Business Intelligence Monitor 200410

(Introduction)

[Markets]

•   Global: Global stock markets jump on Fed stimulus, oil pulls back from earlier surge

※   Macro 백업표

※   Industry 백업표

•   Japan: Japan Short-Term Fund Rates Jump as Virus Hurts Corporate Mood

•   한국: 코스피, 1.6% 올라 1,830선 탈환…한달만에 최고

•   한국: 매각설 두산솔루스, 이틀째 급등..시총 1조 돌파

•   한국: '신차 효과' 현대차 하루 8% 급등...10만원 회복 눈앞

•   한국: 국고채 3년물 금리 0.986% 사상 최저

•   Metals: Copper set for biggest weekly rise in 14 months as risk appetite improves

•   Grains: Soybeans, wheat climb on currency; corn follows crude oil

[Indicators]

•   US Weekly Jobless claims: U.S. Jobless Claims Soar for Third Straight Week

•   China Mar. Balance of Trade: China trade improved in March, but global outlook remains grim

•   한국 기준금리: 이주열 "올해 1%대 성장도 어렵다"

※   한국은행: 통화정책방향(2020.4.9)

※   매경: 한은 "외환위기후 최저성장 우려"…산금채·MBS도 직매입

※   한경: 금통위, 기준금리 동결했지만…전문가들 "하반기엔 금리 내릴 것"

•   한국 1분기 FDI: 외국인 직접투자, 1분기 18% 급감

•   한국 3월 체감경제 미래전망지수: 국내경기 전망지수 두달새 22.5P↓

•   한국 4월 분양경기실사지수: 코로나 장기화에 분양시장도 `최악`

•   한국 주간 아파트 가격(감정원): 강북도 집값 꺾였다..부동산 침체 시그널

•   India Feb. Industrial production: Industrial production grows 4.5 % in February

•   India Mar. Fuel consumption: India’s fuel consumption shrank by 18% in March, biggest decline in over a decade

•   COVID-19Johns Hopkins University Live Updates

[News]

•   WSJ: GOP Bid to Give More Aid to Business Runs Into Democrats’ Push for Broader Relief

•   WSJ: Economic Data Spur Debate Over Lifting Virus Restrictions

•   WSJ: Global Cases of Coronavirus Top 1.5 Million

•   WSJ: Saudi Arabia, Russia Agree on Big Oil Output Cuts

•   WSJ: Coronavirus Crisis Legacy: Mountains of Debt

•   WSJ: Fed Unveils New Programs to Support $2.3 Trillion in Lending

•   WSJ: Powell Pledges Aggressive Fed Action

•   WSJ: A Month Ago, They All Had Stable Jobs. Now They Want to Work for Amazon.

•   WSJ: IMF, World Bank Face Deluge of Aid Requests From Developing World

•   WSJ: Las Vegas Job Losses Could Double Those of 2007-09 Recession

•   WSJ: Newsletter: What Will the Recovery Look Like?

•   WSJ: GE Warns of Weak First Quarter, Pulls Forecasts

•   WSJ: China Chases Foreign Capital to Fend Off Coronavirus Slowdown

•   WSJ: Car Makers Get a Boost as Chinese Plants Slowly Return to Life

•   NYT: Optimism Is Less Distant as Global Coronavirus Battle Rages On

•   NYT: In Scramble for Coronavirus Supplies, Rich Countries Push Poor Aside

•   NYT: Why Coronavirus Cases Have Spiked in Hong Kong, Singapore and Taiwan

•   NYT: A Wall Street Bank’s Hard-Driving Culture Pushes Traders Into the Office

•   NYT: Small Businesses Wait for Cash as Disaster Loan Program Unravels

•   NYT: While the World Spends on Coronavirus Bailouts, China Holds Back

•   WP: How a surge of coronavirus patients could stretch hospital resources in your area

•   WP: Trump forges ahead with broader agenda even as coronavirus upends the country

•   WP: As covid-19 hits, coal companies aim to cut the tax they pay to support black-lung miners

•   WP: At White House coronavirus briefings, rescue efforts are extensive but often aspirational

•   WP: Biden moves closer to Sanders on health care and student debt

•   FT: Eurozone countries strike deal on coronavirus rescue 

•   FT: Boris Johnson moves out of intensive care  

•   FT: SoftBank founder pledged majority of shares to banks during sell-off

•   FT: US executives rush in record numbers to ‘buy the dip’

•   FT: Carbon market takes ‘kick in the ribs’ from coronavirus

•   FT: Senate Democrats block $250bn in extra small business aid

•   FT: Germany to run Europe’s first large-scale antibody test programme

•   FT: IMF boosts emergency lending capacity to $100bn

•   FT: ECB dissenters resisted Christine Lagarde’s ‘no limits’ virus response

※   ECB: Accounts of March monetary policy meetings

•   FT: A chasm between Wall Street and economic winter

•   FT: Effects of pandemic will widen inequality, report finds

•   FT: UK tenants pay less than half owed in rent

•   FT: Virus will push sub-Saharan Africa into deep recession, warns World Bank

•   FT: Most UK businesses unsure they can survive coronavirus, survey shows

•   FT: Transcript: Bill Gates speaks to the FT about the global fight against coronavirus

•   FT: UK should prepare for lockdown extension, warns minister

•   FT: BoE to directly finance extra government spending

•   FT: UK property market moves into cold storage

•   FT: Spain’s economy set to suffer most from coronavirus crisis

•   FT: UK house sales expected to drop to lowest level in 20 years

•   FT: Joe Biden battles ubiquitous Donald Trump

•   FT: Opec seeks grand bargain to lift prices amid pandemic 

•   FT: Fed enters new territory with support for risky debt

•   FT: Biden’s challenge to connect with voters during a crisis

•   FT: Muni bond issuers and investors call for rapid relief from the Fed

•   FT: More than £52bn in dividend payments at risk in UK

•   FT: The danger in the coronavirus recovery will be inertia

•   Bloomberg: World’s Best Forecasters Split on Views for Asian Currencies

•   Bloomberg: Wuhan Workers Line Up for Mass Testing After Lockdown Lifted

•   Bloomberg: Doctors See High Mortality in Virus Fight in Philippines, Indonesia

•   Bloomberg: Startups Are 3D-Printing Scarce Ventilator and Virus Test Kit Parts

•   Bloomberg: The $90 Trillion Question Is How to Get People Back to Work

•   Bloomberg: Even OPEC+’s Deep Cuts Couldn’t Keep Oil Markets From Plunging

•   Bloomberg: Airlines Seeking Federal Payroll Aid Must Wait Another Week

•   Bloomberg: Coronavirus Can Still Be Contained in Most of Africa, WHO Says

•   Bloomberg: Italy Reports Higher Number of Deaths, Virus Cases Thursday

•   Bloomberg: Saudi, Russia Historic Production Deal Turns Focus on G-20

•   Bloomberg: Fauci Slashes U.S. Death Projection, Raising Hope for Reopening

•   Bloomberg: Cascading Job Losses Shred U.S. Safety Net: ‘We Were Unprepared’

•   Bloomberg: IMF Sees World in Worst Recession Since Great Depression

•   Bloomberg: Trump Exhorts Allies to Buy American First to Solve Oil Glut

•   Bloomberg: WTO’s Guide to a Quick Rebound Blotted With Export Bans

•   Bloomberg: These Are Desperate Economic Times. Hold the Moralizing, Please

•   Bloomberg: Kuroda Rings Alarm on Economy by What He Says, Doesn’t Say

•   Bloomberg: Italy Looking for Exit From Lockdown’s Economic Cul-de-Sac

•   Bloomberg: Philippine Economy’s Best-Case Scenario Is Zero Growth, Finance Chief Says

•   Bloomberg: The Politics of 2020 Are Looking Less Ominous for Tech

•   Bloomberg: South Africa Extends Lockdown by Two Weeks to Tackle Virus

•   Bloomberg: Vietnam May Extend Social Distancing Order If Outbreaks Occur

•   Bloomberg: Fed to Slow Pace of Treasury Buying Again Under Its QE Program

•   Bloomberg: IMF’s Approval for Emergency Funds Helps Boost Pakistan Stocks

•   Bloomberg: White House Weighs New Panel to Map Post-Virus Economic Recovery

•   Bloomberg: Economists See ‘Deep Flaws’ in Trump EPA Plan to Undercut Pollution Rule

•   Bloomberg: ‘Social Washing’ Is Becoming Growing Headache for ESG Investors

•   Bloomberg: One Market Is Making a Big Bet That Lockdowns Will Soon Loosen

•   Bloomberg: The Virus, Not Politicians, Will Determine When Economies Can Safely Reopen

•   Bloomberg: World’s Deepest Mines to Take Weeks to Reopen After Shutdown

•   Reuters: Saudi-led ceasefire in Yemen begins, lifting hopes for peace

•   Reuters: Brazil lockdowns, attacked by Bolsonaro, begin to slip

•   Reuters: Post-lockdown, life re-emerges in coronavirus epicentre Wuhan

•   Reuters: Chinese stay close to home after coronavirus brought under control

•   Reuters: China seeks to contain 'silent carriers' of new coronavirus

•   Reuters: China to expand coronavirus testing, boost containment effort along land borders

•   Reuters: Exclusive: U.S. banks prepare to seize energy assets as shale boom goes bust

•   Reuters: Indian lockdown rattles lenders

•   Reuters: Chile's outsourced Codelco workers slam suspension of contract work over coronavirus

•   Reuters: BHP confirms first two cases of coronavirus at Chile's Escondida copper mine

•   Reuters: Brazil turns to local industry to build ventilators as China orders fall through

•   CNN: The pandemic is playing to almost every one of Amazon's strengths

•   CNN: China has been stockpiling oil for years. With prices this low, it may buy more

•   CNBC: JPMorgan now sees economy contracting by 40% in second quarter, and unemployment reaching 20%

•   CNBC: How many recessions you’ve actually lived through and what happened in every one

•   CNBC: Foxconn says it has met hiring targets in Wisconsin. Now it wants its money

•   CNBC: US needs more ‘helicopter money’ to cushion coronavirus impact, says Anthony Scaramucci

•   CNBC: This chart shows which European countries are expected to have the highest coronavirus death tolls

•   CNBC: Shocking drop in wholesale gas prices signals more refinery cutbacks and gasoline under $1

•   CNBC: Painful earnings shouldn't drive stocks back to the low: Wells Fargo

•   MarketWatch: Mortgage rates are near record lows, but home buyers may face an uphill battle in securing them

•   MarketWatch: White House official says Trump spoke with Putin and King Salman

•   MarketWatch: More than half of renters say they lost jobs due to coronavirus: ‘They could face housing situations that spiral out of control’

•   MarketWatch: Here’s a breakdown of the Fed’s rescue programs to keep credit flowing during the coronavirus pandemic

•   Fox Business: Kudlow explains when he wants America back open for business

•   SCMP: China’s textile firms brace for pain as export orders disappear

•   SCMP: Chinese traders chase riskier stocks as country emerges from lockdown

•   SCMP: Tesla hits record China sales, but virus drags overall figures down 40 per cent

•   SCMP: Is China re-pegging the yuan to the US dollar to avert a financial crisis?

•   SCMP: China’s top financial stability body steps up meetings amid virus fallout

•   매경(P1): 우량주 사서 길게…`개미`가 달라졌다

•   매경: 외환·금융위기 겪은 5070개미…폭락장서 철저히 우량주만 샀다

•   매경: 3월 11조 매수한 개미, 외국인 영향력 줄였다

•   매경: 투기 노리는 단타 개미는 `곱버스`에 몰려

•   매경: 총선 막판 포퓰리즘 막 던지는 與野…정책·바람 `2無 선거`

•   매경: 與 승리땐 전월세 신고제…野 이기면 종부세 12만명 줄어들듯

•   매경: [단독] "코로나 장기전 대비하라" 현대차도 마스크 만든다

•   매경: 13일부터 90개국 입국금지…"해외유입 하루 1천명 안팎"

•   매경: 고해상도 코로나 유전자지도 세계최초 완성

•   매경: 기약없는 등교에…가족돌봄지원 1인당 `25만→50만원` 확대

•   매경: [단독] 정부 "비축유 64만배럴 매입"…작년의 2.5배

•   매경: 산은, 미얀마 진출…지점설립 예비인가

•   매경: 대형선박도 자율운항…현대重, 세계첫 적용

•   매경: LNG발전 초미세먼지, 석탄의 11% 불과

•   매경: 코로나에 8K TV 시장 휘청…삼성·LG "내년 올림픽에 기대"

•   매경: 삼성·LG, 5G폰 격돌…야심작 나란히 출시

•   매경: 기업 보유 자산에 `일괄담보제` 도입한다

•   매경: 중소건설사 줄폐업…증권사 부동산PF 유동성 우려 확산

•   한경(P1): 이런 숫자를 보게 될 줄이야…김포공항 국제선 이용 9만→0명

•   한경(P1): 면세점 명품 매출 74억→1억원…까르띠에·티파니 '사실상 제로'

•   한경(P1): [단독] 두산, 솔루스 6000억에 매각한다

•   한경: [단독] 알짜사업 팔아 위기탈출…'두산 승부수' 이번에도 통할까

•   한경(P1): 코로나 국산 백신·치료제…내달부터 동물실험 돌입

•   한경: 속도내는 코로나 백신 개발…제넥신 6월, 셀트리온 7월 임상돌입

•   한경: "치료제만으로는 재유행 못 막는다"…전 세계 백신 개발 경쟁

•   한경: "아시아나 포기 안 한다"던 HDC…산은과 인수조건 변경 '물밑협상'

•   한경: 일상서 '격리'되는 지폐…빠르게 C에서 D로 간다

•   한경: '디지털 화폐' 패권경쟁…中 인민銀, 연내 세계 첫 발행

•   한경: 강남에 이어 강북도 얼어…주택시장 '코로나겟돈' 오나

•   한경: 아세안+韓·中·日 화상 정상회의 14일 개최

•   한경: "정부지원 끊기면 바로 해고"…44만명 떨고 있다

•   한경: "지방 세수 최대 5.6조 줄어들 것"

•   한경: "반등했지만 아직 싸다" vs "올라도 1900대가 한계"

•   한경: 2008년엔 반등 뒤 2차 폭락…48% 반등한 코스피, 이번엔?

•   한경: "원유 ETN 큰 손실 위험"…최고 등급 경보

•   한경: 코로나 진단 20분내 끝낸다…DGIST, 엠모니터와 진단키트 개발

•   한경: 코로나 위기를 기회로 만들려면 회복탄력성 큰 기업문화가 '필수

•   서경(P1): 구조조정 컨트롤타워 만들고···정치 입김 막아야

•   서경(P1): [단독] 위기의 대한항공 'P-CBO' 신청 추진

•   서경: 금융·산업 꿰뚫고 시장논리 우선한 '비상경제팀' 구축 필요

•   서경: 문턱 높은 원샷법...곡소리 나는 항공도 못 넘는다

•   서경: 기업 부실 골짜기 깊어지면 금안기금·은자펀드 동원할수도

•   서경: 삼성전자 "LCD 외부조달해도 1위 수성 문제없다"

•   서경: LG디스플레이 OLED TV, 실적 기지개켜나

•   서경: 택배가 '코로나 사재기' 막았다

•   조선: 부실기업 처리도 힘든데… 産銀 '코로나 덤터기'

•   조선비즈: 차세대 디스플레이로 넘어가는 삼성·LG, 소재·부품업체들 '초비상'

•   중앙(P1): 코로나 잠잠? 메르스도 3년간 3번 폭발…이번 주말만은 참자

•   중앙: [view] 글로벌 공급망 중국 탈피 ‘넥스트 노멀’ 온다

•   중앙: “탈원전 지속하면 10년뒤 전기요금 23% 인상”

•   동아(P1): 못 찾겠습니다, 경제 살릴 공약

•   동아: 말로는 “코로나 경제위기 극복”… 실제론 재난지원금 숫자 경쟁만

•   동아: 산업계 “경제는 버려진 자식… 다음 국회서 더 심해질까 우려”

•   동아: [단독]채권단 “두산重, 자산 팔아 1조 자구안 마련하라”

•   문화(P1): 코로나충격 반영도 안됐는데… 기업 5곳중 1곳 이미 ‘벼랑끝’

※   한국경제연구원: 상장기업, 위기를 버텨낼 실탄이 없다!

•   문화: 한은, 45兆 풀었지만… 여전히 시장은 ‘돈이 안돈다’

•   한국(P1): [단독] 증안펀드 가동 개시… 금융위 “목표는 코스피 1500 사수”

•   경향(P1): 대량실업 막아라…팔걷고 나선 정부 [‘코로나19’ 확산]

•   머니투데이(P1): "앞으로 한달" 이재용의 시간…대국민사과 3가지 고민

•   머니투데이: 대기업 현금쌓기 총력전... 은행 예금잔액 늘렸다

•   머니투데이: 312조 수출 돈보따리…성윤모 "이젠 속도전"

•   헤럴드경제: [코로나發 산업위기] 기업 사상초유 현금난…IMF ‘흑자부도’의 악몽이 떠오른다

•   헤럴드경제: [코로나發 산업위기] 현대기아차 美공장 셧다운 연장…국내공장도 연쇄 생산중단 위기

•   헤럴드경제: [코로나發 산업위기] 3월 CP 발행 21조2472억…34% 급증

•   헤럴드경제: 무디스 “韓철강 수요급감”…철강주 먹구름

•   헤럴드경제: 코로나로 멈춘 해외건설…“법률상 불가항력” 인정 될까

•   파이낸셜뉴스: "상반기 환율 1266원까지 오를 듯… 매출·영업익 하락 우려"

•   파이낸셜뉴스: 은행채 2배 발행… 銀 "실탄 확보"

•   파이낸셜뉴스: P-CBO 내달 5000억 지원… "기업당 최대 1000억"

•   파이낸셜뉴스: "두산그룹 중층적 지배구조가 계열사 리스크 키워"

※   한국신용평가: 두산그룹, 신용도 저하에 브레이크가 작동할 수 있을까? - 2019년 실적 점검 및 신용도 전망(Forward Looking)

•   파이낸셜뉴스: 자동차업계, 산업 기반 붕괴 위기.. 정부에 코로나 지원금 30조 요청

•   파이낸셜뉴스: 경기도 재난기본소득 지급 본격화… 지자체 48곳도 도입 확정

•   아시아경제(P1): "신흥국 1분기 자본유출 '사상 최대'…올해 외국인 자본, 작년 절반 수준 전망"

※   IIF: Macro Notes: 2020 Capital Flows Outlook for Emerging Markets

•   이데일리(P1): [PB100 이데일리 서베이]①PB 100명 "현금성자산 늘려라"

•   이데일리: [PB100 이데일리 서베이]②"여전히 불확실"..74% '서울 부동산도 하락할 것'

•   이데일리: LG전자, VS사업 규모 2년 새 3배 키웠다..흑자전환은 ‘물음표’

•   연합: 민변·참여연대, 두산중공업 경영진 검찰 고발

•   연합: 국내외 환경단체 "1조 수혈받는 두산중공업, 석탄발전 정리해야"

•   뉴시스: 두산건설 매각설에 분양 계약자들 '불안'…"차질없이 공사 진행 중"

•   뉴시스: 대구 뉴센트럴 두산위브 더제니스 1순위 평균 14.7대1

•   뉴시스: 中 굴착기 시장 급반등…업황 부진은 우려

•   더벨: 두산건설 '통·분리 매각' 병행 추진한다

•   더벨: '선택과 집중' 요구받는 ㈜두산, 팔수 있는 자산은?

•   더벨: 잠재매물-원매자 물색에 자문업계도 분주

•   더벨: 국책은행 사실상 가이드라인 제시 "6000억 보여달라"

•   더벨: 산업은행, 두산중공업 '꼬리 자르기' 노리나

•   더벨: 특수은행채 발행 급증…회사채 투심 약화 요인?

•   문화저널21: [인터뷰] “신한울 3·4호기만 재개해도 숨통은 틉니다”

•   문화저널21: [인터뷰] “두산, 알짜만 먹고 중공업·건설 토사구팽”

•   reNews: COVID-19: Lockdown ‘hits’ global solar buildout

•   Renewables Now: Global market for wind turbine materials to approach USD 20bn by 2026

•   Renewables Now: Q1 solar sector funding down by 30% due to coronavirus - Mercom

•   Renewables Now: Renewables reach 52% share in Germany's gross power consumption for Q1

•   Renewables Now: Global EV sales to sink 43% in 2020 - WoodMac

•   에너지경제: [에너지전환 3주년] 서부발전, 다양한 사업으로 신재생에너지 강화

•   KHL: Komatsu extends suspension at some factories

•   KHL: Intelligent load management for Doosan gensets

•   Equipment Journal: Deere begins production of face shields to assist COVID-19 fight

•   Equipment Journal: Hyundai launches A Series wheel loaders - Equipment Journal

•   OilPrice.com: JPMorgan To Dump Loans Of Gulf Oil Producers

•   OilPrice.com: Oil Company Asks for U.S. Royalty Relief Amid Price Collapse

•   OilPrice.com: Norway Warns Lower-For-Longer Prices Will Impact Its Oil Output

•   MINING.com: Global coal production will grow this year despite covid-19

•   CNET: Volkswagen furloughs entire workforce in Chattanooga as coronavirus slams economy

•   CNET: BMW has a fuel-cell powertrain in the works, and it makes decent power

•   CNET: Car sales plummet in Q1 due to coronavirus

•   Verge: Why the 5G coronavirus conspiracy theories don’t make sense

•   MIT News: Bluetooth signals from your smartphone could automate Covid-19 contact tracing while preserving privacy

•   전자신문(P1): SK하이닉스, 이천 'M16' 공장 조기 가동...수요 반등 D램 시장 잡는다

•   전자신문: '소부장 혁신' 강조한 기재부, "추경 R&D 예산 신속 완료해야"

•   전자신문: "스마트폰 줄어도 OLED는 성장"…옴디아 분석

•   ZDNet Korea: "올해 국내 판매 스마트폰 절반은 5G폰...840만대"

•   디지털데일리: 반도체 1분기 ‘코로나 쇼크’ 없었다…삼성·마이크론·난야 전망치↑

•   디지털데일리: LG화학·삼성SDI·SK이노 달리자 발맞추는 배터리 소재 업체

•   디지털데일리: 화웨이 규제 이후 美 반도체 ‘매출 급감’…BCG “中 제재 끝내야”

•   Phone Arena: Release of 5G Apple iPhone models could be delayed to December or beyond

•   Phone Arena: LG has a radical new design in the works for a mystery 'upcoming' smartphone

•   Phone Arena: Samsung Galaxy S21 (Galaxy S30?) may have an under-display selfie camera

•   Phone Arena: Apple Store closures have already caused major decline in US iPhone sales, more to follow

•   Phone Arena: Samsung might be developing a custom chipset for Google and its future Pixels

•   Phone Arena: Huawei has already lost over $60 million on the foldable Mate Xs 5G

•   Phone Arena: Samsung is still dominating the OLED screen market by far

•   Inside EVs: Construction Of Tesla Gigafactory 4 Reportedly Postponed

•   Inside EVs: Tesla Cybertruck Average Transaction Price Will Be Over $60,000

•   Inside EVs: Coronavirus Lockdown Is Convincing Consumers That EVs Are The Future

•   Inside EVs: Watch: Will Electric Cars Kill The Grid? EV Charging Explained

•   Hannover Messe News: Industrial gripper demonstrates greater sensitivity

•   Robotics & Automation News: Industrial automation is ‘paying the price for failing to think big and invest bigger’

•   Robotics & Automation News: Covid-19 pandemic impact: Mobile robotics market to grow to $23 billion by next year

•   Robotics & Automation News: Automation is a ‘critical technology’ to help people during coronavirus crisis, says A3

•   Robotics & Automation News: Robots and AI playing their part in coronavirus cleanup

•   Robotics & Automation News: Kuka secures contract worth ‘millions’ to supply automation technology to manufacture battery packs

•   Robotics Tomorrow: Universal Robots Launches ActiNav, the World's First Autonomous Bin Picking Kit for Machine Tending Applications

•   Robotics Tomorrow: 6 Ways Machine Learning Is Revolutionizing the Warehouse

•   로봇신문: 블루오션으로 떠오른 중국 '청소 로봇' 시장

•   Nikkei Asian Review: Toyota to extend US plant closure for another 2 weeks

•   Nikkei Asian Review: Nissan seeks $4.6bn credit line to raise liquidity amid pandemic

•   Nikkei Asian Review: Japan's GDP forecast to shrink 11% in second quarter

•   Nikkei Asian Review: Foreign funds dump Japan stocks faster than after Lehman collapse

•   Nikkei Asian Review: Tokyo's bars and restaurants stay open despite coronavirus curbs

•   Nikkei Asian Review: Fujifilm to begin Avigan trials in US with coronavirus patients

•   Nikkei Asian Review: BOJ lowers assessments of all 9 regional economies over coronavirus

•   Mainichi: Panasonic eyes plant closure as Japan declares emergency over virus

•   Mainichi: Stores in Japan taking extra 'social distancing' precautions amid state of emergency

•   Mainichi: Coronavirus having serious impact on Japan economy: BOJ chief

•   Mainichi: China mulls 4 tril. yuan in special bonds to boost virus-hit economy

•   Japan Times: Japanese carmakers plan to put 20,000 on temporary leave with partial pay to deal with virus

•   Economic Times: Scenario planning, regular update clause led to export of key drugs in Covid fight

•   Economic Times: What it looks like when 1.3 billion people stay home

•   Livemint: Stimulus is a solution, but be wary of fiscal deficit, says IMF’s Gita Gopinath

•   Business Standard: 'Covid-19 hangs over future like spectre': RBI in Monetary Policy Report

•   Business Standard: RBI admits GDP forecasts prior to coronavirus outbreak were off the mark

※   RBI: Monetary Policy Report – April 2020

•   Business Standard: Covid-19 impact: Commercial vehicle sales to contract another 8-10% in FY21

•   Business Standard: Covid-19: India FY21 growth projection down 20 bps to 4.8%, says UN report

※   UN: Economic and Social Survey of Asia and the Pacific 2020: Towards sustainable economies

•   Business Standard: Centre sails through this fiscal's first borrowing of Rs 19,000 crore

•   Business Standard: Debt schemes see worst ever outflows in FY20; liquid funds suffer most

•   Business Standard: India Inc likely to get further relief on the loan repayment front

•   Hindustan Times: Govt sanctions Rs 15,000 crore package for states to combat Covid-19 - india news - Hindustan Times

•   Folha de S.Paulo: Brazil Breaks New Record and Records 133 New Deaths from Coronavirus; Total Is 800

•   Folha de S.Paulo: Bolsonaro Defends Chloroquine and Resumes Clash with Governors and Mayors in Televised Speech

•   Moscow Times: Coronavirus Revolutionizes Russia’s Retail Scene

•   Jakarta Post: State-owned weapons, electronics manufacturers to produce ventilators for COVID-19 patients

•   Jakarta Post: Property prices expected to fall amid bleak market outlook

•   Jakarta Post: 1.2 million Indonesian workers furloughed, laid off as COVID-19 crushes economy

•   Jakarta Post: 'Break the chain!': Businesses brace for Jakarta’s social restrictions

•   Jakarta Post: Workers blast lawmakers with messages opposing omnibus bill on job creation - Politics - The Jakarta Post

•   Viet Nam News: COVID-19 pandemic brings crisis and opportunity: experts

•   Viet Nam News: Fitch revises outlook on Việt Nam to Stable; affirms at 'BB'

•   Myanmar Times: Trade gate at Muse closed due to COVID-19

[Opinions]

•   Project Syndicate(Willem H. Buiter): Pandemic Socialism

•   Project Syndicate(Jayati Ghosh): COVID-19 is the IMF’s Chance for Redemption

•   Project Syndicate(Pierre-Olivier Gourinchas, Chang-Tai Hsieh): The COVID-19 Default Time Bomb

•   Project Syndicate(Ngozi Okonjo-Iweala, Brahima Coulibaly): Africa Needs Debt Relief to Fight COVID-19

•   Project Syndicate(Ngaire Woods, Rajaie Batniji): A Global COVID-19 Exit Strategy

•   FT(Editorial Board): The Fed’s radical policies are uncharted territory

•   FT(Martin Wolf): Monetary financing demands sober management

•   FT(Philip Stephens): The danger in the coronavirus recovery will be inertia

•   FT(Gillian Tett): Investors should ask who will buy all the new US government debt

•   FT(Michael Mackenzie): Markets are only starting to come to terms with the new normal

•   FT(Merryn Somerset Webb): The pandemic and the radical change in wealth distribution to come 

•   FT(Simon Kuper): The pandemic will forever transform how we live

•   FT(Izabella Kaminska): Is Uber too big to fail?

•   FT(Lex): Fed’s $2.3tn bailout: fielding falling angels

•   WSJ(Daniel Henninger): Caught Napping by Coronavirus

•   WSJ(Karl Rove): Clinton and Bush Prepared for Pandemics

•   WSJ(Joseph C. Sternberg): A Coronavirus Reckoning for the Left

•   WSJ(Phelim McAleer, Ann McElhinney): Green Policies Backfire Against the Coronavirus

•   WSJ(Barbara Kolm): Austria Will Start to Reopen Next Week

•   WSJ(Michael Klowden, Michael Piwowar): To Boost Liquidity, Expand the Definition of Collateral

•   NYT(Editorial Board): Europe Poised to Repeat Austerity Mistakes in Coronavirus Response

•   NYT(Gail Collins): Trump Hates Having Too Many Voters

•   NYT(James Bennet): We Were Planning an Inequality Project. Then History Lurched.

•   NYT(Chris Miller): What Was the Last Time an Economy Froze Like This?

•   WP(Editorial Board): The Fed’s pragmatic plan to help banks make loans to Main Street

•   WP(Eugene Robinson): Trump might want to get a head start on packing his bags

•   WP(Paul Waldman): Trump is terrified that voting in November might be too easy

•   WP(Marc A. Thiessen): China should be legally liable for the pandemic damage it has done

•   WP(María Sol Borja): As Ecuador struggles to contain the coronavirus, economic anxiety also spreads

•   WP(Can Dundar): Erdogan is using the coronavirus crisis to continue repressing political prisoners

•   Bloomberg(Noah Smith): We’ll Bounce Back Faster If We Pay Workers to Do Nothing

•   Bloomberg(Narayana Kocherlakota): Get Ready for a Two-Year Economic Slump

•   Bloomberg(Brian Chappatta): Fed Is Seizing Control of the Entire U.S. Bond Market

•   Bloomberg(Shuli Ren): A Stock Picker's Tale of Greed Hits the Bond Market

•   Bloomberg(John Authers): Hedge-Fund Geniuses Failed Again. When Will We Learn?

•   Bloomberg(Marcus Ashworth): Italy's Debt Is Less Terrifying Than It Looks

•   Bloomberg(Marcus Ashworth): Britain Hasn't Failed the Moral Hazard Test

•   Bloomberg(Brooke Sutherland): 3D Printers Recast Virus-Weary Supply Chains

•   Bloomberg(Anjani Trivedi): Don't Let This Billion Dollar Bailout Fool You

•   Bloomberg(Karl W. Smith): How the Pandemic Can Make the U.S. More Productive

•   Bloomberg(Michael R. Strain): Congress’s Next Rescue Bill Should Start With Public Health

•   Bloomberg(Tim Culpan): China Tech Looks Unready for What’s Coming Next

•   Bloomberg(Joe Nocera): Fed Puts Treasury on the Spot With Loan Initiative

•   Bloomberg(Faye Flam): Coronavirus Antibody Tests Are No Back-to-Work Passport

•   Bloomberg(Matt Levine): The Fed Won’t Take Ratings Too Seriously

•   Bloomberg(Elena Carletti et al): Germany Will Be a Post-Coronavirus Winner

•   Bloomberg(Tara Lachapelle): You’ve Heard of 5G. Now Meet Wi-Fi 6.

•   CNBC(Robert Frank): Get ready for the recovery of the 1%

•   CNBC(Jovita Carranza): SBA chief pledges ‘every available resource’ to aid small businesses

•   CNBC(Ron Insana): Don’t ruin the Fed’s great work by rushing economy back before it’s safe

•   CNBC(Brian Sullivan): These are the three big things to focus on from OPEC and the G-20 meetings over the next 48 hours

•   CNN(Arpit Gupta, David Sraer): The best way to get Americans back to work faster

•   MarketWatch(Mark Hulbert): Stocks will revisit their coronavirus crash low, and here’s when to expect it

•   MarketWatch(Pierre Briançon): The U.K. economy was crippled before the virus hit. More reason for the government to be careful about Brexit.

•   MarketWatch(Simon Maierhofer): The Federal Reserve’s stimulus may be aimed at the economy, but stock investors will get many of the benefits

•   Robotics Business Review(Dan Kara): With UR+ Application Kits, Universal Robots Expands Opportunities for Integrators, Partners and Itself

•   헤럴드경제(이상훈): 멸종

※   필자가 두산그룹에서 연료전지 사업을 인수할 때도 내부 컨센서스를 만드는 데 애를 먹었다.