Business Intelligence Monitor 200720

(Introduction)

[Markets]

•   Global: Where did all the bulls go? Rallies stall as EU summit begins

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures open slightly higher as Wall Street tries to extend last week's gains

•   한국: 코스피 상승 마감…2,200선 회복

•   한국: `文風당당` 풍력주 50% 올랐다

•   Metals: Copper steady but virus fears and U.S.-China friction weigh

•   Grains: Soy, corn futures extend gains on China demand; wheat eases

[Indicators]

•   US Jun. Housing Starts: Home Construction Starts Jumped in June, Buoying Builders

•   US Jul. Consumer Sentiment Index: U.S. Consumer Sentiment Posts Surprise Drop After Surge in Virus

•   US Q2 GDP Nowcast: Jul 17, 2020: New York Fed Staff Nowcast

•   US Q2 GDP Nowcast: Latest estimate: -34.7 percent — July 17, 2020

•   Eurozone May Construction production: Eurozone Construction Output Grows In May

•   China Jun. Electricity consumption: China's power use up 6.1 pct in June

•   India Weekly Foreign reserves: India's forex reserves climb $3.1 bn to record $516.362 bn

•   Indonesia May Foreign debt: Indonesia’s foreign debt rises in May as foreign investors make comeback

•   Vietnam Jun. Balance of trade: Trade surplus reaches record of $5.46 billion

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Administration Weighs Troop Cut in South Korea

•   WSJ: U.S. Coronavirus Cases Hit Another Daily Record as State GOP Officials Target Mask Orders

•   WSJ: Jobs Recovery Shows Signs of Slowing as Coronavirus Surges

•   WSJ: Coronavirus Cases Climb in U.S., as Trump Calls Some Flare-Ups ‘Burning Embers’

•   WSJ: Face Masks Really Do Matter. The Scientific Evidence Is Growing.

•   WSJ: U.S. Companies Lose Hope for Quick Rebound From Covid-19

•   WSJ: Companies Set to Chronicle Troughs of the Pandemic as They Report Earnings

•   WSJ: As $600-a-Week Jobless Aid Nears End, Congress Faces a Quandary

•   WSJ: Congress to Start Negotiations on Next Round of Coronavirus Aid

•   WSJ: Some Companies Got Both Government Contracts and PPP Loans

•   WSJ: Winning Streak of Big Cities Fades With 2020 Crises

•   WSJ: Economic Recovery Is Under Way but Fighting Flare-Ups Is Key

•   WSJ: What Banks Tell Us About Business: Everybody Is Struggling

•   WSJ: Economy Week Ahead: Home Sales and Jobless Claims

•   WSJ: Trump Team Faces Major Test Over Extending Pandemic Relief

•   WSJ: Fed Unveils Plan to Extend Emergency Loans to Nonprofits

•   WSJ: Newsletter: Bracing For Another Downturn?

•   WSJ: Auto Makers Charge Ahead With Electric-Vehicle Plans

•   WSJ: The Dimming of GE’s Bold Digital Dreams

•   WSJ: Beneath Bond Market’s Surface, Tumbling Real Yields Boost Other Assets

•   NYT: Inside Trump’s Failure: The Rush to Abandon Leadership Role on the Virus

•   NYT: Mistrust of a Coronavirus Vaccine Could Imperil Widespread Immunity

•   NYT: As Trump Ignores Virus Crisis, Republicans Start to Contradict Him

•   NYT: Trump’s Hot-Button Fed Pick Faces Senate Committee Vote This Week

•   WP: Biden leads by double digits as coronavirus takes a toll on the president, Post-ABC poll finds

•   WP: Trump administration pushing to block new money for testing, tracing and CDC in upcoming coronavirus relief bill

•   WP: The crisis that shocked the world: America’s response to the coronavirus

•   WP: Trump demands payroll tax cut while GOP eyes benefit cuts for unemployed

•   WP: Trump declines to say whether he will accept November election results

•   FT: EU leaders deadlocked on recovery fund as summit falters

•   FT: EU leaders struggle to break summit logjam over virus recovery fund

•   FT: US weighs ban on TikTok as friction with China rises

•   FT: Boris Johnson encourages cautious return to work in offices

•   FT: G20 under pressure to boost global recession mitigation plan

•   FT: Japan launches tourism campaign despite rising Covid-19 cases

•   FT: US coronavirus surge: ‘It’s a failure of national leadership’

•   FT: Bullish US options trading suggests caution ‘thrown aside’

•   FT: Ecuador debt restructuring faces setback after some creditors balk

•   FT: UK signals it will suspend its extradition treaty with Hong Kong

•   FT: Cloud business reaps rewards of the work-from-home revolution

•   FT: Trump under pressure on test funding as Covid-19 surges

•   FT: Biden eyes historic opportunity as Trump’s star wanes in Texas

•   FT: Brazil powerbrokers sense chance to kickstart economic reforms

•   FT: How quickly is Europe’s economy rebounding?

•   FT: Fund groups urge UK to back EU green finance rules

•   FT: Johnson plays down prospect of second nationwide lockdown

•   FT: G20 falls short on debt relief for poor countries

•   FT: G20 under pressure to boost global recession mitigation plan

•   FT: VW to focus on electric vehicle production in China

•   FT: Why fate of many small businesses rests on court fight with insurers

•   FT: German proposals for supply chain law spark fierce debate

•   FT: Argentine president tells creditors: ‘we can’t do any more’

•   FT: EY warned Wirecard that special audit risked misinterpretation

•   FT: Q&A: How will coronavirus affect inequality in the years to come?

•   FT: Turkey fuels regional power game over Mediterranean gas reserves

•   Bloomberg: Beijing Eases Virus Restrictions After 2 Weeks of No New Cases

•   Bloomberg: Trump Minimizes Spike in Virus Cases, Calls Fauci ‘Alarmist’

•   Bloomberg: China’s Small Lenders Are Filling Up on Riskiest Bank Debt

•   Bloomberg: Japan to Pay at Least $536 Million for Companies to Leave China

•   Bloomberg: Most of the World May Face Covid Without a Vaccine

•   Bloomberg: Bonds Wave Red Flag on U.S. Economy While Stocks Show Green

•   Bloomberg: The U.S. Set Up These Programs to Offset Covid Hardship. They’re All About to Expire

•   Bloomberg: Greatest Increase Ever in U.S. Wages Is Actually Horrible News

•   Bloomberg: A Jobless Recovery Is Becoming a Real Risk for Europe’s Economy

•   Bloomberg: BOE Governor Isn’t Yet Convinced by Strength of U.K. Recovery

•   Bloomberg: Emerging Markets, News and Analysis for This Week

•   Bloomberg: Fed May Adopt Yield-Curve Caps, Ex-Chairs Bernanke, Yellen Say

※   Brookings: Former Fed Chairs Bernanke and Yellen testified on COVID-19 and response to economic crisis

•   Bloomberg: Russia Incomes Plunged Most Since 1998 as Virus Rocked Economy

•   Bloomberg: Has Brazil's Covid-19 Cases Hit a Plateau? WHO Says Yes

•   Bloomberg: Why China’s New Tax Push Has Mainland Expats Worried: QuickTake

•   Bloomberg: Charting the Economy: China Grows Again, Rest of World Struggles

•   Bloomberg: IPhone Assembler Joins Wave of Tech Investment in India

•   Reuters: U.S. economy faces significant risks, long road to recovery: IMF staff

※   The U.S. economy is forecast to shrink by 6.6% in 2020

※   IMF: United States of America: Staff Concluding Statement of the 2020 Article IV Mission

•   Reuters: WHO reports record daily increase in global coronavirus cases, up over 237,000

•   Reuters: Rouhani says 25 million Iranians may have been infected with coronavirus

•   Reuters: G20 finance officials eye solution to digital tax row this year

•   Reuters: Brazil reports 23,529 new cases of coronavirus and 716 deaths

•   Reuters: Brazil's Bolsonaro says coronavirus restrictions kill economy

•   Reuters: Indonesia reports 1,752 new coronavirus cases

•   Reuters: Hong Kong tightens coronavirus restrictions as cases hit record

•   Reuters: Turkey suspends flights to Iran, Afghanistan due to coronavirus outbreak

•   Reuters: Dubai real estate fund considers de-listing amid sector downturn

•   Reuters: Exclusive: EU stimulus funds attract 1,000-plus green projects

•   CNN: Premarket stocks: America and Europe need trillions more in stimulus

•   CNN: Ex-Trump economist says White House was warned of potential pandemic disaster in September

•   CNBC: Jamie Dimon's warning for the U.S. economy

•   CNBC: How Sweden fought coronavirus, and what went wrong

•   CNBC: Saudi aims to weather storm as it marshals G20 through once in a lifetime recession

•   CNBC: U.S. Commerce Secretary Wilbur Ross hospitalized

•   CNBC: Rising coronavirus infections risk a ‘W-shaped’ recovery, economists warn

•   CNBC: China’s banks brace for more bad loans as coronavirus-hit economy slows

•   MarketWatch: Home prices could fall in major cities as Americans sour on urban living, says Nobel Prize-winning economist Robert Shiller

•   MarketWatch: Get used to an up and down recovery: Economy sags as coronavirus cases surge

•   MarketWatch: Coronavirus cold comfort: the top 1% lost more wealth in Q1 than the rest of us

•   Fox Business: Ray Dalio: Approach competition with China 'like a chess game'

•   SCMP: Beijing tries to manage tensions with Hanoi over South China Sea

•   SCMP: Are China-US relations drifting closer towards war?

•   SCMP: Explainer | How much debt has the Belt and Road Initiative accrued, and what’s next?

•   SCMP: Knocking on US$10 trillion’s door – we know what happens next

•   SCMP: US investors still piling money into China despite rising political tensions

•   SCMP: Is China’s second quarter GDP as rosy as it seems?

•   SCMP: Could China’s stock market rally, direct subsidies help consumer spending?

•   SCMP: E-commerce sales of Chinese goods help pick up export slack amid pandemic

•   Global Times: Chinese Foreign Minister: US has been pursuing its egoism, unilateralism and bullying policy to the extreme

•   Global Times: US sanctions on HK have limited impact: Financial secretary

•   Global Times: Production resumption in Beijing returns to levels prior to Xinfadi resurgence

•   매경(P1): 전세계 불황에도…한국만 `명품불패`

•   매경(P1): 文 "투자의욕 꺾지말라"…주식양도세 재검토 지시

•   매경: "개인투자자 증시 이탈 막으려면…주식 양도세 부담 줄여야"

•   매경: 부동산에 쏠린 돈, 증시로 유도

•   매경(P1): 청와대도 "그린벨트 해제 검토"…김상조 "당정 이미 의견 정리"

•   매경: `주택공급 백가쟁명` 靑까지 가세…그린벨트 구입 문의 급증

•   매경: "재산세 너무 올랐다" 거리로 나서는 조세저항

•   매경(P1): "2030년 세계 5대 해상풍력 강국"

※   산업부: (참고자료)전북 서남권 해상풍력(2.4GW) 본격 추진

•   매경: 부동산규제 부작용…증여 3년새 50% `쑥`

•   매경: 최저임금 올리려는 한국노총의 꼼수

•   매경: 현대로보틱스, 현대건설과 건설로봇 개발

•   매경: 철광석값 신고가…포스코·현대제철 `한숨`

•   매경: [Science] 전기차를 더 안전하고 강하게…배터리 `電쟁`

•   매경: [Science] UNIST, 전고체 배터리 구성물질 분석 성공…KAIST, 액체 용량 대폭 줄인 리튬 황 개발

•   매경(P1): 빚더미 한국…총부채, GDP 3.3배로 껑충

•   매경: 韓 유례없이 빠른 부채비율 증가…정부부채 1분기 이미 41%

•   매경: 60조 추경 2분기 반영땐 `빚의 늪` 더 깊어진다

•   매경(P1): 정세균 "그린벨트 개발 매우 신중해야 한다"

•   매경: 사흘간의 `깜짝 연휴`…내수 회복 도움될까

•   매경(P1): 공공 임대주택까지 종부세 6% `날벼락`

•   매경: [단독] 부동산대책의 `모순`…임대아파트 지으라더니 종부세 때리기

•   매경: 일시적 `1주택+1분양권`도 양도세 비과세

•   매경: 김현미장관 머릿속 7개 공급카드…효과 큰 재건축완화 꺼낼까

•   매경: 2년간 서울 입주량 누구 말이 맞나…민간 3.4만가구 vs 정부 9.2만가구

•   매경: 전기車전쟁 한창인데…‘약골` 국내부품사 R&D 꿈도 못꿔

•   매경: 글로벌완성차 `배터리동맹` 가속에…부품업계 위기감 더 커져

•   매경: [단독] 軍접경지 개발 `꿈틀`…수도권규제 풀리나

•   매경: 역대 최대 돈보따리 풀어놓고…정부, 중기부 예산부터 조이기

•   매경: "주담대 규제 피하자"…대부업에 대출 몰려

•   매경: 은성수-5대지주회장 `대출 만기연장` 논의

•   매경: "상법개정안, 경영권 위협 수단 우려"

•   매경: SK이노, 폴더블폰 소재사업 진출

•   매경: [단독] 띵동, 배달왔어요…아파트로 간 `로봇 딜리`

•   매경: 폴더블폰 인기에…부품株 "폴더 인사하고 싶네"

•   매경: 두산모트롤 매각 20일 본입찰…예상금액 4000억~5000억원

•   한경(P1): 집값 급등…작년 종부세 2.7조원 '사상 최대'

•   한경: "어업 활동 30년간 못해"…어민들, 해상풍력 반발

•   한경: "160조 퍼부으면 뭐하나…'대못 규제' 그대론데"

•   한경: 일자리 계획만 요란한 뉴딜

•   한경: 개헌론 나오자 '토지 공개념' 넣자는 與

•   한경: 삼성, 미래차 반도체 승부수…"엔비디아 추격"

•   한경: "없어서 못 판다" 동박이 머길래…기업들 확보에 '사활 '

•   한경: 갤노트20 vs 아이폰12…하반기 5G폰시장 '빅뱅'

•   한경: 전자 회전 이용한 차세대 반도체 '스핀트로닉스' 연구 불붙었다

•   한경(P1): "부동산 세금 아닌 벌금"…거리로 뛰쳐나온 분노한 민심

•   한경(P1): 예금만도 못한 수익률…"공모펀드에 돈 맡겨선 돈 못 번다" 외면

•   한경: 내달부터 취득세도 '껑충'…증여 서두른다

•   한경: 이 와중에…1주택자 속 긁는 정부

•   한경: 지난해 한국 GDP 12위…두 계단 하락

•   한경: "상법개정안 재계 우려 알아…유예는 논의해봐야"

•   한경: 美 '화웨이 규제' 두 달…대만 반도체만 웃었다

•   한경: 실적 부진 우려…건설·금융사 회사채 '외면'

•   한경: "서울 1만1000가구 분양가상한제 피한다"

•   한경: SK하이닉스, 반도체 수요 회복 땐 9만원 돌파 등

•   한경: 펀드도 소·부·장서 그린뉴딜로 '바톤터치'

•   서경(P1): 시총 '톱40' 중 절반···3분기 영업익 전망↓

•   서경: 실적회복 기대 컸는데...코로나에 짓눌린 기업, 출구가 안보인다

•   서경(P1): 고위공직자 1주택' 강제법안까지 꺼낸 與

•   서경(P1): [토요워치]'김 부장의 신차' 로봇이 팔았다고?···일상 파고든 서비스봇 전성시대

•   서경: [토요워치]일상이 된 '비대면' 서비스 로봇과 '대면'하다

•   서경: [토요워치]'무당벌레 로봇' 미세공간서 종횡무진···의료·탐사 활용 기대

•   서경: [단독] 결국 6월 경기도 아파트 거래 역대 최고치 찍었다

•   서경(P1): 4대연금·사회보험 바닥 보이는데...손놓은 정부

•   서경: [단독]與 "정규직화 위해 한전개발 지분 매입해야"...곤혹스런 한전

•   서경: [시그널] “방산 분리매각 없다”··· 두산모트롤, 국내 FI가 품에 안을 듯

•   조선(P1): 국회예산처 "규제 때문에 주택공급 부진 지속될 것"

※   국회예산정책처: 제21대 국회와 한국경제 전망

•   조선: [단독] 서울 아파트 전세 씨가 마른다… 한달 새 최대 60% '매물 실종'

•   조선: 수도권 일평균 40명 확진땐 거리두기 2단계로 강화

•   조선(P1): 전세계 하루 확진 26만명… 국내 신규 58%가 해외發

•   조선: "주택공급, 그린벨트 해제보다 재건축이 낫다"

•   조선: 노무현정부 시즌2 될라… '강남 트라우마'에 빠진 정부

•   조선: 현금 없는 세상'으로 등떠미는 코로나

•   조선: 주식 양도차익 과세, 증세 아니라더니 거래세 낮춰도 세수 3000억 이상 늘어

•   조선비즈: [GDP폴] "2분기도 마이너스 성장"… 현실로 다가온 ‘R의 공포’ - Chosunbiz > 정책

•   중앙(P1): 군 시설, 그린벨트, 고밀도 개발…던지고 보는 공급정책

•   중앙: 그린벨트 푼다면 강남권…‘토지임대부주택’ 분양도 거론

•   중앙: 아버지는 묶고 딸은 풀고…정권 따라 바뀐 그린벨트 운명

•   중앙: “바이오 사자” 동학개미 사상 최대 ‘빚투’

•   중앙: 1%고객만 1%대 주담대 금리

•   동아(P1): 넘치는 것 같지만 늘 부족한 서울 집

•   동아: 서울 주택 45%가 노후… 강남지역-새 아파트 여전히 공급 부족

•   동아: “그래도 집값 안떨어져”… 與의원이 불붙인 ‘부동산 불패론’

•   동아: 취준생도… 직장인도… 2030 주식투자 열풍

•   동아: “백악관, 스몰딜+α 검토… 北에 뭘 줄지 논의중”

•   동아(P1): 코로나 6개월… 1만3745명 감염, 20대 20%는 “실직 경험”

•   동아: 한국 연구팀 “10대 코로나 전파력, 성인만큼 강해”

•   동아: “한국, 최근 10년 설비투자 감소폭 최대”

•   동아: “소부장 대책 성공적… 日규제 넘어 탄탄한 산업 생태계 구축해야”

•   문화: 한국은행·국책硏 KDI 마저… 추경 등 경제정책에 ‘갸우뚱’

•   문화: 불황에 힘겨운데… 제조업 노조 “파업”

•   문화: ‘홀대’ 정책에 국내서 외면받는 전기차

•   문화: 글로벌 TV시장 회복세… 삼성·LG제품 완판행진

•   한국(P1): [단독] 외교부, 美 비건에 "다음달 한미연합훈련 예정대로 하자" 요구

•   한국(P1): 서울은 매물 없고 지방은 깡통전세 예약 '전세 패닉'

•   한국(P1): 9월이면 독감환자와 뒤섞인다… "가을 전 확진자 0명 만들어야 산다"

•   국민: 유명희, WTO 사무총장 도전...개도국-선진국 틈 파고드는 ‘승부수’ 통할까

•   머니투데이: "수소=폭발" 인식은 오해, 이중삼중 안전장치 살펴보니

•   더벨: 예상 밖' 두산건설 논현동 사옥 콜옵션 유보 이유는

•   헤럴드경제(P1): 현금부자 이렇게 많았나…1800억 골프장 거래 뛰어든 ‘큰손’

•   헤럴드경제(P1): “수출·생산감소 등 실물경제 불확실성 높아”

※   기재부: 2020년 7월 최근 경제동향

•   헤럴드경제: “도대체 뭐가 나오나” 오락가락 삼성언팩 ‘완전 정리’ [IT선빵!]

•   파이낸셜뉴스(P1): 20년 장수기업도 직원 4명뿐… 불꺼지는 '소부장 메카' [현장르포]

•   파이낸셜뉴스(P1): "뉴딜 핵심은 일자리 생태계 조성.. 정부 아닌 기업에 운전대 맡겨야" ['한국판 뉴딜' 성공의 조건]

•   파이낸셜뉴스: "사업·일자리 60%는 차기 정부 몫"… 자신감인가, 무책임인가 ['한국판 뉴딜' 성공의 조건]

•   파이낸셜뉴스: "한국판 뉴딜, 민간투자로 연결돼야 완성.. 방향 맞다면 다음, 그다음 정부서도 해야"

•   파이낸셜뉴스: 부동산 규제法 쏟아낸 민주당…176석 앞세워 입법 속도전

•   파이낸셜뉴스: 中 진출 국내기업 체감경기 '온기'

•   파이낸셜뉴스: 경기 침체에… 상반기 M&A 7년만에 최저

•   아시아경제(P1): 부동산이 부풀린 '신용대출'…7월 역대 최대 찍을 듯

•   아시아경제(P1): 저신용회사채 매입' SPV, 24일 가동…+BBB이하 비중 15%

※   한국은행: [보도자료] 한국은행 금융통화위원회, 회사채 CP 매입기구(SPV)에 대한 대출 의결

※   한국은행: [보도참고자료] 저신용등급 포함 회사채 CP 매입기구 설립 및 지원 개시

•   아시아경제: 산업부, '한국판 뉴딜' 산업·에너지 컨트롤타워 발족…"조기성과 창출"

※   산업부: (참고자료)산업부, ‘산업·에너지 한국판 뉴딜 컨트롤 타워’ 가동

•   아시아경제: 배터리→디스플레이→電場 계열사 순회한 이재용…"소부장은 삼성"

•   아시아경제: 흥행 저조 5G...'홀수 세대 부진' 데자뷔?

•   아시아경제: 기업 신용등급 '뚝'…하반기가 더 걱정

•   디지털타임스(P1): 中진출 기업 "한국으로 안 돌아 간다"

•   디지털타임스(P1): 정부 정책 끌려다닌 공기업… 결국 30兆 빚더미만 키웠다

•   이데일리(P1): 동학개미 반발에 놀란 靑 “22일 당정협의 후 최종안 발표”

•   이데일리: [위기는 기회]공장 짓고 연구개발 투자하고…코스닥 미래 먹거리 확보

•   이데일리: [위기는 기회]증시 호황에 유상증자도 껑충…재원마련 수월

•   이데일리: [위기는 기회]주가 오르자 자사주 처분 '호기'…신사업 채비

•   이데일리: 현대·기아차, 코로나 충격에 2분기 후진…신차·미래차로 V자 반등

•   이데일리: 그린뉴딜 날개 단 '수소산업' 신재생에너지 대표주자로 뜬다

•   이데일리: 적자 불어나는 韓디스플레이, 연말 흑자전환 기대감↑

•   이데일리: [현장클릭]두산모트롤, 노조·정치권 반발에 매각 여부 촉각

•   연합: "한계기업 정리된다면 제조업 노동생산성 1% 상승"

•   뉴스핌: "석탄화력 고집하다 골든타임 놓쳤다?" 두산중공업의 '항변'

•   아주경제: 한국수력원자력, 동유럽 신규원전 개척 박차

•   비즈니스포스트: 두산솔루스 주식 '시장수익률 상회' 유지, “실적 하반기 본격 증가”

•   아시아투데이: [단독]한전 참여 서남해 해상풍력 ‘부품 문제’ 출력제한

•   더구루: 한전 자와 석탄화력, 이사회 통과 후폭풍…환경단체·주민 반발

•   더구루: 인도네시아 전력청, 산업은행 등 대주단에 대출 변경 요청

•   Power Engineering: Bringing H2 to power: Siemens webcast lays out company’s progress toward carbon-free turbine future

•   WNN: The inclusive route to low-carbon electricity : Energy & Environment - World Nuclear News

•   reNews: EU all ears on offshore wind views

•   reNews: Offshore boost 'needed to meet German hydrogen goal'

•   에너지경제: 상반기 중국산 태양광모듈 수입 22% 급증, 그린뉴딜 괜찮을까

•   KHL: Sales down 14% for Volvo CE

•   Equipment Journal: Hyundai CE develops 2-ton electric excavator prototype

•   Equipment World: Video: Bobcat’s New 17-ton E165 is its Largest Excavator

•   MINING.com: Despite Brazil’s covid-19 spike, Minister of Mines optimistic

•   CNET: COVID-19 virus isn't transmitted by mosquitoes, scientists find

•   CNET: China aims to dominate the biggest technologies in our lives

•   전자신문(P1): [단독] 값비싼 전기차, 내년부터 국가 보조금 못 받을 듯

•   전자신문(P1): 애플, 2021년 아이폰부터 '터치일체형 OLED' 전면 도입…디스플레이 업계 파장 촉각

•   전자신문: 갤럭시폴드2, 국내 출고가 239만8000원 유력

•   디지털데일리: ‘갤럭시폴드2’ 8월 공개 9월 출시 ‘확정’

•   디지털데일리: [소부장 유망기업탐방] 코리아써키트 "인쇄회로기판은 우리로부터"

•   Phone Arena: TSMC to begin risk production of 3nm chips starting next year

•   Phone Arena: Where is 5G available in the world right now?

•   Robotics & Automation News: Rapid Growth of Autonomous Forklifts

•   Robotics & Automation News: Geek+ extends warehouse robotics and automation partnership with Decathlon

•   Robotics & Automation News: Important 2020 Trend: Price Alignment Automation

•   로봇신문: 솔텍로보틱스, 바리스타 로봇 시스템 선보여

•   Nikkei Asian Review: A robot can do that: Job listing for simple labor drops 30% in Japan

•   Nikkei Asian Review: Japan reveals 87 projects eligible for 'China exit' subsidies

•   Mainichi: Fujifilm to start clinical study of COVID-19 drug Avigan in Kuwait

•   Economic Times: COVID Cases in India: India's Covid concerns: Country goes past 1 mn mark, here's what the current situation is

•   Economic Times: US-China Cold War: Experts warn that the two world powers are entering dangerous territory

•   Livemint: India's first COVID-19 vaccine: Covaxin human trial starts well. 10 updates

•   Livemint: India, second most populous country in world, has only 727 Covid-19 cases per million: Govt

•   Livemint: How growth reshaped India’s destiny, and why we need an encore

•   Livemint: Monsoon: 6% more rainfall than normal recorded in country so far, says IMD

•   Livemint: India can learn a lot from Korea’s economic boom

•   Livemint: India Inc wakes up to march of the machines

•   Business Standard: India's smartphone shipments fell 48% in Q1 due to lockdown: Report

•   Business Standard: Retail trade suffered Rs 15.5 trillion business loss due to Covid-19: CAIT

•   Hindustan Times: India’s painful economic recovery: Million cases, trillions of rupees lost and counting

•   Jakarta Post: Omnibus bill could hurt labor, environmental protections: World Bank

•   Jakarta Post: Low-cost property dominates market demand in year’s first half

•   Myanmar Times: Competition watchdog rejects protests over solar tender

[Opinions]

•   Project Syndicate(Edmund S. Phelps, Juan Vicente Sola): What’s the Matter with South America?

•   Project Syndicate(Sigmar Gabriel): The Future of Transatlanticism Is Up to Europe

•   Project Syndicate(Angus Deaton): America’s Compromised State

•   Project Syndicate(Pinelopi Koujianou Goldberg): Keep Borders Open

•   FT(Editorial Board): Tax rises will be needed to fill Britain’s fiscal hole

•   FT(Editorial Board): Reality punctures Britain’s Brexit balloon

•   FT(Rana Foroohar): Europe and US can still beat Chinese tech

•   FT(Gavyn Davies): US Covid-19 surge could trigger a double-dip recession

•   FT(Michael Mackenzie): Investors need to decide whether the risk of inflation is real

•   FT(Jonathan Ford): Zombies are the least of Britain’s small business problems

•   FT(Jan-Werner Müller): The pandemic will strengthen smart populists

•   FT(Constanze Stelzenmüller): Europe faces a fateful choice on Huawei

•   FT(Claire Jones): Will geopolitical tensions reshape sovereign wealth funds?

•   FT(Lex): Ericsson/5G: tough call

•   FT(Lex): Bank lending/coal plants: sparks fly

•   WSJ(Editorial Board): A Trump Retreat From Korea?

•   WSJ(Alan S. Blinder): The Economy Won’t Get Healthier While America Gets Sicker

•   WSJ(Holman W. Jenkins, Jr.): Biden’s Climate Plan Is Serious—About Green Pork

•   WSJ(Kimberley A. Strassel): The Campaign Finally Begins

•   WSJ(Andy Kessler): A ‘Yuge’ Re-Election Agenda

•   WSJ(Arthur Herman): Bringing the Factories Home

•   NYT(Paul Krugman): The Next Disaster Is Just a Few Days Away

•   NYT(Paul Krugman): With the Coronavirus Pandemic, Republicans Are Flunking Microbe Economics

•   NYT(David Brooks): President Biden’s First Day

•   NYT(Ruchir Sharma): Germany's Economy Will Triumph in the Post-Covid-19 World

•   WP(Editorial Board): Joe Biden just released a pretty good climate plan. The president is still a denier.

•   WP(Editorial Board): The coronavirus is racing out of control. Here’s what we need to do now.

•   WP(Robert J. Samuelson): Stock buybacks and a shaky economy

•   WP(Henry Olsen): Angela Merkel says the pandemic stopped populism’s rise. She speaks too soon.

•   WP(George F. Will): The thugocracy of Vladimir Putin

•   WP(Hugh Hewitt): The biggest stimulus already belongs to the people. Time to unlock it.

•   Bloomberg(Mohamed A. El-Erian): U.S. Must Do Better on Its Second Covid-19 Test

•   Bloomberg(Noah Smith): The U.S. Needs to Make India a Bigger Trade Partner

•   Bloomberg(Tim Duy): The Fed Is Setting the Stage for a Major Policy Change

•   Bloomberg(John Authers): V-Shaped Real Estate Can Fly as a Recovery Bet

•   Bloomberg(Brooke Sutherland): Earnings Will Be Ugly, But Look for This Surprise

•   Bloomberg(Clara Ferreira Marques): Russia Can’t Afford to Trip Up in the Vaccine Race

•   Bloomberg(Jonathan Bernstein): Trump May Sabotage the Next Relief Bill

•   Bloomberg(Nir Kaissar): Robinhood Is Democratizing Markets, Not Disrupting Them

•   Bloomberg(Niall Ferguson): Europe’s ‘Hamilton Moment’ Is a Flop. That’s Fine.

•   CNBC(Frederick Kempe): The cold war between U.S. and China just got a lot hotter

•   CNBC(Jack Markell): Investors are wrong to worry about a President Biden

•   CNBC(Harriet Lefton): Top analysts are betting on stocks like Apple and Disney for long-term gains

•   CNN(Bernie Sanders, Andy Slavitt): America's cost effective Covid-19 solution? Masks for All

•   MarketWatch(Mark Hulbert): Gold timers have rarely been more bullish than they are today — that’s a bad sign

•   MarketWatch(Mark Hulbert): The Fed isn’t likely to take U.S. interest rates below zero and that’s going to shock today’s bond holders

•   매경(사설): 서남권 해상풍력발전 경제성 미흡하다

•   매경(박봉권): 부당성 밝혀지면 월성1호기 재가동해야

•   중앙(최선욱): 정치 탓에 냉·온탕을 오가는 두산