Business Intelligence Monitor 200817

(Introduction)

[Markets]

•   Global: Stocks dip on lukewarm data; oil falls

※   China, U.S. data misses expectations

※   Europe travel stocks sink on British quarantine move

※   U.S.-China trade deal review planned for Saturday postponed

•   한국: 코스피 랠리 10일만에 멈춰…외인 매도에 1.23% 하락

•   한국: "너무 올랐다"…모건스탠리 보고서에 배터리株 '휘청'

•   한국: 두산그룹주 상승 더 많아, 두산중공업 7%대 두산 3%대 올라

•   Metals: Copper gains on China data, heads for weekly rise

•   Grains: Corn eases on profit-taking as trade questions USDA acreage data

[Indicators]

•   US Jun. Business inventories: U.S. business inventories decline further in June

•   US Jul. Retail sales: Retail Spending in July Topped Pre-Pandemic Levels

•   US Jul. Industrial production: U.S. Industrial Production Rises for Third Straight Month

•   US Aug. Consumer sentiment: Consumer sentiment remains weak in August amid swirling coronavirus pessimism

•   US Q3 GDP Nowcast: Aug 14, 2020: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 26.2 percent — August 14, 2020

•   Eurozone Q2 Employment: EU labour market suffers record loss of 5.5m jobs

•   Eurozone Jun. Balance of trade: Euro zone trade surplus surges as imports drop, GDP and employment post record falls

•   China Jul. Retail sales, etc.: China retail sales fall for seventh straight month

•   China Jul. Crude steel production: China produces record crude steel in July on strong demand

•   한국 7월 부동산시장 소비자 심리조사: 서울 주택 전세시장 소비자심리지수 4년 8개월만에 최고

•   India Jul. Balance of trade: Exports fall 10.21% to $23.64 bn in July, trade deficit narrows to $4.83 bn

•   India Jul. WPI: WPI inflation falls 0.58% in July, food prices spike: Govt data

•   India Aug. Power demand: Peak power demand declines further by 5.65% in first fortnight of August

•   India Foreign reserves: Forex reserves climb USD 3.623 bn to record USD 538.191 bn

•   Indonesia Q2 Foreign debt: Indonesia’s foreign debt rises in Q2 as govt issues global sukuk, more SBNs

•   Peru Jun. Economic activity: Peru Economy Falls Less Than Expected in June After Mines Reopen

•   Saudi Arabia CPI: Middle East Economy: Saudi Arabia's Inflation Surges in July After VAT Increase

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: U.S. Seizes Iranian Fuel Cargo for First Time

•   WSJ: Secret Ties Between U.A.E. and Israel Paved Way for Diplomatic Relations

•   WSJ: Facebook’s Hate-Speech Rules Collide With Indian Politics

•   WSJ: Biden Leads Trump, 50% to 41%, in Poll Ahead of Party Conventions

•   WSJ: Biden Tax Agenda Hinges on Democratic Control of Senate

•   WSJ: Traders Brace for Haywire Markets Around Presidential Election

•   WSJ: Coronavirus Death Toll Approaches 170,000 in the U.S.

•   WSJ: More Americans Go Hungry Amid Coronavirus Pandemic, Census Shows

•   WSJ: Trump Signs Order Setting Deadline for TikTok Sale

•   WSJ: Economy Week Ahead: U.S. Initial Jobless Claims, Existing-Home Sales

•   WSJ: Utilities Cash In on Green Energy Subsidy for Bigger Wind Farms

•   WSJ: Gold Is Flying High, but Getting Harder to Mine

•   NYT: Netanyahu Drops Troubled Annexation Plan for Diplomatic Gain

•   NYT: USPS and Mail-In Ballots: States Warned It May Not Meet Deadlines

•   NYT: State and Local Budget Pain Looms Over Economy’s Future

•   NYT: Israel-U.A.E. Deal Swaps One Nightmare for Another for Palestinians

•   NYT: ‘We’re Clearly Not Doing Enough’: Drop in Testing Hampers Coronavirus Response

•   NYT: Trump’s Policies Are a Boon to the Super Rich. So Where Are All the Seven-Figure Checks?

•   NYT: Fearing a ‘Twindemic,’ Health Experts Push Urgently for Flu Shots

•   NYT: How Apple’s 30% App Store Cut Became a Boon and a Headache

•   WP: With early momentum, Harris to focus on connecting with minorities, activists, women in swing states

•   WP: For Black activists, Biden’s selection of Harris as running mate brings pride but also compromise

•   WP: Harris’s wooing of Black activists paved a path to the ticket

•   WP: At least 77% of American voters can cast ballots by mail in the fall

•   WP: Robert Trump, the president’s younger brother, dead at 71

•   FT: EU nations start work on Belarus sanctions after brutal crackdown

•   FT: Low rates will hold back recovery in EM currencies, say investors

•   FT: Europe’s ‘last dictator’ in a brutal fight for survival

•   FT: Push to complete US census raises fears of spreading Covid

•   FT: Russia vaccine thrusts little-known state research unit into spotlight

•   FT: China targets frozen goods after Brazilian chicken tests positive

•   FT: Russia says it is ready to provide Belarus with military support

•   FT: Japanese officials sought a Nissan Honda merger

•   FT: Auto groups launch direct internet sales

•   FT: ByteDance faces China backlash as Trump piles pressure on TikTok

•   FT: Israel and UAE open direct phone service after historic deal

•   FT: Investigators fear the end is near for Brazil’s Lava Jato probe

•   FT: Trump and Biden grapple with campaigning during pandemic

•   FT: Thai democracy movement stages mass demonstration

•   FT: China and Russia ditch dollar in move towards ‘financial alliance’

•   FT: Africa must boost internal trade to recover from Covid slump, AU says

•   FT: What action might the Fed take in September?

•   FT: Asia’s biggest market for ESG debt hit by ‘greenwashing’ concerns

•   FT: Hitachi seeks to resurrect Welsh nuclear plant plans

•   FT: Saudi prince powers ahead with futuristic city and sports giga-projects

•   FT: Where Joe Biden stands on the issues

•   FT: US fails in bid to extend UN arms embargo on Iran

•   FT: Coronavirus survey shows no surge in England-wide infections

•   FT: US confiscates Iranian petrol in ship-to-ship transfers at sea

•   FT: Funds branded ‘ESG’ are laden with technology stocks

•   FT: Wirecard casts shadow over Scholz’s bid to be German chancellor

•   FT: ‘Something is ending’: German towns braced for US military exit

•   FT: UK holidaymakers scramble to leave France before quarantine

•   FT: UK bailout talks end for Jaguar Land Rover and Tata Steel

•   FT: ‘New York City Lite’: after coronavirus, will business flock to the suburbs?

•   FT: Aberdeen warns of ‘dramatic’ under valuations in China delistings

•   Bloomberg: Fraying U.S.-China Relations Tested by Trump Ahead of Election

•   Bloomberg: Microsoft Weighs Buying TikTok’s U.K. Services Too, Fox Reports

•   Bloomberg: U.S. Formalizes F-16 Jet Sale to Taiwan With China Tensions High

•   Bloomberg: Trump Says He May Ask for Resignation of Cabinet if Re-Elected

•   Bloomberg: Japan’s World-Beating Stocks Are Shrugging Off GDP Woe

•   Bloomberg: First Into the Virus Slump, China Is Proving the Fastest Out

•   Bloomberg: Oil Companies Wonder If It’s Worth Looking for Oil Anymore

•   Bloomberg: Six Key Takeaways From Pandemic Data on American Households

•   Bloomberg: China’s Banking Watchdog Warns Fed Easing Risks Financial Crisis

•   Bloomberg: Sunak Told Ending Furlough Risks 2 Million Viable U.K. Jobs

•   Bloomberg: World’s Biggest Free-Trade Pact Targets First Deal in 2021

•   Bloomberg: Head of Busiest U.S. Port Says China to Miss Agriculture Target

•   Bloomberg: Fed’s Kaplan Says Inflation Can Run ‘Moderately’ Above 2% Goal

•   Bloomberg: What It Will Take to Avoid a Global Food Shortage

•   Bloomberg: China’s Loss May Become India’s Gain in Shifting Supply Chains

•   Bloomberg: Germany’s Finance Minister Proposes 10 Billion-Euro Plan to Safeguard Jobs

•   Bloomberg: China Feasts on Obscure Oil to Dodge Taxman Amid Rising Demand

•   Bloomberg: Oil Demand Woes Deepen as Transport Fuels Languish

•   Bloomberg: U.K. Power Industry Takes $1.4 Billion Hit From Coronavirus

•   Bloomberg: EU Takes Step Toward Imposing Fresh Sanctions on Belarus

•   Bloomberg: China Plans to Expand Digital Yuan Tests to Beijing, Hong Kong

•   Bloomberg: U.S. Stocks Are Keeping China’s Amateur Investors Awake at Night

•   Bloomberg: India’s Bond Market Is So Hot Even a Yoga Guru Is Selling Debt

•   Reuters: Exclusive: U.S.-China trade deal review postponed as China ramps up farm, energy purchases

•   Reuters: Iran's president says UAE made 'huge mistake' with Israel deal

•   Reuters: EU agrees first COVID-19 vaccine deal with AstraZeneca in WHO blow

•   Reuters: Modi says India set to mass produce COVID-19 vaccine, launches digital health mission

•   Reuters: Trump says looking at pressuring other Chinese companies after Bytedance

•   Reuters: A faltering U.S.-China trade deal is now the nations' strongest link

•   Reuters: French new COVID-19 cases above 3,000 for second day

•   Reuters: South African leader lifts lockdown restrictions after COVID-19 infections fall

•   Reuters: Weak inflation presents policy challenge for Brazil central bank: director

•   Reuters: Exclusive: China ramps up U.S. oil purchases ahead of trade deal review - sources

•   Reuters: Exclusive: U.S. to make coronavirus strain for possible human challenge trials

•   Reuters: Factbox: AstraZeneca's potential coronavirus vaccine

•   Reuters: Trucks, excavators to help push China's diesel demand to record

•   Reuters: China's CATL is developing new EV battery with no nickel, cobalt, exec says

•   Reuters: Nearly 8% of people in German coronavirus hotspot had COVID-19: RKI

•   Reuters: Peru surpasses 500,000 coronavirus cases, marks highest fatality rate in LatAm

•   AP: Virus flareups in Europe lead to club closings, mask orders

•   CNN: US-China trade is the only thing working in the relationship

•   CNN: Trump says snapback sanctions against Iran could come next weekPolitics

•   CNBC: China may never catch up with commitments to U.S. in 'phase one' trade deal: Expert

•   CNBC: The UAE's peace deal with Israel is a 'win-win solution,' says UAE minister

•   CNBC: Stocks are ignoring the lack of a stimulus package from Congress, but that could change

•   CNBC: Trump tries to push for a coronavirus stimulus deal — after Congress has left town

•   CNBC: U.S. Jared Kushner downplays Saudi Arabia silence on Israel-UAE deal

•   CNBC: The U.S. has already invested billions on potential coronavirus vaccines. Here's where the deals stand

•   MarketWatch: Stock market looks like 'Wile E. Coyote,' running off 'a cliff,' says expert

•   MarketWatch: Did Warren Buffett just bet against the U.S. economy? His latest investment raises some questions

•   MarketWatch: OPEC+ committee expected to take ‘wait-and-see’ approach on output as oil prices reflect ‘new normal’

•   Fox Business: South Dakota turns down extra $300-a-week unemployment benefits from Trump administration

•   Fox Business: Peter Navarro on stalled coronavirus relief plan: Reaching a deal 'should be easy'

•   SCMP: Selling TikTok in the US is a pivotal moment for ByteDance – but a deal is easier said than done

•   SCMP: Chinese Foreign Minister Wang Yi visits Tibet to ‘send message to India’ over border dispute

•   SCMP: China’s high-speed railway network to double in length by 2035 under new blueprint

•   SCMP: Chinese banks warned to ‘stay on high alert’ for possible pain of US financial sanctions

•   SCMP: China-India spat shows no sign of slowing as Beijing extends anti-dumping tariff on Indian fibre optic product

•   SCMP: China slow to curb coal financing as Japan, South Korea ‘accept new reality’ on phasing out fossil fuels

•   SCMP: Chinese President Xi Jinping says Marxist political economy is the bedrock for nation’s growth

•   SCMP: As Western nations close doors to Huawei, Chinese telecoms giant finds warm welcome in Africa

•   Global Times: Patent affirms efficacy of vaccine developed by China

•   매경(P1): 국민 58% "집값 1년간 더 오른다"…66% "전월세 더오를것"

•   매경: 이재명, 선두 이낙연 앞질러…與지지율 추락에 대권구도 요동

•   매경: 與에 등돌린 부동산민심…"정책 잘못" 65%

•   매경: 靑 "경제문제에 총력국정현안 더 챙길것"

•   매경(P1): 그린뉴딜 한다면서 ESS 보조금 깎았다

•   매경: ESS업계 "보조금 유지를"…한전 "적자 감당못해"…정부는 뒷짐

•   매경: 조석래 266억·김택진 132억…이재용은 4년째 무보수

•   매경: 1인 300만원…40만 취약층에 구직촉진수당

•   매경: "한국판뉴딜에 내년예산 20조…임대사업 말바꾸기 비판수용"

•   매경: 항공사들, 중국 하늘길 확대 서두른다

•   매경: 삼성전자 상반기 R&D투자…10조5800억으로 `사상최대`

•   매경(P1): 한국國富 73%가 부동산…생산설비는 5%에 불과

•   매경: 日 `잃어버린 20년`에도…생산능력 2217조원으로 韓의 2.6배

•   매경: 英·캐나다도 부동산비중 급증…"정책 실패" 비판 목소리

•   매경: 韓 작년 토지자산, GDP의 4.6배로 `역대 최고`

•   매경(P1): 경영학자 2명중 1명 "한국판 뉴딜 부실"

•   매경: 뉴딜, 정부 펀드로 직접투자 부적절…돈 어디갈지 시장에 맡겨야

•   매경: 포스트코로나 기업 생존 우선과제는 불확실성 대처할 `유연한 조직 구축`

•   매경: 종부세 작년 58% 급증…납부대상도 13만명↑

•   매경: 유명희, WTO 사무총장 후보 `톱3`

•   매경: "경제여건 감안 세무조사 축소…부동산 투기 과세는 중점 추진"

•   매경: "일할 능력 있지만 놀고 있다"…구직단념자 58만명 역대최대

•   매경: 현대車 코나 일렉트릭 `SK이노 배터리`로 달렸다

•   매경: 삼성전자·TSMC, 파운드리 `무한경쟁`

•   매경: 갤럭시노트20 첫날 개통…역대최다 25만대 넘었다

•   매경: 서울주택 중위값 9억인데…실수요자 지원기준은 여전히 6억

•   한경(P1): "범죄자 될 바엔 차라리 문 닫는게 낫다"…중소기업들 '비명'

•   한경: 화평법 비용도 1조원…외국 화학업체들 배만 불린다

•   한경: EU 규제 본떠 만든 한국 '화평법'…정작 유럽기업은 中·印으로 공장 이전

•   한경(P1): 3년간 5.4조원 쏟아부었는데…기업당 고용증가 1명도 안돼

•   한경(P1): 쌍용차, 다시 '생사기로'…11년 만에 관리종목 지정

•   한경: 지지율 하락에 급했나…MB 시절 '초광역개발' 카드까지 꺼낸 與

•   한경: "행정수도 이전 연내 특별법 제정"…與, 지지율 추락에도 '마이 웨이'

•   한경: 두산인프라 매각 '흥행 저조'…밥캣도 묶어 파나

•   한경(P1): "한화, 계획이 다 있었구나"…북미 1200개 충전소 독점 운영

•   한경(P1): 뚜레쥬르·두산인프라·할리스…M&A 빅딜 봇물 터진다

•   한경: 국내 인수합병 전문가들 전망…"돈 넘치고 매물 많아 M&A 활발"

•   한경: 글로벌 M&A도 폭증…週 한번꼴 100억弗 넘는 '메가 딜' 성사

•   한경(P1): [단독] 與 "공매도 금지조치 연장 추진"

•   한경: 5가지 숫자로 본 2020 증시

•   한경: 테마株 멀리한 동학개미…삼성전자 9.3兆 순매수

•   한경: IB업계 "공매도 풀리면…기업 유상증자·IPO 영향"

•   한경: 정부는 "집값 잡힌다"지만…강남·강북 주요단지 신고가 속출

•   한경: 재정준칙 맞춰 예산 짜랬더니…준칙을 '맹탕' 만들려는 정부

•   한경: 코로나 재확산에 '소비쿠폰' 잇단 취소

•   한경: "시세의 95%까지 주담대 가능"…규제 틈새 파고든 P2P 대출

•   한경: 은행들, ESG 채권 벌써 4兆 발행

•   한경: 국내 상반기 최고 인기폰은 99만원 아이폰11

•   한경: 실적 모멘텀' 입증한 BBIG7…영업이익, 현대차그룹 넘었다

•   한경: 코스피200 종목 중 23%…기술 분석으론 '과열' 진입

•   한경: 코로나 확진 다시 급증했지만…"주가 큰 폭 조정은 없을 것"

•   한경: 공모사업으로 눈돌린 디벨로퍼

•   한경: 해외일감 끊긴 건설사…연어 양식, 공구 제작, 고무 생산 나섰다

•   서경(P1): 현대차 '코나EV', 한번 충전해 1,000km 넘게 달렸다

•   서경(P1): [토요워치]현관문 열면 클린 존...아파트도 '뉴노멀'

•   서경: 주택시장 양대 지표 이례적 다른 신호..."한쪽 통계만으로 정책 펼치는 건 위험"

•   서경: 태양광 폐패널 쏟아지는데···재활용센터는 민간 1곳뿐

•   조선(P1): 김정은 "홍수 피해 외부지원 안받겠다", 정부 "지원 계속 추진"

•   조선(P1): 양평 마을잔치, 주민 31명 무더기 확진

•   조선: 3일 연휴 코로나 비상… 美·日·유럽처럼 될라

•   조선(P1): 코로나 백신 전쟁… 숨은 승자는 한국

•   조선(P1): 수도권 주말 362명… 코로나 2차 대유행 위기

•   조선: 정부 "수도권 병상 여유있다"지만… 중증환자 병상 70% 찬 상태

•   조선: 사랑제일교회 감염자 249명

•   조선: 파주 스타벅스 확진자 40명으로 늘어

•   조선: 수도권 주말 확진 70%가 교회發… 대구 때보다 빠르게 퍼졌다

•   조선비즈: IMF -2.1% vs OECD -0.8%… 올해 韓 경제, 누구 말이 맞을까

•   중앙(P1): ‘소셜믹스’ 성공, 중산층 선호하는 임대주택이 열쇠

•   중앙: ‘주거 사다리’ 공공임대, 중산층도 끌리는 인프라 확충이 답

•   중앙: 공공임대 주변도 집값 올라…가격 안정 효과는 글쎄

•   중앙: 기온 0.5도 오르면 난민 1억…한국이 첫 위기국 될 가능성

•   중앙: 2030 노재팬 거셌지만…닌텐도 게임 등 대체재 없으면 사는 ‘선택적 불매’

•   중앙: 트럼프 특사 “아시아 각국과 중거리 미사일 배치 협의 중”… 중국 반발 예고

•   동아(P1): 알아야 아낄텐데… 난수표 부동산稅

•   동아: 혼인신고 미루고 아내를 ‘세입자’로 들여 전세대출 받기도

•   동아: “대책 나오자마자 또 수정”… 세무사도 모르는 1주택자 양도세

•   동아: 서울-경기 모든 종교시설 집합제한 명령… 대면모임-식사못한다

•   동아(P1): 文대통령 “징용 문제 日과 마주앉을 준비 돼”

•   동아: 집주인-세입자 갈등 새 불씨 떠오른 ‘전세 보증보험’

•   동아: ‘강제징용’ 일본제철 항고 관련 포항지원 “압류명령 문제없다”

•   동아: 삼성전자 R&D캠퍼스서 확진, 파주 LGD 직원도 양성 판정

•   문화: 임대차法 부작용 속출하는데…또 참여연대에 끌려가는 정부

•   문화: 우려가 현실로 … 서울 반전세 증가폭 8배 폭증

•   머니투데이: 한국판 그린뉴딜 핵심 '풍력발전'…SK디앤디, 1위 넘본다

•   헤럴드경제(P1): 두산 M&A인연 MBK,인프라코어 인수 추진

•   헤럴드경제: 두산인프라코어 인수 추진 MBK, 8조펀드 소진 ‘시동’

•   헤럴드경제(P1): “실물경제 불확실성 지속” 2개월 연속 신중한 그린북

※   기재부: [보도참고] 2020년 8월 최근 경제동향

•   헤럴드경제: ‘실탄 50조’ 증시 유입 상시 대기…‘유동성 파티’ 언제까지?

•   헤럴드경제: 은행 대기자금 271조원 증시로 향할까

•   헤럴드경제: 불확실성 투성이 ‘127만호 공급계획’…“정권 바뀌면 폐기?”

•   헤럴드경제: 수차례 개발계획 무산…“첫삽 뜨기 전엔 못믿어”

•   헤럴드경제: 얼어붙은 고용시장…일회성 지원 그칠듯

•   헤럴드경제: ‘코스피 톱’ 삼성전자 세계시총 ‘톱 20 밖’

•   헤럴드경제: “실제는 60만원 이득입니다”… ‘짠물 지원금’ 갤노트20 첫날 ‘역대 최고’ 비결 들어보니 [IT선빵!]

•   파이낸셜뉴스(P1): 고용절벽 몰린 청년들, 취업준비부터 '양극화'

•   파이낸셜뉴스(P1): "집 못사니 공모주라도 사자" … IPO 광풍

•   파이낸셜뉴스: 코로나 '취업 빙하기'… 청년실업 후유증 크고 오래간다 [바늘구멍 청년취업]

•   파이낸셜뉴스: 54일 최장 장마'가 남긴 상처

•   파이낸셜뉴스: 코로나 세대' 취업 1년 늦어지면 10년간 임금·경력 손실 이어진다

•   파이낸셜뉴스: 커지는 팬데믹 공포, 경제도 브레이크… 멀어지는 V자 반등 [코로나 2차 비상등 켜졌다]

•   파이낸셜뉴스: PC방서도 마스크… 50인이상 모임 자제 [코로나 2차 비상등 켜졌다]

•   파이낸셜뉴스: 한은 "인도, 中 대체생산 기지… 세계경제 주도"

※   한국은행: 해외경제 포커스(제2020-31호)

•   파이낸셜뉴스: "코로나, 인프라 투자엔 장기적으로 기회" [인터뷰]

•   파이낸셜뉴스: 주요 그룹 상장사 순이익, 코로나 영향따라 '희비'

•   아시아경제(P1): 한탕과 한탄 사이 오가는 '빚투'…연일 역대 최대 경신

•   아시아경제: 국내 하이브리드車 60만대 시대 '초읽기'

•   아시아경제: "임대 30% 되기 전에…" 사업 서두르는 재개발

•   아시아경제: 두산중공업, 상반기 수주 전년比 54%↑…해외 사업 잰걸음

•   연합: 한전 '신재생 직접 발전' 세번째 시도…이번엔 길 열릴까

•   연합: 배터리 회사로 변신중인 LG화학…배터리 비중 37% '역대최고'

•   뉴스핌: ㈜두산, 2Q 당기순손실 2372억원..'적자전환'

•   뉴스핌: 두산퓨얼셀, 2Q 흑자전환 성공..상반기 60㎿ 수주

•   뉴스핌: 회사채 신속인수제 신청 두산인프라코어 뿐..."낙인효과 우려 탓"

•   뉴스핌: 증설·합작·신기술…커지는 K-배터리에 소재분야 기업들 '후끈'

•   뉴스1: 월성1호기 감사' 결과 발표 임박…경제성 조작 진실은?

•   뉴스토마토: [IB토마토](Today 공시)두산건설, 2분기 885억원 당기순손실

•   비즈니스포스트: 박정원 두산에서 상반기 보수 8억, 박용만 두산인프라코어에서 7억

•   뉴스웨이: 인력·사업 구조조정도 소용없는 두산重…2분기 5000억 적자

•   뉴스웨이: 두산건설도 ‘노딜’?

•   팍스넷뉴스: MBK파트너스 "두산인프라코어 인수 실사 진행 안 해"

•   더구루: 두산, 美 '탄소배출 제로' 미래발전소 연구사업 참여

•   더구루: "두산밥캣 잡자" 日 쿠보타, 美 공장 설립…소형장비 시장 선점

※   Nikkei Asian Review: Kubota bets on US suburban construction boom with new plant

•   reNews: US adds '2.5GW of new wind in Q2'

•   에너지경제: 신재생에너지 ‘신안형 뉴딜’, 이익공유제 성공모델 될까

•   에너지데일리: “REC 단순화 통해 RPS 안정성 높여야 한다”

•   OilPrice.com: U.S. Sanctions On Nord Stream 2 Upset European Lawmakers

•   MINING.com: Vale to move forward with Serra Sul iron ore expansion

•   MINING.com: China approves merger of two coal giants - MINING.COM

•   CNET: Watch Europe's largest 3D-printer built a two-story house - Video

•   ZDNet Korea: 샤오미, 10주년 폰에 韓日 부품 빼고 中 부품만 썼다

•   디지털데일리: 흔들리는 '日 반도체' 속에서 '韓 초격차' 보인다

•   Phone Arena: Apple iPhone assemblers Foxconn and Pegatron are threatened by China-based manufacturer

•   Phone Arena: Older Huawei phones in danger of losing Google apps and licensed versions of Android

•   Phone Arena: Will the Galaxy S21 (S30) mark the return of an important feature on flagship phones?

•   Inside EVs: BMW Group: We Will Sell More Than 7 Million Plug-Ins By 2030

•   Inside EVs: America’s Most Affordable Electric Cars Become Even Cheaper

•   Robotics & Automation News: Kuka launches new compact industrial robot

•   Robotics & Automation News: Fanuc launches new ‘extremely compact’ robot

•   Robotics Tomorrow: The Lab of the Future: How New Tech Like Robotics Balances with COVID Realities

•   Robotics Business Review: 5 Warehouse Automation Trends (That Industrial Automation Vendors Must Be Thinking About)

•   로봇신문: IRS글로벌, '인텔리전트 서비스 로봇’ 보고서 발간

•   로봇신문: 中 기업, 재활용 쓰레기 분리 로봇 상용화

•   로봇신문: 中 차이나유니콤-마루이노베이션, 산업용 5G 이동 로봇' 개발

•   Dronelife: The Ban on Chinese Drones, Part 2: What Happens Next?

•   Dronelife: Urban Air Mobility in Europe: EHang to Fly in Austria

•   물류신문: 물류로봇, 5G타고 상용화 빨라지나?

•   Nikkei Asian Review: Asia bets on blockchain to battle online theft during pandemic

•   Nikkei Asian Review: Japanese companies shift focus to ASEAN due to US-China rows

•   Nikkei Asian Review: Air traffic will not return to pre-COVID-19 levels until 2024: IATA

•   Nikkei Asian Review: Coronavirus shakes up Tokyo's commercial property market

•   Nikkei Asian Review: Japan-South Korea clash over war legacy eclipses shared interests

•   Nikkei Asian Review: Abe pledges never to repeat tragedy of war at anniversary ceremony

•   Nikkei Asian Review: The hunt for a coronavirus vaccine: visual presentation

•   Nikkei Asian Review: Japan wants de facto 'Six Eyes' intelligence status: defense chief

•   Japan Times: Total profit at Japan firms cut in half in April-June as pandemic bites

•   Economic Times: Expect current account to post a surplus in 2020: Nomura

•   Livemint: RBI approves dividend of ₹57,128 crore to govt

•   Livemint: India conducts record single-day high of nearly 8.5 lakh Covid-19 tests

•   Hindustan Times: India’s FY21 GDP to shrink 6%: Barclays

•   Folha de S.Paulo: Bolsonaro Downplays Spending Ceiling Debate - 14/08/2020 - Business - Folha

•   Folha de S.Paulo: Bolsonaro's Approval Rating Increases and Is the Best since the Beginning of Term - 14/08/2020 - Brazil - Folha

•   Jakarta Post: Indonesia’s sukuk issuance to rise to $27b to finance COVID-19 battle: Moody’s

•   Jakarta Post: Economic recovery, structural reform take center stage in 2021 state budget policy

•   Jakarta Post: Govt aims for 2021 budget deficit at 5.5% of GDP, sees growth near 5%

•   Jakarta Post: Jokowi pledges to cut red tape, develop industrial parks across Indonesia

•   Jakarta Post: Jokowi reaffirms Indonesia’s 'massive downstreaming’ of natural resources

•   Jakarta Post: Jokowi sets sights on economic recovery, structural reform in 2021 state budget

•   Jakarta Post: The rise, fall and resurgence of Indonesia’s centuries-old railroad system

•   Jakarta Post: Govt to provide $24b pandemic stimulus funding next year

•   Jakarta Post: House to complete deliberation of controversial omnibus bill on job creation by September - Politics - The Jakarta Post

•   Viet Nam News: Foreigners purchased about 16,000 real estates in Việt Nam

•   Myanmar Times: Myanmar firms slow to adapt to COVID-19 impact, survey shows

•   Myanmar Times: Chinese firms outnumber rivals in Myanmar solar tender

[Opinions]

•   Project Syndicate(Sławomir Sierakowski): Belarus’s Moment of Truth

•   Project Syndicate(Anders Åslund): The Economic Factor in Belarus

•   FT(Editorial Board): The economy is too weak for inflation to return

•   FT(Editorial Board): Keeping the torch of global democracy alight

•   FT(Editorial Board): Israel’s deal with UAE is a setback for wider peace

•   FT(Edward Luce): Bidenomics and America’s new New Deal

•   FT(David Gardner): Israel-UAE deal helps Netanyahu and Trump, but not peace

•   FT(Alan Livsey): Oil outlook suggests the only way is up for bond yields

•   FT(Shruti Kapila): The annihilation of India’s political opposition is almost complete

•   FT(Constanze Stelzenmüller): Hard road back to power for Germany’s Social Democrats

•   FT(Dambisa Moyo): Covid-19 prompts a rethink of the case for real estate

•   FT(John Llewellyn): Why the UK economy stands out

•   FT(Tim Harford): We won’t remember much of what we did in the pandemic

•   FT(Derek Brower): America will find it hard to break its frack habit

•   FT(Alan Livsey): Oil outlook suggests the only way is up for bond yields

•   WSJ(Donald J. Trump, Ben Carson): We’ll Protect America’s Suburbs

•   WSJ(John Bolton): Iran ‘Snapback’ Isn’t Worth the Risk

•   WSJ(Kimberley A. Strassel): Kamala Harris’s First Campaign

•   WSJ(William A. Galston): Democrats Move Left, but the Center Holds

•   WSJ(Peggy Noonan): The Rise of Kamala Harris

•   WSJ(Andy Kessler): Stock Scenarios for a Madcap Year

•   WSJ(Scott Gottlieb, Michael R. Strain): Lifting Lockdowns Won’t Fully Restore the Economy

•   WSJ(Richard Vedder): America’s Surprising Recovery After V-J Day

•   WSJ(Kevin Kimberlin): The Treatment That Could Crush Covid

•   WSJ(Matthew Hennessey): Biden Win Promises a Mood Swing

•   NYT(Paul Krugman): Trump’s Racist, Statist Suburban Dream

•   NYT(Thomas L. Friedman): A Geopolitical Earthquake Just Hit the Mideast

•   NYT(Devi Sridhar): We Will Pay for Our Summer Vacations With Winter Lockdowns

•   NYT(Timothy Egan): Kamala Harris, the Prosecutor Trump Fears Most

•   WP(Editorial Board): Trump stokes fear. Biden and Harris can raise hope.

•   WP(Robert J. Samuelson): The rise of the upper middle class

•   WP(David Ignatius): Trump is right. The Israel-UAE agreement is a huge achievement.

•   WP(Jennifer Rubin): Trump needs to listen to the Federal Reserve

•   WP(David Von Drehle): The UAE has provided a dose of reality in Middle East realpolitik

•   WP(Kathleen Parker): The election is a choice between Donald Trump — and Kamala Harris

•   WP(Megan McArdle): Don’t just look at covid-19 fatality rates. Look at people who survive — but don’t entirely recover.

•   WP(Hugh Hewitt): The Israel-UAE agreement is Trump’s Nobel moment

•   WP(Ruth Marcus): Kamala Harris and Marjorie Taylor Greene embody the divergent roads confronting America

•   WP(Jared Kushner): The historic deal between Israel and the UAE shows Trump’s strategy is paying off

•   Bloomberg(Editorial Board): UAE-Israel Deal Could Lead to Real Peace in Middle East

•   Bloomberg(Daniel Moss): Once Upon a Time, Debt Monetization Sounded Crazy

•   Bloomberg(Brian Chappatta): Longtime Bond Bull Lacy Hunt Sees One Huge Risk

•   Bloomberg(Shuli Ren): Western Investors Are Misreading China's Markets

•   Bloomberg(Nisha Gopalan): China Banks Bowing to U.S. Sanctions Shows Dollar's Power

•   Bloomberg(Clara Ferreira Marques): Vaccine Race: Russia's Sputnik Gamble Is All About Vladimir Putin

•   Bloomberg(Hussein Ibish): Who Wins, Who Loses From the Israel-UAE Agreement

•   Bloomberg(Zev Chafets): Israel and UAE Agreement Leaves Palestine Behind

•   CNBC(Michael K. Farr): The next stimulus should be spent on job training and rebuilding a better American economy

•   CNN(Kent Sepkowitz): America is following disastrous Trump advice to slow down testing

•   CNN(Lincoln Mitchell): Biden shouldn't rule out a second term if he wins

•   CNN(Arick Wierson, Bradley Honan): Biden's biggest impact would come from serving a single term

•   CNN(Andrew Grotto): The only way to know if Trump's TikTok order is the right move

•   MarketWatch(Nigam Arora): The stock market would love a Democratic sweep in November

•   MarketWatch(Howard Gold): The Federal Reserve’s policies have drastically increased inequality

•   MarketWatch(Zoe McLaren): Cheap and fast screening tests could be a game-changer in fighting COVID-19 pandemic

•   Nikkei Asian Review(William Pesek): It is time to talk about the real danger facing the world economy

•   조선(김대기): 곧 나올 脫원전 감사 결과에 주목한다

•   문화(이수곤): 산사태 피해 키운 산비탈 태양광 시설

•   경향(사설): 탈원전, 아직 시작조차 못했다