Business Intelligence Monitor 200622

(Introduction)

[Markets]

•   Global: U.S. shares retreat on renewed pandemic fears, safe-havens rise

※   Apple temporarily closes store due to rising coronavirus cases

※   Gold gains on safe-haven demand, rises above $1,750 oz

※   Dollar gains, bond yields slide on safe-haven demand

※   Oil trims gains but closes higher

※   Macro 백업표

※   Industry 백업표

•   US: Stock market today: Dow futures fall more than 100 points as coronavirus cases continue to climb

•   한국: 코스피, 개인 순매수에 소폭 상승 마감…2,140선 회복

•   Metals: Copper heads for fifth weekly gain on economic recovery hopes

•   Grains: Soybeans climb as U.S.-China trade talks progress

•   DRAM: D램 값도 심상치 않다…삼성 `복합위기` 먹구름

[Indicators]

•   글로벌 5월 스마트폰 출하: 스마트폰 살아나나…"5월 출하량 전월보다 18% 증가"

•   US Q2 GDP Nowcast: Jun 19, 2020: New York Fed Staff Nowcast

•   UK May Retail sales: British retail sales rebound more than expected

•   한국 1분기 FDI: 코로나에 막힌 해외직접투자, 8분기만에 감소 전환

•   한국 5월 주택 매매거래: 지난달 전국 주택 거래 13.5%↑…절세용 매물 거래 늘어난 영향

•   Japan Apr. Land prices:Japan logs first drop in urban land prices in 23 quarters

•   Japan May CPI: Japan's deflation gathers pace as prices extend declines

•   India Mar. Current account: India’s current account to turn surplus after 12 years

•   India May Crude oil imports: India's May crude oil imports post biggest decline since at least 2005

•   Russia Benchmark rates: Russia cuts interest rates to a post-Soviet Union low

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Companies Brought Back Foreign Profits as Coronavirus Struck

•   WSJ: How the Coronavirus Will Reshape World Trade

•   WSJ: Apple Closes Retail Stores in Four States as Coronavirus Cases Rise

•   WSJ: Efforts for Coronavirus Vaccine Focus on Vulnerable Group: Older Adults

•   WSJ: White House Preparing for Second Wave of Coronavirus, Trade Adviser Says

•   WSJ: More Stocks Are Driving Market Rally, Decreasing Reliance on Big Tech

•   WSJ: Restaurant Reservations, Driving Directions and Other Indicators Wall Street Is Watching

•   WSJ: Cash Remains King as Companies Close a Dismal Second Quarter

•   WSJ: New Yorkers Now Can Return to the Office. Most Are Staying Away.

•   WSJ: Women’s Job Losses From the Pandemic Aren’t Good for Recovery

•   WSJ: Powell Says Crisis Exposes Long-Standing Inequalities

•   WSJ: May’s U.S. Jobs Rebound Was Widespread

•   WSJ: Fed's Rosengren Says U.S. Economy Will Need More Monetary, Fiscal Support

•   WSJ: Fed to Assess How Banks React to Possible Covid-19 Scenarios

•   WSJ: Economy Week Ahead: Housing, Factories and Consumer Spending

•   WSJ: Newsletter: Signs of Stabilization

•   WSJ: Apple’s WWDC Goes Virtual, and Tech Industry Is Taking Note

•   WSJ: The iPhone Isn’t the Cash Cow It Once Was. Apple Isn’t Worried.

•   WSJ: Huawei’s 5G Dominance Threatened by U.S. Policy on Chips

•   WSJ: EU Leaders Aim to Strike Coronavirus Rescue Deal by End of July

•   NYT: The Biggest Obstacle to China Policy: President Trump

•   NYT: W.H.O. Warns of ‘Dangerous Phase’ of Pandemic as Outbreaks Widen

•   NYT: As Annexation Looms, Israeli Experts Warn of Security Risks

•   NYT: Trump Fires U.S. Attorney in New York Who Investigated His Inner Circle

•   NYT: Trump Rally Fizzles as Attendance Falls Short of Campaign’s Expectations

•   NYT: Latin America’s Virus Villains: Corrupt Officials Collude With Price Gougers for Body Bags and Flimsy Masks

•   NYT: On North Korea and Iran, Bolton Blames ‘the Split Between Trump and Trump’

•   NYT: Federal Agency Halts Studies of Hydroxychloroquine, Drug Trump Promoted

•   WP: Trump rallies in red-state America — and faces a sea of empty blue seats

•   WP: Trump campaign, Democrats joust over Tulsa rally turnout

•   WP: In the nation’s biggest states, a spike in coronavirus comes with the economic reopening

•   FT: Australia targeted by state-sponsored cyber attack

•   FT: Nuclear watchdog calls for Iran to open sites to its inspectors

•   FT: Brussels pressed to overhaul Covid-19 recovery plan

•   FT: Stark Himalayan terrain proves a brutal stage for Sino-Indian rivalry

•   FT: US biotech group to trial Covid-19 pill for use at home

•   FT: Prospering in the pandemic: the top 100 companies

•   FT: Relentless stocks on track for best quarter in a decade

•   FT: US corporate borrowing costs sink to record low

•   FT: Central banks scale back use of Fed’s emergency dollar swap lines

•   FT: Abattoir outbreak triggers surge in German coronavirus infections

•   FT: Did Trump get trolled by Kpop fans at Tulsa rally?

•   FT: Egypt threatens military action in Libya if Turkish-backed forces seize Sirte

•   FT: Millions of European jobs at risk when furlough support ends

•   FT: Tokyo seeks to lure financial groups from crisis-hit Hong Kong

•   FT: China says coronaviruses behind Beijing outbreak ‘came from Europe’

•   FT: Sunak set to follow VAT stimulus with autumn tax rises

•   FT: Workers seeking redress face delays as tribunal backlog grows

•   FT: Spain begins accepting UK tourists without need for quarantine

•   FT: IoD calls for help for companies left out of UK bailout schemes

•   FT: Biden raised more money than Trump in May

•   FT: Treasury to release names of most bailout fund borrowers

•   FT: UK public debt exceeds 100% of GDP for first time since 1963

•   FT: Mortgage curbs expected to last until autumn

•   FT: Inflation is higher than the official numbers

•   FT: Warsaw’s liberal mayor mounts election challenge to Andrzej Duda

•   FT: Does Beijing’s Covid outbreak threaten China’s recovery? 

•   FT: How the Federal Reserve came to focus on racial justice

•   Bloomberg: Emerging Markets Are Awash in Confidence

•   Bloomberg: A ‘Buy Everything’ Rally Beckons in World of Yield Curve Control

•   Bloomberg: Barr Says U.S. Businesses ‘Part of Problem’ in Battling China

•   Bloomberg: The Big Oil Turnaround: From Negative Prices to a Bull Market

•   Bloomberg: The Japanese Company That Could Benefit From Coronavirus Pandemic

•   Bloomberg: Governments Find It’s Easier to Provide Virus Relief Than End It

•   Bloomberg: Spain Coronavirus Cases Rise to 246,272 as Tourists Return

•   Bloomberg: Immigration Spurs Economic Growth in Advanced Nations, IMF Says

•   Bloomberg: ECB Bond Dispute Could Be Resolved, New German Judge Tells FAS

•   Bloomberg: Deficit Seen Widest Since WWI Weighing on South African Bonds

•   Bloomberg: China to Speed U.S. Farm Purchases After Secretive Hawaii Talks

•   Bloomberg: Conte Says Italy Will Probably Seek to Widen Budget Shortfall

•   Bloomberg: Wall Street Expects a Covid-19 Vaccine Before the U.S. Election

•   Bloomberg: Indian Fire Kills Pakistani Girl, Wounds Family in Kashmir

•   Bloomberg: India Can Consider Spending FX Reserves on Health, Deutsche Says

•   Bloomberg: IMF Builds a $107 Billion Safety Net Under Key Latin Economies

•   Bloomberg: Europe Will Have a Digital Tax, No Matter What, Says Breton

•   Bloomberg: Virus Hit on Indonesia Worse Than Financial Crisis, Jokowi Says

•   Reuters: FACTBOX-Worldwide coronavirus cases cross 8.81 million, death toll at 462,960

•   Reuters: Germany's coronavirus reproduction rate jumps, indicating rising contagion

•   Reuters: Beijing to have sweeping powers over Hong Kong security law, stoking concerns

•   Reuters: UK to seek new powers to scrutinise foreign takeovers

•   Reuters: UK lowers Covid-19 alert level to 'epidemic' from 'exponential'

•   Reuters: Brazil passes 1 million coronavirus cases with no end in sight

•   Reuters: Inflation dog may finally bark, investors bet

•   Reuters: ECB cuts frequency of dollar operations as markets improve

•   Reuters: Chile's Codelco says to suspend northern construction projects due to pandemic

•   Reuters: Unions at Chile's Codelco demand more protection against coronavirus

•   CNN: Thousands of jobs were lost this week. Here's where

•   CNN: What hasn't been done to save the global economy

•   CNN: Apple could switch to its own chips for Macs. Here's what that means

•   CNN: China's Xi Jinping promises to write off some of Africa's debts

•   CNBC: U.S. reports his number of daily coronavirus cases since May 1

•   CNBC: Apple still has a lot of room to grow in health care

•   CNBC: Cramer says support from the Fed makes it 'very difficult for a stock to get crushed'

•   CNBC: Jim Cramer: Charts suggest new highs are in store for the S&P 50

•   MarketWatch: ‘La la land?’ The stock market is ‘insanely disconnected’ and due for a ‘reckoning,’ Warren Buffett buff warns

•   Fox Business: Tesla slashes prices with new solar panel

•   Fox Business: Second coronavirus lockdown not needed in states with spiking case numbers: Dr. Inglesby

•   Fox Business: Fed not thinking about lowering inflation target rate: Vice chairman Video

•   SCMP: Will China’s Go West version 2.0 act as a buffer to US decoupling risk?

•   SCMP: Which Asian countries are most at risk of a coronavirus second wave?

•   SCMP: Foreign purchases of Chinese bonds double to US$19.4 billion in May

•   SCMP: China urged to curb coal addiction and recover from coronavirus sustainably

•   SCMP: Foreign appetite for Chinese investment ‘robust’ despite virus, decoupling

•   SCMP: India-China border dispute: tensions likely to increase scrutiny of Chinese investment, analysts say

•   Global Times: Two more areas in Beijing raise COVID-19 alert level to high risk

•   매경(P1): [단독] 中지리차, 쌍용차 인수 실사 나선다

•   매경: [단독] 인도 마힌드라 발뺀 쌍용차…"매각 외에는 길이 안보인다"

•   매경: 자금투입 두달만에…마힌드라 "400억 빚 쌍용차가 갚아라" 뒤통수

•   매경(P1): 헷갈리는 6·17 부동산대책…이번엔 행정동·법정동 혼란

•   매경: `종부세 폭탄`에 법인아파트 급매로…`래대팰` 1억 낮춰 팔려

•   매경: "옆동네 청약 당첨자는 왜 나보다 대출 더 많이 받나"

•   매경(P1): 삼성, 화웨이 제치고 캐나다에 5G장비

•   매경: `反화웨이` 전선확대…삼성, 5G장비 기회 잡았다

•   매경(P1): 해외진출 韓기업 94% "리쇼어링 안해"

•   매경(P1): 황당한 민노총 "내년 최저임금 25% 올려라"

•   매경: 나흘만에 반도체현장 간 이재용…"가혹한 위기, 미래기술이 해법"

•   매경: 난 서울, 상대는 뉴욕…3D 가상 회의실에서 진짜처럼 `콘택트`

•   매경: VR로 "자세 좋아요"…실습수업도 원격 되네

•   매경: 인텔, VR 활용해 장비보수…포르쉐, AR글라스 쓰고 車수리

•   매경: 北위기·추경 시급한데…3주째 `식물 국회`

•   매경: 작년 對中 경상수지 흑자 `반토막`

•   매경: 한국GM·르노삼성 노조 또 "임금 올려라"

•   매경(P1): `AI데이터 잡`이 뜬다…새 일자리 올 6만개

•   매경(P1): 부동산대책 또 땜질…靑, 나흘만에 "보완"

•   매경: 불만 쏟아지자 실수요자 구제나서…재건축 2년거주 예외둘듯

•   매경(P1): `7조` 한남3 재개발 현대건설이 품었다

•   매경: "코로나로 제조업 `적시생산` 끝…이젠 `비상대비 생산` 시대"

•   매경: 신용대출 3주새 1.8조↑…전세대출 증가율의 2배달해

•   매경: GM "LG화학과 미래 전기차 시장 주도"

•   매경: 코로나 가을 대유행? 여름 재유행 더 걱정

•   한경(P1): [단독] '묶음할인' 세계 최초로 금지…라면·맥주값 줄줄이 오를 판

•   한경(P1): "돈 없어 공장 멈추는 일 없도록 하겠다"…항공·자동차 협력사에 7조 공급

•   한경: 고객만족도 조작 철도公 'D등급'…탈원전 잘따른 한수원엔 'A'

•   한경: 강남 재건축 날벼락…최고 7억 '부담금' 폭탄까지 날아온다

•   한경: 은마 호가 하루 만에 1억 '뚝'…'멘붕'에 빠진 재건축 단지

•   한경: "적정 현금흐름 창출한 반도체 기업, 삼성전자가 유일"

•   한경: 실적 전망치 잇단 상향…삼성전자, 전고점 회복할까

•   한경(P1): "국내 확인 안된 감염자 10만명…코로나 종식은 불가능"

•   한경(P1): 주민·지자체 모두 태양광 싫다는데…정부는 "설치 늘리면 인센티브 주겠다"

•   한경: 태양광 행정소송 급증…주민들 손 들어주는 법원

•   한경: 장애인시설 10m 뒤에 태양광발전…산사태 공포에도 3년째 방치

•   한경(P1): 묶음 할인' 금지 이틀 만에…슬그머니 '없던 일'로 돌린 환경부

•   한경: 아시아나 매각협상 종료 코앞인데 공문만 '핑퐁'…HDC현산은 왜 産銀을 안 만나나

•   한경: "2분기 대손충당금 적절하게 쌓아라"…당국 권고에 딜레마 빠진 은행권

•   한경: "최저임금 구분적용 안돼"…소상공인 요구 또 거부

•   한경: E1, 태양광 진출…정선에 8㎿급 발전단지

•   한경: 신용잔액 감소…개인 매수세 정점 찍었나

•   한경: 규제지역 된 수도권…서울 분양시장 '쏠림' 지속

•   서경(P1): 22번의 '집값 규제'···내성만 키웠다

•   서경(P1): "韓, 美에 대북제재 완화 요청···단독지원도 검토"

•   서경(P1): [토요워치]동학개미 2차봉기···'우금치'도 넘을까

•   서경: [토요워치] "찍으면 뜬다" 총알받이서 증시 마법사로 변신한 개미군단

•   서경: [토요워치]"워렌 버핏? 한물 갔잖아" 월街 흔드는 '로빈후드'

•   서경: 반짝'하고 끝난 재난지원금 효과..."알바? 주인이 몸빵하지"

•   서경: 청년 '취업절벽'..."정규직 전환 안되고 알바거리도 없어 암담"

•   서경: 손경식 경총 회장 "韓기업인 中신속입국 확대해야"

•   서경: 외진 곳도 '분양가 강력통제’···"청약광풍 로또 늘려 시장 잡겠다는 건가"

•   서경: ‘폴더블 아이폰’은 LG 닮은꼴?...애플은 언제 반으로 접을까

•   서경(P1): [단독]‘한국판 뉴딜’ 지휘할 범정부추진단 만든다

•   서경: [단독]한국판 뉴딜 컨트롤타워 설치..."당청 집행기구 전락 경계해야"

•   서경(P1): [단독]'통장'만든 네이버 대출도 한다...'금융 포식자'되나

•   서경(P1): 유통 공룡 꿈꾸는 네이버, 최상위 포식자 주도 생태계 완성 중

•   서경: 네이버, 혁신금융하자더니···'한국판 아마존' 新독과점 될판

•   서경: 네이버 '가격 검색' 앞세워 판매자 싹쓸이···'쇼핑 왕국'도 노려

•   서경: "원칙 없는 누더기 세법으론 집값 못 잡아···긴급처방은 한계"

•   서경: 中 자동차시장 양극화...베이징현대는 고전

•   서경: 수소가스터빈 특허출원 급증

•   서경: 시총 20조 → 9.5조...남북 경색에 반토막 난 경협株

•   조선(P1): 美 "한국과 연합훈련·전략자산 전개 논의"

•   조선: 전략폭격기 띄운 美… 접었던 '화염과 분노' 카드 다시 만지나

•   조선: 北, 靑경고에 "돌부처도 웃길 추태"… GP에 연일 병력 투입

•   조선: 볼턴 "미북회담은 한국 창조물"… 靑은 침묵

•   조선: 장관님, 코로나 치료제 두달 내 나온다고요?

•   조선(P1): [단독] "트럼프와 회담, 김정은이 아닌 정의용이 제안"

•   조선(P1): 이 추세면… 6월 수도권 확진자 1000명 넘는다

•   조선: "한반도 전쟁땐 美 종말"

•   조선비즈: 점점 구하기 힘들어지는 새집… 미분양까지 바닥 보이나

•   조선비즈: "불안할땐 대기업"… 질주하는 그룹株

•   조선비즈: 삼성·화웨이·MS 폴더블폰 삼국지... 애플은 언제 접을까

•   조선비즈: "TSMC, 화웨이 없이도 내년 6% 성장"... 삼성 '먹구름'

•   중앙(P1): 전파 경로 모호 10%…코로나 확산 ‘뇌관’

•   중앙: “기온 87℃ 돼야 코로나 소멸”…날씨 덕 볼 기대 접어야

•   중앙: 갭투자 대출 규제, 전세가율 끌어올려 중장기 효과 미지수

•   중앙: 트럼프도 시진핑도, 글로벌 리더십 없는 ‘G0시대’ 가속화

•   중앙: “미국 패권 포기 아닌 진화…한국, 중국과 관계 신중하길”

•   중앙: 국민연금 2054년 고갈, 8대 사회보험 다 빨간불

•   동아: 北, 10월10일 ICBM 선보일 가능성

•   동아: ‘군사행동 승인’은 김정은 몫… 전면 나설 타이밍 저울질하는 듯

•   동아: 軍 안팎 “北 핵무력 과시 임박” 관측

•   동아: 리치웨이發 감염 187명… 구로콜센터 넘었다

•   동아: “美증시 떨어질때 사자” 개인투자자들 ‘해외주식 직구’ 붐

•   동아(P1): 취업원서 써보기도 전에… 실업급여 신청서 쓰는 20대

•   동아(P1): [단독]北 핵공격 위협에… 美, 핵공중지휘기 훈련 전격 공개

•   동아(P1): “트럼프, 미군철수 카드로 방위비 압박하라 했다”

•   동아: 증권거래세 더 내리고, 양도세 대상 늘린다

•   동아: 의왕 롯데물류센터發 집단감염 확산

•   동아: 대전 거쳐 충남-광주 번지는데… 최초 감염경로는 아직 ‘깜깜’

•   동아: 에어컨 때문? 식당서 5분만 같이 머물렀는데 감염

•   동아: 경영권 흔드는 법안 봇물… 재계 “규제 안 늘려도 투명성 가능”[인사이드&인사이트]

•   동아: 전기차 시장 구원투수 ‘전고체 배터리’… 상용화는 언제?

•   문화(P1): 6·17대책 반발 확산… 금융위 “예외조항 추가 없다”

•   문화: 미래기술로 ‘코로나 이후’ 퀀텀점프 나선 기업들

•   문화: 삼성 스마트폰 출하량 17%↓… 글로벌 1위 ‘흔들’

•   문화: 수출규제 WTO제소 재개에… 日 “韓, 일방적 대응” 되풀이

•   한국(P1): 현대차, 삼성·LG·SK와 ‘전기차 배터리 4륜 동맹’ 시동

•   한국: ‘벼랑 끝’ 국내 車 부품업계… 팰리세이드ㆍ투싼 출고 중단까지

•   세계: 반도체 생산 실적 35%↑ 코로나 속 ‘나홀로 성장’

•   세계: 美·中, 사활 건 칩 헤게모니 전쟁… 한국 ‘새우등’ 터지나

•   세계: 한국, 獨보다 1년 반 앞서 로드맵 발표… 주도권 경쟁 가열 [포스트 코로나 시대의 에너지전환과 그린수소]

•   세계: “우리도 독일처럼 ‘기술 산유국’으로 가야” [포스트 코로나 시대의 에너지전환과 그린수소]

•   경향: “경제상식을 뒤집어라”…힘 실리는 ‘재정 확대’ 목소리

•   경향: “비교우위 다룬 경제학 교과서 다시 써야”…경제이론 바뀔까

•   머니투데이: 어제 미분양관리지역이 오늘은 규제지역?… "실수요자 분통"

•   머니투데이: "수소경제, 각국 지원 나서야" 20개국에 호소한 정의선

•   머니투데이: "그린뉴딜이 뭔데?" 정부, 녹색산업 방향 잡을 '통계' 만든다

•   더벨: 하나대체운용, '기대·우려' 섞인 논현동 두산빌딩 매각

•   더벨: 두산인프라코어 매각 가능할까…시장선 '글쎄'

•   헤럴드경제(P1): “어젯밤 10시, 아파트 10채가 팔렸다”

•   헤럴드경제: 韓·日 TV가격 10년만에 첫 역전…삼성·LG, 日에 1위 뺏겼다

•   파이낸셜뉴스(P1): CP·단기사채 '옥석 가리기' 비우량 기업 자금줄 마른다

•   파이낸셜뉴스: 부동산신탁 이용 '꼼수 절세' 차단.. 내달 발표 세법개정안에 포함될듯

•   파이낸셜뉴스: 문 대통령 "3차 추경 6월 넘기면 안돼… 비상한 방법 강구해야"

•   파이낸셜뉴스: 올해 가계·기업 빚, GDP 200% 넘어설 듯

•   파이낸셜뉴스: 규제 강화파, 경제상임위에 포진.. 거대여당 '기업 옥죄기' 시작됐다

•   파이낸셜뉴스: 1·2차 소상공인대출 소진율 ‘뚝’… "시중銀 문턱 더 낮춰야"

•   아시아경제: 전경련 '日 수출규제 1년' 소·부·장 세미나

•   아시아경제: ‘구조조정 우등생’ 두산, 이번에도 별명 지키나

•   디지털타임스(P1): 일단 `핀셋 증세`… 결국 `보편 증세` 간다

•   디지털타임스(P1): 코로나에 쓰러진 제조업… 한숨만 깊어졌다

•   디지털타임스(P1): 이재용 기소여부 26일 판가름… 재판 반복 땐 경영 위축 우려

•   이데일리: 한은, 14조 '무제한 RP매입' 이달말 종료…통화정책 정상화 출발점

•   이데일리: “한계 부딪힌 탄소경제, 유일한 해법은 수소경제”

•   이데일리: 현대차그룹, 2025년까지 전동화 차량 44종 목표…"차세대 먹거리"

•   이데일리: “兆단위 적자”..정유사→LNG발전사로 옮겨붙는다

•   이데일리: 대기업 5곳중 4곳 등급 더 떨어진다…'항공' 타격 가장 커

•   이데일리: 코로나19 시장충격 근본적 원인은?..“수출 위주 산업구조”(온라인)

•   이데일리: “코로나19로 탈세계화 가속…제조업 첨단화로 대응해야”

•   연합: 쌍용차·두산중공업, 외국계 은행 차입금 상환 '골치'

•   연합: 창원상의, 지역 국회의원에 원전 건설재개 등 현안 건의

•   연합: 미얀마, 한국 필수인력 39명 예외입국 허용…"격리 기간 절반"

•   뉴스1: 폐기해도 시끌, 유지해도 시끌…잡음 끊이지 않는 월성 원전

•   뉴스1: 코로나發 구조조정업무 쌓인 이동걸 산은 회장 연임하나

•   아시아타임즈: 건설기계 빅2 ‘시장 포트폴리오 확장 전략’ 급물살

•   팍스넷뉴스: 채권단 “두산퓨얼셀은 안 판다”

•   더구루: [단독] 두산모빌리티이노베이션, 대련시 MOU…'드론 본고장' 中 공략

•   더구루: 두산중공업, 체코서 직물필터 또 수주…"친환경 기술력 입증"

•   한스경제: 120년 전통의 두산그룹, 4세대 만에 휘청

•   에너지경제: 최근 5년간 연평균 풍력발전용량 19.8% 증가

•   에너지데일리: ‘제1회 수소모빌리티+쇼’, 어떻게 열리나

•   KHL: Transport infrastructure: Connecting the world

•   KHL: Sany’s new ultra-large excavators

•   Equipment World: Bobcat of McMinnville opens operations

•   Construction Equipment: Data Shows Industry Returning to Pre-Covid Levels

•   건설경제: [뉴스포커스] 올해 건설산업 뒤흔들 7대 미래기술은?

•   건설경제: REC 가중치 줄이고 할인제도 폐지…ESS 생태계 무너지나

•   건설경제: 재생에너지 수난시대…“보호 장치 마련해야”

•   OilPrice.com: Tesla Considers Austin, Texas For New Gigafactory

•   MINING.com: Investors, corporates don’t view ESG risks alike – report

•   전자신문(P1): 삼성, 평택에 신규 반도체 팹 'P3' 건설…9월 착공

•   전자신문(P1): 한국경제 버팀목 '전자산업', 코로나19 직격탄…정부 지원 'SOS'

•   전자신문: [이슈분석] "매출·이익 다 줄었다" 전자업계 코로나 피해 심각...실태 분석

•   전자신문: [이슈분석] 정부, '리쇼어링' 총력전…산·학·연 "정책 보완 없으면 '공염불'"

•   전자신문: [이슈분석]세계는 '리쇼어링' 전쟁

•   전자신문: [이슈분석]국회·지자체서도 뛰어든 '리쇼어링'…기업 유치 경쟁 치열

•   전자신문: [기획]올레길에 드론 경찰, 한라산에 드론 구급대원, 마라도에 드론 배송

•   전자신문: OLED TV 시장 공략 속도내는 中

•   전자신문: 정부, 국제수소연료전지파트너십 참가…수소경제 비전·전략 공유

•   전자신문: [IT핫테크]GE, 3D 프린팅으로 풍력 터빈 만든다

•   Phone Arena: The Galaxy Note 20 is the culmination of Samsung's strategic errors

•   Phone Arena: Major component for 5G Apple iPhone 12 series will soon be rolling off the assembly line

•   Phone Arena: iPhone 12's starting price will apparently be even less than $649

•   Phone Arena: Apple reportedly asks its supply-chain to ship iPhone SE (2020) components to India

•   Inside EVs: Europe May Be The World's New Focal Point For Electric Cars

•   Robotics & Automation News: Cobots v Covid: How Universal Robots and others are helping in the fight against coronavirus

•   Robotics & Automation News: BMW and Mercedes blame ‘timing’ for abandoning plan to jointly develop autonomous cars

•   Robotics & Automation News: Blue Ocean Robotics and its disinfecting robots recognised by Robotics Business Review Top 50

•   Robotics Business Review: Qualcomm RB5 a Potential Game Changer for Intelligent Robots

•   Robotics Tomorrow: 5G and New Industrial Use Cases

•   Robot Report: Avular designs custom drones from the ground up with 3D printing

•   Robot Report: Smart Epidemic Prevention and Control Robots demonstrate results in large-scale Chinese deployment

•   로봇신문: 경북 구미에 '로봇직업혁신센터' 들어선다

•   산업일보: “코로나19 상황 불구 협동로봇 시장 성장 지속”

•   Nikkei Asian Review: Japan materials makers scramble to tap 5G bonanza

•   Nikkei Asian Review: Japan to ready 1m doses of coronavirus vaccine for swift distribution

•   Nikkei Asian Review: Panasonic to ramp up Chinese output of 5G circuit board material

•   Nikkei Asian Review: Toshiba to offload memory chip unit to buffer market volatility

•   Nikkei Asian Review: Japan reopens for business, pinning hopes on tracing app

•   Nikkei Asian Review: Japan says economy 'almost stopped worsening'

•   Mainichi: BOJ policymakers worry about bad loan risks amid pandemic downturn

•   Mainichi: Nissan, China's Sunwoda to jointly study vehicle battery development

•   Japan Times: Japan tourism shows signs of recovery after blow from coronavirus

•   Economic Times: Covid impact: Job losses, pay cuts leading to surge in home loan defaults

•   Economic Times: India set to erect a Great Wall against Chinese companies

•   Economic Times: Global funds dump India company bonds, worsening credit crunch

•   Economic Times: Global central banks targeting long end of yield curve, RBI should follow

•   Economic Times: Power markets prefer renewable energy amid falling demand: Moody's

•   Economic Times: Narendra Modi: Is PM Modi facing the toughest challenge of his political career yet?

•   Livemint: India's Covid-19 recovery rate further improves to 53.79%

•   Livemint: Covid-19 to slow down projects under ₹111 trillion national infra pipeline

•   Livemint: India-China face-off: No incursion, no loss of territory, says PM Modi

•   Business Standard: Economists raise doubts over timing of economic revival after Covid-19

•   Business Standard: Govt's ambition of attracting foreign money hits turbulence amid Covid-19

•   Business Standard: Covid-19 crisis: Indian economy's road to recovery still has long way to go

•   Business Standard: Finding alternatives to China not easy, caution auto manufacturers

•   Business Standard: India's crude, gas consumption up but output fell in last 10 years: Report

•   Hindustan Times: From infrastructure to hi-tech: Mapping China’s large trade footprint in India

•   Folha de S.Paulo: Bolsonaro's Friend Arrested in São Paulo for Money Corruption Scheme

•   Jakarta Post: Indonesia working on $1b solar-driven green economic recovery scheme

•   Jakarta Post: Clouds thicken over Indonesia’s economic growth as uncertainties persist

•   Jakarta Post: Jokowi signs controversial new Mining Law: Expert staff

•   Viet Nam News: Resolutions on highway projects, corporate income tax cut approved

•   Myanmar Times: Construction of Korea-Myanmar Industrial Complex to begin this year

[Opinions]

•   Project Syndicate(Kevin Rudd, Daniel Rosen): China’s Economic Crossroads

•   FT(Editorial Board): In a digital age, cash still has its attractions

•   FT(Editorial Board): Bolton underlines global stakes of the US election

•   FT(Wolfgang Münchau): A truly ugly transatlantic trade war is looming

•   FT(Gavyn Davies): Will public debt be a problem when the Covid-19 crisis is over?

•   FT(Michael Mackenzie): Darker corners of debt markets offer refuge to investors

•   FT(Colby Smith): Emerging markets to face ‘judgment day’ as QE goes global

•   FT(Claer Barrett): Millions on furlough in fear of redundancy

•   FT(Michèle Flournoy): Treat China’s border clash with India as a clarion call

•   FT(Alexander Gabuev): Huawei’s courtship of Moscow leaves west in the cold

•   WSJ(Holman W. Jenkins, Jr.): Bolton’s Trump Is Also the Voter’s Trump

•   WSJ(Kimberley A. Strassel): MAGA—for All

•   WSJ(Nicholas Eberstadt): Can Pax Americana Survive the Coronavirus?

•   WSJ(Mohamed A. Desoky): Bad Economy? Unleash Private Equity

•   WSJ(Robert C. O’Brien): Why the U.S. Is Moving Troops Out of Germany

•   NYT(Editorial Board): Why Is the United States Exporting Coronavirus?

•   NYT(Bret Stephens): The Doom Where It Happened

•   NYT(Ajai Shukla): How China and India Came to Lethal Blows

•   WP(Editorial Board): We knew Trump didn’t care for human rights in China. But this is a new low.

•   WP(Robert J. Samuelson): The Cares Act was the mother of all bailouts — and it’s not finished yet

•   WP(Jennifer Rubin): The pandemic Trump cannot ignore

•   WP(Megan McArdle): We can’t bear the truth of covid-19, so we’ve just decided to forget

•   WP(Jackson Diehl): Putin is having a bad year. He needs the reelection of President Trump.

•   Bloomberg(Mohamed A. El-Erian): Retail Investors’ Sprint Runs Into Headwinds

•   Bloomberg(Conor Sen): U.S. Supply-Demand Mismatch Risks Shortages and Higher Prices

•   Bloomberg(Justin Fox): An RV Boom Won’t Save the Economy

•   Bloomberg(Andy Mukherjee): Monetary Insanity Is No Basis for Common Ground

•   Bloomberg(John Authers): This Cheap Hedge Could Save Investors Some Grief

•   Bloomberg(Julian Lee): Buyer Beware: Oil Stockpiles Are Enormous

•   Bloomberg(Brooke Sutherland): Robot M&A May Be in Post-Pandemic Future

•   Bloomberg(Therese Raphael): Will the Brits Ever Trust Boris Johnson Again?

•   Bloomberg(Ferdinando Giugliano): Europe’s Frugal Four Are Right About Two Things

•   Bloomberg(Jonathan Bernstein): Six Observations From This Week in Politics

•   Bloomberg(Hal Brands): Hungary's Orban Uses Covid-19 Crisis for Another Power Grab

•   Bloomberg(Andreas Kluth): There's Nothing Exceptional About Any Country

•   Bloomberg(Michael R. Strain): The Future of Work in America Is in the Office

•   Bloomberg(Adam Minter): On Covid-19 and Protests, Some Good News

•   Bloomberg(Michael Schuman): China’s Embrace Is Driving Hong Kong Away

•   Bloomberg(Tobin Harshaw): Four More Years of Trump Is Too Much for America’s Allies

•   Bloomberg(Niall Ferguson): America Is on the Road to Relapse Not Recovery

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

•   CNN(Samantha Vinograd): While Trump wages a political war, dangerous conflicts unfold in Asia

•   CNN(James D. Schultz, Sean Carter): China needs to be held accountable for Covid-19's destruction

•   MarketWatch(Nigam Arora): The first crack appears in bulls’ thesis that the stock market will rise no matter what

•   MarketWatch(Michael Brush): Here’s why the FDA may approve a Covid-19 vaccine before the November elections, according to Jefferies’ biotech-research team

•   MarketWatch(Jared Dillian): The Federal Reserve won’t allow companies to fail, and that weakens the U.S.

•   건설경제(정범진): 빵이 없으면 고기를 먹어라