Business Intelligence Monitor 200629

(Introduction)

[Markets]

•   Global: Global stock markets sink as U.S. virus concerns offset Europe rebound hopes

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 미 증시 훈풍에 1% 상승…2,130선 회복

•   Metals: Copper heads for sixth weekly gain as supply fears grow

•   Grains: Corn, soybeans sink on U.S. Midwest weather; wheat dives

[Indicators]

•   US May PCE: U.S. Consumer Spending Rebounded in May, but Virus Surge Poses Economic Threat

•   US Q2 GDP Nowcast: Jun 26, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -39.5 percent — June 26, 2020

•   China May Industrial profits: China industrial firms' May profits post first monthly rise in 6 months

•   한국 4월 건설기계 수출: 건설기계 완성차 수출 15% 감소…두산ㆍ현대 어찌하나

•   한국 5월 기업 직접금융 조달실적: 5월 주식·회사채로 조달한 금액 큰 폭 증가

•   한국 2분기 한경연 BSI: 고용 참사도 역대급… 고용지수 80.6 통계來 최저

•   한국 3분기 대한상의 BSI: 최악 제조업 경기… 절반은 도산 직면

•   한국 주간 아파트 가격(감정원): 서울 아파트값 5주째 상승… 6·17 대책에도 수도권 상승폭 커져

•   Saudi Arabia May Net Foreign Assets: Saudi Net Foreign Assets Rise for First Time Since January

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: The Coronavirus Surge in Florida, Arizona, Texas Isn’t the Same as New York’s Crisis

•   WSJ: Texas Governor Rolls Back Reopening as U.S. Coronavirus Cases Hit Record

•   WSJ: Texas Tried Reopening Offices Early. It Was Hard Even Before the Coronavirus Surge.

•   WSJ: China Message to U.S.: Crossing ‘Red Lines’ Could Put Trade Deal at Risk

•   WSJ: Coronavirus Cases Pass 10 Million Globally

※   U.S. records more than 42,000 new infections

•   WSJ: Florida Thought It Had Dodged Coronavirus. Now It Faces a Surge.

•   WSJ: Masks Could Help Stop Coronavirus. So Why Are They Still Controversial?

•   WSJ: U.S. Officials Press President Trump to Wear Mask in Coronavirus Fight

•   WSJ: Rising Coronavirus Cases Put Fresh Strain on Mask Supplies

•   WSJ: U.S. Presses Europe to Uproot Chinese Security-Screening Company

•   WSJ: Faith in the V-Shaped Recovery Takes a Hit

•   WSJ: Who’s Taking Most Advantage of Tax Deadline Delay? High-Income Households

•   WSJ: China Message to U.S.: Crossing ‘Red Lines’ Could Put Trade Deal at Risk

•   WSJ: Small Businesses Raced to Spend PPP Funds but Pandemic Drags On

•   WSJ: Economy Week Ahead: Factories, Inflation, Employment

•   WSJ: Fed Looks Down Under for Rate Strategy

•   WSJ: Newsletter: Can Consumers Sustain a Spending Splurge?

•   WSJ: Six Months That Shook the World

•   WSJ: Why the American Consumer Has Fewer Choices—Maybe for Good

•   WSJ: 10 Business Leaders on What They Learned From the Pandemic

•   WSJ: Covid-19 Is a Puzzle That Wall Street Can’t Solve

•   WSJ: American Companies Find Willing Buyers of Debt Abroad

•   NYT: How the World Missed Covid-19’s Silent Spread

•   NYT: After Asking Americans to Sacrifice in Shutdown, Leaders Failed to Control Virus

•   NYT: How Americans Feel About the Country Right Now: Anxious. Hopeful.

•   NYT: Russia Secretly Offered Afghan Militants Bounties to Kill U.S. Troops, Intelligence Says

•   NYT: Spies and Commandos Warned Months Ago of Russian Bounties on U.S. Troops

•   NYT: How the Trump Campaign Is Drawing Obama Out of Retirement

•   NYT: Boeing Gets Go-Ahead for Test Flights of Its Troubled 737 Max

•   NYT: Chesapeake Energy, a Shale Pioneer, Files for Bankruptcy Protection

•   NYT: U.S. Curbs Visas for Chinese Officials Over Hong Kong Freedoms: Pompeo

•   WP: The virus that shut down the world

•   WP: A covid-free town in Italy reopens to travelers and coronavirus risk

•   WP: Trump campaign scrambling to revive the president’s imperiled reelection bid

•   WP: John Bolton’s been a political brawler for decades, but his rumble with Donald Trump is extreme — even for him.

•   FT: Europe’s recovery will be ‘restrained’, Christine Lagarde warns

•   FT: Riskiest US companies are left behind in rush to buy debt

•   FT: Germany to overhaul accounting regulation after Wirecard collapse

•   FT: ‘Window is closing’ to halt virus in US, says health secretary

•   FT: French voters reject Macron candidates in local polls

•   FT: European economy faces ‘long and bumpy’ recovery

•   FT: Russia denies its atomic plants are responsible for radiation leak

•   FT: Poland heads for hard-fought presidential run-off

•   FT: UK must reveal state-aid plan to unblock Brexit talks, EU warns

•   FT: UK Treasury plans Future Fund expansion after demand surge

•   FT: Oil groups boosted by cuts to US royalty rates during pandemic

•   FT: EU warns China that investment talks are entering ‘critical stage’

•   FT: China overtakes UK to become world’s fifth-largest fund hub

•   FT: How quickly can the German economy recover?

•   FT: Covid-19 antibody tests raise doubts over accuracy and utility, study finds

•   FT: US companies say visa rules are jobs boon for Canada

•   FT: Hedge funds eye new corporate structure in Singapore

•   FT: Johnson to ‘build’ way out of economic slump

•   FT: Lex in depth: Examining the slave trade — ‘Britain has a debt to repay’

•   FT: Coronavirus pandemic: Where can you travel this summer?

•   FT: Algeria’s rulers consolidate grip as economy falters

•   FT: Inside the battle for Arm China

•   FT: German slaughterhouses in spotlight after virus outbreak

•   FT: Iraqi forces arrest fighters from Iran-backed militia

•   FT: Brazilians flock to beaches despite wave of coronavirus infections

•   FT: US election: is Trump already too far behind Biden?

•   FT: Sunak to weigh consumers’ response to easing before completing stimulus plan

•   FT: Pakistan seeks relief from China over Belt and Road

•   FT: India pushes up cost of fuel to boost revenues

•   FT: Inside China’s race to beat poverty

•   Bloomberg: What a Century of Disease Outbreaks Can Teach Us About Covid-19

•   Bloomberg: Australian Virus Hot Spot Considers Suburban Lockdowns

•   Bloomberg: It’s Time to Wave Goodbye to Bonanza Oil Trade

•   Bloomberg: A Second Wave of the Virus Is Threatening U.S. Oil Demand Again

•   Bloomberg: Covid to Keep More Oil Underground, Forcing Drillers to Change

•   Bloomberg: World’s Top Iron Ore Shipper Says Robust Prices Are Here to Stay

•   Bloomberg: Amateur Traders Pile Into Asian Stocks, Making the Pros Nervous

•   Bloomberg: Urged by Trump to Decouple, U.S. Companies Want More China Faster

•   Bloomberg: America’s Shifting Covid-19 Epidemic in Five Charts

•   Bloomberg: Treasuries’ Best Run Since 1995 Shows Traders Girding for Worst

•   Bloomberg: Fed’s ‘Run It Hot’ Recipe Works for Markets. Jobs? Not So Much

•   Bloomberg: Growth of Working-Age Adults Hasn’t Kept Up With Graying America

•   Bloomberg: Americans Hold Huge Pile of Cash That’s Key to Economic Recovery

•   Bloomberg: Fed Reveals Bond Purchases Including AT&T, UnitedHealth, Walmart

•   Bloomberg: Boris Johnson Vows Big Spending, Rejects Economic Austerity

•   Bloomberg: A Wave of Bankruptcies Is Coming to Add to Putin’s Economic Pain

•   Bloomberg: Meat Market Tenderized by China Tops a Big Week for Global Food

•   Bloomberg: ECB’s Schnabel Warns Euro-Area Inflation Could Dip Below Zero

•   Bloomberg: Sweden’s Covid Expert Says the World Still Doesn’t Understand

•   Bloomberg: Charting the Global Economy: That’s Not a V-Shaped Recovery

•   Bloomberg: India Covid Infections: Half a Million Coronavirus Cases

•   Bloomberg: IMF Approves $5.2 Billion Stand-By Arrangement for Egypt

•   Bloomberg: India Bets Oil Demand Will Recover Fast From Lockdown Shock

•   Reuters: EU holds off decision on borders, Americans set to be excluded

•   Reuters: Brazil coronavirus cases rise past 1.3 million, deaths total 57,070

•   Reuters: Iraq to review some oil contracts at high-cost fields

•   Reuters: Euro zone needs loose monetary policy until inflation goal near, says Villeroy

•   Reuters: Too-big-to-fail banks mostly a thing of the past, say regulators

•   Reuters: Chilean mines minister sees 3.5% drop in copper output as coronavirus impact grows

•   Reuters: Scientists just beginning to understand the many health problems caused by COVID-19

•   Reuters: Special Report: As world approaches 10 million coronavirus cases, doctors see hope in new treatments

•   CNN: India coronavirus: Country opens of one of the world's largest hospitals

•   CNBC: Coronavirus: Germany cautions risk still high as economies restart

•   CNBC: U.S. issues fresh Huawei warning after UK approves £1 billion R&D lab

•   MarketWatch: 7 reasons the stock market may face a severe bout of turbulence next week and beyond—only one is rising coronavirus cases

•   MarketWatch: Drone deliveries and holograph shopping are being fast tracked thanks to coronavirus: here are some companies set to benefit

•   MarketWatch: ‘Black Swan’ author says that if investors don’t use a ‘tail hedge,’ he recommends ‘not being in the market’: ‘We’re facing a huge amount of uncertainty’

•   MarketWatch: Why one strategist is actually encouraged by a spike in new U.S. coronavirus cases

•   ABC News: Economic survey for 2020-21 points to a weak recovery getting weaker, amid declining living standards

•   SCMP: US bill to delist Chinese stocks could backfire on American firms, investors

•   SCMP: Coronavirus and floods destroy China’s Dragon Boat Festival holiday plans

•   SCMP: Chinese county sealed off after coronavirus spike linked to Beijing market

•   SCMP: Greater Bay is shaping up as Asia’s largest capital market. Here’s how

•   SCMP: Shenzhen leads the way as China turns to property investment to boost growth

•   SCMP: China’s debt market feeling the heat in June as virus fallout continues

•   Global Times: Chip sector expands in first half despite COVID-19 pandemic

•   매경(P1): 수사심의위 "이재용 수사중단 불기소 처분해야"

•   매경(P1): 나는 130대1 뚫고 공기업 입사했는데…

•   매경(P1): 외환銀 매각 `정부 개입` 진실공방

•   매경(P1): [단독] 이동걸·정몽규 전격 회동…李 "인수결정땐 전폭지원"

•   매경: 산은 "GM 지원 선례있다"…현산에 당근 내밀며 결단 압박

•   매경: 주한 美기업 62% "투자·고용 줄일것"

•   매경(P1): [단독] 베이비부머 26만명, 코로나發 `강제은퇴`

•   매경: [단독] 거리로 내몰린 베이비부머…독거男 40%는 정부지원금으로 연명

•   매경: [단독] 베이비부머 31%는 빈곤층

•   매경(P1): 법인세, 美수준 낮추면 年 13만명 더 고용

•   매경: 가업 상속 독일처럼 해주면…매출 늘고 고용창출 `선순환`

•   매경: 해외서 번돈, 국내 투자하게…과세제도 바꿔야

•   매경: 대통령·총리 규제혁파 외치지만…건수조차 공개 안하는 정부

•   매경: 정부 야심차게 내놓은 혁신 패키지…기존대책 포장만 바꿔 `재탕 삼탕`

•   매경(P1): 프로스포츠 관중 `제한적 허용`

•   매경: 수소경제 골든타임 3년…"막차 못타면 변방 밀려나"

•   매경: 제주 `四多島` 된다…바람으로 청정수소 생산

•   매경: 주담대 가장 많은 30대…겹규제에 `멘붕`

•   매경: 은행 대출 여력 확 커진다

•   매경: 16조 실탄장착 구광모…미래사업 본격 겨냥

•   매경: 컷, 컷, 컷…중간배당 기업 4년만에 줄었다

•   매경: "서울 용적률 1.5배로 올려야"

•   매경: 전국 8045가구 `밀어내기` 청약

•   한경(P1): "지금 세계경제는 예비 타이어 없는 車"…석학들의 경고

•   한경: 원전3기 멈출 판인데…위원장은 정부 탓, 정부는 시민단체 탓

•   한경: 삼성전자 해외 수주說에…5G 장비주 '껑충'

•   한경: 올해 산 주식 2023년에 매도하면 주식 양도세는?

•   한경: 둘둘 마는' 디스플레이…상용화에 한발 더 성큼

•   한경(P1): 한 中企 사장의 울분 "치솟는 최저임금…勞가 경영해보라"

•   한경: 민노총 1만770원, 한노총 1만원 이하, 경영계는 동결

•   한경(P1): [단독] "일 안해도 주는데?"…실업급여 받는 동안 25%만 취업했다

•   한경: 일본이 "무너질 것"이라던 韓 소부장…1년 후 시가총액 2배 됐다

•   한경: 숙련도 낮고, 인건비 부담에 선호도 '뚝'…'계륵' 된 외국인 근로자

•   한경: 한전, 印尼 화력발전소 추진 여부 재논의

•   한경: 주식 양도세 공제 줄이고, 거래세 더 낮추나

•   한경: "철광석값 급등 더는 못 버텨"…포스코·현대제철도 철강 가격 올리나

•   한경: 상반기 증시 '5대 키워드', 동학개미·비대면…증시 주도세력·종목 모두 교체

•   서경(P1): 재난지원금 제외 '후폭풍'··· 대형마트 2분기 실적 공포

•   서경(P1): 박병석 국회의장 “29일 본회의 개최···회기 내 추경처리”

•   서경(P1): [이슈앤워치] 펀드 역차별에 장기투자 외면···금투세 개편은 '보완필요'

•   서경: 코로나 장기화 시 국내금융권은 괜찮을까

•   서경: 구글·애플 '반도체 독립선언'···삼성엔 득일까 실일까

•   서경: 은성수 “9월, 대출 만기 재연장 이야기 않게 되기를”

•   서경: 현대차 2차협력사 또 폐업···"부품수급엔 이상無"

•   서경(P1): 달라진 현대차 노조 "시장 없인 생존 없다"

•   서경: 정부, 코로나 장기화에 '대출 만기' 재연장 저울질

•   서경: 한국, '과징금 폭탄' EU GDPR 족쇄 벗을듯

•   서경: [단독] 쌍용차 노조, 마힌드라에 '지분 減資' 요청

•   서경: 모아건설, 두산 '클럽모우CC' 품는다

•   서경: 中 CATL '배터리 굴기'···韓 3社와 정면승부

•   서경: 해외 나간 中企 92% "돌아올 생각 없다"

•   조선(P1): 환경부 지원금 받은 NGO 60% "탈원전"

•   조선: 탈핵운동 벌였던 인사들, 원자력계 장악

•   조선: 코로나 바이러스 생존기간… 옷 1일·유리 2일·플라스틱 4일

•   조선: 서울 아파트 전셋값 52주째 상승… "내년엔 더 오른다"

•   조선: 반도체 상승세 3분기엔 '주춤'

※   DRAMeXchange: 【Market View】3Q20 Server Orders to Face Adjustments in Light of Relatively High Server Barebones Inventory, Says TrendForce

•   조선(P1): 與, 정부 비판했다고 국회예산처 연일 난타

•   조선: 日언론 "中, 제재로 송금 막히자 배에 수천만 달러 실어 北에 전달"

•   조선: 韓 자산압류, 日 2차보복… 운명의 8월 4일 째깍째깍

•   조선: "다주택자가 집 내놓도록 퇴로 열어줘야"

•   조선비즈: 2026년 90조원 드론 시장…‘후발 주자’ 한국, 상업용 드론 정조준

•   조선비즈: [단독 인터뷰] 자오허우린 ITU 사무총장 "향후 10년, 모든 산업 혁신은 5G에 의존할 것"

•   조선비즈: 주식 양도세 증세 논란에... 기재부 "과세원칙 위배없다"

•   조선비즈: 중국에 무역 보복 나선 인도, 엉뚱한 한국 기업이 피해본다

•   중앙: “AI·빅데이터 적극 활용하면, 코로나 같은 팬데믹 사전 방어”

•   중앙: 석탄발전 끌어안는 한국, ‘공유지의 비극’ 배신자 될 수도

•   중앙: 팬데믹 ‘불황 거미줄’에 숨막혀…공장 경매 물건 쏟아진다

•   중앙(P1): “이재용 변호인도 수사 중단까지 권고할 줄 몰랐다”

•   중앙: 재계 “노사 힘의 균형 위해 선진국처럼 대체근로 허용을”

•   동아(P1): 서울 교회發 집단감염… 교사 등 17명 확진

•   동아(P1): 김현미 “김포-파주 등 집값 이상징후땐 조치”

•   동아(P1): 35兆 역대최대 추경, 졸속심사 우려

•   동아(P1): “日, G7회의 한국 참여 반대 美에 전달”

•   동아: 美-日도 하는 항체검사, 한국은 늑장

•   동아: ‘금산 분리’에 발묶인 CVC… “혁신기업 육성, 규제 틀 벗어나야”[인사이드&인사이트]

•   동아: 中企 10곳중 8곳 “코로나로 매출감소 등 피해”

•   동아: 펀드 자금 3개월 새 15조 순유출… 직접투자로 몰려

•   동아: 동행세일 첫주말 후끈… 매출증가율 코로나후 최대

•   동아: 분산형 전원’ 디지털 플랫폼 구축

•   문화: ‘2분기 실적 최악’가전업계, 하반기 V자 반등할까

•   한국(P1): 6ㆍ17 대책 비웃듯 과열... 내달 김포ㆍ파주 규제지역 될 듯

•   국민(P1): “3~4채씩 채가니 폭등… 정부가 집 부자 만드는 꼴” [이슈&탐사]

•   국민(P1): 국내 코로나 확진 60명대… “전 세계, 악순환 고리에 빠졌다”

•   서울(P1): [乙들의 전쟁] 노노 갈등·재정 부담 놓친 ‘정규직화’

•   한겨레(P1): 사회적 거리두기 2단계 가면, 결혼식·장례식 등 모임 제한

•   경향(P1): 수사심의위 권고에도…검찰, 이재용 기소에 무게

•   경향: 성큼 다가온 ‘전기 비행기’ 시대…‘배터리 성능 향상’ 넘어야 할 산

•   머니투데이(P1): 사무라이의 일격, 받아친 삼성…"韓 반도체 잠깼다"

•   머니투데이: 한국 수출규제 1년, 초조해진 일본…"누가 아베 좀 말려주세요"

•   머니투데이: "불매 오래 못 가" 유니클로 가보니…비웃음의 대가 컸다

•   머니투데이: 소·부·장 '극일'…이제 반격이다

•   머니투데이: 자본확충 급한데… 바젤3 조기 도입 더딘 산은

•   더벨: 소문만 무성 '베일에 싸인' 자구안 득실은

•   헤럴드경제(P1): 마·용·성 신고가 다시 15억 넘었다

•   헤럴드경제(P1): ‘그린뉴딜’ 특별법 추진…2030년까지 300조 투자

•   헤럴드경제: 다급해진 경제 행보…‘친기업 노선’ 확장하는 與

•   헤럴드경제: 금투세 신설…다가온 자산 ‘리밸런싱 계절’

•   헤럴드경제: 현대차 “올해 유럽시장 친환경차 생산량 1위 찍겠다”

•   헤럴드경제: SK이노-美조지아주 배터리 2공장 투자협약식

•   파이낸셜뉴스(P1): 전셋값 신고가 행진.. 맹탕 된 '6·17 대책'

•   파이낸셜뉴스(P1): 은행장 5명중 4명 "리스크 관리가 1순위"

•   파이낸셜뉴스: [5대 시중은행장 하반기 전망] "초저금리로 순이자마진 급락...하반기 대출 문턱 높아질 것"

•   파이낸셜뉴스: 저금리·규제에 공급 줄고 수요는 늘어… 전셋값 '예고된 폭등' [불안한 서울 전세시장]

•   파이낸셜뉴스: 집값 자꾸 오르자 불안한 30대, 2년간 주택대출 102兆 받았다

•   파이낸셜뉴스: 사모펀드 사태로 금융감독 불신 팽배.. 금융위·금감원 ‘기능 분리’ 뇌관 되나

•   파이낸셜뉴스: 기초생활보장제도 기준중위소득' 변경.. 복지수당 줄줄이 올라 수조원 재정부담

•   파이낸셜뉴스: 中 지방정부, 한국기업 유치 경쟁

•   파이낸셜뉴스: 은행, 6월 신용대출 4조 폭증 ‘사상최대’

•   파이낸셜뉴스: 현산, 채권단에 "재협상 조건 제시"… 아시아나 인수 새국면

•   파이낸셜뉴스: 글로벌 자동차 판매 소폭 회복세

•   파이낸셜뉴스: 스마트폰의 '한계 모르는 진화'.. 회전카메라에 차키까지 품는다

•   이데일리(P1): 48兆 빚폭탄 온다‥잠 못 이루는 中企·자영업자

•   이데일리: "`반도체 산업` 생태계 차원에서 국산화해야 생존"

•   이데일리: 김성환 "그린뉴딜, 2050년 온실가스 순배출 제로 목표"

•   이데일리: 증권사 목표가 50% `쑥쑥`…믿어도 될까

•   이데일리: “안전자산 선호·저금리”…국공채권형 펀드에 5000억원 몰려

•   연합: ㈜두산, 다음달 산업차량BG 인천공장 또 생산 중단

•   연합: 전기요금 개편 미룬 한전, 연료비 연동제 도입 '솔솔'

•   연합: 한은 "코로나19로 잠재성장률 하락세 가속화할 것"

•   더구루: 中 굴삭기 시장, 코로나 쇼크 속 '나홀로 독주'

•   reNews: Renewables in India 'could save $78bn in system costs'

•   Renewables Now: A robust wind and solar industry – at the core of the European Green Deal

•   에너지경제: [수소경제 좌담회] '수소산업 축적된 논의 통해 그린뉴딜 성장엔진 될 것'

•   에너지경제: [수소경제 좌담회] '한국형 그린뉴딜 정책 성공, 수소 경제 활성화에 달렸다'

•   에너지경제: [수소경제 좌담회] 건식 개질법 활용한 그린수소 생산 필요하다

•   에너지데일리: 신재생에너지 업계 “3차 추경안 국회통과 시급하다”

•   에너지데일리: 서부발전, 3D프린팅 신기술 활용 핵심부품 개발 도전한다

•   에너지데일리: “중동 국가 에너지정책 변화… 국내 대응 전략 바꿔야 한다”

•   전기신문: 9차 전력수급기본계획 7월 내 발표 어려워질듯

•   KHL: US construction calls for infrastructure investment

•   Construction Equipment: Covid-19’s Impact on Infrastructure

•   OilPrice.com: Europe Shuns Russia’s Crude Oil As Price Soars

•   MINING.com: Codelco shuts Chuquicamata smelter and refinery

•   전자신문(P1): [단독]'JOLED' 사업재편계획 승인…韓 겨냥한 中·日 협공 시작된다

•   전자신문(P1): 반·디 등 11개 업종별 '소부장 어벤저스' 뜬다…산업부, '소재부품 R&D 협력단' 추진

•   전자신문: 국내 연구팀, 낸드플래시 신소재 개발 주목...초고층 낸드 상용화에 도움

•   ZDNet Korea: "코로나에 올해 OLED 재료 시장, 1.6조원 그쳐"

•   Phone Arena: U.S. still looking at ways to create a challenger to Huawei for 5G gear

•   Robotics Tomorrow: The Increased Role of Robots Post Pandemic

•   Nikkei Asian Review: Hitachi Construction to bow out of Europe production

•   Nikkei Asian Review: Tokyo spike is not a second wave, election-bound Koike says

•   Mainichi: 40% of Japanese firms in China have employees yet to return to China amid pandemic

•   Japan Times: Huawei controversy opens field for 5G challengers, including Japan's NEC

•   Economic Times: Resilient rural demand may aid India’s economy, Citigroup says

•   Economic Times: India warns China that attempts to alter status quo will have ‘ripples, repercussions'

•   Economic Times: Befitting reply given to those who cast evil eye on Indian territory in Ladakh: PM Modi

•   Economic Times: Discoms' outstanding dues to power gencos rise 63 per cent to Rs 1.23 lakh cr in Apr

•   Business Standard: Indian economy in deep trouble: S&P

•   Business Standard: Xiaomi puts 'Made in India' banners to cover branding at stores

•   Business Standard: Death rate shows India's coronavirus response a success, says PM Modi

•   Business Standard: Unlock 1.0: After 3-month selling streak, FPIs invest Rs 21,235 cr in June

•   Folha de S.Paulo: Support for Democracy Reaches 75% and Breaks Record Amid Bolsonaro Threats

•   Jakarta Post: PLN slashes capital expenditure by half this year

•   Jakarta Post: Jokowi changes 2020 state budget again, with deficit at 6.34% of GDP

•   Jakarta Post: ‘Alive but sort of dead’: Retailers to see slow recovery despite restrictions easing

•   Jakarta Post: COVID-19: Jokowi threatens Cabinet with reshuffle in fiery address

[Opinions]

•   Project Syndicate(William H. Janeway): The Retreat from Globalization

•   Project Syndicate(Joschka Fischer): The Triple Crisis Shaking the World

•   Project Syndicate(Willem H. Buiter, Ian Ball, Dag Detter): A Stronger Recovery Through Better Accounting

•   Project Syndicate(Andrew Sheng, Xiao Geng): The American Muddle

•   Project Syndicate(Jagan Chapagain, Andrew Steer): Why Disaster Preparedness Cannot Wait

•   FT(Editorial Board): Corporate rescues need a strategic purpose

•   FT(Rana Foroohar): Small business: a canary in the US economic coal mine

•   FT(Wolfgang Münchau): A rapid rebound would challenge EU contradictions

•   FT(Gavyn Davies): The safe-asset shortage after Covid-19

•   FT(Michael Mackenzie): Governments’ tech spending could help keep equity rally alive

•   FT(Merryn Somerset Webb): Hail the dawn of a V-shaped recovery

•   FT(Camilla Cavendish): We must build back greener after Covid-19

•   FT(Bryce Elder): Are UK housebuilders really on solid foundations?

•   FT(Tom Braithwaite): Trump is the biggest hope for Europe’s weak tech sector

•   FT(Jemima Kelly, Claire Jones): Sterling has not become an emerging market currency

•   FT(Lex): Middle classes: mushrooming no longer

•   WSJ(Sadanand Dhume): China Hopes ‘Narendra’ Rhymes With ‘Surrender’

•   WSJ(Ayaan Hirsi Ali): America Doesn’t Need a New Revolution

•   WSJ(James Grant): Powell Has Become the Fed’s Dr. Feelgood

•   NYT(David Brooks): America Is Facing 5 Epic Crises All at Once

•   NYT(이성윤): Why Did Kim Jong-un’s Sister Become the Face of North Korea?

•   WP(Megan McArdle): Trump will richly deserve his fate. But he won’t pay the heaviest cost.

•   Bloomberg(David Fickling): When Brazilians Can’t Afford Steak, Peak Beef Is Nearing

•   Bloomberg(David Fickling): Saudi Aramco's Dividend Math Doesn't Add Up

•   Bloomberg(Conor Sen): A Biden Presidency May Be Just What Markets Need

•   Bloomberg(Tyler Cowen): Why Americans Are Having an Emotional Reaction to Masks

•   Bloomberg(Mihir Sharma): India’s Economy Is Ailing From More than Covid-19

•   Bloomberg(Andy Mukherjee): It’s Hard to Be the Next China, Not Impossible

•   Bloomberg(John Authers): The Coronavirus Trade-Off Was Always an Illusion

•   Bloomberg(Julian Lee): Trump’s Inaction Makes Oil Market Management Harder

•   Bloomberg(Ferdinando Giugliano): A Bad New Tax Idea Is Doing the Rounds

•   Bloomberg(Jonathan Bernstein): Why Does Trump Want a Second Term?

•   Bloomberg(Eli Lake): U.S. Measures Against China Over Hong Kong Are Just the Beginning

•   Bloomberg(Andreas Kluth): The Future of Europe Could Be Decided in Poland

•   Bloomberg(Bobby Ghosh): Turkey Has Eclipsed Emmanuel Macron's Libya Dreams

•   Bloomberg(Max Nisen): A Horrifying U.S. Covid Curve Has a Simple Explanation

•   Bloomberg(Ben Schott):China Is More Democratic Than America, Say the People

•   Bloomberg(Wang Huiyao): China Should Join Trade Deal the U.S. Abandoned

•   Bloomberg(Natasha Sarin): The Fed Just Bungled Its Bank Stress Tests

•   CNBC(Frederick Kempe): Who China’s Xi Jinping really wants to win the 2020 U.S. election

•   CNBC(Harriet Lefton): Top analysts are betting on stocks like Mastercard and Nvidia right now into the second half

•   CNN(Saju Mathew): The Indian state that got its Covid-19 response right

•   MarketWatch(Mark Hulbert): The Fed Model is almost always bullish, which makes it a perfect face for this too-good-to-be-true stock market

•   MarketWatch(Rex Nutting): The coronavirus-led economic recession may be over, but the depression has barely begun

•   Fox News(Peter Navarro): John Bolton is a Dr. Strangelove throwback who set himself up as a White House warlord

•   경향(사설): 한전, 기후위기 대응 거스르는 해외 석탄발전 사업 그만둬야