Business Intelligence Monitor 200504

(Introduction)

[Markets]

•   Global: Stocks fall as Trump's China tariff threat adds to fears over virus-hit economies

※   Many financial markets closed for May Day holiday

※   ECB warns on growth outlook but asset purchases unchanged

※   Oil prices wobble in volatile session

•   US: Dow futures fall more than 300 points amid concerns over reopening the economy

•   Turkey: Turkish lira succumbs to pressure and weakens past 7 to dollar

•   Metals: Industrial metals tumble on Trump threats and dire data

•   Grains: Soybeans slide on renewed U.S.-China trade tensions

[Indicators]

•   US Apr. ISM manufacturing index: Coronavirus Prompts Biggest U.S. Manufacturing Pullback Since Last Recession

•   US Q2 GDP Nowcast: May 01, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -16.6 percent — May 1, 2020

•   UK Q1 Business confidence index: U.K. business confidence

•   China Q1 : China’s Total Services Trade Plunges 10.8% in First Quarter

•   한국 1분기 상용차 판매: '경기 가늠자' 트럭도 안팔린다

•   한국 2월 발전량: 코로나19·미세먼지 저감 정책으로 석탄발전 15% 감소

•   한국 3월 채권 거래대금: 채권'3월 악몽'..거래대금 최대

•   한국 4월 무역수지: 코로나 충격 4월 수출 24% 급감…"주요국 비해 내수는 양호"

※   매경: 수출 할퀸 코로나…석유제품 -57%, 車 -36%, 반도체 -15%

※   매경: 글로벌 수요절벽 네버엔딩…올해 반도체도 역성장

※   매경: 경상수지도 `초비상`…4월 마이너스 불가피

•   한국 주간 아파트 가격(부동산114): 강남3구 아파트값 8년만에 최대 하락

※   매경: 강남집값 본격 조정…강북·경기로 번질듯

•   Japan Apr. Car sales: April new car sales sag 28.6% in Japan as coronavirus saps demand

•   India Apr. Foreign reserves: India’s Forex reserves fall USD 113 million to USD 479.45 billion: Report

•   India Apr. Coal India production: Coal India reports 11% decline in production at 40 mn tonnes in April

•   Russia Apr. Oil production: Russian oil output jumped to 11.35 million barrels per day in April, ahead of cuts

•   Turkey Apr. CPI: Turkish Inflation Downswing Is Picking Up Pace in Shadow of Lira

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: FDA Authorizes Emergency Use of Gilead Drug Remdesivir for Covid-19 Patients

•   WSJ: Roche Coronavirus Antibody Test Wins FDA Approval for Emergency Use

•   WSJ: Exxon Posts First Loss in Decades as Oil Giants Signal Trouble Ahead for Industry

•   WSJ: For Small Businesses With High Rents, Coronavirus Aid Falls Short

•   WSJ: Lobbyists Press Congress for Last Chance at Coronavirus Stimulus Funds

•   WSJ: Jobs Report Likely to Show Record Unemployment Rate

•   WSJ: Powell Calendar Shows Meetings During a Critical Interval

•   WSJ: For Small Businesses With High Rents, Coronavirus Aid Falls Short

•   WSJ: As Europe’s Economy Founders, ECB Signals Readiness to Act

•   WSJ: New Measures of Social Distancing Could Be This Generation’s GDP

•   WSJ: Global Economic Week Ahead

•   WSJ: ‘Quarantinis,’ Bread Makers and Badminton: What’s Hot in Down Consumer Market

•   WSJ: As Restrictions Ease, Economic Rebound Remains Elusive

•   WSJ: Newsletter: Fewer Jobs, Less Spending, More Pain

•   WSJ: Construction Work Resumes, But Demand Weakens

•   WSJ: eimagining Business After Coronavirus: How One Cleveland Restaurant’s Choices Ripple Through the Economy

•   NYT: As Businesses Resurface After State Shutdowns, So Does Divisiveness

•   NYT: How Remdesivir, New Hope for Covid-19 Patients, Was Resurrected

•   NYT: Biden Denies Tara Reade’s Assault Allegation: ‘It Never Happened’

•   NYT: Profits and Pride at Stake, the Race for a Vaccine Intensifies

•   NYT: The Covid-19 Riddle: Why Does the Virus Wallop Some Places and Spare Others?

•   NYT: Global Backlash Builds Against China Over Coronavirus

•   NYT: Anti-Vaccination Activists Are Growing Force at Virus Protests

•   NYT: Some Small Businesses That Got Aid Fear the Rules Too Much to Spend It

•   NYT: Warren Buffett’s Optimistic? Pessimistic? No, Realistic

•   NYT: Berkshire Hathaway Lost $49.7 Billion in First Quarter Stung by Coronavirus

•   WP: Administration describes a dash for a coronavirus vaccine that would be available in January

•   WP: Chinese lab conducted extensive research on deadly bat viruses, but there is no evidence of accidental release

•   WP: Protests spread, fueled by economic woes and Internet subcultures

•   WP: Mexico coraonavirus: Factory closures threaten U.S. supply chains

•   WP: As states reopen, cities are staying shut. That could mean more coronavirus in rural America.

•   WP: April was death and hope and cruel.

•   WP: 34 days of pandemic: Inside Trump’s desperate attempts to reopen America

•   WP: Bill Gates has emerged as a champion of science-backed solutions to addressing the coronavirus pandemic

•   WP: As Washington stumbled, governors stepped to the forefront

•   WP: The housing market faces its next crisis as May rent and mortgages come due

•   WP: White House and Congress clash over liability protections for businesses as firms cautiously weigh virus reopening plans

•   WP: In some states, local jurisdictions defy governors’ orders

•   FT: EU members clash over state aid as richer countries inject more cash

•   FT: Scramble for masks sees demand soar for Germany’s ‘golden fleece’

•   FT: R number: the figure that will determine when lockdown lifts

•   FT: Eurozone recovery to take three years, warns ECB’s chief economist

•   FT: Three-fifths of new coronavirus cases in China show no symptoms

•   FT: Life after lockdown: welcome to the empty-chair economy

•   FT: The end of the office? Coronavirus may change work forever

•   FT: Oil traders turn to salt caves and train cars in storage crisis | Free to read

•   FT: Junk bonds fly off the shelves after Federal Reserve boost

•   FT: Banks to book more than $50bn against bad loans

•   FT: US coronavirus chief warns of risks from protests

•   FT: Virus-hit economies brace for second wave of job losses

•   FT: Russian cases surge as fears over extent of outbreak grow

•   FT: UK-US trade talks to begin on Tuesday

•   FT: US options exchanges prepare to reopen trading floors

•   FT: UK coronavirus tests fall below 100,000 per day

•   FT: Draft rules laid out for UK workplaces to ease lockdown

•   FT: Cost of vaccinating billions against Covid-19 put at more than $20bn

•   FT: British bosses call for gradual lockdown easing

•   FT: Investors blast EU’s omission of oil from ESG disclosures

•   FT: Mifid II influence spreads beyond EU borders

•   FT: China tourism numbers bounce back during Labour Day holiday

•   FT: ‘Our livelihood has been snatched away’: voices from world’s fastest-growing economies

•   FT: Italy’s corporate reopening stirs fears over more deaths

•   FT: Americans embrace country lifestyle under lockdown

•   FT: Coronavirus: BofA says US consumer spending starting to rebound — as it happened

•   FT: Stumbling into May after running too fast

•   FT: Johnson seeks more sophisticated slogan to exit lockdown

•   FT: Why only a reverse bail-in can save the economy now

•   FT: UK households and companies stockpile cash as lockdown bites

•   FT: Top US official plays down Turkey’s prospects of securing dollar finance

•   FT: Chinese buyers stock up on oil as coronavirus batters prices

•   FT: How Portugal turned back coronavirus tide that swamped its neighbour

•   FT: Will the Bank of England announce more QE?

•   FT: Can China win big in vaccine race with biotech bet

•   FT: Pandemic crisis offers glimpse into oil industry’s future

•   Bloomberg: Bad Start to May Is a Sign of Things to Come for Markets

•   Bloomberg: Fears Mount About Inflation Returning With a Vengeance

•   Bloomberg: U.S.-China Angst Tests ‘Sell in May’ Mantra for Emerging Markets

•   Bloomberg: Pompeo Says ‘Enormous Evidence’ Connects Virus to Wuhan Lab

•   Bloomberg: Trump Had Two Intel Briefings on Coronavirus in Late January

•   Bloomberg: An $85 Billion Airline Rescue May Only Prolong the Pain

•   Bloomberg: Boeing's Bailout: Saved By The Fed Without Paying a Dime

•   Bloomberg: Forty Days That Prompted Indian Companies to Write-Off a Quarter

•   Bloomberg: Oil Giants Haven’t Completely Forgotten About Climate Amid Crash

•   Bloomberg: Bolsonaro Incites New Protest With Brazil Virus Toll Rising

•   Bloomberg: Putin’s Fear of Unemployment Is Being Exposed by the Pandemic

•   Bloomberg: How One of Brazil’s Largest Favelas Confronts Coronavirus

•   Bloomberg: The Big Keep Getting Bigger in the Pandemic-Rearranged Economy

•   Bloomberg: Argentina to Work With Debt Holders If Offer Rejected, Minister Says

•   Bloomberg: Europe’s Steelmakers Send S.O.S. Fearing Import Surge

•   Bloomberg: Oil's Recovery Could Take Decades, Not Years

•   Bloomberg: Charting the Global Economy: ‘Contraction’ Becomes Common Theme

•   Bloomberg: Big Tech Earnings and Stock: Economic Pain Expected

•   Bloomberg: Coronavirus Business News: Biggest Firms Are Getting Even Bigger

•   Bloomberg: Fed’s Kaplan Sees Historic Contraction, Need For More Stimulus

•   Bloomberg: Fed Faces Risky, Inflationary Divorce From Treasury Post Covid

•   Bloomberg: Saudi Outlook Cut to Negative at Moody’s as Reserves Tumble

•   Bloomberg: Virus Symptoms Seem to Re-Emerge in Some People

•   Bloomberg: Germany Reports Fewest New Virus Cases, Deaths Since March 31

•   Bloomberg: Spain Coronavirus Death Statistics for May 3, 2020

•   Bloomberg: EU Coronavirus Vaccine Latest News: Funding for Virus

•   Bloomberg: Goldman Says Saudi Fiscal Adjustment Preferable to a Devaluation

•   Bloomberg: Virus News:Exit Strategy Depends on Global Vaccine

•   Bloomberg: When Will a Coronavirus Vaccine Be Here? Doctors Debate

•   Bloomberg: The Pandemic Delivers Small Wins for the Climate

•   Bloomberg: Mobile Power Plants Are Taking to the High Seas

•   Reuters: China's Hubei, where coronavirus began, eases lockdown

•   Reuters: Vietnam reports first new coronavirus infection in 9 days, taking its tally to 271

•   Reuters: Copper market heading for 200,000-300,000 tonne surplus in 2020: Antofagasta chief

•   Reuters: Exclusive: India set to cap stimulus package at $60 billion to protect credit rating, sources say

•   AP: Virus outbreak pressures company profits, sales

•   AP: DHS report: China hid virus' severity to hoard supplies

•   CNN: Landlords are bracing for a wave of rent defaults

•   CNN: US unemployment hasn't looked this bad since the 1930s

•   CNN: Unemployment benefits: Claims from Asian Americans have spiked 6,900% in New York. Here's why

•   CNBC: The US just reported its deadliest day for coronavirus patients as states reopen, according to WHO

•   CNBC: WHO defends its coronavirus response: 'The world had enough time to intervene'

•   CNBC: Tesla tells furloughed workers expect a week or more of unemployment

•   CNBC: Germany’s economic response to the coronavirus crisis is an example for the world, union chief says

•   CNBC: Coronavirus: Smartphone shipments suffer worst annual Q1 decline, IDC says

※   IDC: Worldwide Tablet Shipments Continue to Decline in Q1 2020, According to IDC

•   CNBC: Coronavirus pandemic likely to last for two years, scientists predict

•   CNBC: China will be held accountable for coronavirus, says White House economic advisor Larry Kudlow

•   CNBC: How the White House and World Health Organization got into a funding feud during a global pandemic

•   CNBC: Coronavirus: Kudlow says might need third round of PPP small business loans

•   Fox Business: US could rebound from coronavirus with historic growth rate in 2021: Kudlow

•   SCMP: Coronavirus most likely to be passed on in early stages of illness or before symptoms appear, Taiwan study says

•   SCMP: US and EU downturns show challenge facing China’s exporters

•   SCMP: China gives the go-ahead for public REITs in major property reform

•   SCMP: China consumer spending priorities changing due to pandemic

•   SCMP: China should boost economy with US$700 billion bond sale, adviser says

•   매경(P1): [매경 명예기자 리포트] "전국 구도심 상권, 이대로는 다 죽는다"

•   매경(P1): 靑, 고용보험 가입 全근로자 확대 검토

•   매경: 자영업·일용직…고용보험 사각지대 없앤다

•   매경: `親노동` 목소리 높인 여권…정리해고 요건 강화 추진

•   매경: 코로나 이긴 美 IT공룡들 `비장의 신사업` 있었다

•   매경: 재난지원금 기부해도…직장인 40% 稅혜택 `0원`

•   매경: 1분기 자사주 매입 폭증…작년 전체의 1.5배

•   매경: [Science] 반도체 소재도 신종플루 치료제도…`빛의 공장` 덕에 빛 봤다

•   매경(P1): 위기의 저신용자…P2P 연체 급증

•   매경(P1): 법인세 낮춰 `기업 족쇄` 풀자

•   매경: 카드 소득공제한도 두배로…`보복소비` 당근 줘 내수 살리자

•   매경: 삼성전자 법인세율 2년새 3.7%P 뛸때 경쟁사 애플은 9.4%P 세율 낮아졌다

•   매경: 日대지진·리먼사태…위기때마다 `법인세 인하`로 경기반등

•   매경: `법인세 인하=대기업 특혜`는 오해…中企 70% "가장 절실한 건 稅혜택"

•   매경: "美, 천문학적 돈 쓰더라도 경제 살린다면 성공으로 평가받을것"

•   매경(P1): 丁총리 "6일부터 생활방역으로 전환"

•   매경: 생활방역 전환돼도…`마스크없는 일상` 아닙니다

•   매경(P1): [단독] 건설·음식업분야 조선족 취업 축소

•   매경: 코로나 고용절벽에 `외국인 취업제한` 강수

•   매경: 현금 확보 혈안된 글로벌 기업들…배당 중단·정크본드 발행

•   매경: 삼성·LG, 해외공장 속속 정상화…최대시장 북미 수요회복이 관건

•   매경: 현대기아차 美 4월판매 40% 급감

•   매경: 갤럭시Z플립 `미러 골드` 6일 출시

•   매경: 코로나 위기 아직 진행형…주식보다 안전자산 비중 높여야

•   한경(P1): 삼성 스마트폰, 공들이던 인도서 샤오미·비보에도 밀렸다

•   한경: 21대 국회, 노동이사제 등 親노동법 밀어붙일 듯

•   한경: LG, 스마트폰 매출 1조 무너져…야심작 '벨벳'이 구원투수 될까

•   한경: 삼성 '중저가 5G-첨단 폴더블'로 반격 준비

•   한경: 범죄자도, 격리위반자도 받는 재난지원금

•   한경: "포스트 코로나 일자리 창출 돕겠다"

•   한경: 국내 車부품사 절반 "1분기 매출 20% 감소"

•   한경: 美 주식 쓸어담는 개미들…지난달 2.4조 순매수 '역대 최대'

•   한경: "더 독한 코로나 온다"…방역 전문가들이 경고하는 이유

•   한경(P1): "코로나가 4차 산업혁명 방아쇠 당겼다…진행속도 빨라질 것"

•   한경(P1): 'K프리미엄' 시대…'메이드 인 코리아' 대접이 달라졌다

•   한경: "정수기에 태극기 붙여달라"…'K프리미엄'에 빠진 바이어들

•   한경(P1): 기업들, 코로나 뚫고 잘 달렸지만…"2분기는 정말 쉽지 않다"

•   한경: K제조업, 위기 속에도…공장은 멈추지 않았다

•   한경: S&P "한국 올 성장률 마이너스로 떨어져도 내년엔 5% 이상 반등"

•   한경: 경기활성화法 이번에도 '자동폐기' 운명?

•   한경: 정부, 양대 노총에 "노사정 대화하자"며 재계에는 '입 단속'

•   한경: 이번주 '한국판 뉴딜' 밑그림 나온다

•   한경: 수출 중소·중견기업 3곳 중 2곳…"코로나로 원자재 조달·생산 취소 애로"

•   한경: 5대은행 '대기업 대출' 두달 새 14조나 늘었다

•   한경: 포스트 코로나 시대…새로운 변화에 투자하라

•   한경: "코로나·규제·종부세 3중 악재…부동산 시장 솟아날 구멍 있다"

•   조선(P1): 국가채무비율 40% 논란 넘어, 60%도 괜찮다는 與

•   조선: 국가채무 늘고 GDP는 줄고

•   조선: 진짜 위기는 아직 안 왔다는데… 올 국가채무비율 45% 역대최고

•   조선(P1): "코로나 시대, 정부가 뭘해도 된다는 논리는 위험"

•   조선(P1): IMF의 우울한 전망 "한국 1인당 실질GDP 22년만에 감소할 것"

•   조선(P1): 김정은 등장 다음날, 우리 GP에 총알이 박혔다

•   조선: 잠적→깜짝 등장→총격… 더 큰 도발로 이어지나

•   조선: 전문의 "오른손목 흉터, 주삿바늘 가능성" 靑 "수술도 시술도 안받았다"

•   조선: 주석단에 나란히 앉은 김여정, 실질 2인자 확인

•   조선: '죽음의 백조' B-1B 폭격기… 美, 괌기지에 다시 배치

•   조선: 세계 눈귀 흔든 20일… WP "코로나 피신이 韓美당국의 판단"

•   조선: "감염경로 모르는 확진자 2주간 10명 가까이 발생"

•   조선: 손님은 빅데이터… '서버 호텔' 시장 250조원 돌파

•   조선: [세종 인사이드] 추경, 추경, 추경, 재난지원금 다시 계산… 녹초가 된 예산실

•   조선비즈: 대기업 순위 '지각변동'…IT기업·사모펀드 약진, 중후장대 추락

•   조선비즈: LCD서 한국 밀어낸 중국, 이젠 대형 OLED다… 기술자 빼내기 잰걸음

•   중앙(P1): 현실이 된 실업, 혹독한 시간이 시작됐다

•   중앙: ‘공공 와이파이’ 두 배 늘린다는데…5G시대 실효성 의문

•   중앙: [단독]'김정은 위중설'에···北, 이수용·이용호 세력 숙청중

•   동아: 대기업 평균연봉 7920만원… 억대 33곳

•   동아: 전세계로 퍼진 코로나19… “바이러스 유전자 변이 아직 없다”

•   문화: 韓 배터리 3社, 세계 최대 中 전기차 시장 재공략

•   한국(P1): 재난지원금 기부의 역설… 고소득자 稅혜택 더 많다

•   한국: 국내 발생 확진자 1명 그쳤지만... 당국 “숨은 감염자 상당수 있을 것”

•   국민(P1): 이틀간 9만여명 제주로… 전국 ‘보복 나들이’ 인파

•   국민: 2분기 더 큰 쇼크 전망에 된숨 쉬는 자동차·조선·철강

•   머니투데이: [단독]"전기료도 못낸다" 체납액 1500억 돌파

•   머니투데이: 삼성·SK 1Q 선방에도 반도체 업황 불안한 이유

•   머니투데이: 포스트 코로나 수혜주는…'이것들'만 주목해라

•   파이낸셜뉴스(P1): 280만가구에 오늘부터 재난지원금 현금 지급

•   파이낸셜뉴스: 특별할인, 취득세 지원까지…'보상소비' 올라탄 자동차업계 [생활방역 전환 대대적 마케팅]

•   파이낸셜뉴스: 40조 기간산업기금 이달 가동…LCC·자동차 급한불 끌까

•   파이낸셜뉴스: 매매절벽 속 분양시장 '나홀로 호황'…수도권 모두 '완판'

•   파이낸셜뉴스: 두산인프라코어, 코로나19에도 깜짝실적...목표가↑ -대신증권

•   아시아경제: 건설기계업계, 코로나19에 1분기 실적악몽 현실화…"하반기 돼야 개선"

•   디지털타임스(P1): 코로나 위기 극복할 `기업가 정신` 반토막

•   디지털타임스: 3兆 자구안 마련한 두산그룹… 핵심계열사 `밥캣` 매각할까

•   이데일리: 세계 최대 컨테이너선 닻 올렸지만..물동량도 수주도 '꽁꽁'

•   이데일리: 올해 로봇 1500대 보급…산업부 “제조혁신 가속·서비스 신시장 창출 ”

•   이데일리: 국경봉쇄·판매채널 마비·소비심리 위축..3대 악재 만난 車수출

•   이데일리: 삼전 사던 '동학개미', 석달 만에 '원유 불개미' 됐다

•   이데일리: "비싸니깐 산다"…주식시장 양극화 심화

•   이데일리: 황금연휴에 코로나 진정세…쇼핑몰·대형마트 오랜만에 북적

•   이데일리: 채안펀드 가동 한 달…'마중물 역할 vs 시장왜곡'

•   연합: "한국 노동생산성 증가세 둔화했다…혁신 걸림돌 없애야"

•   뉴스1: [르포] 로봇 바리스타가 드립을 한다고?…개드립이 아닙니다

•   이투데이: 두산, ‘최후의 카드’ 밥캣 대신 인프라코어 우선 매각나설까

•   더벨: 산은, 대기업 지원만 벌써 4.7조…신성장 발굴 '힘부친다'

•   CEO스코어데일리: (주)두산, 매출 증가에 연구개발비도 증가... 작년 R&D 비중 3.4%로 상승

•   뉴데일리: 원전 대신 가스터빈과 풍력발전... 두산중 '권토중래' 노린다]

•   아이뉴스24: [기로에 선 두산 ㊤] 자구안 마련에도 솔루스 매각 난항…분리매각 기우나

•   아이뉴스24: [기로에 선 두산 ㊥] 중공업·인프라·밥캣 통매각 압박

•   아이뉴스24: [기로에 선 두산 ㊦] 두산솔루스 매각, 두산重 경영정상화 불씨되나

•   reNews: Vestas secures 64MW double in Vietnam

•   Windpower Monthly: Repowering is key to true 'transition'

•   Windpower Monthly: Covid-19 lockdowns hit onshore predictions

•   Windpower Monthly: Recovery packages should link to green deal, says WindEurope

•   FuelCellsWorks: China: The Potential of Renewable Energy & Hydrogen Fuel Cells is Huge - FuelCellsWorks

•   에너지경제: 문닫는 석탄발전소...전세계 석탄소비 3년 만에 감소세 전환

•   KHL: More layoffs at Caterpillar

•   Equipment World: Weekly Coronavirus Contractor Survey: 24% expect backlog decrease

•   Construction Equipment: Caterpillar Touts 2 Billion Tons Hauled Autonomously

•   Construction Equipment: United Rentals Rental Revenue Down 0.7 Percent

•   건설경제: [해외 건축시장은 지금] 미국, 코로나19에 건축시장 악화 가시화

•   OilPrice.com: Chevron Slashes Capex Again To Protect Dividend In Oil Price Rout

•   OilPrice.com: Oil Tanker Rates Plunge More Than 50% As OPEC+ Cuts Start

•   MINING.com: Miners resume operations in Peru, Bolivia

•   MINING.com: IEA calls for boost to lithium-ion battery, hydrogen technologies

•   CNET: Galaxy Fold 2 rumors: Samsung confirms new foldable phone, no word on price or release date

•   전자신문: “QD 디스플레이, 2025년 매출 70억달러…고급 TV 시장 주도 전망”

•   Phone Arena: Samsung, Huawei, and Apple smartphone sales declined in Q1 2020, but Xiaomi grew

•   Phone Arena: Xiaomi, Vivo gained market share in Q1 2020 as worlwide shipments touched lowest levels since 2013

•   Phone Arena: Apple sees declining sales for two key units this quarter

•   Phone Arena: The Samsung Galaxy S20 5G series is bombing in the US

•   Phone Arena: Galaxy Z Flip 2 will likely have a triple camera system, larger front display

•   Robotics & Automation News: Productive Robotics launches fourth collaborative robot model

•   Robotics & Automation News: Voith Robotics replaces Franka Emika with UR cobots

•   Robot Report: Top 10 robotics stories of April 2020

•   로봇신문: IDC, "中 로봇 시장 2024년 147조원 규모"

•   Nikkei Asian Review: Japan's small companies apply for cash grants amid pandemic

•   Nikkei Asian Review: TPP countries defy protectionist trend to maintain supply chains

•   Nikkei Asian Review: Japan faces short supply of coronavirus drug remdesivir

•   Nikkei Asian Review: Abe instructs state of emergency to be extended around a month

•   Mainichi: Japan to help shift output to ASEAN from China after virus disruption

•   Mainichi: Japan to set guidelines on economic restart Mon. over virus

•   Mainichi: BOJ policymakers saw urgent need to buoy corporate finance in March

•   Economic Times: Auto sector may get Rs 1-lakh crore jolt on 45-day shutdown

•   Economic Times: Lockdown extended by 2 weeks, India split into red, green and orange zones

•   Economic Times: The curious phenomenon of revenge shopping in China after lockdown

•   Economic Times: View: Shutdowns kill too. Let biz get back on track

•   Economic Times: Lockdown 3.0 begins today with 'considerable relaxations'; some curbs to continue

•   Economic Times: View: How will the economic recovery shape up? Likely scenarios

•   Business Standard: PM Modi holds series of meetings to boost economy amid coronavirus crisis

•   Business Standard: Lockdown 3.0: Industry bodies welcome relaxations, some confusion remains

•   Business Standard: Govt working to identify key sectors for making India a manufacturing hub

•   Hindustan Times: In a first, auto firms post nil sales in April

•   Jakarta Post: PLN to give small businesses free electricity for six months

•   Viet Nam News: Standard Chartered lowers Việt Nam 2020 growth forecast to 3.3%

[Opinions]

•   Project Syndicate(Todd G. Buchholz): How Will the Great Cessation End?

•   Project Syndicate(Abiy Ahmed): A Pledge for Africa

•   Project Syndicate(Jeffrey Frankel): How to Avoid a W-Shaped Recession

•   Project Syndicate(Natasha Kassam, Noah Yim): The Great 5G Fracture

•   Project Syndicate(Andrés Velasco): The Populists’ Pandemic

•   Project Syndicate(Amin Saikal): The Kingdom’s Botched War in Yemen

•   FT(Editorial Board): Markets are out of step with economic reality

•   FT(Rana Foroohar): Economists need to abandon their comfort zones to deal with Covid-19

•   FT(Wolfgang Münchau): Don’t blame German judges if they say No to ECB asset purchases

•   FT(Gavyn Davies): After lockdown, economic sunlight or a long hard slog?

•   FT(Michael Mackenzie): Central banks are storing up problems in fight to shield credit

•   FT(Merryn Somerset Webb): There is a way to solve the Covid-19 bailout problem

•   FT(Jonathan Ford): Lockdown is exposing the folly of reckless financial strategies

•   FT(Colby Smith): The US should have few problems selling debt to ‘insatiable’ market

•   FT(Stephanie Kelton, Edward Chancellor): Can governments afford the debts piling up to stabilise economies?

•   FT(Mohammed Al-Jadaan): Private sector should offer poor countries debt relief

•   FT(Martín Guzmán): Argentina cannot afford to pay creditors more

•   FT(Nick Boles): Britain needs a New Deal-style recovery model

•   FT(Robert Colvile): Capitalism is not to blame, it’s our escape route

•   FT(Cuneyt Kazokoglu): Why the coronavirus crisis won’t mark a peak in oil demand

•   WSJ(Holman W. Jenkins, Jr.): Government Punts to Business

•   WSJ(Andy Kessler): How Big Data Is Attacking the Coronavirus

•   WSJ(Mary Anastasia O’Grady): Brazil Doubles Down on Reform

•   WSJ(Dan McConchie): Limit Governors’ Emergency Powers

•   WSJ(Sadanand Dhume): India May Have to Lift Its Coronavirus Lockdown

•   WSJ(Paula J. Dobriansky): An Allied Plan to Depend Less on China

•   WSJ(John F. Cogan, George P. Shultz): Remdesivir Affirms the American Way

•   WSJ(Adam J. White): Deregulate for the Coronavirus Recovery

•   WSJ(Scott Gottlieb): The Cruel Covid ‘New Normal’

•   NYT(Editorial Board): Investigate Tara Reade’s Allegations

•   NYT(Michelle Goldberg): The New Great Depression Is Coming. Will There Be a New New Deal?

•   NYT(Frank Bruni): She Predicted the Coronavirus. What Does She Foresee Next?

•   NYT(Rachel Minyoung Lee): Nobody Has Seen Kim Jong-un for 19 Days. What Does It Mean?

•   WP(Editorial Board): The path to reopening is clear. Our national strategy is not.

•   WP(Editorial Board): Yes, we should worry about federal aid being misused. But the fate of our economy is at stake.

•   WP(David Ignatius): The Fed’s success is a lesson in American leadership

•   WP(Max Boot): Trump can’t blame China for his own coronavirus failures

•   WP(George F. Will): A menace more durable than a virus

•   WP(David Von Drehle): We’ve unleashed a second pandemic: Unemployment

•   WP(James Downie): Trump can’t blame China for his own coronavirus failures

•   Bloomberg(Daniel Moss): Can't Work, Can't Go, Can't Stay. A Virus Trilemma

•   Bloomberg(Mihir Sharma): Coronavirus Is Straining the Concept of Federalism

•   Bloomberg(Aaron Brown): U.S. Economy Poised to Mirror the Post-WWII Glory

•   Bloomberg(John Authers): In a Pandemic, the Mob Is the Ultimate Enforcer

•   Bloomberg(Julian Lee): Oil's Recovery Could Take Decades, Not Years

•   Bloomberg(Lionel Laurent): No, Sweden Isn’t a Miracle Coronavirus Model

•   Bloomberg(Jonathan Bernstein): Trump’s Bad Judgment Isn’t an Abuse of Power

•   Bloomberg(Francis Wilkinson): Trump and Lincoln Are Opposite Kinds of Presidents

•   Bloomberg(Faye Flam): Remdesivir Trial Missed a Huge Opportunity

•   Bloomberg(Alexis Leondis): Here’s What to Do Before You Lose Your Job

•   Bloomberg(Mary Duenwald): Why Shoppers Are Swerving Between Saving and Splurging

•   CNBC(Frederick Kempe): China has a big chance to speed its way to global leadership

•   CNN(Jeffrey Sachs): What the US can learn from Asia about squashing Covid-19

•   CNN(Julian Zelizer): President Trump's reelection strategy is taking shape

•   MarketWatch(Cullen Roche): The stock market’s rallying while the economy’s tanking — it all makes perfect sense

•   MarketWatch(Simon Maierhofer): Stock market rally went too far, too fast — expect a decline before prices rise again

•   MarketWatch(Nevan Krogan): Scientists test 47 old drugs and find some may help fight coronavirus

•   MarketWatch(Roger Ma): Job and finances under threat from COVID-19? How to get a little more financial certainty

•   MarketWatch(Jurica Dujmovic): How China used robots, drones and artificial intelligence to control the spread of the coronavirus

•   Nikkei Asian Review(Frederic Neumann): Stimulus-driven inflation is the least of Asia's problems

•   조선(사설): 원자력계 死地에 몰고 이제 와서 구명 자금 투입

•   문화(정범진): 원전 건설 재개로 경기 부양 가능하다