Business Intelligence Monitor 200706

(Introduction)

[Markets]

•   Global: COVID recovery vs COVID reality

※   Shanghai shares hit five-year high on service sector recovery

※   U.S. payrolls jump 4.8 mln but hurdles lie ahead

※   European markets have subdued end to week

※   Copper on best weekly run in nearly three years

※   Rising U.S. COVID-19 cases threaten U.S. recovery

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 이틀째 상승 마감…2,150선 회복

•   한국: SK바이오팜, 단숨에 시총 3배로…한전도 추월

•   한국: 두산솔루스 매각 재협상 나선 두산그룹, 주가도 다시 뛰나

•   Metals: Copper rally runs out of steam on worries about China demand

[Indicators]

•   US Q2 GDP Nowcast: Jul 02, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -35.2 percent — July 2, 2020

•   Eurozone Jun. PMI: Euro Area’s Path to Growth Haunted by Post-Pandemic Uncertainty

•   UK Jun. PMI: U.K. Economy Weakens at a Slower Pace in Lighter Lockdown

•   China Jun. Service PMI: China’s Economy Regains Strength After Strict Coronavirus Measures

•   한국 주간 KB 주택시장 동향: 단숨에 수억 폭등…6·17대책이 불지른 전셋값

•   한국 주간 아파트 가격(부동산114): 서울 아파트값 상승세 지속

•   Japan FY 2019 tax revenue: Virus reduces Japan's FY 2019 tax revenue by 3.2% to 58.44 tril. yen

•   India Jun. Service PMI: Services improve in June, but still in contraction

•   Saudi Arabia Jun. PMI: Saudi non-oil private sector shrinks again in June - PMI

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: America’s Leaders Can’t Agree on Reopening Protocols. Neither Can Families.

•   WSJ: Coronavirus Researchers Compete to Enroll Subjects for Vaccine Tests

•   WSJ: Some Hospitals in Southern, Western U.S. States Near Capacity Amid Coronavirus Outbreaks

•   WSJ: Companies Cancel Atlantic Coast Pipeline After Years of Delays

•   WSJ: Next Boeing 737 MAX Government Test Flight Scheduled for Coming Days

•   WSJ: Tech Giants to Face EU Legal Push on Content, Competition, Taxes

•   WSJ: China Is Unlikely to Meet Purchase Targets for U.S. Energy

•   WSJ: U.S. Shows Off Its Firepower to Beijing in South China Sea

•   WSJ: Developing World Loses Billions in Money From Migrant Workers

•   WSJ: Recession Led by Services Sector Is Particularly Painful for Latino Workers

•   WSJ: After Reopenings Stall, Can Restaurants Survive a Second Coronavirus Blow?

•   WSJ: Takeout Over Cafes: Pandemic Shapes Consumption Habits

•   WSJ: Don’t Know How Much Stimulus Is Needed? Put It on Autopilot, Some Say

•   WSJ: Gasoline Is Cheap This July Fourth. Fuel Retailers Aren’t Complaining.

•   WSJ: Economy Week Ahead: Services, Jobless Claims and Inflation

•   WSJ: What Makes Bars and Restaurants Potential Covid-19 Hot Spots

•   WSJ: During Covid-19 Pandemic, the Used-Car Lot Is Hot

•   WSJ: Iranian Military-Owned Conglomerate Sets Up Shop in Venezuela

•   NYT: Why June Was Such a Terrible Month for Trump

•   NYT: As Coronavirus Slams Houston Hospitals, It’s Like New York ‘All Over Again’

•   NYT: In North Korea, Coronavirus Hurts Like No Sanctions Could

•   NYT: 239 Experts With One Big Claim: The Coronavirus Is Airborne

•   NYT: The Fullest Look Yet at the Racial Inequity of Coronavirus

•   NYT: China Dominates Medical Supplies, in This Outbreak and the Next

•   NYT: With Department Stores Disappearing, Malls Could Be Next

•   NYT: ‘Strategic Empathy’: How Biden’s Informal Diplomacy Shaped Foreign Relations

•   NYT: Hong Kong, Changed Overnight, Navigates Its New Reality

•   NYT: European Workers Draw Paychecks. American Workers Scrounge for Food.

•   WP: As coronavirus rebounds, more patients are being hospitalized and capacity is stretched

•   WP: Coronavirus response at crossroads as U.S. marks Fourth of July

•   WP: Trump turned July Fourth into a partisan event. The damage could be long-lasting.

•   FT: Macron names Castex as new French prime minister

•   FT: UK in talks to join EU coronavirus vaccine plan

•   FT: Official who quashed 2011 protests is named Hong Kong national security chief

•   FT: Prospering in the pandemic: the market winners

•   FT: Wall Street starts to picture Joe Biden in the White House

•   FT: Junk bond funds see biggest withdrawals since March

•   FT: Fed stress tests predict European banks’ high rate of loan losses

•   FT: UAE merges ministries in ambitious government restructuring

•   FT: World Bank ditches second round of pandemic bonds

•   FT: Soaring saving rates pose policy dilemma for world’s central bankers

•   FT: Spain signals furlough schemes will stretch to year-end

•   FT: UK expected to phase Huawei out of 5G networks

•   FT: Republicans warn of ‘grim’ outlook for Trump in Florida

•   FT: India recovery depends on controlling virus, warns Moody’s chairman

•   FT: Brexit shutout looms for UK funds as market access talks falter

•   FT: Will EU talks improve the pound’s prospects?

•   FT: ‘We risk losing it all’: voices from the world’s poorest countries on the pandemic

•   FT: Mexico vastly underestimating virus death toll, studies say

•   FT: Britain’s armed forces pivot east to face growing China threat

•   FT: Labour increases pressure for a UK wealth tax

•   FT: US energy industry loses jobs while other sectors gain

•   FT: India motorcycle sales rebound hints at economic recovery

•   FT: Mitsotakis vows Greece will not bow to EU conditions on Covid-19 aid

•   FT: Japanese carmakers opt to triple Mexican pay rather than move to US

•   FT: Wirecard’s core business has been lossmaking for years, audit shows

•   FT: Three-quarters of UK manufacturers set to cut jobs this year

•   FT: Over a barrel: England’s pub landlords caught between fear and need to reopen | Free to read

•   Times: China found Covid-like virus in 2013 and kept it stored in Wuhan lab

•   Bloomberg: V-Shaped Economy Recovery Looks Far Off

•   Bloomberg: Goldman Lowers U.S. GDP Forecast, Sees 4.6% Contraction in 2020

•   Bloomberg: Markets Torn Between Robust Economic Data and Rising Virus Cases

•   Bloomberg: Frozen Treasury Yields Belie Hedging Bets on Stronger Fed Action

•   Bloomberg: Generation Z Is Bearing the Economic Brunt of the Coronavirus

•   Bloomberg: Lost in Oil’s Rally: $2 Trillion-a-Year Refining Industry Crisis

•   Bloomberg: Scalia Says Covid Economic Recovery Better Than Projected

•   Bloomberg: ECB’s Lagarde Expects Disinflation as Crisis Transforms Economy

•   Bloomberg: Chile Government Adds Stimulus With Soft Loans for Middle Class

•   Bloomberg: Argentina’s Fernandez Says New Debt Offer to Be Published Sunday

•   Bloomberg: Low-Income American Households Suffer Inflation Shock From Virus

•   Bloomberg: BOE Governor Warns Over Negative Interest Rates, Times Reports

•   Bloomberg: ECB’s Villeroy Says French Recovery May Be Better Than Expected

•   Bloomberg: Uneven Recovery for Arab World’s Top Economies

•   Bloomberg: In the Court of Boris Johnson, the Brexit Gang Is Back in Charge

•   Bloomberg: Beijing Residents Rush to Leave City After Restrictions Eased

•   Bloomberg: How Peak Oil’s Outlook Is Changing Under the Pandemic: QuickTake

•   Bloomberg: The Cost of Bad Market Timing Decisions in 2020 Was Annihilation

•   Bloomberg: Charting the Global Economy: Job Worries and Cash Hoarding

•   Bloomberg: ECB Negative Rates May Remain for Some Time, BIS’s Coeure Says

•   Bloomberg: EU Budget Rules to Return After Crisis: Dombrovskis in Corriere

•   Bloomberg: ECB Split Is Brewing on Pandemic Program That Calmed Crisis

•   Bloomberg: U.K. Household Savings Probably Buoyed by Virus Lockdown: Chart

•   Bloomberg: U.S. Lighting Company Joins Shift From China on Higher Tariffs

•   Bloomberg: Negative India Rates to Boost Appeal of Dividend Stocks, Gold

•   Bloomberg: China’s Era of Mega-Dams Is Ending as Solar and Wind Power Rise

•   Bloomberg: Glaxo and Sanofi Are Discussing $620 Million U.K. Vaccine Deal

•   Reuters: U.S. CDC reports 2,841,906 coronavirus cases, 129,576 deaths

•   Reuters: Mexico surpasses France in coronavirus death toll

•   Reuters: Iran records highest daily death toll from COVID-19

•   Reuters: India coronavirus cases hit record high amid monsoon rains

•   Reuters: Coronavirus cases rising in Saudi Arabia, UAE after curfews lifted

•   Reuters: Saudi initiatives to support private sector exceed 51 billion riyals - central bank

•   Reuters: German economy minister sees economic recovery from October

•   Reuters: Russia says China would be needed in expanded G7 summit: TASS

•   Reuters: Chile´s Codelco to suspend El Teniente copper mine expansion, cites pandemic

•   Reuters: On the edge': Chile copper production at risk as coronavirus bites

•   Reuters: Unions at Codelco´s Chuquicamata mine approve new measures to combat coronavirus

•   Reuters: India's Modi rallies troops at China border, as Beijing urges caution

•   Reuters: Health experts cast doubt on India's timeline for COVID vaccine

•   Reuters: Only 9% of Brazil's COVID-19 cases are asymptomatic, study shows

•   Reuters: Fire at Iran's Natanz nuclear facility caused significant damage: spokesman

•   Reuters: French economy probably bouncing back faster than expected: central bank

•   CNN: The UK is reopening for business. London may never be the same

•   CNN: China and India are sparring but neither can afford a full-on trade war

•   CNBC: World Health Organization reports new coronavirus cases reach all-time high

•   CNBC: Fitch downgraded record number of sovereign ratings due to coronavirus

•   CNBC: Pointless' to delist Chinese companies from U.S. stock markets, PIIE says

•   CNBC: How Hong Kong beat coronavirus and avoided lockdown

•   CNBC: England to end compulsory quarantine for travelers from France, Germany, Spain and Italy

•   MarketWatch: Forget earnings season. What’s the rest of 2020 going to look like?

•   Hill: Susan Rice sees stock rise in Biden VP race

•   SCMP: China expands support for Hong Kong as finance hub amid security law unease

•   SCMP: China province orders new checks on big cash transactions

•   SCMP: Time for China to decouple from US dollar, former diplomat urges

•   매경(P1): 3차추경 35.1조, 2042억 감액…본회의 통과

※   기재부: 2020년도 제3회 추가경정예산 국회확정

•   매경: 2030 민심 이탈에…與, 청년전세융자 1900억 긴급 증액

•   매경: 지역예산 끼워넣기 비판일자 막판 2천억 졸속 감액

•   매경(P1): 이해찬 "부동산 불안 송구…규제만으로는 한계 있다"

•   매경: "文 공급확대 지시했지만…재건축 촉진·대출완화 빠져 효과 의문"

•   매경: 與, 재건축 초과이익환수 더 강화한 입법 나설듯

•   매경(P1): 김현미 "항공사 M&A 적극 지원"

•   매경: 삼성전자, 반도체부문 성과급 100% 지급

•   매경: 두산重, 신입사원 입사 또 연기

•   매경: [Digital+] 뽑아쓰는 롤러블, 구겨지는 스트레처블…그날도 온다

•   매경: [Digital+] 예쁘게 잘 접는 나, 폰시장 접수할게요

•   매경(P1): 주택임대사업, 세금혜택 대폭 줄인다

•   매경: [단독] 미니신도시 추가 조성 유력…광명·시흥·하남 물망

•   매경: 30대 절규 이제야 들렸나…생애최초·신혼부부 특공 확대

•   매경: `똘똘한 한채` 종부세 늘리고…1년내 팔땐 양도세율 최고 80% 추진

•   매경: 임대사업자 `과도한 稅혜택` 문제되자 또 손질

•   매경: "증세 없다"는 말뿐…주식 양도세 신설에 종부세까지 세금폭탄

•   매경(P1): 해외주식 거래액 사상최대…개인투자자 "국내는 좁다"

•   매경(P1): 청년들 "대입·부동산·취업 꽉 막혀…이생망"

•   매경: 코로나 끝나도 안바꿉니다…`온택트 근무` 일상이 된 기업들

•   매경: 한밤중 美서 터진 문제, 런던서 해결…24시간 빈틈없어

•   매경: 기업 허리휜다…법인세 71조·준조세 63조

•   매경: 전기차 보급 지지부진한데 충전소 전기료 부담은 `쑥`

•   매경: SK바이오팜 광풍의 이면…K바이오 상장철회·연기 속출

•   매경: 삼바 등 상반기 주도 10종목…시가총액 100조원 늘었다

•   매경: 정부는 폭등 아니라지만…서울 외곽 집값도 20% 껑충

•   한경(P1): "정책 실패로 집값 올랐는데 또 세금 올리나"…1주택자의 분노

•   한경: 투기와의 전쟁?…잘못된 '부동산 철학'이 집값 폭등 불렀다

•   한경: 美 맨해튼 아파트값, 2분기에만 18% 급락

•   한경: 더 센 '稅폭탄' 준비…다주택자 종부세 '최고세율 4%' 넘을 수도

•   한경: 주택공급 발굴' 나선 국토부, 그린벨트 풀고 4기 신도시 만드나

•   한경: 문재인 대통령은 왜 직접 나섰나

•   한경(P1): 악몽의 2분기' 반도체로 겨우 넘겼다

•   한경(P1): 정은경 본부장의 경고…"올가을 코로나 더 확산"

•   한경: 저물어가는 '엔진의 시대'…LG화학·삼성SDI는 달아오른다

•   한경: '미래 성장성' 충전…車 배터리株 질주

•   한경: 통장 넘어 대출·보험도 넘보는 네이버…종합 자산관리 플랫폼 꿈꾸는 카카오

•   한경: 당정 '추경 독주'에 지자체도 뿔났다

•   한경: 삭감 시늉만 한 '35조원 슈퍼 추경'…국가채무비율 43%로 치솟아

•   한경: 질러놓고 보자'식 추경에…문재인 정부 3년간 미집행액 1조6000억

•   한경: "지원할테니 이익 공유해" 정부가 조성한 40조…기업은 외면

•   한경: GM·도요타보다 낫네…美서 선방한 현대·기아차

•   한경: 코로나 충격에…올해 기업 설비투자 계획 7.4% 줄였다

•   한경: 새벽에 장관 불러 추가 양보 받아내고도…'판' 깬 민주노총

•   한경: 신용대출 금리 年1%대…주담대보다 낮아졌다

•   한경: 치열해지는 5G폰 경쟁…올해 시장 12배 급성장

•   한경: 움츠렸던 외화채권시장 슬슬 기지개

※   두산인프라코어는 이달 말 산업은행의 원리금 보증계약에 기초해 3억달러(약 3600억원)어치 외화 채권을 발행하기로 했다.

•   한경: 올 상반기 상폐 기업 10곳…작년의 5배

•   한경: "8월 전 분양 서두르자" 이번주 전국 5000가구 공급

•   한경: 中 씨트립, 한국여행상품 판매 재개…상반기 소외됐던 여행·항공株 언제 볕들까

•   서경(P1): 한국노총 "민주당과 해고금지법 연내 입법 추진"

•   서경: 민노총 내홍에...한노총 "경사노위로 가자"

•   서경: 복지 수혜대상 확대 ··· 재정부담 더 커진다

•   서경: 서울 아파트 당첨 확률 뚝...사라지는 30대 내집 마련 꿈

•   서경(P1): 100조원+α 재정투입...13일 한국판뉴딜 로드맵 발표

•   서경(P1): [단독]'MB 토건' 비판하더니···文정부, 예타면제 27조 더 남발

•   서경: [단독]文 말한마디에 경제성 검증 생략...與 한술 더떠 "문턱 낮추자"

•   서경: [강한 대한민국] "北 제재완화 안돼...대북정책, 비핵화 연계한 상호주의 돼야"

•   서경: [단독]탈원전 청구서 '눈덩이'...신재생 구입비 2년간 8,700억 더 늘어

•   서경: [단독]"올 5,500억 더 걷혀 5조"...세수절벽에 증권거래세 폐지 못하나

•   조선(P1): 규제가 더 올려놨다… 서울도심 집값 상승률 세계 1위

•   조선(P1): 남북관계 막히자 북한通 전면배치

•   조선(P1): 볼턴 "트럼프, 대선前 주한미군 감축할 수도"

•   조선: "中이 한국에 보복해도, 트럼프 안도와줄 듯"

•   조선: 문정인 "바이든이 美대통령 되면 남북관계에 부정적 영향 줄 수도"

•   조선: 北 코로나 어느 정도기에… 김정은 "치명적 위기, 비상방역 강화"

•   조선: 靑, 5대 그룹에 또 손벌리기… 청년고용 협약 추진

•   조선(P1): 감염력 6배 '변종 코로나' 비상

•   조선: 이 속도면 스페인독감 추월… "내년 봄까지 최대 6억명 감염"

•   조선: 경기 침체라는데, 왜이렇게 오르죠? 터미네이터 증시

•   조선: 직원들에 깜짝선물, 협력사 돕기… 대기업 회장님들이 달라졌어요

•   조선: 6월 서울 아파트 매매 거래량 1만건 넘을 듯… 연중 최다

•   조선비즈: 탈원전 여파에 한전 고배마셨던 英무어사이드 원전, 프랑스 주도로 추진

•   조선비즈: 50조 토지보상금 어디로… "수도권 자극할까 우려"

•   인베스트조선: 두산그룹, 채권단에 “내년 상반기까지 두산밥캣 팔겠다” 제안

•   중앙: [outlook] 토지규제 푼 독일, 임대주택 늘린 영국…공급이 답이다

•   중앙: 문재인 정부 3년간 부동산 대책, 갭투자 못 잡고 실수요자 잡았다

•   중앙: [현장에서] 초기 약발조차 없는 21번째 규제…‘6·17대책 피해자모임’까지 나와

•   중앙: 원전 놓고 인식차…보수 70% “필요” 진보 52% “축소”

•   동아(P1): [단독]안보투톱, ‘스몰딜+α’로 북미회담 중재 모색

•   동아: “스몰딜+α, 북미교착 풀 해법”… “양측 움직일지 미지수”회의론도

•   동아(P1): 전세계 돈살포에 통화량 10경원… 거품경제 경고등

•   동아: 자산시장 거품 키우는 ‘헬리콥터 머니’… 韓-中-日집값 요동

•   동아: 단 1%P 차이에도… 수익률 쫓아 ‘머니무브’

•   동아: 현대차, 수소전기차 7년만에 판매 1만대

•   문화: “재택근무, 워라밸 좋지만 치열한 성과 경쟁 걱정”

•   한국(P1): 코로나 신규확진, 석달 만에 ‘사흘 연속 60명대’… 거리두기는 1단계 유지

•   머니투데이(P1): 정의선, 이번엔 최태원 만난다…'배터리 빅3' 회동의 빅픽처는?

•   머니투데이: 집행앞둔 3차추경…'그린뉴딜' 재생에너지에 2710억 투입

•   머니투데이: 삼성 '갤S21' 5G보다 빠른 와이파이 기능 담는다

•   머니투데이: 수소물류체계 구축한다… ‘수소물류얼라이언스’ 발족

•   헤럴드경제(P1): 오로지 ‘힘’…코로나 대응 속 더 쏠린 ‘일극 정치’ 대한민국

•   헤럴드경제(P1): 워라밸 넘어 워라하·워라인 시대

•   파이낸셜뉴스(P1): [단독]한국판 뉴딜의 함정.. "제조업 비전 빠졌다"

•   파이낸셜뉴스(P1): 농특세 남겨두느라 증권거래세 '반쪽인하'

•   파이낸셜뉴스: "이중과세로 증세 꼼수… 폐지" "개인 투자자에 안전핀… 유지" [ 다시 불 붙은 '증권거래세 폐지' 논쟁]

•   파이낸셜뉴스: "부동산 규제 비웃나"… 서울 대출 9조 늘어 ‘전국평균 2배’

•   파이낸셜뉴스: 손님 발길 다시 늘어난 전통시장… "휴가철 대목 기대감 살아났어요" [현장르포]

•   파이낸셜뉴스: "추석 전에 26조 푼다"… 정부, 마이너스 성장 막기 ‘속도전’ [3차추경 35조 6일부터 집행]

•   파이낸셜뉴스: 산은, 쌍용차 900억 만기연장 가닥… 기안기금 지원 ‘관건’

•   파이낸셜뉴스: 증시 ‘큰손’ 된 동학개미… 하반기도 47兆 실탄 쌓아놨다

•   아시아경제: "하반기 전략? 막막하네요"…코로나 여파·리스크 고조에 움츠러든 은행

•   아시아경제: 신용등급 줄줄이 하향된 두산, 추가 자구안 시급

•   디지털타임스(P1): 경제 전문가 88% "부동산 대책 잘못됐다"

•   디지털타임스(P1): 국제선 승객 전년比 98%↓… 대규모 구조조정 가능성 커

•   이데일리(P1): [단독]코로나에도 공무원노조 "임금 '4.4%' 올려달라"

•   이데일리(P1): "누가 더 길게 오래 달리나"…전기차 배터리 제패에 사활 건 韓中日

•   이데일리: 원가 낮추면서 주행거리 늘린다…'脫코발트' 격전

•   이데일리: “희귀원료 배터리서 다시 뽑는다”… 치열한 재활용 경쟁

•   이데일리: "中 제조역량 얕봐선 안돼…성장 전략 재검토할 때"

•   이데일리: 1만원 vs 8410원 '팽팽'…최저임금 1주일 안에 결판난다

•   이데일리: 3차 추경 통과…저신용 회사채·CP 매입기구 출범 '속도'

•   이데일리: "콩값이 오르면 두부값 올라…전기요금도 마찬가지여야"

•   이데일리: “코로나19와 그린뉴딜, 화석에너지 의존 탈피 계기 삼아야”

•   이데일리: 예대율 낮추고 만기연장…은행대출 70조 더 푼다

•   이데일리: 車 사상 최대 내수판매 분위기, 이달에도 이어갈까

•   연합인포맥스: 금융지주 등 돌린 네오플럭스, 제값 받을까

•   연합인포맥스: 두산 모트롤BG, 13일 본입찰…연내 2조원 자산 매각 가능할까

•   뉴시스: 한수원·두산重 등 9개 원전 기업, '애프터 코로나' 논의

•   뉴스핌: 돈 되는 건 다 팔라…두산, 떠밀린 체질개선 '정상화 이후 뭘 먹고 살라고'

•   뉴스1: "어느 회사가 팔리나요?" 두산 매각설 중간점검 해보니

•   KBS: [심층취재] 수소연료전지 발전소 건립 논란…“안전” vs “시기상조”

•   비즈니스포스트: 두산인프라코어, 건설현장 관리플랫폼 앞세워 코로나19 뒤 기회 키워

•   비즈니스포스트: 두산솔루스는 ‘진대제펀드’ 거쳐 한화그룹으로 넘어갈 운명인가

•   아시아투데이: [취재뒷담화]“발전산업 죽이는데 전력기금을 쓴다고요?”

•   이투뉴스: 재생에너지 뒷감당 한계발전기 화났다

•   녹색경제신문: 인도네시아 석탄발전소, 산은·수은 등 금융기관 참여···세계적 흐름 역행 논란

•   Power Engineering: PG&E exits 18-month bankruptcy and pays $5.4B to California wildfire victims

•   reNews: German renewables deliver 'record high' in 1H 2020

•   reNews: UK urged to tackle 'barriers' to offshore expansion

•   Windpower Monthly: Five 100MW-plus US projects brought online in June

•   에너지경제: 탈원전 혈세 투입되면 신한울 3·4호기 건설 재개 물건너가나

•   에너지데일리: 국회의원 연구단체 ‘국회수소경제포럼’출범

•   KHL: JCB Finance approved for Covid lending

•   KHL: Excavators: Easy going machines

•   MINING.com: Germany’s plan to exit coal by 2038 made law

•   전자신문: 1분 만에 진단 가능한 코로나19 키트 나온다

•   전자신문: 월성 원전 맥스터 증설 공론화 막바지…18~19일 최종 토론회

•   전자신문: 울산 vs 창원 '수소도시' 타이틀 경쟁

•   Phone Arena: Here's how much the Galaxy Note 20 series and Galaxy Fold 2 5G could cost

•   Phone Arena: In months, Britain will reportedly start to remove Huawei parts from its 5G networks

•   Phone Arena: This could be the first Samsung Galaxy smartphone to pack a 6,800mAh battery

•   Inside EVs: LG Chem To Supply Tesla With Batteries Produced In South Korea

•   Robotics & Automation News: Parrot launches new drone designed for first responders

•   Robotics & Automation News: What Does it Take to Get Into the Business of Tech?

•   Robot Report: Jasmin and Lavender disinfection robots launched by Geek+ worldwide in response to pandemic

•   Robot Report: Drones cannot do everything, says American Robotics CEO

•   Robot Report: How to maximize machine vision guided robotics

•   Dronelife: Inventory Drones: Practical Help in Post-COVID Production

•   Nikkei Asian Review: From cars to bedding, coronavirus transforms Japan's online sales

•   Nikkei Asian Review: Torrential rain triggers massive flooding in southwestern Japan

•   Nikkei Asian Review: Nightlife drives Tokyo's new coronavirus surge

•   Nikkei Asian Review: S&P Global downgrades ratings at pace last seen in Lehman crisis

•   Nikkei Asian Review: Tokyo Gov. Yuriko Koike secures reelection amid COVID fears

•   Mainichi: Nearly half of Japan firms in Asia expect recovery in July-Dec.: poll

•   Mainichi: Move to online recruitment sees students in Japan spend less on job hunting

•   Economic Times: View: Constant interaction between society, State and market through communities is key for progress

•   Livemint: Farm revival  may  cease  to offset  overall  covid losses

•   Business Standard: India's power companies face cash crunch after PFC rating cut to junk

•   Business Standard: Modi govt bans power gear imports from China amid border stand-off

•   Business Standard: Coal workers' strike: Trade unions to decide on future course of action

•   Hindustan Times: GST regime may undergo 2 major reforms this year - india news - Hindustan Times

•   Folha de S.Paulo: Brazil Has 1,277 New Deaths by Covid-19; Country Reaches 61,990 Deaths

•   Jakarta Post: Indonesian coal miners to cut 50 million tons of production due to weak prices

•   Jakarta Post: Mining investment to fall short by 40 percent this year: Energy ministry

•   Jakarta Post: Indonesia raises $930m in samurai bonds to fund pandemic response

•   Jakarta Post: Businesses urge banks to speed up loan disbursement to boost economy

•   Jakarta Post: Government to offer $62.3b in bonds in H2 to finance coronavirus fight

•   Viet Nam News: Domestic property market faces uncertainty

[Opinions]

•   Project Syndicate(Hernando de Soto): The Developing World Has an Alternative to Debt

•   Project Syndicate(Alexander Soros): A Biden Victory Could Reset Transatlantic Relations

•   Project Syndicate(Michael Kremer, Gilbert F. Houngbo): Building Forward with Digital Agriculture

•   FT(Editorial Board): US virus surge is a lesson in expectations management

•   FT(Editorial Board): The lessons for today from FDR’s New Deal

•   FT(Editorial Board): How Britain can level up during the virus recovery

•   FT(Editorial Board): Macron assumes total control with reshuffle

•   FT(Wolfgang Münchau): Will Angela Merkel save Europe?

•   FT(Gavyn Davies): Big data suggests a difficult recovery in US jobs market

•   FT(Michael Mackenzie): The Fed is rightly wary of embarking on yield curve control

•   FT(Ben Hall): Macron has changed prime minister but is unlikely to change course

•   FT(Jennifer Williams): Leicester’s lockdown exposes the failings of centralised Covid-19 control

•   FT(Sarah O'Connor): Leicester’s dark factories show up a diseased system

•   FT(Camilla Cavendish): The Boris Johnson plan is far from conservative

•   FT(Isabel Hilton): Beijing’s Hong Kong takeover is a masterclass in creating fear

•   FT(Tim Harford): Covid-19 scars may fade faster than we think

•   FT(John Sawers): The UK should bar Huawei from its 5G network

•   WSJ(Luciana Borio, Scott Gottlieb): Antibodies Can Be the Bridge to a Vaccine

•   NYT(Laurence J. Kotlikoff, Michael Mina): A Cheap, Simple Way to Control the Coronavirus

•   WP(Editorial Board): The jobs report provides two reasons for optimism — and zero for complacency

•   WP(Robert J. Samuelson): Americans are historically unhappy. But there’s a lesson to learn here.

•   WP(George F. Will): China extends its reign of random fear

•   WP(Megan McArdle): American businesses have the power to change China’s behavior. Time to step up.

•   Bloomberg(Mohamed A. El-Erian): Job Numbers Are a Good Sign But Not a Victory Flag

•   Bloomberg(Daniel Moss): U, L, W -- They All End Up Spelling Trouble

•   Bloomberg(Julian Lee): Arctic Oil Infrastructure Faces Climate Karma

•   Bloomberg(Chris Bryant): Tesla's Overexcited Fans Should Cool Down a Little

•   Bloomberg(Lionel Laurent): Emmanuel Macron Trips a Risky Political Fuse

•   Bloomberg(Andreas Kluth): Nord Stream 2 Could Sever Transatlantic Ties

•   Bloomberg(Adam Minter): Green-Energy Companies Have a Human-Rights Problem

•   Bloomberg(Niall Ferguson): America and China Are Entering the Dark Forest

•   CNBC(Harriet Lefton): Bet on stocks like Tesla, Uber & Gilead Sciences in the third quarter

•   CNN(Mercedes García-Escribano): Low internet access is driving inequality

•   MarketWatch(Nick Buffie): Liberals aren’t giving Joe Biden credit for a radical tax plan that goes after the indolent rich

•   조선(최현묵): 묻고 더블로' 脫원전