Business Intelligence Monitor 200615

(Introduction)

[Markets]

•   Global: World shares modestly higher as investors mull coronavirus, recovery outlook

※   U.S. stocks post biggest weekly percentage drops since March 20

※   Risky currencies recover as traders stop taking profits

※   Gold on track for biggest weekly gain since April

※   Macro 백업표

※   Industry 백업표

•   US: Dow futures drop 300 points as Wall Street set to extend last week's sharp losses

•   한국: 코스피, 코로나 재확산 우려에 2%↓ 마감…2,130대로 후퇴

•   한국: "급락하면 산다"…또 코스피 폭락 방어한 개미군단

•   한국: K바이오 ‘투톱’ 삼바·셀트리온3형제, 시총 100조시대 활짝

•   Grains: Soybeans gain on hope of continued China purchasing

[Indicators]

•   US Jun. Consumer sentiment index: U.S. Consumer Sentiment Rebounded in Early June

•   US Q2 GDP Nowcast: Jun 12, 2020: New York Fed Staff Nowcast

•   Eurozon Apr. Industrial production: Eurozone industry hit by historic 17% fall in output in April

•   UK Apr. GDP: UK economy shrinks by record 20% in April

•   한국 5월 ICT 수출: 5월 ICT 수출액 139억 달러…"디스플레이·휴대폰 수출 감소"

•   한국 주간 아파트 가격(부동산114): 서울 아파트값 3주 연속 상승

•   한국 주간 KB 주택시장 동향: 강남권 ‘주택 매수우위지수’ 코로나 이전 수준 회복

•   India Apr. Industrial production: April factory output contracts by 55.5%

•   India Foreign reserves: India's Forex Reserves cross half trillion dollars for the first time

•   Indonesia May Consumer confidence index: Consumer confidence reaches historic lows amid layoffs

•   Turkey Apr. Current account: Turkey Posts Current-Account Deficit for Fifth Month in April

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Protest Leaders Plan a Summer of Rallies Aimed at Police Overhauls

•   WSJ: ‘Volatility Is Everywhere’: The Market Tactic That’s Driving Stocks Haywire

•   WSJ: April’s Historic Economic Plunge Points to Steep Climb for the World Economy

•   WSJ: Atlanta Police Shooting Sparks New Outrage

•   WSJ: Fed’s Kaplan Says Systemic Racism Holding Economy Back

•   WSJ: In Germany, a Smorgasbord of Causes Results in One Vast Protest March

•   WSJ: Frustrated Stock-Market Skeptics Stick With Cautious Bets

•   WSJ: Safe Utilities Have Been More Volatile Than Broader Stock Market

•   WSJ: Beijing Coronavirus Outbreak Tied to Huge Market Sparks Resurgence Concerns

•   WSJ: China a Bright Spot for U.S. in Gloomy Global Trade Picture

•   WSJ: Governments May Revisit Postwar Playbook as They Tackle Huge Debts

•   WSJ: Coronavirus, Economic Toll Threaten to Worsen Black Mortality Rates

•   WSJ: Signs of a V-Shaped Early-Stage Economic Recovery Emerge

•   WSJ: Fed Report Says Virus Shock Has Hit Low-Wage Workers Hardest

※   Fed: Monetary Policy Report

•   WSJ: Economy Week Ahead: Central Banks, Industrial Production, Retail Sales

•   WSJ: Newsletter: Maybe the Recovery Already Started

•   WSJ: Small Businesses Tackle New PPP Puzzle: Forgiveness

•   WSJ: Auto Makers’ Reopening Complicated by Worker Absences Amid Covid Cases

•   WSJ: California Is Examining Amazon’s Business Practices

•   NYT: On the Future, Americans Can Agree: It Doesn’t Look Good

•   NYT: Virus Exposes Weak Links in Peru’s Success Story

•   NYT: Coronavirus Cases Spike Across Sun Belt as Economy Lurches into Motion

•   NYT: The Economy Is Reeling. The Tech Giants Spy Opportunity.

•   NYT: Slowing the Coronavirus Is Speeding the Spread of Other Diseases

•   WP: CDC issues new covid-19 guidelines at a time of protests and rallies

•   FT: EU to spend billions of euros to secure coronavirus vaccine

•   FT: Zoom plan will enable China to censor individual users

•   FT: UK formally rejects Brexit transition extension

•   FT: Johnson seeks to galvanise Brexit talks with EU chiefs

•   FT: Johnson and Brussels plan a Brexit summer

•   FT: EU rules out replicating UK ‘light touch’ border after Brexit

•   FT: ‘What if there is a second wave?’ A New York developer wrestles with uncertainty

•   FT: Yuriko Koike launches re-election campaign in Tokyo

•   FT: Markets: the ‘retail bros’ betting on a quick recovery from the pandemic

•   FT: Airbus warns more risk to jobs in UK than in France and Germany

•   FT: SoftBank invests in Credit Suisse funds that finance its technology bets

•   FT: White House says jobless benefits ‘disincentive’ for work

•   FT: Macron lifts most coronavirus restrictions

•   FT: What next for a volatile Wall Street?

•   FT: Developing economies borrow more despite debt relief initiative

•   FT: Gas exports plummet at US ports

•   FT: Telecoms groups consider reviving mergers after EU court ruling

•   FT: López Obrador takes aim at Mexico’s regulators

•   FT: Life stalls on the border with North Korea

•   FT: UK businesses seek swift return to work

•   FT: Johnson orders review of social distancing rules

•   FT: Winesellers accuse government of misleading over Brexit costs

•   FT: Slow recovery set to follow Britain’s record-breaking contraction

•   FT: Extraction Oil nears possible bankruptcy filing

•   FT: English retailers tiptoe towards reopening

•   FT: UK government issues urgent call for ‘shovel-ready’ projects

•   FT: CDC warns US ‘not out of the woods’ on coronavirus

•   FT: Coronavirus infections still falling across UK

•   FT: Saudi Arabia considers cancelling hajj for first time in modern history

•   FT: When will global employment recover from its coronavirus collapse?

•   FT: Strict social distancing for crowded trades

•   FT: Camden market sets out its stall for a return from lockdown

•   FT: Pop-up testing: how New Orleans bent the coronavirus curve

•   FT: Poverty and populism put Latin America at the centre of pandemic

•   Bloomberg: China’s National Security Bill Won’t Conform to Hong Kong Law

•   Bloomberg: BOJ to Sit Tight While Assessing Virus Response: Decision Guide

•   Bloomberg: Korea Crushed a Huge Virus Outbreak. Can It Beat a Second Wave?

•   Bloomberg: Asia’s Electronics Sector Booms, Bucking Global Economic Slump

•   Bloomberg: Record Virus Numbers Thrust States Into Life-or-Death Choice

•   Bloomberg: Most Americans Say Wealth Hasn’t Improved During Trump Years

•   Bloomberg: Millions of Job Losses Are at Risk of Becoming Permanent

•   Bloomberg: Next U.S. Jobs Report Set to Be Even More Confusing Than May’s

•   Bloomberg: Businesses Transformed by Covid-19 Plan to Keep the Changes

•   Bloomberg: Greece Beat the Coronavirus. Can Tourists Now Save Its Economy?

•   Bloomberg: Trade Slump Pulls U.K. Economy Into a Deep Hole

•   Bloomberg: Turkey’s New Cases at Highest in Almost Month

•   Bloomberg: Emerging Market Traders Assess Whether Rally Can Last

•   Bloomberg: Iran Appeals to IMF to Buck U.S., Grant It a $5 Billion Loan

•   Bloomberg: Coronavirus Vaccine Latest: Sinovac Biotech Shot Shows Potential

•   Reuters: Risk of new lockdowns rises with fear of second COVID-19 wave

•   Reuters: Mexico reports record tally of 5,222 new coronavirus cases

•   Reuters: Russia's total coronavirus cases exceed 520,000

•   Reuters: UK COVID-19 death toll rises by 36, lowest daily tally during lockdown

•   Reuters: Spain plans 3.7 billion euro auto sector aid package, says PM

•   Reuters: Brazil's Treasury secretary expected to resign soon, source says

•   Reuters: India's Mumbai braces for monsoon diseases amid strain of a pandemic

•   Reuters: Latin America must restart air travel by July to avoid bankruptcies: trade group

•   Reuters: Turkish jets strike Kurdish militant targets in northern Iraq

•   CNN: This could be the next major retailer facing bankruptcy

•   CNN: Stocks week ahead: Next year could usher in a wave of deals as companies adapt to a new reality

•   CNN: Peter Navarro: White House wants $2 trillion manufacturing stimulusPolitics

•   CNBC: EU's Gentiloni: 27 nations will approve fiscal stimulus in July

•   CNBC: World joins US protests but leaders restrained about Trump

•   CNBC: The Fed’s economic forecasts are all over the map, a sign of how uncertain these times are

•   CNBC: Expiring $600 unemployment benefits are essential for some workers

•   CNBC: China may impose trade curbs on Australia but can't stop buying iron ore

•   MarketWatch: It’s like the Wild West with ‘get-rich-quick crowd’ vs. Wall Street pros, but it’s too easy to blame retail investors for ‘rampant speculation’

•   Fox Business: Scientists 'not sure' why coronavirus is surging in some states and not others: epidemiologist

•   Fox Business: Economy is 'off to the races' on V-shaped recovery: Kudlow

•   SCMP: EU foreign policy chief rules out alliance with US against China

•   SCMP: China in brace position as Five Eyes form united front

•   SCMP: China, US planning to hold top-level talks in Hawaii, source says

•   SCMP: What must China do in next five years to avoid being ‘strangled’ by the US?

•   SCMP: China-US tensions drive Beijing’s push of yuan in belt and road nations, but challenges remain

•   SCMP: Fund managers bet on China’s tech, consumer stocks to provide growth in a post-pandemic economy

•   Global Times: Strain in Beijing COVID-19 outbreak not like the type circulating in China: CDC chief epidemiologist

•   매경(P1): `부동산 규제` 밀어붙이는 巨與

•   매경: `부동산정책 결코 후퇴없다`…슈퍼여당 나서 시장에 `경고`

•   매경: 부동산으로 쏠리는 유동성…강남 재건축 한달새 `억대 상승` 줄이어

•   매경(P1): 빅데이터·AI 새싹기업에 2년새 무려 10배 돈 몰려

•   매경: "지금 환전하세요"…빅데이터가 콕 집어주자, 송금 4배 `쑥`

•   매경(P1): 복지·고용에 내년 200조 쏟아붓는다

•   매경: 고용보험 확대·한국판 뉴딜…내년 예산 550조 넘을듯

•   매경: 이주열 "위기에 맞서 파이터 되라는 요구 크다"

•   매경: 소비 찔끔 늘었다고 "경제위험 다소완화"…정부 섣부른 낙관론

※   기재부: [보도참고] 2020년 6월 최근 경제동향

•   매경: 글로벌 車업계 신용 하락에도…현대차는 `꿋꿋`

•   매경(P1): 경기북부라도 `공장총량제` 풀자

•   매경: 경기북부 1인당GDP 지자체 꼴찌수준…LGD이후 큰 투자 全無

•   매경: 연천·파주지역 90% 신·증축도 불가

•   매경: 독일은 수도 베를린에 테슬라 공장 유치

•   매경: 文대통령이 직접 격려했던 `유턴`…선물은 `전기료 2억원`뿐

•   매경: 韓 `제조업 르네상스` 지금이 기회…규제완화·경영권보장 뭐든해야

•   매경: 찔끔 넓힌 하늘길…여행·출장 `가시밭길`

•   매경: "10월 도발할수도" 美 싱크탱크 분석

•   매경: 일감 몰아주기 못하게…대기업 CVC 안전장치 단다

•   매경: 석탄혼합발전 줄여 `태양광` 비중 확대

•   매경: 퓨얼셀, 한달 새 주가 152% 껑충…두산 매각 리스트 오를지 관심

•   한경(P1): 전 국민 고용보험·기본소득 다 퍼주면…내년 나랏빚, GDP 50% 넘는다

•   한경: "내년 국가채무 1000조 육박"…불황·재정위기 동시에 닥치나

•   한경: 문재인 정부 3년, 나랏빚 195조원 늘어날 듯

•   한경: 소주성 주도 '학현학파'는 "소득상위 10%에 세금 더 걷어야"

•   한경: "묵은 SOC 해결하자"…'토목 뉴딜' 띄운 이낙연

•   한경: "중대재해 땐 사업주 처벌…건설 발주자도 사고 책임"

•   한경: LG전자, 우아한형제들과 '서빙로봇' 국산화

•   한경: 개인 순매수 1위는 '곱버스'…이달 초부터 하락에 베팅

•   한경(P1): 대형마트 이탈자 절반, 네이버로 갔다

•   한경(P1): "자고 일어나면 가격 오른다"…밥상물가 '비상'

•   한경(P1): 윤희숙 "청년들에게 불공정한 노동시장…기본소득이 무마 수단돼선 안돼"

•   한경: 근로자 39% 소득세 0원…상위 10%가 총 세액의 86% 부담

•   한경: 3차 추경·대북전단금지법·부동산 규제…마음 급한 민주

•   한경: 캠코 자산 매입 '첫 타자' 대한항공 유력

•   한경: AI 로봇이 체온 측정…코로나 잡아낸다

•   한경: 작년말 시총 회복한 삼성그룹株

•   한경: 21번째 부동산대책 임박…규제지역 넓히고 대출 조일 듯

•   한경: "삼성바이오로직스·카카오 더 간다…반도체 수요도 증가할 것"

•   서경: 역대 세번째 長壽 기재부 장관된 홍남기...與 흔들기에도 소신 행보

•   서경: 통상 전문가들 "韓, 중국 대체할 생산거점 전략 필요"

•   서경: 삼성 파운드리 약진..TSMC와 격차 좁혔다

•   서경(P1): 분양가상한제 1년···희망고문 된 내집마련

•   서경: 시장 안정은커녕...집값 상승·청약과열·공급위축 부작용만

•   서경: 22번째 대책 예고에...전문가 "분상제·대출규제 풀어 시장정상화 해야"'

•   서경: 전세가 1억 뛰고 반전세 돌리고···'임대차3법' 제2의 상한제 되나

•   서경(P1): 통상전쟁 거센데···'통상전사'가 없다

•   서경(P1): 잭팟' 조선 빅3, 특별고용지원 제외

•   서경: 340억 수소경제 펀드 만든다

•   서경: 상경계열 교수 82% "최저임금 동결하거나 내려야"

•   서경: 최저임금 엎친데 코로나 덮쳐...자영업 직원 18개월째 감소

•   서경: 오락가락 신재생 정책에···기업들 '눈물의 매각'

•   서경: 막대한 유동성···빠른 순환매···하루에 13.8兆

•   조선(P1): 6·12' 2주년에… 核증강 예고한 北

•   조선: 6·15선언 20주년 앞두고… 암초에 부딪힌 對北 드라이브

•   조선: 北, 선거 앞둔 트럼프 압박… "이젠 대가 없는 협상 안한다"

•   조선: 전국민 기본소득 "현실성 없다" 비판에… "저소득층만 주자"도 등장

•   조선: 부자도 기본소득 주자는 이유는… "그래야 증세저항 줄어들 것"

•   조선: 삼성, 인도서 한달새 신형 스마트폰 4종 출시

•   조선(P1): 2년전엔 이렇게 웃었다, 이젠 고사총을 꺼냈다

•   조선(P1): 코로나세대의 눈물… 청년 구직급여신청 38% 폭증

•   조선: 北 "남북사무소 형체도 없이 무너질 것… 협박용이라 오산 말라"

•   조선: 이 와중에… 범여권 173명 "종전 선언하자"

•   조선: 자기 지역구에 SOC사업 터주려 與도 野도 예타 기준완화 나서

•   조선: 한 달 일한 알바생에도 퇴직금 주라는 與… 자영업자들 "우린 죽으란 거냐"

•   조선: "규제로는 집값 못잡는다, 다음은 강·고·신 주목하라"

•   조선비즈: 테슬라·LG화학이 '코발트 제로' 배터리 꿈꾸는 이유는

•   조선비즈: 올해 나라적자 사상최대... 정부 '핀셋 증세' 나선다

•   조선비즈: 트럼프·시진핑, 반도체 지원 쏟아내는데… 삼성전자·SK하이닉스 '각자도생'

•   조선비즈: 갤럭시Z플립 덕 몸값 오른 삼성폰… 평균판매가격 6년만 최고

•   중앙(P1): 고용된 자영업자…플랫폼노동자는 유령?

•   중앙: 재원 뒷받침 없으면 ‘용돈 소득’…정치권 포퓰리즘 경쟁만

•   중앙(P1): 북한은 주먹 흔드는데…트럼프 관심 멀어졌다

•   중앙: 코로나 언택트 효과, K반도체 2분기 나홀로 호황

•   동아(P1): [단독]美 “中보복땐 한국 위해 뭐든 할 준비 돼”

•   동아(P1): 집단감염에 수도권 방역강화 무기한 연장

•   동아(P1): 北압박 와중에, 트럼프측 “주한미군 감축 원해”

•   동아(P1): 헬스장-어학원-주점… 일상으로 파고든 코로나

•   동아: 2주간 하루 44명꼴 확진… 전문가 “고강도 거리두기 다시 해야”

•   동아: 코로나 경제난 심각해지자… 北, 주민 불만 ‘南으로 돌리기’

•   동아: [단독]재고 쌓여… 주차공간 꽉찬 현대차

•   문화: 2분기도… 디스플레이, 마이너스 실적 행진

•   한국(P1): 쌍용차 포기 시사한 마힌드라… 정부는 지원 딜레마

•   국민(P1): 전기차 소재부품 이상없다… 공급부터 재활용까지 완벽

•   세계: 녹색 일자리 창출 넘어… ‘탄소 배출 제로’ 인프라 구축 필요 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: MB정부 ‘녹색성장’과 닮은꼴… 차별화해야 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: 코로나로 동력 떨어진 전기요금 수술 가능할까 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: 전력소비 감축 먼저… 비효율 에너지 생산성 개선 나서야 [포스트 코로나 시대의 에너지전환과 그린수소]

•   머니투데이(P1): 초강력 대출규제도 무력화, '갭투자' 잡는다

•   머니투데이: [단독]세겹의 바리케이드…에워싼 공안…베이징 집단감염 현장가보니

•   머니투데이: "3억 아파트 3천만원에 싹쓸이"…전국 집값 띄우는 '갭투자 원정대'

•   머니투데이: 2030 청년들, 7억 아파트 1억으로 살 수 있는 '웃픈' 현실

•   머니투데이: 잘못 건드리면 '폭탄'..'갭투자' 못막는 정부의 딜레마

•   머니투데이: 채희봉 가스공사 사장 "수소산업 전 과정 참여…수소생태계 조성"

•   머니투데이: ‘갤노트20·갤폴드2·Z플립5G’ 줄줄이 등판…하반기 반등 노린다

•   머니투데이: "코로나 치료제·백신 개발" 호언했던 기업들 어떻게 됐나

•   머니투데이: 혹시 인프라코어·밥캣도?…'1조 유증' 두산, 뭘팔까

•   더벨: 모트롤BG 방산승인 매각 걸림돌 될까

•   헤럴드경제(P1): 한국기업들 ‘차이나 유턴’

•   헤럴드경제(P1): 조명래 “그린뉴딜 재원 연기금 주목할 만”

•   헤럴드경제: ESS 충전율 제한 인센티브로 보상

•   헤럴드경제: 청약탈락 실망수요 전매시장·줍줍 ‘기웃’

•   파이낸셜뉴스(P1): 전세 뜨겁다 싶더니… 대출 올들어 10兆 증가

•   파이낸셜뉴스(P1): 日, 한국인 예외적 입국 허용

•   파이낸셜뉴스: 내년부터 수도권 입주 물량 급감.. 무주택자 위한 '대책'부터 나와야

•   파이낸셜뉴스: 수심위'만 보는 삼성… 기소 권고땐 투자·M&A 등 하반기 '경영 공백' [이달말 삼성 수사심의위]

•   파이낸셜뉴스: 운명의 30분'… 이재용 기소 여부, 프레젠테이션이 가른다 [이달말 삼성 수사심의위]

•   파이낸셜뉴스: 여야 앞다투어 소상공인·중기 지원 맞춤형 법안 내놔

•   파이낸셜뉴스: 여전사, 코로나 지원 ESG채권 발행 봇물

•   파이낸셜뉴스: 코로나 재확산 우려에 속도조절.. 3월 같은 급락장 가능성은 낮아 [주간 증시 전망]

•   파이낸셜뉴스: SK에너지, 미얀마에 저탄소 바이오 연료 청정개발 사업 추진

•   파이낸셜뉴스: 형광 뛰어넘는 인광 OLED 최고효율 청색 개발

•   파이낸셜뉴스: 수소산업진흥원 어디로 갈까… 전담기관 지정에 쏠린 눈

•   파이낸셜뉴스: "한국 코로나 대책, 투자 기회 마련될 것" [인터뷰]

•   파이낸셜뉴스: 수도권 집단감염 확산에도… 재택근무 재개 꺼리는 기업

•   아시아경제: 코로나 여파에 LNG 가격↓…석탄 발전 연료비와 격차 '역대 최저'

•   디지털타임스(P1): 한번도 경험해보지 못한 `고용 한파`

•   디지털타임스(P1): 아시아나항공 `발등의 불`… 주총서 자본확충 나선다

•   이데일리(P1): [대출 거절에 속타는 中企]①"특허보증·건물담보 안 해본 게 없는데…"

•   이데일리(P1): 상의, SPV 출범 요청에도 국회 공전으로 추경 ‘올스톱’

•   이데일리: "3000兆 수소 시장 잡아라"..GS·효성 등 대기업 앞다퉈 진출

•   이데일리: "코로나19에도 올해 전기차 배터리 성장세 이어갈 것"

•   이데일리: 두산인프라코어는 저평가?…재무제표 주석에 답 있다

•   이데일리: [단독]모빌리티팀, '室'로 확대..정의선, 미래차에 힘 싣는다

•   연합: 3월 배당 전년비 4.2%↓…6월엔 감소폭 더 커진다

•   연합: 세종에 2030년까지 대규모 수소연료전지발전소 건립

•   미디어오늘: 한울 3·4호기 원전이 위태로운 이유

•   이투뉴스: 배터리·ESS, 韓 주도권 다 놓쳤다

•   reNews: EU to back new green finance law

•   에너지데일리: “RPS 의무공급량 상한 폐지 추진한다”

•   KHL: JCB India cuts 400 jobs

•   KHL: Construction in France to contract 9.4% in 2020

•   건설경제: 위기 기업 자산 매입…캠코와의 ‘윈윈’가능할까

•   OilPrice.com: China Continued Buying Venezuelan Oil Despite U.S. Sanctions

•   MINING.com: Top miners in good position to weather covid-19 – report

•   전자신문(P1): [단독]현대차 '남는 전기 빼 쓰는 전기차' 출시

•   전자신문: 암호화폐에 양도소득세?…적용까진 '산 넘어 산'

•   Phone Arena: Production of Apple iPhones and AirPods might have returned to pre-pandemic levels

•   Phone Arena: Samsung reportedly in talks to keep Huawei's 5G base stations in the chips

•   Phone Arena: OLED panel supplier for 5G iPhone 12 models fails quality tests

•   Phone Arena: Huawei Mate 40 5G on schedule for Q4 2020 launch; big sales goal set

•   Inside EVs: China: Automotive Market Up 14.5% In May 2020, NEVs Still Down YoY

•   Inside EVs: Exclusive: CATL's 2-Million Kilometer Battery Has No Connection To Tesla

•   Inside EVs: China: In Some BEVs, Battery Cell Energy Density Now Reaches 250-280 Wh/kg

•   Inside EVs: LG Chem Becomes The #2 EV Battery Supplier In China

•   Robotics & Automation News: Coronavirus pandemic causing grocers to invest in robotics, says report

•   Robotics & Automation News: Robotics one of the hottest investment sectors of the decade, says Silicon Valley Bank report

•   Robotics & Automation News: Swiss Productions installs two OB7 cobots to operate their CNC mill machines

•   Robotics Business Review: Softbank’s Robotics Investments – Winners, Losers and Everything in Between

•   Robot Report: Drone services critical to safer, more economical utility inspections, says PrecisionHawk

•   로봇신문: [로봇신문 창간7주년 특별기고②] 로봇산업 정책 이슈와 과제

•   Nikkei Asian Review: Death of yields' puts countries at risk of 'Japanization'

•   Nikkei Asian Review: Japan enacts record 31.9tn yen extra budget to ease virus impact

•   Nikkei Asian Review: Tokyo sees 47 new daily coronavirus infections, largest since May 5

•   Nikkei Asian Review: Taiwan and Japan lead the way in post-coronavirus reopening

•   Mainichi: Drugmaker Daiichi Sankyo eyes COVID-19 vaccine clinical test in March 2021

•   Mainichi: Companies downsizing offices, keeping teleworking even as COVID-19 spread slows in Japan

•   Japan Times: Japan's fiscal condition worsens further amid COVID-19 malaise

•   Economic Times: India needs fresh reforms, recovery key to retain rating: S&P

•   Economic Times: Lockdown, Day 81: Another grim milestone

•   Livemint: India's coronavirus cases cross 3 lakh as states report over 10,000 fresh cases

•   Livemint: Rate of recovery for covid-19 has hit 50%

•   Livemint: Covid-19 pandemic worsened situation of elderly in India: Report

•   Livemint: Unlock 1.0: Movement of people strictly prohibited between 9 pm and 5 am across country, says MHA

•   Livemint: Covid-19 impact: India Inc tightens purse strings amid hazy outlook for business

•   Livemint: Covid-19 infections in India may keep rising till early October: ICMR study

•   Livemint: IMF's June's economic growth projections to be very likely worse than April's: Gita Gopinath

•   Business Standard: Monsoon makes strong start with 31% more rainfall in first 14 days

•   Business Standard: India Inc's foreign borrowings plunge over 68% to $996 mn in April

•   Hindustan Times: Economic impact of Covid-19 pandemic to vary in sectors

•   Hindustan Times: Can politics shape revival of economy after Covid-19?

•   Folha de S.Paulo: Covid-19 Killed More Brazilians in 3 Months than Traffic Accidents in All of 2019

•   Folha de S.Paulo: National Research Shows that Brazil Is Far from Herd Immunity

•   Jakarta Post: Fears over virus cast shadow on plan to restart tourism

•   Jakarta Post: Private sector urges govt to lay out post-COVID-19 economic strategy

[Opinions]

•   Project Syndicate(Jayati Ghosh): Modi’s Fiscal Follies

•   FT(Editorial Board): Building resilience should not lead to trade barriers

•   FT(Editorial Board): Unpaid rents pose a risk to the wider economy

•   FT(Wolfgang Münchau): 3D printing can be a real source for optimism

•   FT(Michael Mackenzie): Investors reset for Fed’s single-minded pursuit of policy goals

•   FT(Merryn Somerset Webb): House prices and the city vs country quandary

•   FT(Richard Waters): The US must increase chip production to survive the tech cold war

•   FT(Fabio Panetta): Covid-19 crisis highlights the euro’s untapped potential

•   FT(Rodrigo Olivares-Caminal): Argentina: restructuring in the time of Covid-19

•   FT(Derek Brower): It seems rash to bet that the worst is over for US oil stocks

•   WSJ(Kimberley A. Strassel): Trump Is Beating Trump

•   WSJ(Peggy Noonan): Get Ready for the Second Coronavirus Wave

•   WSJ(Scott Gottlieb, Yuval Levin): New Rules for Covid Summer: Be Flexible and Vigilant

•   WSJ(Sadanand Dhume): Boycotts Won’t Beat the Chinese Dragon

•   NYT(Ross Douthat): It’s Trump’s Revolution

•   WP(Robert J. Samuelson): How ‘long economic waves’ could save the recovery

•   WP(David Von Drehle): Trump pledged to bring back coal. Like everything under him, it collapsed instead.

•   Bloomberg(Mohamed A. El-Erian): Stock Exuberance Poses Risk to Broader Economy

•   Bloomberg(Noah Smith): Don’t Give Up on Bringing Manufacturing Back to the U.S.

•   Bloomberg(John Authers): This Rout Has an Overlooked Culprit-in-Chief

•   Bloomberg(Marcus Ashworth): Bond Issuers Are Living in the Land of Milk and Honey

•   Bloomberg(Julian Lee): Oil Demand Isn’t Roaring Back Yet

•   Bloomberg(Esfandyar Batmanghelidj): Manufacturing Gives Iran a Lifeline

•   CNBC(Frederick Kempe): U.S. and European tensions jeopardize 75 years of democracy, open markets and individual rights

•   CNBC(Harriet Lefton): Wall Street’s best-performing analysts like these 5 stocks right now amid the market turmoil

•   MarketWatch(Mark Hulbert): The real reason for the stock market’s 7% plunge shouldn’t surprise you — and it happens every time

•   MarketWatch(Satyajit Das): Government’s cure for the coronavirus recession is worse for the global economy than the disease

•   MarketWatch(Simon Maierhofer): Thursday’s selloff should embolden the stock market’s long-term bulls

•   문화(전삼현): 탈원전 행정지도 있어도 배임罪 성립