Business Intelligence Monitor 200403

(Introduction)

[Markets]

•   Global: Stocks climb on oil price surge despite grim U.S. jobs data

※   Macro 백업표

※   Industry 백업표

•   US: Tesla Deliveries Beat Analysts’ Estimates, Sparking Stock Rally

•   한국: 코스피, 2.3% 올라 1,720선 회복…외국인은 또 '팔자'

•   한국: 1달러=1228.3원, 외환시장 안정 찾았나

•   Oil: Crude Leaps 25% on Hopes for End to Price War

•   Grains: Wheat tumbles on weak export sales, coronavirus recession fears

[Indicators]

•   US Feb. Balance of trade: U.S. Trade Gap Narrowed in February as Coronavirus Spread

•   US Weekly Jobless claims: Record 6.6 Million Americans Sought Unemployment Benefits Last Week

※   WSJ: Record Unemployment Claims Unlikely to Show Up in Friday’s March Jobs Report

•   UK Mar. House prices: U.K. House Prices Were Soaring Before Coronavirus Hit

•   한국 1분기 수도권 아파트 매매량: 코로나에도…수도권 1분기 거래량 최대

•   한국 2분기 대한상의 BSI: "내일이 더 걱정"…‘금융위기’ 때로 돌아간 제조업 체감경기

•   한국 3월 CPI: 3월 물가 1.0% 상승…"코로나19로 가공식품·축산물↑"

•   한국 3월 외환보유액: 외환보유액, 90억달러 '급감'…4000억달러 턱걸이

•   한국 주간 아파트 가격(감정원): 서울 아파트값 10개월만에 꺾였다

※   매경: 강남 하락폭 더 커지고…마용성도 마이너스로 돌아서

•   한국 주간 아파트 가격(부동산114): [아파트 시황] 서울 아파트값 10개월만에 하락

•   Indonesia Mar. CPI: Inflation stable in March but COVID-19 risks loom over outlook: Economists

•   Coronavirus: SCMP Live Updates

[News]

•   WSJ: Some Nations Look to Mass Testing for Faster Way Out of Coronavirus Crisis

•   WSJ: Coronavirus Cases Top One Million Globally as Economic Toll Mounts

•   WSJ: Trump Invokes Korean-War Era Law to Get Ventilators Built Amid Short Supply

•   WSJ: China’s New Coronavirus Policies Disrupt U.S. Air Cargo Operations

•   WSJ: The Rush for $350 Billion in Small-Business Loans Starts Friday. Banks Have Questions.

•   WSJ: GE to Furlough Thousands of U.S. Aviation Workers Due to Air Travel Slump

•   WSJ: A Million N95 Masks Are Coming From China—on Board the New England Patriots’ Plane

•   WSJ: In Developing World, Coronavirus Slams Workers in Informal Economy

•   WSJ: Fed’s Robert Kaplan Says More Fiscal Stimulus Appears Necessary

•   WSJ: New York Fed Paper Sees Value in Holding Back Bank Data in a Crisis

•   WSJ: Newsletter: Millions More Unemployed

•   WSJ: Transcript: WSJ Interview With Boston Fed President Eric Rosengren

•   WSJ: Fed's Rosengren Says Americans’ Confidence in Coronavirus Measures Will Determine Economic Damage

•   WSJ: Amazon Has Hired 80,000 Workers Out of 100,000 Plan

•   WSJ: Biotech Pioneer Amgen Joins Hunt for Coronavirus Drug

•   WSJ: 3-D Companies Tackle Coronavirus Supply Shortages

•   NYT: Boeing Offers Staff Buyouts as Coronavirus Takes Toll

•   NYT: Auto-Parts Suppliers Teeter as Car Production Halts

•   NYT: Where America Didn’t Stay Home Even as the Virus Spread

•   WP: White House to urge Americans to wear face coverings in public to slow spread of coronavirus

•   WP: Sluggish federal response and liability fears led to U.S. mask crunch

•   FT: JPMorgan on collision course with US Treasury over rescue loans

•   FT: US mortgage lenders face liquidity crunch

•   FT: German companies in the dock over dividend plans

•   FT: Democratic convention postponed until August

•   FT: Pelosi launches House committee to oversee virus relief

•   FT: Investors braced for credit crisis in emerging markets

•   FT: How the coronavirus threatens Asia-Pacific’s $7tn pensions market

•   FT: Germany lifts coronavirus ban on seasonal workers

•   FT: Hungary to keep details of Beijing-funded rail link secret

•   FT: Political divisions deepen as Spain battles coronavirus

•   FT: China-based AIIB to lend $5bn to battle coronavirus

•   FT: Emergency loans unveiled for ‘squeezed middle’ companies

•   FT: The troubled waters for oil

•   FT: Years of UK jobs growth wiped out by coronavirus

•   FT: Construction confusion as UK working instructions published then withdrawn

•   FT: Qatar lines up bond deal as virus and oil crash hit economy

•   FT: UK pushes back on Brexit promises on EU regional trademarks

•   FT: China Mobile picks Huawei and ZTE to build its 5G network

•   FT: Crisis response is stuck in regulatory quagmire

•   FT: Germany conducting more than 50,000 virus tests a day

•   FT: Why the real economy needs a prudential authority too

•   FT: Muslims fear backlash of India’s coronavirus fury

•   FT: Has China Won? by Kishore Mahbubani — stars and gripes

•   FT: Coronavirus leaves wealthy Norway facing tough spending choices

•   FT: The coronavirus chancellor: how Rishi Sunak took centre stage

•   FT: Trump considers reducing US domestic air travel

•   FT: Half of UK companies seek to furlough staff over coronavirus

•   FT: Experts scratch heads over White House death forecast

•   FT: With Johnson under fire, blame game begins over virus crisis

•   FT: Tragedy unfolds as deaths rise in Europe’s homes for elderly

•   FT: China, coronavirus and surveillance: the messy reality

•   Bloomberg: Fresh Coronavirus Testing in China Finds More Symptomless Cases

•   Bloomberg: China Rejects U.S. Intelligence Claim It Hid Virus Numbers

•   Bloomberg: Trump’s Disputed Claim of Saudi, Russia Oil Cuts Jolts Markets

•   Bloomberg: Trump’s Saudi-Russia Oil Gambit Faces Resistance at Home

•   Bloomberg: Spain’s Deadly Day Signals No Letup in Europe Virus Lockdown

•   Bloomberg: India Finds Itself At The Back of The Line For Virus Test Kits

•   Bloomberg: 5-Minute Virus Tests May Give Inaccurate Results, Fosun Warns

•   Bloomberg: Virus Boosts Rich Asian Interest in Sustainable Investing Trend

•   Bloomberg: Hedge Fund’s Big Short Shows Why Demand for Alt-Data Is Surging

•   Bloomberg: One Worker’s Grueling Journey Home Shows China Isn’t Normal Yet

•   Bloomberg: Almost 23 Million Thais—One-Third of Nation—Seek Cash Handouts

•   Bloomberg: The Virus Is Bending Most Markets. Will Renewable Energy Break?

•   Bloomberg: Pressure for Tighter Climate Goals Evaporated With COP26 Delay

•   Bloomberg: Europe’s Green Transition Risks Becoming a Victim of the Global Pandemic

•   Bloomberg: Virus Rips Into Middle-Class America, Where Finances Are Fragile

•   Bloomberg: White-Collar Job Security Exposes Huge Gap With Service Industry

•   Bloomberg: Ford Sees Talks With U.S. on Cash for Clunkers-Like Stimulus

•   Bloomberg: In Just Three Weeks, 10% of Workers in These States Are Jobless

•   Bloomberg: Energy Industry in Canada Needs $20 Billion in Aid, Kenney Says

•   Bloomberg: World’s Virus Crisis Fighters Can Learn From Greek Tales of Woe

•   Bloomberg: V, L or ‘Nike Swoosh’? Economists Debate Shape of Global Recovery

•   Bloomberg: Half of All Jobs in Africa Imperiled by Virus Fallout

•   Bloomberg: Emergency Rate Cut Gives Way to Pause in Egypt to Dodge Outflows

•   Bloomberg: Coronavirus Is Putting Europe’s Green Transition to the Test

•   Bloomberg: Oil at $4 a Barrel? That’s the Price Belarus Offered Russia

•   Bloomberg: What the Coronavirus Pandemic Means for Renewable Energy

•   Bloomberg: Big Oil Has $12 Billion Bond Splurge as Oil Slump Saps Cash

•   Bloomberg: Asian Currencies Set to Benefit From Collapse of Oil: Barbe

•   Bloomberg: U.K.’s Faltering Economic Rescue Adds to Challenges for Johnson

•   Bloomberg: Oil Tanks at Africa Hub Off Limits to Many as Market Floods

•   Bloomberg: Sharp Slowdown Seen in Asia IPO Deals With Stocks in Bear Market

•   Bloomberg: Supply Chains Latest: Virus threatens half of all jobs in Africa

•   Bloomberg: Putin extends Russia's coronavirus non-working period until April 30

•   Reuters: Brazil's Bolsonaro isolated, weakened by coronavirus denial

•   Reuters: Bolsonaro says coronavirus 'not all it's being made out to be'

•   Reuters: Indonesia needs 'massive, rapid' testing for coronavirus

•   Reuters: Spain's coronavirus deaths rise above 10,000, yet there is 'glimpse of hope'

•   Reuters: Two masks, no lockdown: Japan PM's latest coronavirus step riles social media

•   Reuters: China logs fewer coronavirus infections but tightens some curbs on movement

•   Reuters: India PM plans staggered exit from vast coronavirus lockdown

•   Reuters: Thousands of U.S. banks may sit out small-business rescue plan on liability worries: sources

•   Reuters: Boeing CEO sees lasting impact of coronavirus pandemic on aerospace industry: memo

•   Reuters: EU antitrust regulators pause Hyundai, Daewoo deal probe

•   Reuters: South Korea's coronavirus crackdown a boon for Moon ahead of polls

•   Reuters: Indonesia nickel miners urge end to export ban to cushion coronavirus impact

•   Reuters: Russia sets grain export quota, to sell bulk of stockpile amid coronavirus

•   CNN: Banks were the problem in 2008. They can help this time

•   CNN: Why the coronavirus crisis will expand America's racial wealth gap

•   CNN: What Matters: Our economy and the way we live have been changed for goodPolitics

•   CNN: The EU has found €100 billion to help support jobs

•   CNN: How quickly can the US economy bounce back? That depends on the virus

•   CNN: Oil prices could soon turn negative as the world runs out of space to store it

•   CNBC: Emerging markets will be 'cut to their knees' by pandemic, ex-IMF chief economist says

•   CNBC: Trump seen as ‘moderator’ in world oil talks as he prepares to meet US energy CEOs over price collapse

•   CNBC: Coronavirus: China defends data after report says US intel doubts numbers

•   CNBC: Disney to furlough non-union US park employees, waive annual pass fees

•   CNBC: GM, Honda partner to develop two new all-electric vehicles

•   CNBC: CBO sees GDP down 7% in second quarter and the jobless rate past 10%

※   CBO: Updating CBO’s Economic Forecast to Account for the Pandemic

•   CNBC: Moderna chairman: Coronavirus vaccine trial may enter phase 2 in spring

•   CNBC: Coronavirus help: Fed's Kashkari says 'err on the side of being generous'

•   CNBC: Oil price crash: Whiting Petroleum is first of many in US shale wipeout

•   CNBC: Chanos: Gig economy companies will emerge 'harmed' from coronavirus crisis

•   CNBC: Lockdowns, curfews and doorstep testing: Africa’s crackdown on the coronavirus

•   CNBC: Amazon blocks sale of N95 masks to public, begins supplying hospitals

•   MarketWatch: America’s housing market is showing the first signs of trouble because of the coronavirus pandemic

•   SCMP: China manufacturing hub faces grim test as pandemic erodes export orders

•   SCMP: Covid-19 could be under control by end of April, Chinese expert says

•   SCMP: China’s ‘super pigs’ not the answer to African swine fever woes, experts say

•   매경(P1): 이주열 "회사채 안정 위해 비은행 금융사에 대출 검토"

•   매경(P1): 코스피 삼성전자 비중 30% 상한선 없앤다

•   매경: 삼성전자 `ETF發 매물폭탄` 공포 사라졌다

•   매경(P1): 고액자산가 우선 제외 후 `건보료 기준` 지급대상 선정

•   매경: 복지 정보는 하위 50%만 관리…상위 30% 걸러내려니 `멘붕`

•   매경: 박원순 "정부·서울시 지원금 모두 수령 가능"

•   매경: 한국 하세월인데…해외선 소득만 보고 현금 바로 지급

•   매경: 호텔 90%↓면세점 65%↓…3월 들어 매출 수직 추락

•   매경: 우리 팀 영상회의…엑셀 잘 쓰면 `팀스`, 구글 편하면 `행아웃`

•   매경: 강남 재건축, 금융위기때 30% 빠져…`금리·공급·전세` 그때와 달라

•   매경: 채권 매입금리 이견에…채권안정펀드 첫날부터 가동 불발

•   매경: 한은, 무제한 돈풀기 첫날…증권사 5조 싹쓸이에 `화들짝`

•   매경: 아시아나 부채비율, 1년새 2배 뛴 1795%

•   매경: "2차 팬데믹 온다…코로나發 도미노 기업파산 막아라"

•   매경: 기내식 협력社 500명 사직…무너지는 항공산업

•   매경: 고전하는 LG디스플레이…매출·고용 내리막

•   매경: SK하이닉스, 중국 투자확대…현지법인에 3.3조 자금대여

•   매경: 韓銀 `무제한 돈풀기`에도…채권펀드 전망은 `글쎄`

•   매경: "자율車 도입, 인프라 갖춘 韓이 美보다 빠를것"

•   한경(P1): 저유가 쓰나미…정유 4社 하루 700억씩 손실

•   한경(P1): 로버트 배로 美하버드대 교수 "코로나發 공급 충격…돈풀기만으론 역부족"

•   한경: 로버트 배로 "소득주도성장은 불행한 슬로건"

•   한경: 자금난 기업 집중지원…코로나發 실업대란 막아야 후유증 최소화

•   한경: 직원 집에서 놀게 해야 나오는 고용유지지원금

•   한경: "LED 빛으로 30초 만에 코로나바이러스 99.9% 살균"

•   한경: 해외 건설공사 곳곳 '셧다운'…중동發 '수주절벽'까지 닥치나

•   한경: 높은 유류세 비중 탓에 휘발유값은 찔끔 하락…정유업계 "세금 인하를"

•   한경: "자금 필요한 대기업…정부 지원 바라지 말고 시장에서 조달하라"

•   한경: '해고 대란' 닥쳤는데…정부는 휴직 대책만

•   한경: 영세 자영업자 부가세 석달간 납부 유예

•   한경: 올 주주총회 부결 상장사 340곳…태반이 '3%룰'에 정족수 못 채워

•   한경: "1층 시세 15억 안 넘는데…왜 대출 안되나요"

•   서경(P1): 이낙연, 1주택자 종부세 감면 시사

•   서경: "지방세수 3조 감소"...지자체 곳간 비상

•   서경: 현대·기아차 인도 판매도 반토막···현지 공장 무기한 멈출수도

•   서경: 유럽 부품조달 제동···국내 車업계 '비상등'

•   서경: 코로나 불길에···줄줄이 멈춘 韓기업 해외공장

•   서경: 고사 직전 항공업계, 자본잠식 '쇼크'

•   서경: 개인주주 100만 육박...'국민주' 된 삼성전자

•   서경: "서울 집값, 당분간 약보합...금리 낮아 급락 가능성은 작아"

•   서경: 고용유지지원금 하루 신청 다시 3,000건 넘어

•   서경: 양대노총 위원장 만나면서...文정부 '재계 패싱' 언제까지

•   조선(P1): 소상공인 1000만원 긴급대출… 3일내 된다더니 15일 걸린다

•   조선: 속타는 소상공인 앞에 두고… "오늘 대출접수 끝" 6시 칼퇴근

•   조선: "은행으로 가라" "다시 소진공 가라"… 대출 뺑뺑이

•   조선: 코로나에 털린 재난기금… "태풍 안오기만 비나이다"

•   조선: 정부 "한·일 통화 스와프는 어려워"

•   조선: 스스로 빛을 내는 TV시대 활짝… LG가 선점, 中·日 맹추격전

•   조선: 집 한 채뿐인데도 세금폭탄… 공시가격 집단반발 확산

•   조선비즈: 100대 기업 CEO급 평균연봉 7억6000만원

•   조선비즈: AI로 예측한 코로나19 확산… "韓, 4월 기점으로 급확산 또는 종식"

※   MedRxiv: Forecasting the dynamics of COVID-19 Pandemic in Top 15 countries in April 2020 through ARIMA Model with Machine Learning Approach

•   중앙: 에이브럼스 ‘김칫국 마시다’ 리트윗, 방위비 협상 겨냥?

•   중앙: 대기업들 경영난에도 작년 6873명 더 뽑았다

•   중앙: 월세 0원에도 다 비었다 ‘깡통’ 쇼핑센터

•   동아(P1): “코로나 국경차단, 세계가 서로 얽혀있다는 반증”

•   동아: “세계, BC와 AC로 나뉠것… 팬데믹에 美우선주의 작동 힘들어”

•   동아(P1): 국내확진 1만, 세계 100만 육박… 고민 커진 ‘거리두기’

•   동아: 경제위축-피로감에도 감염 재확산 위험 커… ‘거리두기’ 연장 무게

•   동아(P1): 기업 신용등급 하향 ‘악순환 도미노’ 시작

•   문화(P1): 코로나發 ‘실업공포’ 현실화… 일부 항공사 “직원 절반 감원”

•   문화: < Why > ‘코로나 사재기’서 한국은 예외… 왜?

•   문화: < Why >주유소에 물류거점 만들고… AI시스템 도입하고… 진화하는 택배 서비스

•   문화: 소비심리 회복?… 백화점 매출 감소세 점차 둔화

•   한국(P1): 코로나 어닝쇼크 예고… 주요기업 1분기 영업익 전망, 한달 새 2.6조↓

•   서울: 6년 만에 부동산 줄인 부자들 “올해는 해외채권 사겠다”

※   하나금융경영연구소: 2020 Korean Wealth Report (한국 부자들의 자산관리 방식 및 라이프스타일)

•   경향: 중·유럽 전기차 배터리 시장, 정책변화 복병에 업계 ‘움찔’

•   머니투데이(P1): 코로나19 위기, 5G 통신혁명 앞당긴다

•   머니투데이: "끊기고 볼 것 없던' 5G, 올해는 달라질까

•   머니투데이: 5G 스마트폰 싸진다

•   머니투데이: '5G 코리아' 이니셔티브…韓글로벌 롤모델 부상

•   머니투데이: 코로나로 확 달라진 전기차 반사이익…한국 배터리3사에 '빨간불'

•   머니투데이: 무디스, 한국 은행 전망 '안정적→부정적'…"자산·수익성 악화"

•   헤럴드경제(P1): 증권사 외화유동성 ‘은행처럼’ 관리

•   헤럴드경제(P1): 현대차, 코로나19로 美판매량 금융위기 이래 최악

•   헤럴드경제: 바이러스 강타 증시…개미를 소환하다

•   헤럴드경제: 4월 만기 54조 중 비우량 9조 ‘폭탄’…CP發 금융대란 조짐

•   헤럴드경제: 두산밥캣 美공장 5곳 ‘가동중단’…경영난 두산重 ‘설상가상’

•   헤럴드경제: [주총 결산]상장사 재무건전성 빨간불…자본잠식 33사·부채비율 200% 이상 206사

•   파이낸셜뉴스(P1): 서민도 대기업도 대출전쟁… 20兆 더 끌어썼다

•   파이낸셜뉴스: 두산 지배구조 개편… ‘알짜’ 인프라코어·밥캣, 중공업과 분리?

•   파이낸셜뉴스: 삼성전자-SK하이닉스, 반도체 재고 줄고 있다

•   파이낸셜뉴스: 이재갑 "고용 취약층이 가장 힘겨워… 생계지원 등 고통 최소화 먼저" [데스크가 만난 사람]

•   파이낸셜뉴스: ‘동학개미운동’ 한풀 꺾였나… 신용융자 잔고 한달새 4조원↓

•   파이낸셜뉴스: 유동성 장세 ‘숏커버링’ 쏟아지나

•   파이낸셜뉴스: ETF 거래 폭증… 레버리지·인버스 괴리율도 ‘껑충’

•   파이낸셜뉴스: 삼성, 내년 QD 디스플레이 TV 나오나…LCD 철수로 기대감 상승

•   파이낸셜뉴스: 분양시장 때아닌 호황… 어차피 흥행 '될 곳'만 나와서?

•   아시아경제: 삼성전자·SK하이닉스 코로나 이후 첫 성적표…'선방' VS '우려'

•   이데일리(P1): [단독]채권단, 두산그룹에 경영지원단 파견한다

•   이데일리: [단독]채권단 손에 달린 두산 운명… 경영지원단 파견으로 구조조정 본격화

•   이데일리(P1): "이용섭 시장 못 믿겠다"…한국노총 광주형 일자리협약 파기

•   이데일리: 회사채시장 '허리'가 사각지대…올해 만기맞는 7兆 어쩌나

•   이데일리: 카드채 금리 뛰고 발행 취소 봇물…자금조달 비상

•   이데일리: "코로나 사태 끝나면 M&A 큰장 선다"

•   연합: "500∼600℃ 중·저온에서 작동하는 세라믹 연료전지 개발"

•   연합: 한투증권 "전기차 배터리 수요 충격 크지 않아"

•   연합: 감사원, 월성 1호기 감사 곧 마무리…내주 감사위원회 부의

•   뉴스1: 대신증권 "두산 지배구조 변화, 인프라코어·밥캣에 호재"

•   뉴스1: 서부·남부발전, 총 1조2000억원 규모 회사채 발행 결정

•   아주경제: ​[탈원전의 명암]① 文 정부 탈핵 3년...‘세계 최고’ 기술력에도 쓰러지는 기업들

•   아주경제: [탈원전의 명암]② 국내 유일 원전 主기기 업체, 두산중공업 ‘앞날 캄캄’

•   아주경제: ​[탈원전의 명암]③ 플랜B는 ‘원전해체 산업’ 육성?...시장규모 2兆 불과

•   서울이코노미뉴스: 박정원-박용만, 두산그룹 거덜내고 이제와서 급여 30% ‘찔금’ 반납

•   일요신문두산, 혈세 1조 받고 직원 내쳐도 ‘부동산’은 포기 못한다?

•   Power Engineering: AP: U.S. allowing longer shifts at nuclear plants during pandemic

•   reNews: COVID-19: Iberdrola ‘will stick to 9GW expansion plan’

•   에너지경제: 두산인프라코어, 유럽 철거시장 진출

•   KHL: New North American structure for Komatsu

•   Equipment Journal: The DL550B: Case’s compact dozer loader concept is now a reality

•   건설경제: 소형 굴삭기, 나홀로 ‘씽씽’

•   OilPrice.com: Brazil Halts Its Oil And Gas Boom

•   OilPrice.com: IEA: This Oil Shock Is The Worst In History

•   OilPrice.com: Norwegian Oil Giant Issues $5 Billion In Debt To Tackle Crisis

•   OilPrice.com: India’s Top Refiner Declares Force Majeure On Oil Imports From Saudi Arabia

•   MINING.com: 2020 copper production forecast trimmed to 21mt

•   MINING.com: China EV slowdown to hit battery metals sector

•   전자신문(P1): 삼성전자 '폴더블 유리' 직접 만든다

•   전자신문(P1): 5G 상용화 1주년, 정부 6500억원 투자

•   전자신문(P1): 시총 상위기업, 5년간 R&D투자액 사상 최고치

•   전자신문: [단독] 정유사 '최악 위기'…정부, 전략비축유 구매 늘린다

•   전자신문: [이슈분석]반도체 초격차 원동력 'R&D'

•   전자신문: [이슈분석]삼성전자·LG전자, 글로벌 5G 스마트폰 선점

•   전자신문: [이슈분석] 5G 장비 제조사, 글로벌 시장 진출 늘어

•   전자신문: 헝가리·슬로바키아·브라질·러시아...삼성·LG 해외공장 재개

•   전자신문: 태양광 REC 거래 불안정성, 장기계약 확대로 잠재운다

•   ZDNet Korea: '5G 중저가폰이 온다'...삼성·LG, 5월 승부수

•   디지털데일리: 반도체, 시스템 ‘웃고’ 메모리 ‘울고’…2019년, 인텔 ‘강세’ 삼성·SK ‘약세’

•   Phone Arena: Possible Samsung Galaxy Note 20+ benchmark reveals a completely unexpected compromise

•   Phone Arena: Phone sales to hit 10-year low in 2020 as coronavirus kills demand

•   Network World: COVID-19 to delay enterprise 5G adoption | Network World

•   로봇신문: 지난해 로봇기업 상장사 전체적으로 부진한 실적 거둬

•   로봇신문: 中 징둥-그리, '방역 로봇' 공동 개발키로

•   Nikkei Asian Review: SoftBank abandons plan for $3bn WeWork tender offer

•   Nikkei Asian Review: Japan carmakers slam brakes on production as pandemic saps demand

•   Nikkei Asian Review: Japan aims to make Avigan for coronavirus minus imported material

•   Nikkei Asian Review: Coronavirus pandemic tears holes in Asia's garment industry

•   Nikkei Asian Review: Abe faces calls for decisive action after 'Abenomask' blunder

•   Mainichi: Japan eyes tax moratorium for virus-hit firms with 20% revenue drop

•   Japan Times: Nissan's plants in U.S. to be shut through late April to limit spread of COVID-19

•   Economic Times: Handset companies hike prices of mobile phones on high GST

•   Business Standard: Coronavirus outbreak, recession cloud credit quality outlook, says CRISIL

•   Business Standard: India coronavirus dispatch: Manage Covid-19 with the science, not myths

•   Folha de S.Paulo: Brazil Records 40 New Deaths from Coronavirus, and The Total Number of Deaths Is 241 - 02/04/2020 - Science and Health - Folha

•   Moscow Times: Analysts Fear the Economic Impact of Russia’s April Coronavirus Shutdown Will Be Catastrophic

•   Jakarta Post: Indonesia braces for recession, activates crisis protocol

•   Jakarta Post: Indonesia accelerates tax reforms, cuts corporate income tax in COVID-19 playbook

•   Jakarta Post: Bank Indonesia in talks with US, China on currency swaps

•   Jakarta Post: ‘This is not a normal time’: BI to break barriers in COVID-19 battle

•   Jakarta Post: Government submits COVID-19 crisis playbook to House

•   Jakarta Post: Bank Indonesia pledges to strengthen rupiah to Rp 15,000 per US dollar

•   Jakarta Post: House starts deliberation of job creation bill as protesting unions forced to stay at home - Politics - The Jakarta Post

•   Viet Nam News: Many firms optimistic about business in Q2

•   Viet Nam News: Agricultural sector gains trade surplus in Q1 despite COVID-19

•   Myanmar Times: Japan to provide ¥47 billion for two infrastructure projects

[Opinions]

•   Project Syndicate(Sami Mahroum): How to Design a Lockdown

•   Project Syndicate(El Hassan bin Talal): Pandemics and Progress

•   Project Syndicate(Joseph S. Nye, Jr.): China and America Are Failing the Pandemic Test

•   Project Syndicate(Maciej Kisilowski, Anna Wojciuk): How Democracies Can Beat the Pandemic

•   Project Syndicate(Elizabeth Drew): The Trump Presidency Turns Deadly

•   FT(Philip Stephens): Doctors are being asked to play God

•   FT(Gillian Tett): US rescue must be transparent, consistent and fast

•   FT(Edward Luce): America shuts the barn door too late on the epidemic

•   FT(Chris Giles): ‘Excess death’ figures cannot be sugar-coated

•   FT(Beata Javorcik): Coronavirus will change the way the world does business

•   FT(Simon Kuper): The coronavirus gulf dividing Europe and America

•   FT(Lex): UK bailout loans: paper tiger

•   WSJ(Karl Rove): Biden’s Weak Election Strategy

•   WSJ(James Grant): The High Cost of Low Interest Rates

•   WSJ(Sadanand Dhume): Delhi Isn’t Buying Beijing’s Coronavirus Hero Act

•   NYT(Charles M. Blow): The Racial Time Bomb in the Covid-19 Crisis

•   NYT(Sharon Moalem): Why Are So Many More Men Dying from Coronavirus?

•   NYT(Kate Goldman): No Masks, Disinfectant or Soap. This Is Detention Amid a Pandemic.

•   NYT(Serge Schmemann): The Virus Comes for Democracy

•   NYT(Eric Posner, Emily Bazelon): Trump Is Politicizing the Pandemic. Governors Can Fight Back.

•   NYT(Elliot Ackerman): There Is an Antidote to Our Fear. It’s Called Leadership.

•   NYT(Niccolò Natali, Nikola Lorenzin): The Only Way You Can See Milan Is to Fly Through It

•   NYT(Aaron Schildkrout, Bill Walczak, Dara Kass, Brian Jack): Wearing Masks Must Be a National Policy

•   NYT(Darren A. Nichols): Detroit Is Mourning

•   WP(Editorial Board): Social distancing is working. The worst thing to do now is stop.

•   WP(Editorial Board): Why is the U.S. pushing regime change in Venezuela during a pandemic?

•   WP(Henry Olsen): The unemployment numbers are terrifying. But we ain’t seen nothing yet.

•   WP(Greg Sargent): Trump’s reelection hopes may depend on blue America’s rebound

•   WP(Greg Sargent): Has Trump corrupted the coronavirus supply chain? Schiff wants to know.

•   WP(Michael Gerson): We’ve officially witnessed the total failure of empathy in presidential leadership

•   WP(Joseph G. Allen): You need to wear a mask. Here’s how.

•   WP(Helen Zia): Targeting Asians and Asian Americans will make it harder to stop covid-19

•   WP(Matt Bai): Infrastructure spending is great. It doesn’t solve the current problem.

•   WP(Nora Kenworthy): Crowdfunding is an imperfect weapon against the pandemic

•   Bloomberg(Daniel Moss): The Philippines Was an Economic Star. Until Covid-19

•   Bloomberg(Conor Sen): Ending Coronavirus Jobless Benefits for Millions Will Be Tricky

•   Bloomberg(Noah Smith): Unemployment Insurance Isn’t Ideal for Helping Workers

•   Bloomberg(Tim Duy): This Silent Job Killer Is an Underrated Threat to the Economy

•   Bloomberg(Mihir Sharma): Coronavirus Exposes India’s Official Callousness

•   Bloomberg(Liam Denning): Trump’s 10 Million Barrel Tweet Is Performance Art

•   Bloomberg(John Authers): Credit May Be the Crisis Opportunity. No Joke

•   Bloomberg(Marcus Ashworth): Goldman Sachs Has a Point on Credit Recovery, But Be Very Careful

•   Bloomberg(Anjani Trivedi): Trillions in Rescue Aren’t Coming From China

•   Bloomberg(Clara Ferreira Marques): Negative Oil Prices? They’re Already Here

•   Bloomberg(Ferdinando Giugliano): We May Be Underestimating the Coronavirus Death Toll

•   Bloomberg(Lionel Laurent): Will Airbnb Become Obsolete After the Coronavirus?

•   Bloomberg(Jonathan Bernstein): Trump May Finally Get His Infrastructure Bill

•   Bloomberg(Jonathan Bernstein): Trump’s Approval Rating Is Holding Up. For Now.

•   Bloomberg(Noah Feldman): The Real Reason Epidemiologists and Economists Keep Arguing

•   Bloomberg(Andreas Kluth): Coronabonds Could Save Europe, or Sink It

•   Bloomberg(James Stavridis): Coronavirus and a New U.S. Plan May Finally Topple Maduro

•   Bloomberg(Francis Wilkinson): An Outbreak Among Farm Workers Would Be Catastrophic

•   Bloomberg(Michael R. Strain): How to Make Sure the Small-Business Bailout Works

•   Bloomberg(Max Nisen): 240,000 U.S. Virus Deaths Don't Have to Happen

•   Bloomberg(Mark Gilbert): Giant Funds Are a Model for the Post-Coronavirus Future

•   Bloomberg(Tae Kim): Cash and Credit Cards Are Dirty. Apple Pay Is Looking Better.

•   Bloomberg(Nisid Hajari): India’s Grim Coronavirus Exodus Has Some Ugly Echoes

•   Bloomberg(James Gibney): Trump’s Sanctions Are Losing Their Bite

•   CNBC(Bob Pisani): Macy's is the first of what could be a retail and energy purge from the S&P 500

•   CNN(Robyn Curnow): What happened when a president ignored the science on an epidemic

•   CNN(Alex Dabagh): Small business owner: I'm losing $20,000 a day. Here's how the government can help me

•   MarketWatch(Nigam Arora): The jobless-claims report is ominous, but there’s a better early warning indicator for stock investors

•   MarketWatch(Keith Jurow): This hard truth about the mortgage markets isn’t being told

•   Reuters(Andy Home): Pressure builds on China's raw materials supply chains

•   중앙(최상연): 탈원전파 공천하고 두산엔 돈 붓고

•   에너지경제(정범진): 두산중공업을 살려야 하는 이유

•   에너지경제(노동석): 두산중공업 금융지원은 정답이 아니다