Business Intelligence Monitor 200401

(Introduction)

[Markets]

•   Global: Stocks fall, close out biggest quarterly drop since 2008

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 2% 올라 1,750선 회복…외국인은 '팔자' 행진

•   Metals: LME copper rises on China data, but set for worst month since 2011

•   Grains: Corn drops after USDA pegs U.S. plantings above expectations

•   DRAM: 코로나 불구 D램값 상승…낸드도 3월 고정거래가 올라

[Indicators]

•   글로벌 2월 전기차 배터리 사용량: "한국 배터리 3사, 사상 처음 글로벌 시장 점유율 40% 넘겨"

•   US Jan. Case–Shiller Home price index: U.S. Home-Price Growth Accelerated Before Pandemic

•   US Mar. Consumer confidence index: Consumer confidence tumbles in March as coronavirus cases surge

•   UK Q4 Real disposable income: U.K. Households Confront Virus Shock With Higher Savings Margin

•   China Mar. PMI: China’s PMI print doesn’t mean much

•   한국 2월 산업활동동향: 코로나19로 생산·소비 9년만에 최대폭↓…투자까지 트리플감소

•   한국 2월 사업체 종사자: 일자리 없애기 시작한 코로나

•   Japan Feb. Retail sales: Panic buying in Japan lifts February retail sales

•   Japan Feb. Industrial production: Japan Feb. industrial output edges up with supply disrupted by virus

•   Japan Feb. Employment: Japan's Feb. jobless rate flat at 2.4% ahead of virus impact

•   India Feb. Fiscal balance: Fiscal deficit for April-February touches 135.2% of Revised Estimates

•   Chile Benchmark rates: Chile Cuts Key Rate for Second Time in Month as Crisis Looms

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: U.S. Braces for Surge in Coronavirus Patients

※   University of Washington: COVID-19 projections assuming full social distancing through May 2020

•   WSJ: Fed Launches New Lending Facility for Foreign Central Banks

•   WSJ: Trump Calls for New $2 Trillion Infrastructure Bill

•   WSJ: How Mnuchin Became Washington’s Indispensable Crisis Manager

•   WSJ: Bigger Unemployment Payments to Reach States This Week, Labor Secretary Says

•   WSJ: China’s Coronavirus-Hit Economy Shows Signs of Renewed Life

•   WSJ: Fed’s Mester Doesn’t Regret Her FOMC Dissent

•   WSJ: Newsletter: China Bounces but Isn’t Back

•   WSJ: Government to Begin Sending Stimulus Payments in the Next Three Weeks

•   WSJ: Apple Commits to Paying Contractors

•   WSJ: Xerox Is Ending Hostile Takeover Bid for HP

•   WSJ: Amazon Struggles to Find Its Coronavirus Footing. ‘It’s a Time of Great Stress.’

•   NYT: World Bank Sees Outbreak Taking a Big Toll on Asia's Economy

※   World Bank: East Asia and the Pacific in the Time of COVID-19 – Regional Economic Update, April 2020

•   NYT: Behind Trump’s Reversal on Reopening the Country: 2 Sets of Numbers

•   NYT: Why Asia’s New Coronavirus Controls Should Worry the World

•   NYT: C.D.C. Weighs Advising Everyone to Wear a Mask

•   NYT: Who Are the Voters Behind Trump’s Higher Approval Rating?

•   NYT: As Virus Hobbles Economy, Companies Race to Tap Credit and Raise Cash

•   NYT: How Powell and Mnuchin Became the Duo in Charge of Saving the Economy

•   NYT: Oil Companies on Tumbling Prices: ‘Disastrous, Devastating’

•   NYT: North Korea Claims No Coronavirus Cases. Can It Be Trusted?

•   WP: Both public health and politics played a role in Trump’s coronavirus decision

•   WP: Chronic health conditions in coronavirus patients new CDC data

•   WP: The winding path of Trump’s response to the virus, in his own words

•   WP: U.S. proposes transitional government for Venezuela, without Maduro or Guaidó

•   FT: Trump to suspend some tariffs for 90 days

•   FT: US hospitals face severe ventilator drugs shortage

•   FT: UK’s biggest lenders suspend dividends after BoE pressure

•   FT: Banks say Fed rescue threatens mortgage hedging strategies 

•   FT: Big banks left hanging after ‘disaster’ in risky loan market

•   FT: Lockdown fatigue hits after Europe cracks down 

•   FT: Oil tanker owners cruise to bumper quarter as rates surge

•   FT: Poverty helps make Detroit next US virus hotspot

•   FT: Chinese mask makers use loopholes to speed up regulatory approval  

•   FT: Germany braced for jobless surge as companies rush for state funds

•   FT: Trump rolls back US fuel economy standards

•   FT: European trade channel with Iran facilitates first deal   

•   FT: Bond manager seeks waiver to avoid fire sale of junk bonds

•   FT: Virus death toll higher than published UK daily figures, data indicate

•   FT: UK Treasury resists clamour for industry bailouts over coronavirus

•   FT: 1m car workers in Europe hit by coronavirus shutdowns

•   FT: EU declines to criticise Hungary over move to rule by decree

•   FT: Erdogan under pressure as Turkey’s coronavirus toll mounts

•   FT: Brussels plans jobless reinsurance scheme to fight virus fallout

•   FT: Pandemic reshapes British and EU politics

•   FT: The costs of Europe’s economic hibernation

•   FT: EU countries step up ‘solidarity’ in fightback against critics

•   FT: Outbreak makes America’s truckers heroes of the highway

•   FT: Regulators across Europe clash over bans on short selling

•   FT: Dealmaking grinds to a halt on coronavirus impact

•   FT: Quarantined offshore: North Sea energy groups rocked by coronavirus

•   FT: Amazon auditions to be ‘the new Red Cross’ in Covid-19 crisis | Free to read

•   Bloomberg: New York Coronavirus Cases Surge Past China’s Hubei Province

•   Bloomberg: Social Distancing Shows Signs of Curbing Virus on West Coast

•   Bloomberg: China Reveals 1,541 Symptom-Free Virus Cases Under Pressure

•   Bloomberg: Dutch Scientists Find Novel Coronavirus Early-Warning Signal

•   Bloomberg: Economists Are Losing Hope in a ‘V-Shaped’ Post-Virus Recovery

•   Bloomberg: Japan Is Counting on Obedient Citizens to Lock Themselves Down

•   Bloomberg: Food Security Fears Starting to Threaten Rice Exports in Asia

•   Bloomberg: Leading Abe Successor Raises Doubts About New Olympics Date

•   Bloomberg: The Return of the Barter Economy, Swapping Eggs for Toilet Paper

•   Bloomberg: Doctors Say It’s Only a Matter of Time Before Virus Sweeps India

•   Bloomberg: Retailers Furlough 600,000 Despite Stimulus, More Expected

•   Bloomberg: Chinese Shoppers Can Go Out Again. Online Buys Show They Won’t.

•   Bloomberg: Deeply Distressed Companies Risk Shut Out From Fed’s Loans

•   Bloomberg: Japan’s Lehman Response Suggests Abe Will Add to Record Stimulus

•   Bloomberg: Virus Adds to Inflation Doubts at Key Time for Latin America

•   Bloomberg: Not Made in China Is Global Tech's Next Big Trend

•   Bloomberg: Turkey Widens Virus Response With Central Bank’s Bond Buying

•   Bloomberg: BOE Should Buy U.K. Debt Directly From Government, Former Official Says

•   Bloomberg: Half a Million German Companies Ask for Wage Support for Workers

•   Bloomberg: Soaring Unemployment Means One in Five Canadians Could Miss Payments

•   Bloomberg: Bitcoin’s March Plunge Is Worst Since the Crypto Bubble Burst

•   Bloomberg: Italian Finances Have Become Europe's Problem: Brussels Edition

•   Bloomberg: After Coronavirus Stimulus, Calls for US Business Recovery Fund

•   Bloomberg: India Lockdown Casts Shadow on Biggest Buyer’s Palm Imports

•   Bloomberg: As Many as 200,000 Could Die in U.S. Outbreak, Birx Says

•   Bloomberg: Vietnam Orders 15-day Nationwide Isolation From April 1

•   Bloomberg: Coronavirus Europe News: $178 Billion in Dividends at Risk

•   Bloomberg: Pandemic Reveals the Science of Risk That Shapes Our Lives

•   Reuters: UK coronavirus deaths rise by 27%, minister laments shocking toll

•   Reuters: U.S. senators urge coronavirus delay to June 1 USMCA trade deal start date

•   Reuters: Exclusive: Coronavirus stalls Chinese approvals of new Brazil meat exports

•   Reuters: Canada coronavirus deaths jump by 35%, Quebec says equipment running low

•   Reuters: Keep global food supply chains intact, WTO, U.N. agencies urge

•   Reuters: Russia coronavirus cases jump to 2,337 in record daily rise

•   Reuters: Indonesia confirms 114 new coronavirus infections, taking total to 1,528

•   Reuters: Thailand reports 127 new coronavirus cases, one death

•   Reuters: Myanmar reports first coronavirus death as case numbers rise

•   Reuters: Brazil's Vale says resumption of lost capacity could be slowed

•   CNN: Goldman Sachs now expects US unemployment to hit 15%

•   CNN: Food supply worries farmers in US as coronavirus disrupts their work

•   CNN: It will be a devastating week for the US economy. There is no playbook -- and stimulus must come fast

•   CNBC: Largest US mall owner, Simon Property, furloughs 30% of workforce, adding to avalanche of coronavirus-related retail layoffs

•   CNBC: Coronavirus bailout: Senators push Mnuchin to guarantee oversight of fund

•   CNBC: Oil prices are on track for their worst ever quarter as coronavirus slashes demand

•   CNBC: The coronavirus crisis ushers in new working from home perks

•   CNBC: Coronavirus shakes markets, but investors are putting money into China

•   CNBC: Bill Gates: How the coronavirus pandemic can help the world solve climate change

•   CNBC: Cell therapy to fight COVID-19 awaits FDA approval for clinical trial

•   CNBC: Coronavirus is sparking the worst recession since WWII, Stephen Roach warns

•   CNBC: Geely Automobile outlook as China returns to work after coronavirus outbreak

•   CNBC: Coronavirus shock is pushing global growth toward zero, S&P says

•   MarketWatch: Will companies in the Dow report earnings as usual despite COVID-19 disruptions, or delay them because they can?

•   MarketWatch: Trillions in coronavirus spending could explode deficits to World War II levels

•   Fox Business: Oil's record coronavirus slide is nowhere near bottom

•   SCMP: Pet cat becomes Hong Kong’s first to test positive for coronavirus

•   SCMP: Coronavirus crisis a chance for China ‘to refocus on food security’

•   SCMP: Central bank adviser urges China to drop 2020 GDP growth target amid virus

•   매경(P1): [단독] 재계 "현금 최대한 확보하라"

•   매경: 기업들 `코로나 버티기`…월급 깎고 단기CP서 긴급자금 조달

•   매경(P1): 재난지원금 `우왕좌왕`…지급기준 논란 불붙어

•   매경: 소득기준 논란…전산화된 부동산·車 넣고 금융자산은 뺄듯

•   매경: 아동수당, 상위 10% 걸러내려다 첫해 대상선별에만 1600억 썼다

•   매경: 세금 꼬박 내는 맞벌이는 왜 안주나…커지는 형평성 논란

•   매경: 재원 바닥났는데…이재명·이용섭 "지자체 2조원 부담 납득 안돼"

•   매경: 이중·삼중 중복지원에 지역별 200만원 격차도

•   매경: 강남 재건축부터 `뚝뚝`…3~5억 내린 급매물 속출

※   전경련: 코로나19로 인한 산업 영향 전망 조사

•   매경: 10개 업종 중 9개 "코로나로 실적 악화"

•   매경: 주한미군 韓근로자 무급휴직 결국 현실로

•   매경: 한미통화스왑 120억달러중 은행들 87억달러만 대출

•   매경: [금융 라운지] 산업은행이 `韓銀 특별융자` 거부한 까닭은

•   매경: 작년 R&D 사상최대 투자…하이닉스 비메모리서 승부

•   매경: 與野 "투자시장 살려야"…거래세 폐지·손익합산과세 한목소리

•   매경: 금융권 23社 `10조 증안펀드` 공식출범

•   매경: 2267→1457→1754→?…코스피 `V자 반등` 할까

•   매경: 15억넘는 주택 거래 10채 중 8채가 강남 3구

•   매경: 상한제·코로나 충격에도 재건축 조합설립 잇따라

•   한경(P1): 대기업마저 돈가뭄…은행 대출 폭증

•   한경: 돈 푼다 해도 단기자금 경색…삼성전자마저 CP시장 점검

•   한경: 30대 기업 현금 창출능력 1년 새 30% 급감…차입금은 44兆 폭증

•   한경(P1): 코로나發 서글픈 호황…황학동 철거업체 "돈 잘 벌어도 자영업 파산 보면 마음 아파"

•   한경(P1): 韓銀, Fed서 달러 조달 채널 또 확보

•   한경: 한국, 수백억弗 조달 가능…통화스와프 이어 '달러 안전망' 구축

•   한경(P1): [단독] 與, 외환위기 때 내놨던 무기명 채권 도입 검토

•   한경: 서울에도 1200원대 휘발유 등장

•   한경: "글로벌 셧다운…한국 올해 성장률 0.7%P↓"

※   국회예산정책처: [NABO Focus 제15호] 코로나19 세계적 유행의 경제적 영향

•   한경: 성난 '부동산 민심'에…與野 후보 모두 "보유세 인하"

•   한경: 요금 납부도 유예…전기료 인상 물 건너간 한전

•   한경: 대통령 앞장선 '급여 반납', 公기관 줄줄이 동참한다지만…

•   한경: 한은, 사상 첫 '5兆 순익' 어떻게 냈나

•   한경: 8인치 집착의 승리…매그나칩반도체 '반전 드라마'

•   한경: 수출길 막힌 한국車…"한달 생산계획 무의미, 이제 안짠다"

•   한경: 세 번째 체질 바꾼 SKC, 반도체·디스플레이 넘어 모빌리티 사업까지 확장

•   한경: "현금 확보하라"…2월 회사채 발행 45% 급증

•   한경: 상장폐지 대상 기업 40社…1년 새 25% 늘었다

•   한경: 코로나19에 경제 위기라지만…돈 버는 사람은 있다

•   한경: 믿을 건 金이다?…코로나 사태에도 '金테크' 인기 지속

•   한경: 예금자 보호되는 '달러화 통장'부터 개설…단기 자금은 RP로

•   한경: 주택담보대출 금리는 되레 더 오를 가능성

•   서경(P1): 실직자 29% 급증···"최저임금 동결해야"

•   서경: 재계, 최저임금 차등화·주휴시간 제외 '패키지 요구' 나설듯

•   서경: 동네마다 기한 제각각...지역상품권 받고도 못쓸라

•   서경: 슈퍼예산 이어 추경 또 추경...채권시장 초긴장

•   서경: 9차 전력수급계획 4월 윤곽···석탄발전 확 낮추고 재생에너지 숨 고를듯

•   서경: '예타 면제' SOC에 지역 건설사 참여 의무화

•   서경: 겹악재에...반도체업계 '투자 몸조심'

•   서경: 삼성전자 차세대 TV, QD·마이크로LED 경쟁 예고

•   서경: [5G 상용화 1년]애플 뛰어드는 5G폰 시장 진검승부 예고

•   서경: 코로나에 휩쓸려...10대 그룹 1분기 시총 170조원 증발

•   서경: 15만명이 'AI 자산집사' 고용...변동성장서 수익률 빛났다

•   서경: "코로나 변이하면 백신 소용없다? 틀린 얘기죠"

•   서경: [시그널FOCUS] "두산건설 매각 성사 어려워"... 알짜 계열사 처분 방향에 '촉각'

•   조선(P1): "전국민에 매달 60만원"… 與비례당 대놓고 돈선거

•   조선(P1): 9일부터 초유의 온라인 개학, 수능도 미뤄져 12월 3일

•   조선(P1): 코로나 前에도, 한국기업 작년 영업익 반토막

•   조선: 이 와중에 노조는 "해고자 복직하라, 특별 위로금 달라"

•   조선: 하이닉스 -66%, 현대제철 -83%… 작년 폭풍 이어 올해 태풍 온다

•   조선: "시가총액 매년 1% 환수" "원전 위험세"

•   조선: 정부는 마스크 1억3000만장 나눠준다는데… 취약계층은 구경도 못했다

•   조선: '빅5' 병원 첫 코로나 확진자, 서울아산병원서 9세아 양성

•   조선: [특파원 다이어리] 두달만의 출근… 中 엘리베이터 앞엔 이쑤시개가 놓여있었다

•   조선: 월급 삭감, 해고, 투자 취소… 국내외 스타트업 와르르

•   조선: 반도체가 삼성전자를 구할 수 있을까?

•   조선비즈: 불황에 무너지는 공장… 경매 예정물건 7배 가까이 늘어

•   조선비즈: HDC, 아시아나 인수 무기한 연기... '코로나' 암초 만났다

•   중앙: "정부지원 신청하면 통화중···브로커 전화만 하루 10통 온다"

•   중앙: 재난지원금 줄이자는 홍남기, 당·청 “선거 코앞인데” 압박

•   중앙: 저소득층 소비쿠폰, 넉달치 최대 140만원 한꺼번에 준다

•   중앙: [현장에서] 재난지원금 지급 기준 묻자 “일상적 소득” 얼버무린 장관들

•   중앙: 80대 이상 치명률 중국 넘어서 “요양병원 감염 예방 집중을”

•   중앙: “외국인 한국자산 계속 팔 것, 곧 닥칠 2차충격 대비를”

•   중앙: 삼성 16개 계열사 작년 영업이익 반토막

•   동아: 3차 추경 불지피는 與, “매표행위” 날세우는 野

•   문화: 탈원전 직격탄 두산중 700명 명퇴

•   문화: 외국인 Sell 개인은 Buy… ‘개미들의 베팅’ 성공할까

•   문화: 직장인 “재택근무 만족” 74%… “효율성 높다” 35%뿐

•   한겨레: 두산중공업 1조 수혈에도 경영 정상화 불투명…모두 탈원전 때문?

•   머니투데이: 유례없는 '패닉셀링' 겪은 증시…4월 투자는 이렇게

•   머니투데이: 도시봉쇄에 스마트폰도 안팔려…삼성전자 목표주가 낮아졌다

•   머니투데이: '포스트 코로나' 향하는 재계 총수들…"위기 이후 내다봐야"

•   헤럴드경제: 일본 도쿄지역 ‘도시봉쇄’ 초읽기…현지 한국기업 비상

•   헤럴드경제: 반도체·태양광·화학 견조한 버팀목…삼성전자·한화큐셀 “해외공장 가동”

•   헤럴드경제: 국내 R&D 조직 10곳 중 7곳 투자계획 축소

•   헤럴드경제: 가전·車 공장 잇단 ‘셧다운’…1차 협력사 철강산업 ‘비상’

•   헤럴드경제: 삼성전자·SK하이닉스 시총 세계 순위 ‘쑥’

•   헤럴드경제: “올랐다” vs “내렸다”…혼란 키우는 부동산 시세

•   파이낸셜뉴스(P1): 구조조정 광풍 분다, 최악 시나리오 짜는 산은

•   파이낸셜뉴스: 외국인 원화채 보유잔액 134조 육박 ‘사상최대’… 3월에만 7조4000억 사들였다[마켓워치]

•   파이낸셜뉴스: 임대인 "말도 없이 임대료 안내니.."..임차인 "매출 줄어 깎아달라 해도.." [코로나19 경제 직격탄]

•   파이낸셜뉴스: [단독] 판매·유통망도 무너진다… 삼성, 해외 체험관 줄폐쇄

•   파이낸셜뉴스: 항공업계 정부 지원 '새발의 피'… 석달이상 버티기 힘들다

•   아시아경제(P1): 인프라코어·밥캣 분리 여부, 두산重 자구안 핵심될 듯

•   아시아경제(P1): 삼성전자 外人 지분율 55% 아래로

•   아시아경제: 외인 6.5兆 '팔고' 개인 6兆 '사고'…삼성전자 '錢의 전쟁'

•   아시아경제: 은행의 고민 "한미 통화스와프 달러, 입찰하긴 해야 하는데…"

•   아시아경제: 배당주 수익 쏠쏠…급락장에 상대적 수익률 높아져

•   디지털타임스: 두산重 위기때마다 구원투수된 산은·수은

•   이데일리: 두산그룹, 두산중공업發 구조조정..글로벌 금융위기후 최악 상황 직면

•   이데일리: 대한건설協, 코로나19 극복위해 SOC예산 ‘5조’ 추경 건의

•   이데일리: 수출입銀, 4월 만기 '5억달러 외화채권' 대출전환 유력

•   연합: 국내 최대 발전용량…솔라시도 태양광단지 상업운전 시작

•   뉴시스: 통합당 경남선대위, 탈원전정책 폐기·신한울 3·4호기 건설 재개 촉구

•   뉴시스: 에너지공단, RPS 고정가격계약 경쟁입찰…"역대 최대 규모"

•   뉴스1: '넥스트 코로나' 준비하는 전기車 배터리…"힘들어도 앞만 본다"

•   이투데이: 두산그룹 전반에 번진 두산건설 ‘동반 부실 트리거’

•   이투데이: 건설업 M&A '승자의 저주' 떨칠까… 두산건설 앞에 놓인 가시밭

•   이투데이: 두산건설 매물로…10년전 미분양 치명타의 후폭풍

•   CEO스코어데일리: 발전 6개사, 지난해 영업이익 3617억 ‘급감’…부채비율도 ‘빨간불’

•   뉴데일리: '공격 투자' 전기차 배터리3사, 코로나 역풍… 재무구조 '경고등'

•   뉴데일리: 두산건설 매각설에 시장 들썩…인수가치 장단점 따져보니

•   머니S: [단독] 두산重, 직원 학자금·성과급 지급 보류… 자구책 일환?

•   서울이코노미뉴스: '자질 미달‘ 박정원, 두산 말아먹나? 재정난으로 1조 받으며 수십억 고배당

•   더구루: 두산밥캣 美공장 근로자 '코로나 공포' 호소…"공장 내 보호장치 전무"

•   Power Engineering: Hydropower and COVID-19: How Utilities Globally Are Keeping Plants and Personnel Safe

•   Power Engineering: Siemens Gamesa 170-meter rotor debuts in Swedish onshore wind project

•   reNews: COVID-19: Germany 'must not forget climate protection'

•   reNews: EU urged to support ‘critical’ wind component output

•   reNews: COVID-19: Vestas closes two factories in Spain

•   에너지경제: '청정 수소 경제' 대중화, 온실가스 감축 위한 수단이지만…'난제 산더미'

•   전기신문: (전력산업 좌담회)①제9차 전력수급기본계획, 석탄 감축과 LNG 확대가 정답인가

•   KHL: Exclusive: how is China’s construction equipment sector recovering?

•   Equipment World: VIDEO: The Cat ConExpo 2020 Experience: Machine Demo Show From Operator Stadium

•   Equipment World: Cat to lay off workers in East Peoria due to coronavirus impact

•   Equipment World: Contractors can get grant-like forgivable loans under coronavirus relief law

•   Industrial Vehicle Technology: CNH Industrial withdraws financial outlook for 2020

•   건설경제: 신재생에너지 법안 26건 폐기 위기

•   건설경제: 우량건설사 하도급대금 지급보증 면제 ‘폐지’

•   건설경제: 지역 경제 활성화, SOC 사업이 앞장선다

•   OilPrice.com: How Russia Is Shedding Its Venezuelan Assets

•   OilPrice.com: How Coronavirus And An Assassination Could Transform Iran

•   OilPrice.com: The Most Expensive Oil And Gasoline In The World

•   OilPrice.com: Relief On The Horizon? Trump And Putin Discuss Oil Markets

•   CNET: iPhone 9 may launch soon after case spotted in Best Buy leak

•   전자신문: 삼성 시스템반도체 '질주'...패키징·테스트 아웃소싱 업계 '분주'

•   전자신문: [코로나19]예상보다 강한 코로나19 충격파…삼성-LG 실적 전망 하락

•   전자신문: [코로나19 함께 극복하자]무협 보고서, "美, 코로나19에도 자국 중심 통상 정책 추진" 전망

※   무역협회: [통상리포트]코로나19 변수와 미국 통상정책의 향방

•   전자신문: [소부장 특별법 시행] 경쟁력 강화대책과 연계…'흔들리지 않는 소부장 강국' 실현

•   전자신문: [소부장 특별법 시행] 해외 의존도 높은 소부장 생태계…'기술 자립' 최우선

•   전자신문: [소부장 특별법 시행]강경성 산업부 산업정책실장 "올해 소부장 세계화 위한 전략 강화"

•   ZDNet Korea: 5G, 됐고...5G+가 진짜 필요해졌다

•   ZDNet Korea: 코로나19 장기화…글로벌 TV 시장 구도 요동

•   디지털데일리: 삼성, 30년 만에 LCD 철수…삼성전자 QLED TV는?

•   Phone Arena: Here is why we could see the Apple iPhone 9 unveiled tomorrow

•   Phone Arena: Huawei says China will retaliate against the U.S. if Trump disrupts the flow of chips

•   Phone Arena: Huawei P40 Pro contains US parts despite US’ trade ban

•   Phone Arena: Huawei shipped over 44 million flagship smartphones last year

•   Hannover Messe News: US researchers develop swarm robots with community spirit

•   Robotics Tomorrow: How Smart Manufacturing Solutions Address Current Megatrends in the Packaging Industry

•   Robot Report: Perception-action loops for drones develop with Microsoft simulation approach

•   로봇신문: 인도, 드론 활용해 코로나 19에 맞선다

•   로봇신문: 中 산업용 로봇 신규 국가 표준 발표

•   로봇신문: “자동차 5%만 자율화해도 10% 연료절약 효과” 추정

•   Nikkei Asian Review: Sell-offs pummel corporate Japan's stock portfolios

•   Nikkei Asian Review: Tokyo is in danger: Caixin reporter's notebook

•   Nikkei Asian Review: From Avigan to remdesivir, hopes run high for coronavirus drugs

•   Nikkei Asian Review: Asia's borders, business and trade reshaped by coronavirus

•   Nikkei Asian Review: World Bank warns of 'third shock' after coronavirus and trade war

•   Nikkei Asian Review: Shipping industry's worst nightmare: A corona Christmas

•   Mainichi: Japan Display to sell part of display plant to Apple for $200 mil.

•   Japan Times: Japanese car production in China down 86% in February

•   Economic Times: Myriad rules by states creating hurdles: Companies

•   Livemint: Govt plans fiscal stimulus to jumpstart economy

•   Folha de S.Paulo: Coronavirus Deaths in Brazil Rise to 159; Country has 4,579 Confirmed Cases

•   Folha de S.Paulo: How Bolsonaro Is Undermining Measures to Combat Coronavirus

•   Moscow Times: As Recession Looms, More than 60% of Russians Have No Savings

•   Jakarta Post: Indonesia announces Rp 405 trillion COVID-19 budget, anticipates 5% deficit in historic move

•   Jakarta Post: Govt to set up cash transfer mechanism before imposing quarantine

•   Jakarta Post: Jokowi announces free electricity, discounts for households hardest hit by COVID-19 impacts

•   Jakarta Post: Experts warn it will take time for local carmakers to producer ventilators

•   Jakarta Post: Coal mining giant Bumi records 97 percent plunge in profit

•   Jakarta Post: Government delays 2020 regional elections, reallocates budget to fight COVID-19

•   Viet Nam News: State budget revenue declines amid COVID-19 battle

•   Myanmar Times: Construction contraction due to virus outbreak

[Opinions]

•   Project Syndicate(Robert J. Shiller): The Two Pandemics

•   Project Syndicate(Alexander Soros): The Spirit of Milan

•   Project Syndicate(Jan-Werner Mueller): Beware Viral Enabling Acts

•   Project Syndicate(Kemal Derviş): The COVID-19 Solidarity Test

•   Project Syndicate(Sławomir Sierakowski): Sławomir Sierakowski Says More…

•   Project Syndicate(Sławomir Sierakowski): Populists Love the Pandemic

•   Project Syndicate(Jean Pisani-Ferry): Will the Economic Strategy Work?

•   FT(Editorial Board): Hungary is no longer a contestable democracy

•   FT(Editorial Board): Donald Trump must drop political bias in virus response

•   FT(Martin Wolf): The tragedy of two failing superpowers

•   FT(Gillian Tett): The Federal Reserve unshackled

•   FT(Leo Lewis): Coronavirus erodes Abe’s leadership record as Tokyo’s governor rises

•   FT(Alfonso Prat-Gay): How to help emerging markets fight Covid-19

•   FT(Bryan Harris): The window is closing fast on Brazil’s economic reform agenda

•   FT(Izabella Kaminska): Untested digital finance fix for Covid-19 is folly

•   FT(Julian Peto): How to ramp up Covid-19 mass testing in the UK

•   FT(Frank-Walter Steinmeier): Five world leaders: No time for geopolitical turf battles

•   FT(Lorenzo Bini): Coronabonds are no easy fix

•   FT(Lex): Indian outsourcers: victims of de-globalisation

•   FT(Lex): High-yield bonds: looking Yum-my

•   FT(Lex): Huawei: outfaced abroad, outflanked at home

•   WSJ(Walter Russell Mead): U.S. Leadership Will Survive Coronavirus

•   WSJ(Amit Seru, Luigi Zingales): Save Capitalism From the Cares Act

•   WSJ(Walter Olson): Federalism and the Coronavirus Lockdown

•   NYT(David Leonhardt): The U.S. Is Not Winning the Coronavirus Fight

•   NYT(Ross Douthat): The Coronavirus and the Conservative Mind

•   NYT(Farhad Manjoo): It’s Time to Make Your Own Face Mask

•   NYT(Shub Debgupta): Will the Coronavirus Threaten Our Food?

•   NYT(Greg Bensinger): We Need Amazon During the Coronavirus. That’s a Problem.

•   NYT(Gail Collins, Bret Stephens): Coronavirus Has Taught Us More About Trump Than We Wanted to Know

•   WP(Catherine Rampell): Saving lives in the pandemic will also save the economy in the long run

•   WP(Henry Olsen): The coronavirus polling bump is real. But Trump’s is abnormally small.

•   WP(Dana Milbank): What kind of person calls 100,000-plus dead a ‘very good job’?

•   WP(David Von Drehle): Covid-19 numbers are terrifying. But don’t lose sight of the good numbers.

•   WP(Paul Waldman): The November election is going to be a nightmare

•   WP(Paul Waldman): Bernie Sanders is almost ready to drop out. But not quite yet.

•   WP(Marc A. Thiessen): We finally have the sustainable coronavirus strategy Trump has been demanding

•   WP(León Krauze): Mexico and coronavirus: As covid-19 threatens its economy, AMLO antagonizes investors

•   WP(Monica Medina, Miro Korenha): The environmental upside of the virus shows the green way ahead

•   WP(Asli Aydintasbas): The coronavirus is exposing the flaws of Erdogan’s strongman rule

•   WP(Brian Klaas): The pandemic is about to devastate the developing world

•   Bloomberg(Conor Sen): U.S. Economy Will Be in Trouble If Boomers Don't Come Back to Work

•   Bloomberg(Noah Smith): A Smart Plan to End the U.S. Lockdown Arrives Just in Time

•   Bloomberg(Mihir Sharma): Only Global Agencies Can Save the World From Covid-19

•   Bloomberg(Brian Chappatta): Distressed-Debt Vultures Might Already Be Too Late

•   Bloomberg(Liam Denning): Energy Jobs Could Be Greener After Coronavirus

•   Bloomberg(Liam Denning): Trump’s Energy Dominance Gives Way to Incoherence

•   Bloomberg(John Authers): Will the Dollar Always Rule? Ask the Archduke

•   Bloomberg(Julian Lee): Trump and Putin Are All Talk on Oil Price Plunge

•   Bloomberg(Clara Ferreira Marques): Food Supply Is the Next Virus Headache

•   Bloomberg(Therese Raphael): Science Isn’t A Clear-Cut Pandemic Guide

•   Bloomberg(Ferdinando Giugliano): Italy's Outbreak Is Slowing. So What Happens Next?

•   Bloomberg(Hal Brands): China’s Global Influence Operation Goes Way Beyond the WHO

•   Bloomberg(Timothy L. O'Brien): Covid-19 Brings a Reckoning to the Business World

•   Bloomberg(Hanno Lustig, Jeffrey Zwiebel): Pay a Bounty to Develop a Covid-19 Vaccine Faster

•   CNBC(Gary Vaynerchuk): Now, more than ever, is the time for businesses to think about innovation

•   CNBC(Joumanna Bercetche): Coronavirus: Emerging markets have limited power to tackle recession

•   CNN(Gary D. Cohn): The government stimulus will save millions of jobs

•   MarketWatch(Caroline Baum): Trump’s right! There’s never been anything like this before

•   MarketWatch(Jurica Dujmovic): As coronavirus hits hard, Amazon starts licensing cashier-free technology to retailers

•   Economic Times(Ruchir Sharma): View: India isn't US, it must get its people back to work as soon as possible

•   중앙(박진석): [분수대] 두산

•   문화(주한규): 탈원전 폐해, 유권자가 알아야 한다

•   아시아경제(문채석): [기자의 눈]정부가 두산중공업을 지원하는 이유

•   아이뉴스24(이영웅): [기자수첩] 두산重 경영 정상화 첩경은 오너家의 자양분

•   헤럴드경제(이상훈): 코로나 바이러스와 M&A

※   ‘미운 오리 새끼’였던 밥캣이 ‘백조’가 된 가장 큰 이유는 밥캣은 아무리 힘들더라도 근본 경쟁력을 해치는 일은 하지 않았다는 점에 있다.