Business Intelligence Monitor 200601

(Introduction)

[Markets]

•   Global: Stocks rebound on relief at Trump's response to China over Hong Kong

※   U.S. to no longer recognize Hong Kong as autonomous

※   U.S. stocks reverse loses

※   MSCI All Country World Index down 0.2%

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures sink after weekend riots grip America

•   한국: 코스피, 보합권 마감…미·중 갈등 영향 제한적

•   한국: 디스플레이 부진…소재주는 선방

•   한국: CD·국고채 금리 사상 최저 수준.. 기업대출·조달시장 '양극화' 전망

•   Metals: London aluminium set for strongest monthly gain in 16 months on China demand

•   Iron ore: Iron Ore Powers Past $100 as Supply Woes Meet Robust Demand

•   Grains: Corn, soybeans slide on U.S.-China tensions

•   DRAM: 5월 D램값 소폭 상승…"PC용 수요 늘어나"

•   DRAM: 서버용D램 가격 제자리..4분기 10% 하락 전망도

[Indicators]

•   Global Apr. EV sales: Global Plug-In Electric Car Sales In April 2020 Down 30%

•   US Apr. PCE: Consumer Spending Fell a Record 13.6% in April

•   US May Consumer Sentiment Index: U.S. Consumer Sentiment Faltered in Late May, Outlook Dimmed

•   US Q2 GDP Nowcast: May 29, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -51.2 percent — May 29, 2020

•   Eurozone May CPI: Deflation fears as eurozone price growth falls to four-year low

•   Italy Q1 GDP:Italy’s First-Quarter Slump Was Deeper Than Estimated at 5.3%

•   China May Manufacturing PMI: China’s Factory Outlook Slips in May Amid Slow Recovery

•   한국 1분기 대외채무: 외화부채 가파른 증가…1분기 167억弗↑

•   한국 4월 산업활동 동향: 코로나에 4월 제조업생산 11년만에 최대↓…서비스업·소비 반등

※   매경: 공장가동률 68%…제조업이 멈춘다

※   매경: 문 닫은 공장들 속속 경매로…가격 낮춰도 사는 사람이 없다

※   건설경제: 코로나19 ‘직격탄’ 건설수주 7년 3개월만에 최대 감소

•   한국 4월 아파트 매매: ‘절세 급매’ 끝났다…서울 아파트, 거래 줄었는데 가격은 ‘보합’

•   한국 주간 아파트 가격(부동산114): 서울 ‘풍선효과’… 6억 이하 아파트 다시 오른다

•   Japan Apr. Employment: Japan's jobless rate rises to 2.6% in April

•   Japan Apr. Industrial production·Retail sales: Japan's April production and consumption hammered by coronavirus

•   Japan Apr. Department store sales: Japan department store sales dive 71.5% in April

•   Japan May Consumer confidence index: Japan's May consumer confidence remains near record low

•   India Q1 GDP: GDP growth at 3.1% in Q4 drags full year FY20 growth to 4.2 per cent

•   India Q1 Fiscal account: FY20 fiscal deficit widens to 4.59% of GDP, higher than budget aim of 3.8%

•   India Apr. Core industry production: India's eight core infrastructure sectors contract 38.1% in April

•   Brazil Q1 GDP: Brazil’s first-quarter GDP falls 1.5% as Covid-19 cases climb

•   Vietnam Q1 FDI: FDI inflow to Việt Nam down 17% in Jan-May period

•   Vietnam May CPI: Monthly CPI falls to lowest in five years

•   Canada Q1 GDP: Canada GDP Fell at Near Record 8.2%

•   Turkey Q1 GDP: Turkey Growth Outstrips Peers on Spending Spurt Before Virus

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Beyond Hong Kong, an Emboldened Xi Jinping Pushes the Boundaries

•   WSJ: Trump Takes Steps Meant to Punish Beijing Over Hong Kong

•   WSJ: Blood of Recovered Covid-19 Patients Is Becoming a Hot Commodity

•   WSJ: Officials Look to Restore Order After Nights of Riots

•   WSJ: Elon Musk’s SpaceX Capsule Links Up With Space Station

•   WSJ: Democrats Stick With Tax-Rise Policies as They Make Plans for 2021 Majority

•   WSJ: Cities’ Next Coronavirus Dilemma: Cut Essential Services or Take On More Debt

•   WSJ: U.S. Businesses Brace for Damage as Tensions Grow Over Hong Kong

•   WSJ: U.S. Stocks Are Outpacing the Rest of the World

•   WSJ: Federal Reserve Ramps Up Deliberations on Asset Purchases, Rate Guidance

•   WSJ: Fed’s Kaplan Says Strong Virus-Testing Regime Needed to Boost Confidence

•   WSJ: Protectionism Spreads Globally With Coronavirus

•   WSJ: China’s Shift From Hard Growth Targets Hits Domestically, Globally

•   WSJ: Fed Discloses Holdings of $1.3 Billion in ETFs

•   WSJ: Newsletter: Consumer Spending Could Look Ugly

•   WSJ: Retailers and Restaurants Hit in Protests, Adding to Coronavirus Damage

•   WSJ: Chip Industry Seeks Billions to Expand U.S. Manufacturing

•   WSJ: Powell Says Second Virus Outbreak Would Puncture Confidence

•   WSJ: Transcript: Fed Chief Jerome Powell Q&A With Alan Blinder

•   WSJ: Economy Week Ahead: Manufacturing and Unemployment Data

•   WSJ: Semiconductor Industry to Lobby for Billions to Boost U.S. Manufacturing

•   NYT: Millions Relying on Pandemic Aid Can See Its End, and They’re Scared

•   NYT: Derek Chauvin Charged in Death of George Floyd in Minneapolis

•   NYT: What Happened in the Chaotic Moments Before George Floyd Died

•   NYT: Trump’s Looting and ‘Shooting’ Remarks Escalate Crisis in Minneapolis

•   NYT: Border Wall Land Grabs Accelerate as Owners Shelter From Pandemic

•   NYT: New York City, Battered by Outbreak, Finally Moves Toward Reopening

•   NYT: Appeals for Calm as Sprawling Protests Threaten to Spiral Out of Control

•   NYT: In Days of Discord, a President Fans the Flames

•   NYT: Black Americans Have a Message for Democrats: Not Being Trump Is Not Enough

•   NYT: ‘Please, I Don’t Have Insurance’: Businesses Plead With Protesters

•   NYT: In Hong Kong, China Threatens Businesses and Workers

•   WP: Gripped by disease, unemployment and outrage at the police, America plunges into crisis

•   WP: Trump’s May days: A month of distractions and grievances as nation marks bleak coronavirus milestone

•   WP: Biden leads Trump in Post-ABC poll as president’s coronavirus rating slips

•   WP: Protests over death of George Floyd, police killings spread to London, Berlin, Toronto

•   FT: Trump’s Twitter spat escalates over ‘glorifying violence’ claims

•   FT: Sweden snubbed as Norway and Denmark open borders

•   FT: Italy’s ruling coalition debates bid for Borsa Italiana

•   FT: Furore greets Sánchez as Spain edges out of lockdown

•   FT: Brazil’s chloroquine battles: ‘They were saying they were going to kill me’

•   FT: China threatens countermeasures after US criticism of Hong Kong law

•   FT: ‘A broken piece of jade’: the turbulent future of Hong Kong

•   FT: Renault to slash about 15,000 jobs in €2bn cost-cutting plan

•   FT: Nestlé’s burgers are Sensational and Awesome, but not Incredible

•   FT: Citi warns markets are out of step with grim reality

•   FT: US pension plans warned they will run out of money by 2028

•   FT: Kim Jong Un demands money from North Korea’s elite

•   FT: Hong Kong condemns Trump’s move to revoke privileges

•   FT: EU budget chief seeks backing for business levy to fund recovery

•   FT: Trump vows to invite Russia to September G7 summit

•   FT: Cracks begin to widen in Emmanuel Macron’s divided party

•   FT: Rishi Sunak set for July stimulus package to stave off recession

•   FT: Government defends decision to ease English lockdown restrictions

•   FT: Argentina narrows gap with creditors in debt talks

•   FT: Will the ECB expand its bond-buying programme?

•   FT: German MPs stymied by constitutional court ruling

•   FT: Scientists warn over relaxing UK lockdown too fast

•   FT: Mexican companies face higher electricity charges

•   FT: Small signs of life return to US economy

•   FT: Trump declaration to terminate WHO relationship puzzles experts

•   FT: Saudis transfer $40bn to back wealth fund’s spending spree

•   FT: The euro flutters its wings on fiscal winds

•   FT: Sunak looks to rebuild economy with plans for big job creation scheme

•   FT: UK path to citizenship for Hong Kongers lacks detail, say advocates

•   FT: China to stop green bond financing for ‘clean coal’ projects

•   FT: VW increases bet on China’s slowing electric vehicle market

•   FT: Get in line: British shoppers set for lengthy waits as high streets reopen

•   FT: Federal Reserve adds just $1bn of new corporate debt to balance sheet

•   FT: UK economy shows early signs of improvement from lockdown low

•   Bloomberg: Pompeo Says U.S. Now Has No Basis to Treat Hong Kong Specially

•   Bloomberg: U.S. Government Is Selling Property in Exclusive Hong Kong Area

•   Bloomberg: OPEC+ to Discuss Short Extension of Oil Output Cuts

•   Bloomberg: In Big Oil's Back Yard, a Solar Plant Starts Powering Industry

•   Bloomberg: How China Tested 11 Million People for Virus in Just Two Weeks

•   Bloomberg: Massive U.S. Protests Raise Fears of New Virus Outbreaks

•   Bloomberg: China’s Solar Giants Forced to Cut Prices as Virus Curbs Demand

•   Bloomberg: Great Depression-Like Jobless Rate Seen for U.S.

•   Bloomberg: Europe’s Virus Hot Spots Exit Lockdown as Experts Urge Caution

•   Bloomberg: Pandemic Opens Door to Ideas New and Old for a Better Economy

•   Bloomberg: Europeans Not Feeling Very Hopeful About Their Economy Just Yet

•   Bloomberg: Four Charts Showing How April Lockdown Hurt South Africa’s Economy

•   Bloomberg: China, Hong Kong Push Back Against Trump’s Trade Threats

•   Bloomberg: Trump’s Sparring With China Revives Rare Earths Stock Trade

•   Bloomberg: Dubai Inc. Debt Distress Emerges as a Risk for Corporate Sector

•   Bloomberg: Barnier Tells U.K. to Be ‘More Realistic’ on EU Trade Talks

•   Bloomberg: How Fed Could Goose Economy via Yield-Curve Control

•   Bloomberg: South Africa Seeks Boost by Central Bank, Funds

•   Bloomberg: Brazil Overtakes Spain, Now Fifth in the World in Covid Deaths

•   Bloomberg: 2020 Presidential Election: Live Updates, News for May 31

•   Bloomberg: Oil Explorers Revert to Pre-Shale Drilling Level Across U.S.

•   Bloomberg: Indonesia to Open Malls, Entertainment Sites as Virus Cases Rise

•   Bloomberg: Scientists Question Study Linking Malaria Drugs to Covid-19 Risks

•   Bloomberg: Fed’s Mester Leans Against Yield-Control Move at June FOMC

•   Reuters: Russia has no objection to earlier OPEC+ meeting: sources

•   Reuters: India extends lockdown in high-risk zones, to allow partial reopening elsewhere

•   Reuters: Russia plans coronavirus vaccine clinical trials in two weeks: report

•   Reuters: Bolsonaro joins rally against Brazil's top court; judge warns democracy at risk

•   Reuters: New coronavirus losing potency, top Italian doctor says

•   Reuters: EU says Hong Kong decision damages trust with China

•   Reuters: China may buy less American farm products if U.S. issues severe HK response: sources

•   Reuters: Pandemic saps union clout as talks loom with Chile copper miners

•   CNN: Premarket stocks: The economy is reopening, but the job cuts keep coming

•   CNBC: Coronavirus: Demand for mortgage bailout slows to a trickle

•   CNBC: Corporations raise $1 trillion in bond market after Fed aid, double 2019 pace

•   CNBC: Five charts that track the U.S. economy as states reopen

•   CNBC: Expanded unemployment benefits may bump people from welfare, other aid

•   CNBC: Coronavirus may cause GDP, economic data to be less accurate, IMF says

•   CNBC: First flight for world's 'largest all electric commercial aircraft'

•   CNBC: Expect more shocking economic data in the week ahead with the unemployment rate set to near 20%

•   MarketWatch: Trade-war collateral damage: destruction of $1.7 trillion in U.S. companies’ market value

•   Politico: Merkel rebuffs Trump invitation to G7 summit – POLITICO

•   SCMP: Legal experts question Hong Kong’s new national security law

•   SCMP: West’s response to Hong Kong security law plan good for Beijing, observers say

•   SCMP: Economists fear for Hong Kong’s future if it loses US special status

•   SCMP: Exclusive | China eyes ‘diversified’ relations as US turns hostile: Beijing adviser

•   SCMP: Four in ten Chinese cinemas could permanently close due to virus

•   SCMP: China continues to defend falling yuan, amid Hong Kong, US tensions

•   SCMP: China may revive GDP growth target after 2020, but debate rumbles on

•   SCMP: Hong Kong warned WTO challenge to US sanctions could be ‘counterproductive’

•   SCMP: US firms in China still struggling with travel restrictions: AmCham survey

•   SCMP: ‘Don’t get distracted by Taiwan separatists, US is main adversary’

•   SCMP: Is China rich or poor? Beijing’s conflicting data sows confusion

•   SCMP: ‘Never seen that before’: Some Hong Kong residents hit the panic button as security law revives rush for the emigration gates

•   Global Times: Two COVID-19 vaccines developed by Chinese company enter phase two clinical trials

•   Global Times: US ‘unlikely’ to leapfrog in 6G race

•   Global Times: Why China should not fear US sanctions

•   매경(P1): 채권단, 두산 3조 자구안 수용키로

※   두산 측이 제시한 경영정상화 방안에는 '주요 계열사'를 매각한다는 내용도 포함돼 있어 두산밥캣·두산퓨얼셀 등 두산그룹 '캐시카우' 또한 매각 대상이 될 것으로 예상

※   기재부: 제23차 산업경쟁력강화 관계장관회의 개최

•   매경: 채권단 "두산 3조 채울때까지 계열사 팔라"

•   매경: 민간소비까지 휘청…17년만에 마이너스

•   매경: 文, 내주 초 비상경제회의…`슈퍼추경 통과` 국회 압박

•   매경: 김용범 기재부 1차관 "상상 못했던 경제지표 마주해"

•   매경: 코로나·檢수사에 미·중 분쟁까지…삼성전자 `첩첩산중`

•   매경: [Science] 코로나 n차감염 확산…바이러스 변이 때문인가

•   매경: [Science] 숙주 환경따라…카멜레온처럼 변신하는 바이러스

•   매경(P1): 저금리·생활苦에…예적금 22조 깼다

•   매경: MMF 5월 23조 급증…부동자금 향배따라 투자지형 요동칠듯

•   매경: 코로나 직격탄 저소득층 퇴직연금 중도 인출 `쑥`

•   매경: 부동산 투자자금은 지방으로…천안·청주 등 집값 `반등`

•   매경: 홍콩 가는 수출품 90%가 중국행…韓주력 반도체 불똥 `촉각`

•   매경: 작년처럼 시위 커질라…韓관광업계도 불안

•   매경: `돈 냄새` 맡은 투자 귀신들…글로벌 애그테크에 64억弗 베팅

•   매경: 반도체공장 같은 `첨단 수직농장`…생산성 비닐하우스의 40배

•   매경: [단독] 일자리 못만든 기업, 지방투자 보조금 깎는다

•   매경: 국내 기업 3%만 리쇼어링 고려

•   한경(P1): "규제 혁파"…대통령 令이 안 선다

•   한경(P1): 삼성SDI+현대차, 삼성전자+이마트…삼성發 '신협력시대'

•   한경(P1): 렘데시비르' 코로나 치료에 쓴다

•   한경: FTA 이익공유·동일산업 동일임금…더 세지는 21대 국회 규제법안

•   한경: 규제 풀어야 하는 원격의료는 '선긋기'…디지털 뉴딜 한다면서 데이터센터는 규제

•   한경: "혼자 다 할 수는 없다"…대기업, 스타트업 키워 新사업 속도·효율 높인다

•   한경: 네이버·카카오에도 '러브콜'…산업 융합 거점으로 부상

•   한경: "하반기 증시, LG화학 등 15종목이 주도"

•   한경(P1): 상여 끌고 장송곡 틀고…욕설·비방에 포위 당한 '삼성 타운'

•   한경: "우리 조합원만 뽑아라"…건설노조 '조폭식 갑질'

•   한경: "21대도 기업족쇄法 줄줄이…노동이사제·상법 개정 반드시 막아야"

•   한경: 21대 '1호 발의'부터 규제 법안으로 시작?

•   한경: 휘발유 가격 18주 만에 반등…"당분간 오를 듯"

•   한경: 脫석유화학' 롯데케미칼…신사업 M&A 나선다

•   한경: LG·로고도 뗐다…'휴대폰 부활' 올인한 LG전자

•   서경(P1): [이슈&와치]일자리 위해 노동개혁···獨·佛을 보라

•   서경(P1): 싼 매물 사라진다···'읍면리' 아파트까지 풍선효과

•   서경: 獨, 근로시간 탄력 운영 '고용유지'...佛, 稅혜택 늘려 투자 유치

•   서경: 노동개혁 교훈'주는 獨하르츠개혁·아일랜드 사회연대협약

•   서경: 그린 뉴딜' 뚜껑도 안열었는데···부처는 주도권 싸움

•   서경: 제러미 리프킨' 달달 외우는 환경부···왜?

•   서경: "각국 지원책으로 경제 충격 줄겠지만 재정정책 논쟁은 불가피"

•   서경: 중기 72% "하반기 더 어렵다"

•   서경: 수주 끊겼는데 대출도 막혀.. 서러운 수출 中企

•   서경: [서경스타즈IR] 삼성전자, 언택트 타고 반도체 훈풍···D램도 상승기류

•   서경(P1): [토요워치] "코로나 탓"··· "코로나 덕" ···엇갈린 공유경제

•   서경: [토요워치] 우버지고 공유킥보드 뜨고···희비 엇갈린 공유경제

•   서경: 공유경제 라이벌' 구독경제 "코로나에도 난 잘 나가"

•   서경: 중계무역 기지' 홍콩 관세폭탄땐 韓수출 휘청···금융도 비상

※   국제무역연구원: 홍콩보안법 관련 미중 갈등과 우리 수출 영향

•   서경: 꽁꽁 묶인' 중국行 하늘길에 숨통 트이나

•   서경: 야누스의 얼굴' TSMC와 SMIC···범 중국 파운드리 커넥션

•   서경: 대만계 팹리스 CEO와 TSMC에 낀 삼성

•   서경: HDC, 아시아나 인수단 6개월만에 철수

•   조선(P1): 한국은 사전양해 구했다는데… 중국 "사드 단호히 반대"

•   조선(P1): "5대업종 살아남는데 당장 105兆 필요"

•   조선: 기업 55% "지원 필요하지만… 더 급한게 주 52시간·최저임금 개선"

•   조선: "기업 잘되는게 가장 큰 복지, 코로나 위기인 지금이 규제 풀때다"

•   조선(P1): 트럼프, G7 회의에 한국 등 4개국 추가 초청

•   조선: 막대한 보조금 받은 中기업들, 배터리·OLED까지 한국 바짝 추격

•   조선: "비대면 시대, 반도체·디스플레이 '초격차' 기술 더 치고나가야"

•   조선비즈: 한은 "올해 무역 '1兆달러' 달성 어려울듯"

•   조선비즈: 한경硏 "65세 정년연장시 한해 약 16兆 추가비용 나와"

•   중앙(P1): “전 국민 기본소득 역부족, 청년부터 도입 논의를”

•   중앙: 반도체 불꽃시즌 베팅 걸어도 되나

•   동아(P1): 신규확진 58명중 55명 수도권… 쿠팡發 100명 돌파

•   동아(P1): [단독]‘北기업 南서 영리활동’… 정부, 법 마련 나선다

•   동아(P1): 단체여행-선교회-학원… 깜깜이 감염 확산

•   동아: 日 ‘수출규제 철회’ 끝내 침묵… 다시 WTO 가나

•   동아: 美CSIS “北 평산 우라늄공장 가동상태 유지”

•   동아: “포스트코로나 산업 주도권 잡을 기회… 규제 풀어달라”

•   문화: 車업계 “향후 3년간 투자금액 ‘10% 세액공제’ 해달라”

•   문화: 사상최저 금리에… 금융권, 수익하락·역마진 ‘비상’

•   경향: 월성 1호기 수명연장 소송 ‘각하’…법적 갈등 매듭

•   머니투데이(P1): 제로금리 고착화에 은행도 소비자도 "울고싶다"

•   머니투데이(P1): 이재용·정의선·김동관, 3세 3인방 한국형 미래차 협력 나선다

•   머니투데이: 채권단 '두산重 지원' 얼마나?…'자산매각'에 달렸다

•   더벨: 모트롤BG 예비입찰 마무리…다수 응찰

•   더벨: 해외 실사 난항 불가피…인수가 산출 시계제로

•   헤럴드경제(P1): “역성장에도 유동성 넘쳐 돈 갈곳 만들어야”

•   헤럴드경제: “주택 거래량 줄었지만…하락 안정세를 논하기는 이르다”

•   헤럴드경제: 주52시간 초과근무 신청 1200건…평균 근로시간도 늘었다

•   헤럴드경제: 수도권 주택정책 ‘공급 모드’ 전환…실수요자에 ‘기회의 장’ 열린다

•   파이낸셜뉴스(P1): 삼성 진정성 통했나… 355일만의 합의

•   파이낸셜뉴스(P1): 마스크 5부제 6월부터 폐지

•   파이낸셜뉴스: 반도체·바이오 웃고 車·보험 울고… 엇갈린 ‘코로나 성적표’

•   파이낸셜뉴스: 이재용 '대국민 사과' 후속 조치는… 삼성 관계사 7곳, 4일 준법위에 보고

•   파이낸셜뉴스: LGD 광저우공장 OLED 이미 공급중… 이르면 이달 양산

•   아시아경제(P1): 뛰는 동학개미, 나는 원정개미

•   아시아경제(P1): 정세균 총리 "저신용등급 업체 금융 지원 보완하겠다"

•   아시아경제: 초격차 삼성' 반도체 인력 역대 최대

•   디지털타임스(P1): 1100조 자금 떠다니는데, 가계 기업은 부도위기 내몰려

•   이데일리: 증권거래세 깎고 양도세 증세 늦춘다…증시 세제개편 2라운드

•   이데일리: 전경련 "기업 `3분의 1` 이상 향후 글로벌 공급망 대비책없다"

•   연합: ㈜두산, 다음달 8일간 산업차량BG 인천공장 생산 중단

•   뉴시스: 월성1호기 연장' 불복소송 각하…"이미 영구정지 확정"

•   뉴스1: 두산솔루스 눈독 들이는 기업은 어디?…'전기차 기대주' 흥행조짐

•   이투데이: 해상풍력, 주민수용성 높인다…"발전기 가깝고 어로 활동 많으면 더 지원"

•   비즈니스포스트: "두산솔루스 매각되면 기업가치 높아져", 유럽 전기차 성장의 수혜

•   글로벌이코노믹: 두산퓨얼셀, 국내 최대규모 수소 발전소 오는 6월 선보인다

•   글로벌이코노믹: [글로벌-Biz 24] 글로벌 전기차 시장, 2021년 변곡점 맞는다…판매량 사상 첫 300만대 돌파 전망

•   더구루: [단독] 두산중공업, 월성 2·4호기 원전 핵심설비 정비사업 수주

•   더구루: 두산중공업, 베트남 응이손2 화력발전소 공사 순항

•   Power Engineering: EIA: U.S. renewable energy consumption surpasses coal for the first time in over 130 years

•   Windpower Monthly: Covid-19 update: Overcoming construction challenges

•   에너지데일리: “태양광발전 사업주 시름이 깊어지고 있다”

•   전기신문: (단독)전기 쓸수록 보상 커진다…정부, ‘그린DR’ 추진

•   KHL: China and access equipment: sustainable growth?

•   Equipment World: Doosan recognizes 2019 top performing dealers

•   OilPrice.com: OPEC Compliance With Output Cuts Was Only 74% In May

•   MINING.com: Codelco profit down 85% despite output increase

•   CNET: Apple closes Apple stores across US amid widespread protests, looting

•   CNET: 5G and foldable phones for everyone? TCL pushes affordable innovation

•   전자신문(P1): "한국, 글로벌 반도체 허브로 도약한다"…해외 소부장 업체들 투자 '쇄도'

•   전자신문: 실탄 넉넉' 롯데케미칼, 두산솔루스 인수 시너지 효과는 미지수?

•   ZDNet Korea: 앞당겨진 비대면 유통 시대…AI 없이 혁신도 없다

•   ZDNet Korea: 글로벌 톱10 아날로그 반도체 매출 5.64% 감소

•   Phone Arena: Apple iPhone production could increase sharply in India

•   Phone Arena: ZTE's unique tri-fold phone spotted in new patent

•   Inside EVs: More Than One In Ten New Cars In Europe Was A Plug-In In April 2020

•   Robotics & Automation News: Boston Dynamics canine robot Spot gets a job as a terrifying alien sheepdog

•   Robotics & Automation News: Agricultural robots and AI: A question of when and not if

•   Robotics & Automation News: Old Versus New Robotics: How Things Are Changing

•   Robotics Tomorrow: FIVE BEST ROBOT COFFEE BARISTAS

•   Robot Report: Hollow shaft kit encoders from POSITAL FRABA designed for robot arms

•   Cobot Trends: Universal Robots virtual conference & expo on cobots

•   로봇신문: 동서발전, 발전소에 로봇 도입 본격화

•   로봇신문: 中 양회서 '산업용 로봇 핵심 부품 중국산 대체' 제안

•   Nikkei Asian Review: Japan's Kubota ties up with Indian peer to make tractors for Africa

•   Nikkei Asian Review: Japan fears Korean-style second wave of coronavirus

•   Nikkei Asian Review: Avigan still awaits Japanese approval as coronavirus cure

•   Nikkei Asian Review: Nissan recovery plan seen as start of long journey by investors

•   Nikkei Asian Review: A more flexible Japan Inc returns to the office

•   Nikkei Asian Review: 6 million workers on leave in Japan as coronavirus takes toll

•   Nikkei Asian Review: US cannot fix China in one day, says ex-diplomat in Hong Kong

•   Nikkei Asian Review: 70% of Japan execs plan changes to supply chain: Nikkei survey

•   Mainichi: Hitachi expects 4-times larger FY 2020 net profit despite virus spread

•   Economic Times: Govt releases lockdown 5.0 guidelines: Here's what's allowed and what's not

•   Economic Times: first anniversary of modi 2.0: First anniversary of Modi 2.0: Investors lose Rs 27L cr in equity wealth, ask is it worth investing

•   Economic Times: View: Sharp fall in the latest growth estimates is a wake-up call to GoI to ramp up its stimulus package

•   Livemint: India-China row: No recent contact between Trump and Modi on issue, say sources

•   Livemint: India’s covid toll crosses China’s as cases rise steadily

•   Livemint: India records highest single-day spike of 8,380 Covid-19 cases, toll hits 5,164

•   Livemint: Lockdown eased but India Inc awaits cues from states to recalibrate business

•   Livemint: India Inc hopes to get back to business in six months

•   Business Standard: India, US could strike a 'smaller' trade deal in coming weeks: Indian envoy

•   Business Standard: Govt unlikely to press for hike in GST rates for non-essentials next month

•   Business Standard: Indian economy on course for full-year contraction: DBS Bank economist

•   Business Standard: Statsguru: Economy was in grips of a slowdown even before Covid-19 hit

•   Hindustan Times: Demand for homes will pick up after Covid-19 lockdown ends: HDFC CEO Keki Mistry - real estate - Hindustan Times

•   Hindustan Times: ‘Remember, this is pre-lockdown’: Chidambaram warns on India’s 11-year low GDP slump

•   Folha de S.Paulo: Brazil Breaks Record with 26,417 New Cases of Covid-19 Recorded in 24 Hours

•   Folha de S.Paulo: Bolsonaro's Disapproval Breaks Record, but Base Remains, Says Datafolha

•   Jakarta Post: BI sees rupiah strengthening to pre-pandemic level as it intervenes in market

•   Jakarta Post: For first time ever, fuel consumption falls instead of rising during Idul Fitri

•   Myanmar Times: World Bank approves more loans for electricity, health in Myanmar

•   Myanmar Times: Energy ministry tells bidders no extension for solar tender

[Opinions]

•   Project Syndicate(Kai-Fu Lee): The Art of AI

•   Project Syndicate(Carlos Alvarado Quesada, Tedros Adhanom Ghebreyesus): Globalizing the Fight Against the Pandemic

•   Project Syndicate(John B. Taylor): The Real Economic Opening We Need

•   Project Syndicate(Paola Subacchi): The Limits of Extreme COVID Monetary Policy

•   Project Syndicate(Jean Pisani-Ferry): The Uncertain Pandemic Consensus

•   Project Syndicate(Chris Patten): We Are Hong Kong

•   FT(Editorial Board): Borrowing long is the way to borrow safely

•   FT(Editorial Board): Market rally is based on optimistic assumptions

•   FT(Rana Foroohar): We may be entering a post-dollar world

•   FT(Wolfgang Münchau): Europe cannot fudge its way to a federal future

•   FT(Janan Ganesh): Can America keep the faith? I doubt it

•   FT(Edward Luce): Trump and the spectre of a race-based US election

•   FT(Gavyn Davies): Covid-19 effects could deepen secular stagnation

•   FT(Michael Mackenzie): Investors still wary while brighter news builds on Fed support

•   FT(John Dizard): Coronavirus will have a long-term impact on work and retirement

•   FT(Merryn Somerset Webb): Sound the trumpet! Debt jubilees have arrived

•   FT(Elisabeth Braw): Companies should start showing more national loyalty

•   FT(Tom Braithwaite): Companies and investors are under-estimating the coronavirus tax

•   FT(Brooke Fox): Economic reality does not quite match the optimism on the markets

•   FT(John Thornhill): Three game-changing ideas for our post-pandemic world

•   FT(Jumana Saleheen): China’s stimulus will not stop metal demand falling

•   WSJ(Holman W. Jenkins, Jr.): Lockdowns vs. the Vulnerable

•   WSJ(Mary Anastasia O’Grady): Will Canada Send Oil and Gas Packing?

•   WSJ(Luciana Borio, Scott Gottlieb): A Fast Coronavirus Vaccine, Without Cutting Corners

•   WSJ(Josh Holmes): The Covid Political Earthquake

•   WSJ(Phil Gramm, Mike Solon): Why the Fed May Not Duck Inflation This Time

•   WSJ(Matt Pottinger): China Could Use More Populism

•   WSJ(Kyle Hooten): Twin Cities Cops Stand and Watch as Buildings Burn

•   WSJ(Joseph Epstein): We’ve Hardly Gotten to Know You, Coronavirus

•   WSJ(Daniel Akst): The Overlooked Disparity: Coronavirus Kills Mostly Men

•   WSJ(Ron Johnson): How to Fix the Paycheck Protection Program

•   WSJ(Stephen Moore): Government May Take the Lion’s Share of America

•   NYT(Paul Krugman): On the Economics of Not Dying

•   NYT(Thomas L. Friedman): How We Broke the World

•   NYT(Bret Stephens): China and the Rhineland Moment

•   NYT(Ruchir Sharma): The Rich Love India’s Lockdown. For the Poor It’s Another Story.

•   WP(Editorial Board): This rage isn’t just for George Floyd. It’s for every victim of the police like him.

•   WP(Catherine Rampell): Trump is all about deregulation — except when it comes to his enemies

•   WP(David Ignatius): Saad Aljabri was an intelligence hero. He’s now the target of a brutal campaign by MBS.

•   Bloomberg(Editorial Board): The U.S. Needs a Different China Strategy

•   Bloomberg(Editorial Board): Anger Is Right. Rioting Is Wrong.

•   Bloomberg(Mohamed A. El-Erian): Fed Should Resist Market Pressure to Do More

•   Bloomberg(Noah Smith): Racism Is the Biggest Reason the U.S. Safety Net Is So Weak

•   Bloomberg(Mac Margolis): Why Is Uruguay Beating Latin America’s Coronavirus Curse?

•   Bloomberg(Mihir Sharma): Pandemic Is an Opportunity for Developing Nations

•   Bloomberg(Andy Mukherjee): The Pandemic Isn’t India’s Only Curve to Flatten

•   Bloomberg(Liam Denning): Trump's China Fight Shows Covid-19 Hasn't Changed Oil's World

•   Bloomberg(John Authers): Stocks Have Reached a Tipping Point

•   Bloomberg(Julian Lee): Could OPEC+ Become a Victim of Its Own Success?

•   Bloomberg(Therese Raphael): Boris Johnson Gets a Hong Kong Reality Check

•   Bloomberg(Karl W. Smith): It’s No Longer Trump’s Economy, It’s Covid-19’s

•   Bloomberg(James Stavridis): Turkey and Russia Are at War, and Libya’s the Loser

•   Bloomberg(Michael R. Strain, Scott Gottlieb): U.S. Can’t Beat Coronavirus, But Americans Can Cope With It

•   Bloomberg(Joe Nocera): Riots Breed Chaos, Violence and Most Likely Covid-19

•   Bloomberg(Ben Schott): Consumers Start Feeling More Comfortable

•   Bloomberg(Matthew A. Winkler): What’s Keeping Stocks Afloat? The ‘Microsoft Market’

•   Bloomberg(Tobin Harshaw): The Putin 'Brand' Has Taken a Beating This Year

•   Bloomberg(Cui Tiankai): Why China Chose to Act in Hong Kong

•   CNBC(Sue Gordon): Coronavirus pandemic should change the way we look at national security

•   CNBC(Ron Insana): Rebuilding the American economy to bring peace and prosperity to all

•   CNN(Beth Ann Bovino): How we can add $5.7 trillion to the US economy

•   MarketWatch(Paul Brandus): Record rise in unemployment casts a shadow over Trump’s re-election bid

•   MarketWatch(Simon Maierhofer): The stock market’s outlook is more bullish than you might expect

•   MarketWatch(Mike McGill): The M&A market is grim — why that may be great news for some companies

•   Reuters(Andy Home): Copper gets a warning the worst may be yet to come: Andy Home

•   매경(사설): 두산重에 대규모 수혈, 기업 선제적 구조조정 속도 내야

•   한경(사설): 두산重까지 재생에너지 기업 만든다니…'원전 수출' 헛구호였나

•   조선(사설): 원자력 중추 기업 두산重을 풍력 회사로 만들겠다니

•   문화(사설): 文대통령의 여전한 탈원전·공수처 왜곡 인식

•   문화(김성훈): 공자금까지 퍼붓게 된 탈원전