Business Intelligence Monitor Weekly 200427~200503

[Reports]

•   IMF: Extension of Consultation Cycles Due to COVID-19 Pandemic

•   World Bank: Recession Looms for Western Balkans as Countries Respond to COVID-19

•   UNCTAD: Export restrictions: Fighting COVID-19 with hands tied

•   ILO: As job losses escalate, nearly half of global workforce at risk of losing livelihoods

•   BIS: Covid-19 and corporate sector liquidity

•   BIS: Dollar invoicing, global value chains, and the business cycle dynamics of international trade

•   IIF: Economic Views: Nowcasting Net Capital Flows under COVID-19

•   IIF: Macro Notes: Sub-Saharan Africa - Key Vulnerabilities

•   IIF: GMV: COVID-19 and the G-3 Policy Response

•   European Commission: Coronavirus Response: Commission adopts banking package to facilitate lending to households and businesses in the EU

•   European Commission: EU and Mexico conclude negotiations for new trade agreement

•   Fed: Federal Reserve Board announces an expansion of the scope and duration of the Municipal Liquidity Facility

•   Fed: Reports to Congress Pursuant to Section 13(3) of the Federal Reserve Act in response to COVID-19

•   Fed: Federal Reserve issues FOMC statement

•   Fed: Federal Reserve Board announces it is expanding the scope and eligibility for the Main Street Lending Program

•   Fed: Federal Reserve expands access to its Paycheck Protection Program Liquidity Facility (PPPLF) to additional lenders, and expands the collateral that can be pledged

•   Fed: How Much Does Home Equity Extraction Matter for Spending?

•   Fed: Branching Networks and Geographic Contagion of Commodity Price Shocks

•   St. Louis Fed: Is the Phillips Curve Still Alive?

•   St. Louis Fed: Strategic Review and Beyond: Rethinking Monetary Policy and Independence

•   St. Louis Fed: The Value of $600 Across States Hit Hardest by COVID-19

•   ECB: Monetary policy decisions

•   ECB: ECB recalibrates targeted lending operations to further support real economy

•   ECB: ECB announces new pandemic emergency longer-term refinancing operations

•   ECB: Christine Lagarde, Luis de Guindos: Introductory statement to the press conference (with Q&A)

•   ECB: Beyond monetary policy – protecting the continuity and safety of payments during the coronavirus crisis

•   ECB: The monetary policy response to the pandemic emergency

•   ECB: Alternative scenarios for the impact of the COVID-19 pandemic on economic activity in the euro area

•   BOJ: Enhancement of Monetary Easing

•   BOJ: Outlook for Economic Activity and Prices (April 2020, full text)

•   BOJ: (Reference) Strengthening of the Special Funds-Supplying Operations to Facilitate Financing in Response to the Novel Coronavirus (COVID-19) 

•   BOJ: Extension of the Implementation Period for the Additional Measures to Maintain Stability of the Repo Market

•   BOJ: Minutes of the Monetary Policy Meeting on March 16, 2020

•   NBER: Forward Guidance and Household Expectations

•   NBER: Competing with Robots: Firm-Level Evidence from France

•   CEPR: New eBook: COVID-19 and Trade Policy: Why Turning Inward Won't Work

•   CEPR: CEPR Discussion Papers 26 April 2020

•   CEPR: THE ECONOMY OF THE EURO AREA: COVID-19 crisis in the euro area: recession or “double-swing” expansion?

•   CEPR: Eleventh Issue - Covid Economics: Vetted and Real-Time Papers

•   NABE: NABE Business Conditions Survey

•   World Economic Forum: What would the COVID-19 pandemic look like if it happened 20 years ago?

•   World Economic Forum: Managing COVID-19: How the pandemic disrupts global value chains

•   World Economic Forum: COVID-19 is exacerbating food shortages in Africa

•   World Economic Forum: Three of the world's hardest-hit nations are preparing to end their lockdowns

•   World Economic Forum: The climate and COVID-19: a convergence of crises 

•   World Economic Forum: Thoughtful blockchain implementation is key to improving supply chains in a post-COVID world

•   World Economic Forum: Here’s how different cities around the world are lifting lockdowns

•   World Economic Forum: What can firms' COVID-19 strategies teach us about the climate battle ahead?

•   World Economic Forum: How sustainable infrastructure can aid the post-COVID recovery

•   World Economic Forum: The link between air pollution and COVID-19 deaths

•   World Economic Forum: An economist explains how ageing societies should respond to pandemics

•   World Economic Forum: How an entrepreneurial approach can help end the COVID-19 crisis

•   World Economic Forum: COVID-19 lockdowns are lifting. How safe is it to go out?

•   World Economic Forum: These are the OECD countries testing most for COVID-19

•   World Economic Forum: How global trade digitization could support COVID-19's economic rebound

•   World Economic Forum: Here are the biggest economic challenges we face over the next 10 years

•   World Economic Forum: A leading COVID-19 vaccine scientist answers our questions

•   World Economic Forum: Why vaccination is bigger than any one disease

•   World Economic Forum: Here's how a new European Investment Bank partnership will tackle COVID-19: WHO briefing

•   World Economic Forum: These charts show how COVID-19 has changed consumer spending around the world

•   World Economic Forum: How to avoid a W-shaped recession, according to a Harvard Professor

•   Brookings: We can afford more stimulus

•   Brookings: Kim Jong Un’s ascent to power in North Korea

•   Brookings: COVID-19 is expanding further into Trump country

•   Brookings: Coronavirus has shown us a world without traffic. Can we sustain it?

•   Brookings: What’s the Fed doing in response to the COVID-19 crisis? What more could it do?

•   Brookings: China and the West competing over infrastructure in Southeast Asia

•   Brookings: At a strategic crossroads: ASEAN centrality amid Sino-American rivalry in the Indo-Pacific

•   Brookings: The next COVID-19 relief bill must include massive aid to states, especially the hardest-hit areas

•   Brookings: The small business relief program is still broken

•   Brookings: COVID-19 and the future of ‘techlash’

•   Brookings: China’s digital payments revolution

•   Brookings: American workers’ safety net is broken. The COVID-19 crisis is a chance to fix it.

•   Brookings: Which city economies did COVID-19 damage first?

•   Brookings: Secure power: Gigawatts, geopolitics, and China’s energy internet

•   Brookings: Hard times require good economics: The economic impact of COVID-19 in the Western Balkans

•   Brookings: How is the coronavirus outbreak affecting China’s relations with India?

•   Brookings: How did COVID-19 disrupt the market for U.S. Treasury debt?

•   Brookings: What’s the Fed doing in response to the COVID-19 crisis? What more could it do?

•   Brookings: Hutchins Roundup: Consumer spending, salary history bans, and more.

•   EPI: The next coronavirus relief package should provide aid to state and local governments, protect employed and unemployed workers, and invest in our democracy

•   EPI: Unemployment filing failures: New survey confirms that millions of jobless were unable to file an unemployment insurance claim

•   Eurasia Group: Pandemic and election will put further strain on US-China relations

•   Eurasia Group: A transatlantic conversation on the geopolitical and business effects of Covid-19

•   Eurasia Group: The Digital Silk Road: Expanding China's digital footprint

•   CSIS: Undermining the WTO

•   CSIS: The Middle East’s Challenges Aren’t Just Combatting the Virus

•   CSIS: WHO and President Trump on the Ledge

•   CSIS: How Covid-19 Will Change Us: Seven Lessons from the Most Consequential Pandemics in History

•   CSIS: Covid-19 Could Put China’s Clean Energy Agenda on Hold

•   CSIS: Global Economics Monthly, April 2020

•   CSIS: Breaking down the G20 Covid-19 Fiscal Response

•   CSIS: Covid-19 and the Search for an Ambitious EU Recovery Fund

•   CSIS: Competing and Winning in the Multilateral System: U.S. Leadership in the United Nations

•   CSIS: Extremist Groups Stepping up Operations during the Covid-19 Outbreak in Sub-Saharan Africa

•   38 North: What Does North Korea’s Zero COVID-19 Claim Signify?

•   38 North: I Am Kim’s Heart: The Health Status of Chairman Kim Jong Un

•   38 North: Nothing to See Here? How Not to React to North Korea Rumors

•   38 North: Imagery Shows Train at Kim Jong Un’s Wonsan Compound Again

•   38 North: The North Korean Economy: The Pyongyang General Hospital and Kim Jong Un’s Health Care Strategy

•   38 North: Does Kim Jong Un Have a Succession Plan?

•   IEA:Now is the time to plan the economic recovery the world needs

•   IEA:Global Energy Review 2020

•   IDC: Worldwide Smartphone Market Suffers Its Largest Year-Over-Year Decline in Q1 2020 Due to COVID-19, According to IDC

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

•   Strategy Analytics: India Smartphone Market Declines in Q1’ 2020

•   Strategy Analytics: Samsung Leads in 5G Smartphone Shipments in Q1 2020

•   Strategy Analytics: Global Smartphone Shipments Fall 17 Percent in Q1 2020

•   Strategy Analytics: Tablet Market Beats Expectations amid COVID-19 Impacts on Supply Chain and Consumer Demand

•   Strategy Analytics: Apple Q1 2020: Smartphones Up in Emerging Markets, but Down in Developed Regions

•   Counterpoint: India’s Smartphone Market Grew a Modest 4% Annually in Q1 2020 as COVID-19 Impacted Late in the Quarter

•   Counterpoint: China Smartphone Sales Underwent the Highest YoY Decline in Q1 2020, But 5G Smartphone Sales Grew by 120% Sequentially

•   Counterpoint: Global Smartphone Shipments Plummet Below 300Mn

•   DRAMeXchange: 【Market View】Smartphone Production to Drop by 16.5% YoY in 2Q20, Setting Historical Record in YoY Decline, Says TrendForce

•   IC Insights: Memory Market Not Forecast to Exceed 2018 High of $163.3B until 2022.

•   Canalys: Worldwide smartphone shipments fall 13% due to coronavirus

•   Canalys: Smartphone shipments in China reach 73 million in Q1 2020, down 18% year on year

•   IHS Markit: Foldable AMOLED display panel shipments set to surge by factor of five in 2020

•   IHS Markit: Global smartphone shipments plunge by 16.8 percent in Q1 as coronavirus takes a toll

•   IHS Markit: Global LNG Demand Resilient in Face of COVID-19

•   IHS Markit: IHS Markit Trims 2020 Global Light Vehicle Sales, Production Forecasts

•   IHS Markit: COVID-19 Impact Sends Engineering and Construction Costs Negative for First Time Since November 2016, IHS Markit Says

•   한국은행: 조사통계월보 2020년 4월호

•   한국은행: 2020년 4월 소비자동향조사 결과

•   한국은행: 2020년 3월 무역지수 및 교역조건

•   한국은행: 금융통화위원회 의사록(2020년도 제8차)(2020.4.9.)

•   한국은행: 2020년 4월 기업경기실사지수(BSI) 및 경제심리지수(ESI)

•   한국은행: [보도자료] 2020년 3월중 금융기관 가중평균금리

•   한국은행: [동향분석] 최근 일본 주택담보대출 증가세 배경 및 전망

•   한국은행: [현지정보] 일본은행 금융정책결정회의 단축 개최 및 추가완화 결정

•   한국은행: [현지정보] 1/4분기 후베이성 GDP성장률 -39.2%로 전국 최저

•   한국은행: 2001년 이후 한국의 노동생산성 성장과 인적자본: 교육의 질적 개선 효과를 중심으로

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.27)

•   국제금융센터: 일본은행, 국채매입 목표를 폐지

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.28)

•   국제금융센터: 국제유가 급락의 산유국 경제 영향 및 리스크 요인

•   국제금융센터: 코로나19 사태, 2개월간의 복기(復棋)와 전망

•   국제금융센터: 최근 벨기에 코로나19 사망자 통계 논란 평가

•   국제금융센터: [주간] 유럽 봉쇄 완화 확대에 세계증시 상승

•   국제금융센터: 코로나19 관련 동향 및 해외시각(4.29)

•   국제금융센터: [은행] 포스트 코로나 시대의 은행산업 과제

•   국제금융센터: 연준의 4월 FOMC 회의 결과 평가

•   국제금융센터: 미 `20년 1분기 GDP 실적 평가 및 전망

•   kotra: 코로나 19가 일본 중부지역 경제에 미치는 영향

•   kotra: 사회적 강제격리 6주차! 코로나19가 페루 경제에 미친 영향

•   kotra: 코로나19와 유가 폭락으로 이중고 겪는 알제리 경제

•   kotra: 中, 1분기 경제성장률 -6.8% 기록

•   kotra: 인도 정부의 '코로나 실직' 대응 노력

•   kotra: [기고] 이스라엘, 16개월 만에 연립정부 구성

•   kotra: 2020년 중국 신(新) 1선 도시의 변화

•   kotra: 미국, 수입관세 지불기한 최대 90일까지 유예

•   kotra: 코로나19에 따른 우즈베키스탄 경제동향과 정부대응 현황

•   kotra: 코로나19가 이탈리아 경제에 미치는 영향

•   kotra: 코로나19에 따른 그리스 정부대응과 경제동향

•   kotra: 2020년 쿠웨이트 유망 프로젝트

•   kotra: 실리콘밸리에서 미래자동차의 모습을 보다 - ② 이제는 선택이 아닌 필수: 친환경차

•   kotra: 실리콘밸리에서 미래자동차의 모습을 보다 - ③ 4차 산업혁명시대 융복합 기술의 결정체: 자율주행자동차

•   kotra: 실리콘밸리에서 미래자동차의 모습을 보다 - ④ 변화되는 이동의 가치 : 차량공유서비스

•   kotra: 미국, 자동차 업계 뉴노멀 시대 온다

•   kotra: 미국, 코로나19는 소비자를 어떻게 바꿔놓을까?

•   EMERiCs: [전문가오피니언] 인도의 2019 시민권법 개정안 앞에 놓인 도전과제

•   EMERiCs: [전문가오피니언] 트럼프 방문 이후 인도·미국 관계 - 새로운 협력을 향하여 -

•   EMERiCs: [이슈인포그래픽] 코로나19 '게임체인저' 하이드록시클로로퀸 놓고 트럼프 vs 모디 기싸움

•   EMERiCs: [이슈트렌드] 인도, 중국 견제하기 위해 외국인 투자 제한 나서

•   EMERiCs: [이슈인포그래픽] 코로나19 이후 동남아 주요국 경제성장률 전망

•   EMERiCs: [이슈트렌드] 태국 경제, 코로나 19여파로 60년 만에 최악의 위기

•   EMERiCs: [이슈트렌드] 우크라이나, 코로나19 위기 극복 난항

•   EMERiCs: [이슈트렌드] 이스라엘, 코로나19 확산과 경제 위기 속 연립내각 구성 합의로 봉합된 정치적 혼란

•   EMERiCs: [이슈트렌드] 나이지리아, 코로나19 확산으로 인플레이션 상승과 식량 상황 악화 우려

•   EMERiCs: [이슈인포그래픽] 러시아-OPEC 감산 합의, 실질적 주도자는 트럼프 대통령

•   EMERiCs: [이슈인포그래픽] 보우소나르 브라질 대통령, 코로나19 관련 막말 기행에 지지도 추락

•   EMERiCs: [이슈트렌드] 아르헨티나, 봉쇄 조치 연장...경제활동 중단으로 수입 상실 가정 60% 육박

•   EMERiCs: [이슈트렌드] 멕시코, 자동차 공장 가동 재개 계획… 세이프가드 발동 예정

•   EMERiCs: [이슈트렌드] 중동부유럽 국가들, 코로나19 신규 확진자 증가세 둔화에 따른 사회적 거리 두기 완화 발표

•   EMERiCs: [이슈인포그래픽] 코로나19 위기에도 멈추지 않는 PKK의 과격한 분리독립운동

•   EMERiCs: 2020년 1분기 중국경제 진단과 전망

•   EMERiCs: 양호한 흐름 보인 中 1분기 금융지표, 분석 및 전망

•   EMERiCs: 中 ‘신 인프라’ 범위 첫 제시, 주요 내용과 향후 과제

•   KDI: KDI 북한경제리뷰 2020년 4월

•   대외경제정책연구원: 미국의 「외국인투자위험심사현대화법(FIRRMA)」 발효에 따른 중국의 대미 투자규제 강화 및 평가

•   국제무역연구원: 한국 제조업의 서비스화 현황과 해외 진출 사례

•   수출입은행 해외경제연구소: [이슈보고서] 주요 경제협력국(신흥시장)의 경제리스크 평가 및 시사점

•   수출입은행 해외경제연구소: 석유·가스 시장 분기 보고서(2020년 1분기)

•   수출입은행 해외경제연구소: '20 월간 국내외 거시경제 동향 4월호

•   산업연구원: "중국진출 한국 기업 경기실태조사 결과: 2020년 1분기 현황과 2분기 전망"

•   산업연구원: "코로나19가 글로벌 공급망에 미치는 영향과 대응방안"

•   에너지경제연구원: [격주간] 세계 원전시장 인사이트(2020.5.1)

•   에너지경제연구원: 에너지포커스 2020년 봄호 (제17권 제1호, 통권75호)

•   현대경제연구원: 2020년 한국 경제 수정 전망

•   조세재정연구원: 2021 주요국 예산안 미국

•   국회예산정책처: 2020년도 제2회 추가경정예산안 분석

•   국회입법조사처: 코로나19 발(發) 식량위기론의 부상 배경과 대응 과제

•   국회입법조사처: 러시아 개헌의 주요내용과 시사점

•   우리금융경영연구소: 비금융 상장기업 상반기 실적 전망 - 4월 Industry Watch

•   KDB미래전략연구소: 주간 KDB리포트(2020.4.27)

•   IBK경제연구소: Post-Corona, Next Normal

•   건설산업연구원: 코로나19 확산에 따른 해외건설 이슈와 대응

•   건설산업연구원: 2020년 월간건설경기동향 4월호

•   건설산업연구원: 건설동향브리핑 755호

•   대한상의: 코로나19 대응 산업계 4차 대책회의 (서비스업)

•   대한상의: 샌드박스 시행 1년, 도입 성과 및 효율화 방안

•   전경련: 전경련, 포스트 코로나 시대 유망산업 조사

•   전경련: 코로나 19 확산 관련 중소기업 경영애로 설문조사

•   한국경제연구원: 심화된 저성장 탈피위해 총요소생산성 증가시켜야

•   한국신용평가: 코로나19 발생 이후 3개월, 빠른 경제 안정화는 어렵고 신용도 하향 추세는 2020년 내내 지속될 전망- Industry Outlook Update와 당사의 정기평가 계획

•   한국기업평가: 에스케이하이닉스의 20.1Q 잠정실적 발표 - 1분기는 실적은 양호, 2분기 이후 실적이 중요

•   기재부: 홍남기 부총리, 「경제단체장 간담회」 개최

•   기재부: '20.3월 산업활동 동향 및 평가

•   기재부: 2020년도 제2회 추가경정예산 국회확정

•   산업부: 우수 로봇기업 대상 저금리 대출지원 개시

•   산업부: (설명자료)녹색요금제와 온실가스 배출권을 연계하는 방안은 기업들의 요청에 따라 검토 중이나 현재 확정된 바 없으며, 재생에너지 판매 수입은 재생에너지에 재투자하여 온실가스 감축에 기여할 계획임 (한겨레 4.27일자 보도에 대한 설명)

•   산업부: (참고자료) 미국 무역대표부, 2020년 Special 301조 보고서 발표

•   산업부: (참고자료)RCEP 수석대표 회의, 공동선언문 발표

•   산업부: 2020년 4월 수출입 동향

•   산업부: (설명자료)‘17~’18년 원자력산업분야 매출 감소는 원전정비일수 증가, UAE 원전매출 감소 등으로 인한 발전사업자 매출 감소에 주로 기인함(조선일보 5.1일자 보도에 대한 설명)

•   국토부: 올해 1분기 지가 0.92% 상승, 거래량은 전분기 대비 3% 증가

•   국토부: ‘20.3월말 기준 전국 미분양 38,304호(전월 대비 2.9% 감소, 전년 동월 대비 38.4% 감소)

•   국토부: 3월 주택 인·허가 3.4만 호, 착공 3.6만 호 분양 1.2만 호, 준공 3.1만 호

•   국토부: 1일부터 일상 속 드론시대 개막…드론법 시행 통해 전방위 육성

•   국토부: 공공용 드론은 국산으로 구매하세요

•   노동부: 2020년 3월 사업체노동력조사

•   금융위: [보도참고] 우리 기업을 살리고 일자리를 지키기 위한 「기간산업안정기금」 설치 근거가 마련되었습니다.

•   금감원: '20.3월중 기업의 직접금융 조달실적

[Magazines]

•   Economist: Life after lockdowns

•   Economist: The 90% economy that lockdowns will leave behind

•   Economist: Next in line - Which emerging markets are in most financial peril?

•   Economist: Big tech is thriving in the midst of the recession

•   Economist: Congress, not the Fed, should bail out America’s state and local governments

•   Economist: Where did the novel coronavirus come from?

•   Economist: Jair Bolsonaro’s dangerous divorce

•   Economist: Bello - Choosing between livelihoods and lives in Latin America

•   Economist: North Korea’s dictator has disappeared

•   Economist: China plans to crush new covid outbreaks with tough measures

•   Economist: The problematic Northern Ireland protocol

•   Economist: Despondent DAX - The covid-19 crisis exposes the frailties of Germany’s biggest firms

•   Economist: What is weighing on Samsung?

•   Economist: Politicians in America and Europe scramble to help small firms

•   Economist: America’s large firms can count on generous government support

•   Economist: To good effect - Melissa Dell wins the John Bates Clark medal

•   Economist: America’s cities and states face a cash crunch

•   Economist: Why the unemployed in America could face a lost decade

•   Economist: The origin of covid-19 - The pieces of the puzzle of covid-19’s origin are coming to light

•   Economist: Leaving lockdown means understanding immune responses to the virus

•   Economist: Smokers seem less likely than non-smokers to fall ill with covid-19

•   Forbes: Japan’s Hidden Economic Strengths Might Just Help It Survive The Pandemic

•   Forbes: Samsung Suddenly Confirms Radical New Galaxy Smartphones

•   Forbes: 2020 iPhone Alert: Apple’s New Price Changes Revealed

•   Forbes: The Predicted Coronavirus Catastrophe Hasn’t Arrived In Sweden. What’s Next?

•   Forbes: Flattening The Curve Of Economic Benefits: The Real Reasons For Re-Opening The Economy

•   Fortune: The oil business may never be the same again, Shell CEO acknowledges

•   Fortune: Coronavirus treatment: Remdesivir is the first coronavirus treatment. So why is Gilead's stock plunging?

•   Fortune: The coronavirus pandemic could have unexpected environmental effects

•   Fortune: EU coronavirus debt crisis: Bailouts might save the union

•   Fortune: Coronavirus: How artificial intelligence can make sense of 50,000 research papers

•   Fortune: Q1 earnings season winners and losers: Microsoft, Facebook, Tesla, Alphabet, Twitter, JPMorgan, Wells Fargo, Bank of America, McDonald's

•   Fortune: The coronavirus will return year after year, top Chinese scientists warn

•   Fortune: Coronavirus reopening: States should follow these 5 guidelines

•   Fortune: GDP shrinks 4.8%—but that is nothing compared to what comes next

•   Fortune: McKinsey has some chilling data on unemployment

•   Fortune: New normal after coronavirus: 3 changes businesses will need to adapt

•   Bloomberg Businessweek: A Surge in Demand Means Some Small Businesses Are Hiring

•   Bloomberg Businessweek: Red States Will Need Coronavirus Bailouts Too

•   Bloomberg Businessweek: Exxon’s Humbling Fall From Oil Juggernaut to Mediocre Company

•   Bloomberg Businessweek: When the Stock Market Goes Mad, Look for Real Value

•   Time:What Happens Next with the U.S.-China Rivalry

•   Time:Amid COVID-19, Bolsonaro Faces New Snag: Corruption Charges

•   Time:Here's How Scientists and Public-Health Experts Recommend the U.S. Gets Back to 'Normal'

•   Time:Coronavirus Questions Answered: What We Know About COVID-19

•   Time:The U.S. Has Flattened the Curve. Next Up Is 'Squashing' It

•   Time:What Asian Nations Can Teach Leaders About Reopening Society

•   Atlantic: What Life Looks Like on the Other Side of the Coronavirus

•   Atlantic: Trump’s Accidental Empowerment of U.S. Governors

•   Atlantic: The Pandemic Will Make America Stronger

•   Atlantic: How the Pandemic Will Change Americans Streets

•   Foreign Policy: Europe Can Afford to Resist China's Economic Bullying

•   Foreign Policy: India Restricts Chinese FDI as Mood Turns Against China Amid Coronavirus Pandemic

•   Foreign Policy: India, Turkey, Russia, and Other Emerging Markets Will Be Devastated by the Coronavirus

•   Foreign Policy: With Kim Jong Un's Mysterious Disappearance in North Korea, China Is Likely to Make a Move

•   Foreign Policy: What Happens If North Korea Collapses?

•   Foreign Policy: If Kim Jong Un Dies, Who Will Come to Power?

•   Foreign Policy: North Korea’s Economy Is Crippled By the Pandemic

•   Foreign Policy: Here We Go Again: Russia Gears Up to Interfere in 2020 Election With Coronavirus Disinformation

•   Foreign Policy: Europe Isn't Buying America's 5G Warnings

•   Foreign Policy: After the Coronavirus Pandemic, the United States Shouldn't Repeat 9/11's Security Mistakes

•   Barron's: How Epidemiological Models Fooled Us Into Trusting Bad Assumptions

•   Barron's: Governments Could Bring Supply Chains Home. It Would Defy Economic Rationality.

•   Barron's: How to Keep Consumers’ Lights On: Send the Electric Bill to the Feds

•   Science: Biologists invent a new way to fight viruses with llama blood and molecular super glue

•   Nature: Hopes rise for coronavirus drug remdesivir

•   Nature: Scores of coronavirus vaccines are in competition — how will scientists choose the best?

•   Nature: The trinity of COVID-19: immunity, inflammation and intervention

•   Nature: COVID-19 vaccine design: the Janus face of immune enhancement

•   Power Magazine: Offshore Wind Finding Direction in U.S.

•   Power Magazine: Coal Plant Conversion to Non-Recyclable Plastic Waste Combustion Advances

•   Power Magazine: Is Geothermal Power on the Brink of a Boom?

•   Power Magazine: Electric Vehicle Fleets and Load Demand: Are You Ready for the Surge?

•   Power Magazine: Solving Issues of Power Deliverability for Offshore Wind Generation

•   Power Magazine: A Protocol for Making Renewable Energy Sizing and Selection Decisions

•   Power Magazine: What’s the Cheapest New-Build Power Technology?

•   Power Magazine: GE, Siemens, Utilities Take Hits From Coronavirus

•   한경비즈니스: 현대로보틱스, 신설 법인 5월 1일 공식 출범

•   한경비즈니스: ‘미국처럼 높은 부동산 보유세율’이 집값 잡을까

•   이코노미조선: 카카오가 바꾼 대한민국 눈 뜨자마자 잠들기까지…5000만 일상 파고든 카카오

•   이코노미조선: Infographic 카카오의 모든 것

•   이코노미조선: 10년 만에 100만 배 성장한 카카오 매출 3조원에 92개 계열사 거느린 IT 공룡… 세포가 분열·진화하듯 커지는 ‘카카오 공동체’

•   이코노미조선: 코로나19로 시험대 오른 동서양 체제 바이러스 앞에 무력해진 ‘개인주의’…‘집단주의’ 기반 방역 모델 도입한 유럽·미국의 딜레마

•   이코노미조선: 코로나19 종식 기대에 유동인구 늘지만 여전히 얼어붙은 상권 “자영업자 봄은 더 기다려야”

•   이코노미조선: 두산중공업 급한 불은 껐지만… 수은, 부채 6000억 대신 떠안아 올해 만기 빚 4.2조, 지원 불가피

•   주간조선: 코로나19가 ‘제약·바이오’ 산업에 기회 될까

•   주간조선: 사상 최악 오일쇼크로 제2 금융위기 오나

•   이코노미스트: 마이너스 유가(油價)와 ‘에너지 독립’ 

•   이코노미스트: [단독 | 사채시장서도 안 받는 ‘쌍용차 어음’] 유동성 부족에 워크아웃 전망까지 퍼졌다 

•   이코노미스트: [코로나19 지원금 두고 이전투구] 기업들 “우리부터 살려라” 아우성 

•   이코노미스트: [중형 조선사 매각 나선 국책은행] 수주 급감, 고사 위기에도 “일단 털고 보자” 

•   이코노미스트: [백프로의 환율 돋보기 | 달러화 매입시 점검 사항] 단기 차익 노린 달러화 투자는 신중해야

•   주간동아: 1조6000억 원 라임 사태, 배후는 ‘책임’ 돌리기 게임 뒤에 숨었다

•   시사저널e: ‘한국重→두산重’ 민영화 20년史···끝나지 않은 ‘적격 논란’

[Books]

•   FT: The business of saving the world

•   WSJ: ‘Too Small to Fail’ Review: Crawling Between the Giants’ Toes

•   Project Syndicate: Notes from Lockdown

•   매경: 코로나 위기극복 핑계로 `묻지마 지원` 안돼

•   한경: [책마을] "직업이 뭐냐"에 짧게 답한다면…당신의 일자리는 사라질수도

•   한경: [책마을] 경기침체 위기의 한국…강력한 금융정책이 답!

•   조선: 오차범위 '제로'… 기계문명 새로 쓴 정밀성의 아버지들