'

•   서경: '빗장외교'에 속타는 한일 산업계

•   서경: 휴업···워크아웃···주력산업 '코로나 셧다운' 시작되나

•   서경: "공공기관 물량마저···" 中企 고사 위기

•   서경: 중화권 반도체·디스플레이 타격 현실화.."韓도 안심못해"

•   서경: [단독] 소송 휘말린 SK이노, 특허 조직 키운다

•   서경: 조업·수출중단···한계 닥친 대구경북 기업

•   조선(P1): 수도권 열흘새 2배… "3차충격 선제대응할 때"

•   조선(P1): 항공·여행·학원 매출 90% 곤두박질… "자금 긴급수혈해 살리고 봐야"

•   조선: 콜센터發 집단감염, 대중교통 타고 번질라… 2600만 수도권 위협

•   조선: "수도권 확진자 급증, 이제 발생한 게 아니라 이제야 발견한 것"

•   조선: "재난기본소득, 코로나 틈타 현금 뿌리자는 포퓰리즘"

•   조선: 브라질 펀드 -33%, 일본 -19%… 중국은 -1% 선방

•   조선: [Tech & BIZ] [테크 레터] 구글이 가진 개인정보로 코로나 잡을 수 있다지만 왠지 찝찝한 이유는…

•   조선: [Tech & BIZ] 듀얼스크린 무선연결… 아빠는 웹검색, 아들은 인강 시청

•   조선: [Tech & BIZ] 해킹 안되는 인터넷, 노화 방지하는 약, 양자컴퓨터…

•   조선비즈: [단독] "월성 원전 수명 알려달라"… 이제야 전문가 찾는 정부

•   조선비즈: "고깃집 하루 매출 7만원"... 코로나에 깊어진 자영업자의 한숨

•   조선비즈: 과학계는 우한 코로나 걸리는 동물 찾는중

•   조선비즈: 죽 쑤는 TV·냉장고, 날개 단 의류관리기

•   조선비즈: 삼성전자, 지난해 남미 스마트폰 시장 점유율 38%로 1위 지켜

•   중앙: “미국, 주한미군 등 고려 한국발 여행객 입국금지 않기로”

•   중앙: “올 1.4% 성장? 어림없다…한국 완전 경기침체 갈 것”

•   중앙: [현장에서] 부총리는 마스크 공장 달려갔다, 우리 경제는 누가 챙기나

•   동아(P1): 취준생들 “사라진 채용공고… 절벽 내몰렸다”

•   동아: “알바 끊기고 자격시험 연기… 취업 준비할 것도 없어 한숨만”

•   동아: “인구 밀집 수도권, 환자 1명이 10명 감염시킬 수도

•   동아: 대기업 연봉도 양극화… 상하위 7000만원 차이

•   동아: 강남구 아파트 전셋값 8개월간 9.3% 급등

•   문화: <글로벌 포커스>경제·의료망 붕괴 베네수엘라… 南美 코로나 ‘태풍의 눈’되나

•   문화: <글로벌 포커스>여전히 권력 유지하는 마두로… 감시체제 · 군부 충성심 덕분

•   문화: <파워인터뷰-유경준>“코로나發 0%대 성장률 쇼크 올수도… 전시 수준 비상플랜 마련해야”

•   문화: <파워인터뷰-유경준>“文정부 ‘주택정책’은 ‘주택정치’ 같아… 집값, 수급에 의해 결정”

•   문화: 기업 40.5% “재택근무 실시·시행할 예정”

•   문화: 프리미엄TV 놓고… 다시 불붙는 ‘OLED vs QLED’

•   한국(P1): “코로나 무서워” 외국인 노동자 출국 행렬... 농촌ㆍ공단 속탄다

•   한겨레(P1): 삼성 준법감시위, 이재용에 대국민 사과 권고

•   머니투데이: "일감이 없습니다"...탈원전 후폭풍에 몸살 앓는 기업들

•   머니투데이: '탈원전' 직격탄..그룹 위기 '방파제'인 두산중공업 왜 흔들리나?

•   머니투데이: "직원 절반이 외국인 노동자…그들 떠나면 공장 멈춥니다"

•   헤럴드경제(P1): 한국경제 ‘제로이코노미’의 늪

•   헤럴드경제(P1): 인도 ‘비즈니스 비자’ 한국인은 입국 허용

•   헤럴드경제: “미중 무역분쟁 악화…한국 반도체, 美 추월”

•   헤럴드경제: “5G로 진화해도 안통해”…냉담한 시장 ‘태블릿의 비극’

•   파이낸셜뉴스(P1): 지하철 감염공포.. 내차 끌고 다녔다

•   파이낸셜뉴스: 채권 시장 관망세… BBB급 기업 공모채 발행 확대

•   파이낸셜뉴스: "한국형 도시계획..印尼서 눈여겨봐..우리기업에 기회" [해외로 뻗어가는 건설 한류]

•   파이낸셜뉴스: "발주처 권한 막강한 印尼..국영기업과 인연 자체가 의미" [해외로 뻗어가는 건설 한류]

•   파이낸셜뉴스: 풋옵션 채권 올해 4조7000억원 만기… 기업 유동성 경고등 [마켓워치]

•   아시아경제: 멈출 수도 돌릴 수도‥工場 空場 恐場

•   디지털타임스(P1): 휴업·휴직 사업장 속출… 시작된 서민경제 `붕괴`

•   이데일리(P1): '일자리 상징' 인천공항공사, 1만명 실직 위기엔 나몰라라

•   이데일리(P1): 2억 내린 급매도 출현…코로나19에 주택시장도 ‘흔들’

•   이데일리(P1): 전례없는 실물위기 온다…중소기업·자영업이 뇌관

•   이데일리: 16시간 마라톤 협상에도…한일 관계 악화에 수출규제 해소 '제자리'

•   이데일리: “2008년 ‘대폭락’ 올 수도”…전문가 9인의 긴급 부동산 전망

•   이데일리: [팩트체크]北 개성공단서 마스크 생산, 실현 가능할까

•   연합: "코로나발 유가 폭락, 세계 에너지시장에 동시다발 충격"

※   CSIS: Experts React: COVID-19 Impacts the Energy Sector

•   연합인포맥스: 中, 올해부터 대체 에너지 보조금 대폭 삭감

•   뉴시스: 두산중공업 "조업중단 아닌 일부 직원 휴업일뿐"…노조, 휴업 거부

•   뉴시스: 경주 탈원전단체, '월성원전 맥스터 증설' 주민투표 요구

•   뉴스1: "남방큰돌고래 지느러미 잘리고 암…대정해상풍력사업 철회해야"

※   한국남부발전, CGO-대정, 두산중공업이 공동출자한 대정해상풍력발전

•   더벨: 배당·상환, '두마리 토끼' 잡는 두산밥캣 박상현

•   아시아투데이: [취재뒷담화] ‘벙어리 냉가슴’ 두산중공업과 한전을 위한 변명

•   reNews: Siemens Gamesa giant delivers full power

•   reNews: Turbine triumph for 300MW Chinese offshore

•   Windpower Monthly: Decarbonisation needs 'more strategic approach'

•   Windpower Monthly: Power-to-X collaboration established in Denmark

•   에너지경제: 후쿠시마 원전사고 9주년, 시민단체 '핵발전소 퇴출'

•   에너지경제: '주가 최저'...한전 '잃어버린 10년', 적자·코로나19 겹악재

•   에너지데일리: “영국, 그린수소 사업에 발 벗고 나섰다”

•   에너지데일리: “‘ESS+EMS 융합시스템’ 보급 지원에 집중한다”

•   KHL: Chinese renters rise to challenge of coronavirus

•   Equipment Journal: Case unveils Project Zeus: the industry’s first fully electric backhoe

•   Equipment World: JCB celebrating “biggest year ever” in North America, discusses ConExpo absence

•   For Construction Pros: CASE DL550B Compact Dozer Loader

•   For Construction Pros: Bobcat Company E145 Excavator

•   For Construction Pros: Hitachi ZX60USB-5 Bridges Gap Between Small and Mid-Sized Excavators

•   건설경제: 전력사용 급감에 발전사들 울상

•   OilPrice.com: Saudi Arabia Looks To Slash Government Spending Amid Oil Price Crash

•   OilPrice.com: Eurasian Nations Are Betting Big On Renewables

•   OilPrice.com: Mexico Offers To Mediate In Oil War

•   OilPrice.com: Russian Oil Firms To Discuss The Fate Of OPEC+ Alliance

•   MINING.com: Mobile EV fast-charging system now available

•   전자신문(P1): 현대차 '배터리 리스'로 전기차 가격 낮춘다

•   전자신문(P1): 삼성, 5나노 파운드리 투자 '시동'…TSMC와 초미세공정 본격 경쟁

•   전자신문(P1): 이젠, 무인주차 전성시대

•   전자신문: "SSD 좀 달라"···부품 못 구한 PC업계 '비상'

•   전자신문: SSD 가격 오를라...PC 업계 '전전긍긍'

•   전자신문: 패 읽힌 아이폰 배터리 게이트, 애플 양심마저 참패

•   전자신문: [이슈분석]프랑스·이탈리아, 애플 '과실' 처벌

•   전자신문: [이슈분석]애플 '배터리 게이트' 어떻게 시작됐나

•   전자신문: 중소기업 10곳 중 6곳 "공급원가 상승분, 납품단가에 반영 못해"

•   ZDNet Korea: "더 늦출 수 없다"...코로나도 못 막는 OLED 투자

•   Phone Arena: Samsung Galaxy S20 Ultra vs Galaxy S10 Plus

•   Phone Arena: The OnePlus 8 series will have 5G but be more expensive, CEO confirms

•   Phone Arena: iPhone 12 (2020) release date, price, new features, expectations: all the rumors

•   Phone Arena: Apple supplier TSMC overbooked with orders for 5nm 5G chips

•   Phone Arena: Apple supply chain companies regain their confidence for 2020 5G iPhones’ production

•   Inside EVs: In 2019, Plug-In Electric Cars Captured Almost 2% Of The U.S. Market

•   Inside EVs: Can Legacy Car Companies Compete With Tesla? 

•   Inside EVs: Tesla Prepares To Increase Gigafactory 3 Production Capacity

•   Inside EVs: Will The Tesla Model Y Allow Fully Automated Production To Happen

•   Inside EVs: Tesla Expected To Produce Over 100,000 Cars In Q1 2020

•   Robotics Business Review: DHL Supply Chain to add 1,000 LocusBots to U.S. deployments

•   Robot Report: Kassow Robots adds KR1410 cobot to 7-axis lineup

•   Robot Report: Day 2 MODEX roundup: Custom features, more alliances

•   Nikkei Asian Review: Silver linings emerge from the coronavirus gloom

•   Nikkei Asian Review: Clock ticks down on decision time for Tokyo Olympics

•   Nikkei Asian Review: Bank of Japan pulls out disaster playbook to tackle coronavirus

•   Nikkei Asian Review: Japan's ailing small businesses hang by a 1-month thread

•   Nikkei Asian Review: Toyota halts pay raises for first time in 7 years, joining Nippon Steel

•   Nikkei Asian Review: Campaign to 'thank' Xi Jinping flatly rejected by Wuhan citizens

•   Japan Times: Toyota to cut Lexus production on falling demand in virus-hit China

•   Economic Times: India’s economic problems have nothing to do with the virus: Chris Wood

•   Economic Times: SBI cuts benchmark lending rates, deposit rates also reduced

•   Business Standard: YES Bank crisis: Cabinet likely to take up revival plan on March 13

•   Business Standard: Consumers need to wait 10 more days for bigger cut in retail fuel prices

•   Moscow Times: Ruble Volatility Prompts Jump in Foreign Exchange Deals

•   Moscow Times: Russia Braces For Higher Prices

•   Moscow Times: Market Volatility Exposes Investment Boom Fears

•   Jakarta Post: Bourse announces new trading suspension policy on brink of bear market

•   Jakarta Post: Indonesia prepares additional measures to stabilize markets, halt tax payments amid virus risks

•   Jakarta Post: SOEs set aside up to Rp 8 trillion to buy back shares amid falling prices

•   Jakarta Post: Asahan III power plant resumes development, expected to operate by 2023

•   Viet Nam News: Central bank ceases bill issue for first time in nearly two months  

•   Viet Nam News: Việt Nam reduces capacity of coal power plants

•   Myanmar Times: Virus outbreak in EU may impact Myanmar garment exports

[Opinions]

•   Project Syndicate(Jules Kortenhorst, Whitney Heastie): Clean Energy Is Also Resilient Energy

•   FT(Martin Wolf): A spending spree to get the job done

•   FT(Janan Ganesh): Coronavirus and the comeback of the administrative state

•   FT(Robert Shrimsley): A Budget that backs Boris Johnson’s hunches

•   FT(Edward Luce): Biden versus Trump in the age of contagion

•   FT(Michael Mackenzie): UK policymakers’ two-pronged coronavirus offensive is worth copying

•   FT(Lex): UK Budget: the talented Mr Sunak

•   FT(Lex): Balfour Beatty: a constructive attitude

•   FT(Robert Armstrong): Coronavirus is not a crisis of globalisation

•   FT(Merryn Somerset Webb): UK Budget sides with small businesses, with a caveat

•   FT(Sarah Gordon): UK Budget missed a critical opportunity to go green

•   FT(Richard Davies): The huge hidden economy is missing from and distorting our data

•   FT(Leo Lewis): Stock drop raises pressure on BoJ buying spree

•   WSJ(Alan S. Blinder): The Best Stimulus Is Coronavirus Testing Kits

•   WSJ(Holman W. Jenkins, Jr.): Let Putin and MBS Both Lose

•   WSJ(William A. Galston): Efficiency Isn’t the Only Economic Virtue

•   WSJ(Jason L. Riley): Why a Pandemic Is Always Political

•   WSJ(Michael R. Strain, Scott Gottlieb): Congress Can Take the Economic Edge off Covid-19

•   WSJ(Ted Rall): Can Biden Win Over the Berners?

•   NYT(David Leonhardt): Democrats’ Best News

•   NYT(Frank Bruni): How Joe Biden Wins It All

•   NYT(Ross Douthat): Joe Biden Beat Bernie Sanders. But So Did the Pandemic.

•   NYT(Thomas B. Edsall): The Sanders Coalition Is Not Quite What We Thought It Was

•   NYT(Jamelle Bouie): This Is Not the Moment for Progressives to Despair

•   NYT(Michelle Cottle): Democrats Aren’t in the Mood for Your Revolution

•   NYT(Max Brooks): Social Distancing May Be Our Best Weapon to Fight the Coronavirus

•   NYT(Spencer Bokat-Lindell): Markets Are Spooked. How Bad Could It Get?

•   NYT(Farhad Manjoo): Everyone’s a Socialist in a Pandemic

•   WP(Editorial Board): The oil price war’s ultimate loser is America

•   WP(Henry M. Paulson Jr.): How the 2008 financial panic can help us face coronavirus

•   WP(Robert J. Samuelson): What the Crash of 2020 means

•   WP(Max Boot): Biden’s likability edge over Trump is the key to his success

•   WP(Henry Olsen): How Trump should take on Joe Biden

•   WP(Dana Milbank): Mr. President, lock us up from coronavirus!

•   WP(Dana Milbank): The Bernie Sanders spoiler campaign begins

•   WP(Jennifer Rubin): Biden’s coalition is making him unstoppable

•   WP(Jennifer Rubin): On coronavirus, Biden and Sanders act more presidential than Trump

•   WP(Jennifer Rubin): Joe Biden steps into the role of party leader

•   WP(E.J. Dionne Jr.):What should alarm Trump about Biden’s success

•   WP(Josh Rogin): South Korea shows that democracies can succeed against the coronavirus

•   WP(Marc A. Thiessen): Why is Sanders tanking? He’s the wrong candidate with the wrong message at the wrong time.

•   WP(Greg Sargent): Another reason to worry: Coronavirus could upend our election

•   Bloomberg(Mohamed A. El-Erian): Is the ECB Facing Its Coronavirus Moment?

•   Bloomberg(Mohamed A. El-Erian): Bank of England and U.K. Show How to Deal With Virus

•   Bloomberg(Bill Dudley): The Fed Will Need Help Battling Coronavirus

•   Bloomberg(Brian Chappatta): U.S. Treasuries Are Not Supposed to Trade Like This

•   Bloomberg(Shuli Ren): What Hoarding Toilet Paper Teaches Us About Stocks

•   Bloomberg(John Authers): Don't Get Comfortable. Stocks Also Bounced in 1929

•   Bloomberg(Marcus Ashworth): Britain Reaches for the Coronavirus Bazooka

•   Bloomberg(Brooke Sutherland, Brian Chappatta): Boeing's Max Crisis Meets Coronavirus

•   Bloomberg(Jonathan Bernstein): Joe Biden Is (Almost Certainly) the Democratic Nominee

•   Bloomberg(Jonathan Bernstein): Trump Deserves Kudos and Criticism on Stimulus

•   Bloomberg(Eli Lake): China’s Response to the Coronavirus Is Not a Model for the U.S.

•   Bloomberg(Hal Brands): The Cold War’s Not Back, But Nuclear Gamesmanship Is

•   Bloomberg(Ramesh Ponnuru):The Left’s Fantasy World Just Exploded

•   Bloomberg(James Stavridis): China’s Coronavirus Problem Is an Opportunity for Taiwan

•   Bloomberg(Francis Wilkinson): How Bernie Sanders Saved the Democratic Party

•   Bloomberg(Michael R. Strain): Don’t Cut the Payroll Tax. Just Send People Money.

•   Bloomberg(Bobby Ghosh): The EU Will Bow to Erdogan’s Demands. Why Wait?

•   Bloomberg(Nir Kaissar): Coronavirus Stock Sell-Off Isn’t a Repeat of 2008

•   Bloomberg(Nir Kaissar): The Bear Is Back With Less Regard for Sentiment

•   Bloomberg(Adam Minter): Coronavirus Won’t Sink the Cruise Industry

•   Bloomberg(Matt Levine): Bond Market Liquidity Did Great

•   Bloomberg(Melvyn Krauss): Christine Lagarde Should Worry Less About the Germans Now

•   Bloomberg(Elisa Martinuzzi): Bankers Face a Harsh New Coronavirus Reality

•   Bloomberg(Joe Nocera): Coronavirus Aid Should Go to Citizens, Not Corporations

•   Bloomberg(Vince Cable): Read the Fine Print on Boris Johnson's New Infrastructure Plans

•   CNBC(Bob Pisani): Traders grapple to find the bottom as Dow enters bear market territory with S&P 500 not far behind

•   MarketWatch(Pierre Briançon): Bank of England’s coronavirus combo of rate cut and funding plan is good central banking lesson for Fed and ECB

•   MarketWatch(Caroline Baum): Bernie is wrong: It’s better to make the poor richer than to make the rich poorer

•   MarketWatch(Christopher Smart): Is anyone in charge? Unlike in 2008, there’s no plan to stabilize the global economy

•   MarketWatch(Philip van Doorn): These energy companies have the highest debt and the most at risk as the oil market collapses

•   Fox Business(Christian Whiton): Coronavirus threatens global economy but the US will contain the outbreak -- and thrive

•   Nikkei Asian Review(Editorial Board): Japan and South Korea must beat coronavirus to normalize relations

•   Nikkei Asian Review(William Pesek): Asia has little hope of economic recovery in 2020

•   매경(주한규): 코로나·원전, 전문가 무시한 `잘못된 첫단추`