Business Intelligence Monitor 200518

(Introduction)

[Markets]

•   Global: U.S. stock market swings higher despite rising U.S.-China tensions; oil up

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 소폭 올라 1,920대 유지…외국인은 5일째 '팔자'

•   한국: 두산, 어닝쇼크 속 '장중 급락' vs 두산인프라코어는 '장중 급등'

•   한국: [시그널] CP금리 사흘째 하락...'급한 불' 껐지만 불안 여전

•   Metals: Copper under pressure despite China factory rebound

•   Iron ore: China demand pushes iron ore back above $90 a tonne

•   Grains: Wheat ends week down 4%, most in a month; soy and corn firm

[Indicators]

•   US Apr. Retail sales·Industrial production: Coronavirus Lockdowns Trigger Rapid Drop in Retail Sales, Factory Output

•   US Q2 GDP Nowcast: May 15, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -42.8 percent ? May 15, 2020

•   Germany Q1 GDP: German GDP shrinks by 2.2% in first quarter

•   China Apr. Industrial production, etc.: China industry rebounds in April from coronavirus lows

•   한국 4월 수출입물가: 수출물가, 3년 7개월만에 ‘최저’ D램·시스템반도체는 3달째 상승

•   한국 4월 카드 승인액: 카드 사용 두달 연속 감소

•   한국 주간 아파트 가격(부동산114): 급매물 소화… 집값 낙폭은 줄어

•   India Apr. Balance of Trade: Merchandise exports contract by 60%, imports plunge 58% in April amid shutdown

•   Indonesia Q1 External debt: Indonesia debt growth slows in Q1 as foreign capital retreats

•   Indonesia Apr. Balance of Trade: Indonesia posts trade deficit in April as exports, imports plunge

※   Jakarta Post: Indonesia’s falling imports signals cooling economic activity

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Deaths Are Up Sharply, Though Covid-19’s Precise Toll Is Murky

•   WSJ: Coronavirus Vaccine Front-Runners Emerge, Rollouts Weighed

•   WSJ: As West Cautiously Reopens, New Coronavirus Infection Clusters Emerge in Asia

•   WSJ: Fed’s Powell Says Economy Faces Long, Uncertain Recovery

•   WSJ: House Narrowly Passes $3 Trillion Aid Package

•   WSJ: Pandemic Review Still in Balance as China, U.S. Weigh Response

•   WSJ: U.S. Expected to Revise Small-Business Aid Program

•   WSJ: More Complexity, Fewer Customers: Auto Industry Tries to Reopen

•   WSJ: India’s Coronavirus Crisis Spurs a New Look at Self-Reliance

•   WSJ: Bets on Slow Economic Recovery Challenge Market Rally

•   WSJ: After Devastating Contraction, Glimmers of Growth Emerge

•   WSJ: Economy Week Ahead: Japan, Cares Act, Purchasing

•   WSJ: Newsletter: Fewer Jobs, Less Shopping, Slow Rebound

•   WSJ: Silicon Valley’s Next Big Office Idea: Work From Anywhere

•   WSJ: Pandemic Review Still in Balance as China, U.S. Weigh Response

•   WSJ: J.C. Penney, Pinched by Coronavirus, Files for Bankruptcy

•   WSJ: Kim Jong Un Disappeared From View, But North Korea’s Problems Never Left

•   NYT: A Sitting President, Riling the Nation During a Crisis

•   NYT: From ‘Respect’ to ‘Sick and Twisted’: How Coronavirus Hit U.S.-China Ties

•   NYT: Coronavirus Cases Slow in U.S., but the Big Picture Remains Tenuous

•   NYT: Seeking: Big Democratic Ideas That Make Everything Better

•   NYT: Trump Ousted State Dept. Watchdog at Pompeo’s Urging; Democrats Open Inquiry

•   WP: Coronavirus: California nursing homes are examples of how cruel the pandemic can be

•   WP: With virus restrictions lifting, a cautious reopening begins in Virginia and Maryland

•   WP: Trump sets goal of hundreds of millions of coronavirus vaccine doses by January, but scientists doubt it

•   WP: Trump expresses anger that his China trade deal is off to a rocky start, but he lacks obvious remedies

•   WP: Crisis exposes how America has hollowed out its government

•   WP: As coronavirus testing expands, a new problem arises: Not enough people to test

•   WP: Faced with a Trumpian barrage of attacks, Joe Biden chooses to look the other way

•   WP: Why Belgium has recorded so many coronavirus deaths

•   WP: In next phase of pandemic, Trump appears poised to let others take the lead

•   FT: US escalates China tensions with tighter Huawei controls

•   FT: Facebook snaps up Giphy for $400m

•   FT: Crisis in the Amazon: ‘Coronavirus does not wait, they die on the boats’

•   FT: Greece anxiously prepares for socially distanced beach life

•   FT: Turks head to barbers for first expert shave in weeks

•   FT: Fang Fang’s ‘Wuhan diary’ sparks tussle over virus narrative

•   FT: Brexit talks stall as UK resists EU demands on fair competition

•   FT: Tempting back the terrified: shops and restaurants try to reassure customers

•   FT: How bank hedging jolted investors into talk of negative rates

•   FT: Fund managers pile into $65bn Covid-19 bond market

•   FT: Oil slump puts pressure on Gulf states’ currency pegs

•   FT: Cheer spreads through US oil market as lockdowns ease

•   FT: Contenders set out stalls to succeed Azev?do at helm of WTO

•   FT: German police crack down on anti-lockdown protesters

•   FT: Dollar liquidity measures leave some countries out in the cold

•   FT: Obama says US lacks leadership on pandemic

•   FT: Virus brings France’s ‘number-one car region’ to a standstill

•   FT: Egyptians face economic pain despite looser lockdown

•   FT: US companies set aside billions for late payments

•   FT: Will Italy’s borrowing costs rise even further?

•   FT: UK renewables prove a shining success during pandemic

•   FT: Spain’s prime minister seeks one last lockdown extension

•   FT: UK housing market set to return ? but not with a bang

•   FT: Mexico rams through electricity market overhaul

•   FT: Brazil loses second health minister in a month

•   FT: R numbers offer no easy answers for UK to lift lockdown

•   FT: When does the Barnier-Frost slow dance become a quick step?

•   FT: Treasury eyes lifting loan caps for ‘squeezed middle’ companies

•   FT: Modi the reformer reappears as coronavirus hits India’s economy

•   FT: UK manufacturers warn of slow recovery from coronavirus

•   FT: Europe reopens but travel operators fear tourists will stay away

•   FT: Mystery of prolonged Covid-19 symptoms adds to unknowns

•   Bloomberg: Global Cost of the Virus Could Reach $8.8 Trillion, ADB Says

※   ADB:Updated Assessment of the Potential Economic Impact of COVID-19

•   Bloomberg: Trump Aide Accuses China of Using Air Travelers to ‘Seed’ Virus

•   Bloomberg: China Faces Angry World Seeking Virus Answers at Key WHO Meeting

•   Bloomberg: Yen Beating G-10 Peers Has Asset Managers Betting on More Gains

•   Bloomberg: What Investors Should Buy Ahead of China’s Top Policy Meeting

•   Bloomberg: Pandemic Shatters World Order, Sowing Anger and Mistrust

•   Bloomberg: More Chinese Dine Out and Schools Reopen as Normal Life Resumes

•   Bloomberg: Here’s What It Will Take to Reopen Singapore’s Economy

•   Bloomberg: Vietnam’s Biggest City Facing Extreme Risk From Floods by 2050

•   Bloomberg: Millions in U.S. Are On Edge, Waiting for Jobless Benefits

•   Bloomberg: Coronavirus Wreaks Havoc on the Future of U.S. Immigrant Labor

•   Bloomberg: JPMorgan Asset Says It’s Way Too Soon for Negative U.S. Rates

•   Bloomberg: European Leaders Accept Reopening Risks and Hope for Vaccine

•   Bloomberg: World Monetary Policy Stance May Not Be as Easy as It Appears

•   Bloomberg: China Central Bank Governor Pledges Financial Support to Economy

•   Bloomberg: Covid-19 News: Lockdown Fatigue Spreads Across Africa

•   Bloomberg: China’s Cautious Economic Reboot Is a Warning for the World

•   Bloomberg: Oil Watchers Applaud Swift Delivery of OPEC+ Supply Cuts

•   Bloomberg: ECB’s Brown Bonds Draw Criticism Once Again Amid Stimulus Boost

•   Bloomberg: Unpriceable Risk of Climate Change Stalks $31 Trillion of Debt

•   Bloomberg: India Plans to Suspend New Bankruptcy Filings for a Year

•   Reuters: Hungary to start easing coronavirus curbs in capital from Monday

•   Reuters: Thailand opens malls after nearly two months amid coronavirus outbreak

•   Reuters: Spain's daily COVID-19 deaths below 100 for first time in two months

•   CNN: How the coronavirus explosed US' reliance on India and China for generic drugs

•   CNN: Countries' massive debt piles are turning into a disaster

•   CNN: Trump's bizarre wish list: Higher oil prices and negative interest rates

•   CNN: Unveiling vaccine effort, Trump says country will be back with or without onePolitics

•   CNBC: Unemployment rises in China as coronavirus shock to economy persists

•   CNBC: European leaders are blunt: A vaccine won't come soon enough

•   CNBC: Growing tensions over China’s handling of coronavirus could lead to a ‘much worse’ trade war, investor says

•   CNBC: Slovenia becomes first EU nation to declare end of Covid-19 epidemic

•   CNBC: Coronavirus: WHO raises alert on mysterious inflammatory disease in children

•   CNBC: Why the coronavirus recession makes retiring harder for millions

•   Fox Business: Coronavirus V-shaped recovery 'uncertain': El-Erian

•   SCMP: China legislature meets to set tone for global role in post-pandemic world

•   SCMP: China doesn’t need big economic stimulus, advisers and ex-officials say

•   SCMP: China hits back at America’s ‘unreasonable suppression’ of Huawei

•   SCMP: ‘Just in time’ morphs into ‘just in case’ as Covid-19 cuts supply chains

•   SCMP: Could land reform help China offset economic damage from the coronavirus?

•   SCMP: Coronavirus leaves experts divided over the path of China’s economic recovery

•   SCMP: US-China trade deal not dead yet, but ‘not bulletproof’, says ex-US negotiator

•   SCMP: China infrastructure stimulus helps drive April recovery in vehicle sales

•   Global Times: US' new Huawei ban only shoots itself in the foot: Expert

•   매경(P1): [단독] 서울 재난생활비 `펑크`…한달 기다려야

•   매경: [단독] 재난지원금 받아 도수치료후 보험 청구…꼼수소비 `災테크`

•   매경: "불편"쏟아지자 땜질 바쁜 정부

•   매경: 웨딩·상조업체 결제 가능…업종중 식당 11만곳 최다

•   매경(P1): 미국에서는 다 되는데…왜 우린 자판기로 약 못사나

•   매경: 한국선 막힌 藥 자판기·환전 공항배달…중기 규제비용만 年50조

•   매경: 어떤 기업이든 오세요 산단 업종규제 없는 日

•   매경: 규제풀어 산단에 기업 유치…공무원에 상준뒤 황당징계

•   매경: 직무급제 찬성한 노조, 소득 감소는 "안돼"…말뿐인 철밥통 수술

•   매경: 멈춰선 車부품업계…"특별고용지원 없인 생존못해"

•   매경: 시총 20조 눈앞…카카오, 제조업 대표株 현대차 넘을까

•   매경(P1): BIS의 경고 "韓민간부채 증가 너무 빨라"

•   매경: 韓 기업·가계 빚 증가속도 43國중 4위…코로나 맞물려 폭증 우려

•   매경: 시중銀 대출 리스크 수면위로…부실대응 능력 떨어져

•   매경: 재정 건전성 빨간불에 文, 25일 국가재정회의

•   매경(P1): 쌍용차 감사의견 거절…"기업 지속 불확실"

•   매경: 뒷짐 진 대주주·채권단…쌍용차 벼랑끝 위기

•   매경: [단독] 稅폭탄 두려워 한국 떠난다…투자이민 상담 3배 급증

•   매경: `코로나 쇼크` 버틴 대기업…고용 유지하고 인건비 줄였다

•   매경: 코로나한파 6개월 더? 셋중 한곳 "인력 감축"

•   매경: 동네식당·상가 "매출 2배 뛰었어요"…`코로나 머니` 반짝특수

•   매경: 勞 임금깎고 使 일자리 지키면…稅 깎아준다

•   매경: `원포인트 대화` 앞두고 양대노총 벌써 신경전

•   매경: 1~4월 200만명 실직

•   매경: 대기업·협회 짜고…레미콘 입찰 담합

※   두산건설, 동양 등 17개 업체와 한국레미콘공업협회에 시정명령과 함께 과징금 총 198억1300만원을 부과하기로 결정

•   매경: 삼성전자 맥못춰도…펄펄나는 반도체펀드

•   매경: 김동연 前부총리가 양돈마이스터 고문된 까닭

•   한경(P1): 고용지원금으로 버티는 여행사…"여름 지나면 절반 폐업"

•   한경: 여행업계 긴급 설문…"올해 사실상 영업 끝"

•   한경: 6개 항공사 1분기 영업손실 4200억…"2분기는 더 암울"

•   한경(P1): 퀵배달·대리기사도 근로자로 인정할 듯

•   한경(P1): 최대 年 3% 이자 '네이버 통장' 나온다

•   한경: 커머스-금융 '양날개' 단 네이버…"진짜 센놈 온다" 금융사 초긴장

•   한경: 與, 코로나 대응 입법 '속도전'…"이달 내 과제 선별"

•   한경: 두산그룹 상징 '두타' 결국 8000억원에 팔리나

•   한경: 지난달 파산·회생 신청 오히려 감소…왜?

•   한경(P1): 美의 '화웨이 고사 작전'…삼성·하이닉스도 초비상

•   한경: 화웨이에 공급 막히면 年 10兆 날려…韓 반도체 투톱만 '새우등'

•   한경: 삼성 휴대폰·통신장비는 유럽·美서 반사이익 기대

•   한경(P1): 공정법·상법…거대 여당, 기업 옥죄는 '전부개정안' 줄폭탄 예고

•   한경: 경영계, 공정경제 법안 내세워 "기업 투자의욕 꺾일 것"

•   한경: 정부, 고용유지 위해 임금삭감 땐 기업·근로자 모두 '稅혜택' 추진

•   서경(P1): 원유개미 '묻지마 투자' 제한···ETF·ETN 신용거래 금지

•   서경: [단독] 6억 이하 서울아파트 가구수, 3년새 반토막

•   서경: 유턴기업 기준 낮추고 지원금 더 늘린다

•   서경: 정부, 올 성장률 전망 대폭 낮춘다

•   서경: 中 시장 회복하는데 후진하는 현대차···'품질'이 변수

•   서경: 코로나 암초에···해운업 역대 최악 불황

•   서경: [르포] 갤S20·벨벳폰 공짜? 조건따라 '널뛰기'

•   서경: [시그널]비수기에도...회사채로 몰리는 기업들

•   조선: 은행에 실망한 투자자, 펀드서 돈 빼 주식투자… '동학개미'에 속속 합류

•   조선: 두산重 1분기 3012억 적자

•   조선: "이젠 5G 드론으로 서울서 강원 산불도 통제할 수 있죠"

•   조선(P1): 시한부 한국원전산업… 내년 3월 올스톱

•   조선: 신재생에너지·4차산업혁명도 싼 전기가 핵심… 원전 없인 힘들다

•   조선: 美 모듈원전 러브콜 받은 두산重, 세계 주도할 기회 날릴 판

•   조선: 코로나로 관심 커진 원전…"위기때 확실한 전력공급원"

•   조선: [최보식이 만난 사람] "탈원전, 우릴 일자리서 내쫓아… 고용 유지 말로만 하는 대통령에 배신감"

•   조선: 코로나 석달, 펀드 수익률 사람이 이겼나 AI가 이겼나

•   조선비즈: [단독] 위기의 두산건설 아파트 시공권도 내놨다… 현금 필요해 천안 공사 '반납'

•   조선비즈: 기부·임금 반납 다음은 구조조정? …불안한 임원들

•   조선비즈: [단독] 경제보다 환경?… 대통령이 주문한 '그린뉴딜' 환경부가 총괄

•   조선비즈: "서울보다 낫네"··· 건설사 주력 시장으로 떠오른 광역시

•   중앙(P1): 뿌려진 2차 뇌관…다시 전국이 ‘스텔스 바이러스’ 전선

•   중앙: 클럽→관악 노래방→홍대 주점·서울구치소…N차 감염 비상

•   중앙(P1): 서울 도심 7만 가구 계획, 시장에선 긴가민가

•   중앙: ‘투기 억제’ 부동산 정책, 공급 부족 논란 일자 프레임 변경

•   중앙: 30가지 넘는 공공임대 유형 통합…2025년 240만 가구로 확대

•   중앙: 코로나 증세 0.7일 전 바이러스 최다 배출…무증상 감염 많아

•   동아(P1): “종부세 완화 없다” 선 그은 기재부

•   동아: 黨政 ‘1주택 종부세 완화’ 온도차

•   동아: 삼성전자, 코로나쇼크에도 R&D-채용 늘렸다

•   동아(P1): 클럽發 4차감염 추가 확인… 폭증은 없어

•   동아: 文대통령 “추가 확산 가능성 크게 낮아져”

•   동아: 스마트폰-TV-디스플레이 수요 뚝… 위기감 커지는 삼성전자

•   동아: 이익 39% 감소에도… 대기업, 투자 22% 늘렸다

•   문화(P1): “내수위축·고용부진·수출감소 지속”…기재부 “실물경제 하방 위험 확대”

※   기재부: [보도참고] 2020년 5월 최근 경제동향

•   문화: 주력업종도 신산업도 ‘수요 절벽’…“산업생태계 중대 위기”

•   문화: 해외IB들 韓경제성장률 전망도 ‘급전직하’

•   문화: 5월첫주 인구이동 작년의 83%…방심이 확산 키웠다

•   문화: 한전, 저유가로 적자 면했지만… 脫원전에 ‘앞날은 캄캄’

•   문화: “중공업·항공업계 자금수혈은 임시방편일뿐”

•   문화: 코로나 재확산될까 겁나… 정상출근 미루는 기업들

•   한국(P1): 靑 “비대면 의료 허용, 의료 영리화와 무관”

•   국민: 계속 되는 코로나 침체… 부동산시장 ‘빙하기’ 오나

•   머니투데이(P1): 정의선이 말하는 이동의 자유…현대차 본사엔 ‘미래도시’가 있다

•   머니투데이(P1): [단독]전국민고용보험 첫발, 내년 특고 '77만명+α' 가입 목표

•   머니투데이: 수소경제 첨병' 가스공사, 에너지전환도 주도

•   머니투데이: "투자도 실패, 자리도 위태"…우울한 두산重 직원들

•   더벨: 두산중공업, 클럽모우CC 매각한다

•   헤럴드경제: 강남 누르고, 강북은 띄우고…‘투기판’으로 전락한 분양시장

•   헤럴드경제: “전고체 배터리는 서울~부산 2시간 주파 신도로 건설하는 혁명”

•   헤럴드경제: 배당까지 철회한 두산...증권사 “목표주가 하향”

•   파이낸셜뉴스(P1): 고개드는 2차 팬데믹… 기업 자금줄 다시 얼어붙는다

•   파이낸셜뉴스(P1): 경제 위기경보…"대기업, 고용 유지해달라"

•   파이낸셜뉴스: 日 수출규제 ‘반전의 10개월’… 소재 국산화로 ‘극일’ 해냈다

•   파이낸셜뉴스: 수출 부진에… 한은 금리 더 내릴까

•   파이낸셜뉴스: ‘그린 뉴딜’ 핵심은 일자리 창출·저탄소 발전

•   파이낸셜뉴스: 6월 이후 부동산 시장… 전문가들 엇갈리는 전망

•   파이낸셜뉴스: 3월로 돌아간 것처럼 손님 줄어.. 영업시간 축소·감원·폐업 속출 [코로나 직격탄 호텔·외식업계]

•   파이낸셜뉴스: 산은·수은 LCC지원 이달 마무리… 4000억원 웃돈다

•   파이낸셜뉴스: "개미 투자 행진 여름까지 간다"… 증시대기 예탁금 43조넘어

•   파이낸셜뉴스: 삼성 "예정대로 9월 출시" vs. LG "4분기로 연기 고심"

•   파이낸셜뉴스: 5~6월 정비사업 3조7000억… 건설사 운명 건 수주전 펼친다

•   아시아경제(P1): "정부 설득에"…韓銀, SPV 직접대출 만지작

•   아시아경제(P1): 부동산 규제 완화 없다…정부 "투기수요 여전, 시장안정 의지 어느 때보다 강력"

•   아시아경제: 美·中·日 공세에 샌드위치 신세로…삼성·하이닉스, 시스템부문 강화

•   아시아경제: "한국 리쇼어링, 불끄고 공부하라는 것"

•   아시아경제: 은행도 기업도 ESG 채권 발행 러시

•   아시아경제: 두산, 3조원 마련에 전방위 속도전…실효성은 여전히 의문 - 아시아경제

•   디지털타임스(P1): "살기 위해"… 무섭게 혁신하는 기업들

•   이데일리: 아이폰SE, LG벨벳 나왔지만.. 주말 번호이동 ‘잠잠’

•   이데일리: 文 노동이사제 민간 확산되나…“상생 경영” Vs “경영권 침해”

•   이데일리: 대기업들, 코로나19發 경영 악화로 유동성확보·비용절감 집중

•   이데일리: [위클리M&A]두산, 뭘 팔고 뭘 남길까

•   이데일리: 120년 역사의 두산, 어쩌다 위기에 내몰렸나

•   연합: 한국판 뉴딜' 전문가 간담회…삼성·KT·두산 등 참석

•   MBC: 코로나 이후는 '녹색 세계'…"한국, 석탄·원전 대신 그린뉴딜"

•   이투데이: LG화학, 美공장 가동 재개…점유율 확대 총력전 나선 배터리 3사

•   비즈니스포스트: [오늘Who] 박정원, 알짜 두산인프라코어 두산밥캣도 자구안에 넣을까

•   비즈니스포스트: 두산분당센터, 두산타워 잇는 두산그룹의 새 상징될 수 있을까

•   프라임경제: [10년 전 오늘] 무리한 배수진 승부 뛰어들었던 두산건설의 추락

•   팍스넷뉴스: [위기의 두산중공업] 채권단 "두산인프라코어 매각해야"

※   두산인프라코어와 두산밥캣을 모두 가져가겠다며 두산중공업을 투자회사와 사업회사로 분리하는 방안을 제시했지만, 채권단이 이를 기각

•   더구루: 수출입은행, 미얀마 코로나19 극복에 3000만달러 지원 제안

•   더구루: 두산밥캣, 영국서 파격 프로모션…코로나 극복 안간힘

•   이코리아: [위기의 두산] 직원은 死地로, 경영진은 '권력 사수'

•   reNews: COVID-19: Germany extends project delivery deadlines

•   에너지경제: 풍력발전, 신재생에너지 ‘새바람’ 될 수 있을까

•   에너지경제: 에경연 '20년 뒤 전기 수요, 지금보다 30% 증가'

•   에너지데일리: ‘풍력발전 협의체’ 본격 운영 돌입

•   KHL: Construction key for Germany as recession bites

•   KHL: Job cuts threat at JCB

•   KHL: Construction to contract 5.5% in Latin America

•   Equipment World: How long will it take for construction to recover from the coronavirus?

•   건설경제: 정부 “1분기 역대 최고 재정집행...GDP 0.2%p 기여”

•   건설경제: 송현1ㆍ2차 재건축, 호반·KCC·두산건설 참여 기대

•   OilPrice.com: Russia’s Oil Giant Rosneft Quits All Venezuelan Operations

•   OilPrice.com: Oil Price Crash Leads To Large Drop In U.S. Fixed Investment

•   CNET: Galaxy Z Flip: After 3 months, I can't stop using it

•   전자신문(P1): 中 화웨이, 차기 폴더블폰에 '삼성 패널' 쓴다

•   전자신문: 지자체·국회 전자파 '포비아' 규제 남발...5G 투자 장애물

•   전자신문: SEMI "전력·화합물 반도체, 5년 후 생산량 20% 증가"

•   Phone Arena: The Galaxy Note 20 will be great, but not as great as this deeply discounted Galaxy Note 10

•   Inside EVs: Passenger Plug-In Electric Car Sales In Europe In Q1 2020 By Country

•   Robotics & Automation News: Business ideas emerging in China during Covid-19

•   Robot Report: How 6 River Systems’ robots help keep workers safe during the coronavirus pandemic

•   Nikkei Asian Review: IOC expects costs of up to $800m for delayed Tokyo Olympics

•   Nikkei Asian Review: Tokyo looks to ease restrictions and get economy back on track

•   Nikkei Asian Review: Coronavirus upsets Japan 5G launch

•   Nikkei Asian Review: Pandemic-era robots shop, talk and even clean the loo

•   Nikkei Asian Review: Asia and world seek different paths to exit coronavirus crisis

•   Nikkei Asian Review: SoftBank Vision Fund strategy under scrutiny as deals stall

•   Mainichi: Japanese firms cautious about new-grad hires on unclear virus impact

•   Economic Times: Centre extends lockdown till May 31

•   Economic Times: To buy or not to buy: Covid may change Indians' equation with real estate

•   Economic Times: Jobs: COVID-19 could cost 135 million jobs, push 120 million people into poverty in India: Report

•   Livemint: India to privatise all electricity discoms in union territories

•   Livemint: India surpasses China's Covid-19 tally with 85,000 confirmed cases

•   Livemint: Nirmala Sitharaman announces major reforms in coal, defence manufacturing

•   Livemint: India liberalises coal mining, mineral sector

•   Livemint: India’s GDP to shrink 45% in Q1FY21: Goldman Sachs

•   Business Standard: 50 days of lockdown: Indian markets are among the biggest losers globally

•   Business Standard: With Rs 20-trn package, fiscal deficit to balloon to 7.9% in FY21: Report

•   Business Standard: More than 80% Indian households lost income during lockdown, says study

•   Business Standard: Reform 4.0 package promises a better tomorrow for the sectors in focus

•   Business Standard: Govt package only worth Rs 3.22 trn and 1.6% of GDP, not Rs 20 trn: Cong

•   Hindustan Times: Economic package will have multiplier effect: Nirmala Sitharaman - india news - Hindustan Times

•   Folha de S.Paulo: Brazil Surpasses 200,000 Cases of Covid-19 with No Prospect of Stabilization

•   Folha de S.Paulo: Bolsonaro Wanted to Compare Coronavirus Deaths in Brazil and Argentina. The Result Is Terrible for Him

•   Jakarta Post: Companies still hiring now looking ahead to post-epidemic recovery: Mekari survey

•   Jakarta Post: Indonesia must boost recovery spending to $40b to keep businesses afloat: Kadin

•   Jakarta Post: Govt exploring option of reopening economy in five regions

•   Viet Nam News: Over US$1.89b raised through G-bond auctions this year

[Opinions]

•   Project Syndicate(Daniel Gros): The EU’s Nullification Crisis

•   Project Syndicate(Carmen M. Reinhart, Rob Subbaraman): Preventing a COVID-19 Food Crisis

•   Project Syndicate(Jos? Antonio Gonz?lez Anaya): Whither Oil Prices?

•   Project Syndicate(Hans-Werner Sinn): Germany’s Constitution and European Sovereignty

•   FT(Editorial Board): Flood of bankruptcies must not overwhelm the recovery

•   FT(Editorial Board): US relief should help those who need it most

•   FT(Editorial Board): The virus fight opens up a climate opportunity

•   FT(Rana Foroohar): Big Tech’s viral boom could be its undoing

•   FT(Wolfgang M?nchau): Failure of storytelling stokes identity politics in Europe

•   FT(Gavyn Davies): Why the US jobless surge is worse than in Europe

•   FT(Michael Mackenzie): Why prudent investors should start paying up for inflation protection

•   FT(David McCormick): America must step up to retain its economic might

•   FT(Jonathan Portes): The flaw in Johnson’s ‘common sense’ lockdown logic

•   FT(Willem Buiter): Paying for the Covid-19 pandemic will be painful

•   FT(Paul Robinson): Mining and metals can outperform in a post-pandemic world

•   FT(Billy Nauman): Coronavirus is strengthening the hand of ESG investors

•   FT(Jens van ‘t Klooster): The ECB must shift to a wholesale acceptance of junk bonds

•   FT(Jesper Koll): Japan’s cash reserves are now a great source of advantage

•   FT(Lex): TSMC: straddling the divide

•   WSJ(Alan S. Blinder): On Coronavirus Debt, Heed the Wisdom of Scarlett O’Hara

•   WSJ(Andy Kessler): Finally, the Low Prices We Deserve

•   WSJ(Mary Anastasia O’Grady): Lockdown Puts Brazilian Lives at Risk

•   WSJ(Glenn Hubbard, Hal Scott): Who’s Looking Out for Main Street?

•   WSJ(Cenk Uygur): How Biden Can Win Over Progressives

•   WSJ(Karen Elliott House): Oil Becomes a Risky Game for Saudis

•   WSJ(Scott Gottlieb): Cut Through the Fog of Coronavirus War

•   NYT(Editorial Board): How Many Covid Deaths? Don’t Ask President Trump

•   NYT(Paul Krugman): Covid-19 Reality Has a Liberal Bias

•   WP(Editorial Board): The pandemic’s big political losers

•   WP(Catherine Rampell): Unemployment is so bad that these economists are proposing a new way to measure it

•   WP(Jennifer Rubin): Distinguished person of the week: Jerome Powell is talking economic sense

•   WP(Paul Waldman, Greg Sargent): As House Democrats rush to pass rescue bill, a deep tension surfaces

•   WP(Karen Tumulty): It is far too early for Democrats to panic over Biden

•   WP(Lenny Bernstein, William Wan, Josh Dawsey, Holly Bailey): Latest CDC guidance on reopening after coronavirus stay-at-home orders offers checklists for schools, businesses and daycare centers

•   WP(Fred Hiatt): Trump is gambling the health of the nation for his reelection

•   WP(Robert J. Samuelson): Trump’s failure of leadership makes a feeble economy and resurgent virus more likely

•   WP(Evelyn N. Farkas): Russia is interfering in our elections again. And Trump supporters are emulating Russian tactics.

•   Bloomberg(David Fickling): Trump’s China Bark Is Worse Than His Bite

•   Bloomberg(David Fickling): Coronavirus Will Stretch, Not Break, Global Supply Chains

•   Bloomberg(Tyler Cowen, Garry Kasparov): Coronavirus Is Making Universal Basic Income Look Better

•   Bloomberg(Noah Smith): FDR’s New Deal Worked. We Need Another One.

•   Bloomberg(Brian Chappatta): Americans Have No Clue What's Next on Inflation

•   Bloomberg(Liam Denning): Flat Oil Futures Should Keep Frackers Quiet

•   Bloomberg(Julian Lee): U.S. Oil Companies Line Up With Russia, Saudi Arabia

•   Bloomberg(Brooke Sutherland): Future of Factories Is More Robots and More Mexico

•   Bloomberg(Clara Ferreira Marques): A City at Boiling Point Needs Cool Heads

•   Bloomberg(Jonathan Bernstein): Does Donald Trump Want to Be Re-Elected?

•   Bloomberg(Adam Minter): Coronavirus Is Bringing Out the Worst in Malaysians

•   Bloomberg(Tim Culpan): Foxconn Forecast Portends More Bad News for Apple

•   Bloomberg(Faye Flam): Where to Worry About Catching Covid-19, and Where Not To

•   Bloomberg(Beth Williams): Lessons From a Quarter We'd Like to Forget

•   CNBC(Michael K. Farr): Pandemic investing must embrace greater uncertainties

•   CNN(Kent Sepkowitz): A surprising way you may risk getting Covid-19

•   CNN(Ray Dalio): We must reform capitalism, not abandon it

•   MarketWatch(Nigam Arora): China risk has reemerged in the U.S. stock market ? here’s how events may play out

•   Nikkei Asian Review(Junichi Taki): Coronavirus: Vaccine and PCR tests are no panacea

•   서경(양준모): 전력수급계획 재검토 필요하다

•   조선(사설): 다음 정부가 원전 산업 再起를 도모할 토대라도 유지시켜 놓으라

•   중앙(이하경): “기후악당 두목” 불명예 씻어야 할 문재인 대통령

•   전자신문(Simon Smith): 해외 석탄 투자 중단이 가져다 줄 한국의 미래