Business Intelligence Monitor 200908

(Introduction)

[Markets]

•   Global: With big tech on holiday, world shares inch higher | Reuters

※   European stocks rise sharply, FTSE helped by weak pound

※   Pound down 0.5% as no deal Brexit risks rise

※   Japan’s Nikkei falls, Chinese shares in red

※   Currency market action muted

※   Oil falls 1.2% after Saudi price cuts

•   UK: ‘Brexit heat’ returns as sterling loses ground against dollar

•   한국: 개인 순매수에 코스피 0.67% 상승 마감…2,380대

•   한국: 삼성 통신장비 대량 수주에…5G관련주 `들썩`

•   한국: [뉴딜정책 훈풍 2제] 잇단 수주로 풍력株 훨훨

•   한국: 수출 늘고 가격 반등...반도체株 '꿈틀'

•   한국: 구조조정 막바지 두산그룹株, 중공업 빼고 일제히 상승

•   한국: 역대급 국채에 채권시장 요동...기업 자금조달까지 불똥 튀나

•   Hong Kong: Shares in China’s Top Chip Maker Tumble as U.S. Weighs Export Controls

•   Metals: Copper rises as solid Chinese exports lift recovery hopes

[Indicators]

•   Germany Jul. Industrial production: Slowdown in German industry’s recovery casts doubt over outlook

•   UK Aug. House prices: U.K. House Prices Gain Most Since 2016 as Tax Cut Fuels Boom

•   China Aug. Balance of trade: China’s Exports Ramp Up as Countries Emerge From Lockdowns

•   China Aug. Foreign reserves: China's August forex reserves rise to $3.165 trillion

•   한국 7월 전력거래량: 긴 장마에 7월 전력거래량 '뚝'…작년보다 6.5%↓

•   한국 8월 고용행정통계: 고용 26만명 늘었지만 절반이 공공행정…'세금 일자리'가 만든 착시

•   Japan Jul. Coincident index of business conditions: Key index suggests Japan economy slumping for record-long period

•   Indonesia Aug. Foreign reserves: Indonesia’s forex reserves hit record high in August

•   Taiwan Aug. Balance of trade: Taiwan Exports Surge to Record Amid Huawei Scramble for Chips

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Production Problems Spur Broad FAA Review of Boeing Dreamliner Lapses

•   WSJ: China to Launch Initiative to Set Global Data-Security Rules

•   WSJ: Germany Hints at Sanctions on Russia Pipeline After Alexei Navalny Wakes From Coma

•   WSJ: Trump, Biden Enter a Contentious Stage in the Presidential Race

•   WSJ: How President Trump Uses Shock Value to His Advantage

•   WSJ: The Stock Market Is a Strong Election Day Predictor

•   WSJ: Lawmakers Tackle Spending Deadline, Look to Revive Coronavirus Aid Talks

•   NYT: How Trump’s Billion-Dollar Campaign Lost Its Cash Advantage

•   NYT: With Washington Deadlocked on Aid, States Face Dire Fiscal Crises

•   NYT: Trump Emerges as Inspiration for Germany’s Far Right

•   WP: Biden’s flexibility on policy could mean bloody fights if he wins

•   FT: SoftBank sheds $8.9bn as ‘whale’ options bets unnerve traders

•   FT: EU warns Brexit trade talks under threat if UK backslides on deal

•   FT: Boris Johnson keeps Brussels guessing on no-deal intentions

•   FT: UK bid to circumvent Brexit deal risks far-reaching consequences

•   FT: European parliament frets as clock ticks down EU-UK trade talks

•   FT: Belarus opposition leader Maria Kolesnikova disappears

•   FT: Fractures appear in Belarus opposition as Lukashenko digs in

•   FT: US banks signal mounting concern over real estate lending

•   FT: Trump and Biden accuse each other of politicising Covid-19 vaccine

•   FT: Alexei Navalny out of medically-induced coma, says Berlin hospital

•   FT: UK records nearly 3,000 new Covid-19 cases for second day

•   FT: Apple’s value vaults over entire US index of small-cap stocks

•   Bloomberg: India Surpasses Brazil With World’s Second-Highest Virus Cases

•   Bloomberg: Skyrocketing Indian Virus Cases Could Eclipse U.S. Outbreak

•   Bloomberg: Covid-19 Patients May Have Prolonged Gut Infection, Study Finds

•   Bloomberg: Singapore Faces Test as Virus Re-Emerges in Workers’ Dorms

•   Bloomberg: Goldman’s Oppenheimer Says Tech Can Continue Driving Bull Market

•   Bloomberg: Japan’s Economy Won’t Return to Pre-Covid Levels, Says Bloomberg Economics Report

•   Bloomberg: Hedge Funds Say There’s No Turning Back on Abe’s Japan Reforms

•   Bloomberg: How a New Type of Money Helped Cause the Great Financial Crisis

•   Bloomberg: Stricter 2030 Climate Goal For EU To Be Unveiled Next Week

•   Bloomberg: No-Deal Brexit Rollercoaster Isn’t Yet Alarming for Investors

•   Bloomberg: Trump Says Democrats Don’t Want Stimulus Deal Due to Election

•   Bloomberg: Wrongful Claims for U.K. Furlough Cash Could Total $4.6 Billion

•   Bloomberg: Trump Vows to Sharply Scale Back U.S. Economic Ties With China

•   Bloomberg: The World’s Biggest Copper Supplier Saw Sales Slump Last Month

•   Reuters: China's Sinovac coronavirus vaccine candidate appears safe, slightly weaker in elderly

•   Reuters: WHO says working with China on requirements for COVID vaccine approval | Reuters

•   Reuters: Russia to complete early-stage trials on second COVID-19 vaccine on Sept. 30: RIA

•   Reuters: UK recovery from lockdown deserves more credit - BoE's Haldane

•   Reuters: German Finance Minister Scholz eyes more debt to support recovery

•   CNN: Boris Johnson's Australia model for EU trade is no better than 'no-deal' Brexit

•   CNBC: Goldman’s ‘favorite’ commodity has been on a tear, and could have further to run

•   CNBC: ‘We’re certainly in a bubble,’ strategist warns — but don’t expect it to pop anytime soon

•   CNBC: China response to U.S. threat of restrictions on chipmaker SMIC

•   CNBC: Singapore’s economy may shrink 7.6% on-year in third quarter: MAS survey

•   CNBC: World economies are still quarters away from returning to pre-coronavirus levels, warns Amundi

•   MarketWatch: AstraZeneca vaccine ‘most likely’ to roll out in the U.K. early next year

•   Fox Business: Trump touts 'fastest economic recovery in US history' during Labor Day press conference

•   SCMP: China’s inward-facing ‘dual circulation’ strategy leaves many wondering where domestic demand will come from

•   SCMP: Global Impact newsletter: Hong Kong becomes punching bag in US-China brawl

•   매경(P1): 삼성, 美 5G장비 8조 수주 `잭팟`

•   매경: "통신장비 점유율 3%→20%"…이재용 `5G강국 약속` 현실로

•   매경: 5G 내다본 삼성…`10년후 6G` 벌써 준비

•   매경: 글로벌 통신장비시장 지각변동

•   매경(P1): [단독] 대한상의 차기 회장 최태원 추대 본격화

•   매경: "최태원, 재계 아우를 경륜·상징성 충분"

•   매경(P1): [단독] 3600억 공모펀드마저 환매중단

•   매경: 기업할 자유는 꺾고…투기 자본에 날개 달아주는 국회

•   매경: 기업은 잠재적 범죄자?…갈수록 세지는 처벌조항

•   매경: 윤희숙 국민의힘 의원 "코로나 경제위기 와중에…한국, 없던 규제도 만드는 나라"

•   매경: 원금보장에 만기까지 3년으로 앞당기는 뉴딜펀드

•   매경: 삼성 하반기 대졸 공채 스타트…"3년간 4만명 채용" 약속지켰다

•   매경: [단독] 두산솔루스 인수 진대제펀드, 3천억 유상증자로 추가 투자

•   한경(P1): 재난지원금 앞다퉈 뿌리더니…지자체 '빚더미' 오른다

•   한경(P1): "40억짜리 계약 날아가게 생겼다"…벼랑 끝 내몰린 스타트업

•   한경: "이달부터 지원금 뚝…스타트업에 정부 관심 절실"

•   한경: 복지 의무지출 4년간 40조 늘어난다

•   한경: 韓銀 "코로나 휴직자 상당수 영구 실업자 될 수도"

※   한국은행: 코로나19의 노동시장 관련 3대 이슈와 대응방안

•   한경: KDI "경기 다시 위축"…한달 만에 진단 바꿔

※   KDI: KDI 경제동향 2020. 9

•   한경: 재난상황서 가족돌봄휴가 최장 年 25일 쓸 수 있다

•   한경: "중국 서비스업 진척이 한국에 타격"

•   한경: 공정위, 대기업집단 고발 기준 여전히 '자의적'

•   한경: 삼성, 脫중국 가속…TV공장도 멈춘다

•   한경: 확 높아진 가성비…'중저가폰'으로 갈아탈까

•   서경(P1): [단독]2차지원금, 매출·소득 감소 기준 없이 피해 업종에 일괄지급한다

•   서경: 2차 지원금, 12개 집합금지 업종 중 유흥·단란주점 등 빠질수도

•   서경(P1): [단독]추경 만능주의의 민낯 '트리플 부실'

•   서경: 위기 때마다 주먹구구식 재정살포...급하다며 졸속·밀실 처리

•   서경(P1): 국가재정은 빨간불인데···與, 예타 완화 법안 남발

•   서경: 지역 선심성 SOC 개발 증가 우려...예타 무력화 위한 시도

•   서경: 삼성, 6G 시장 지배도 노린다

•   서경: 화웨이 제재에···삼성, 또 한번의 '대어' 낚나

•   서경: 남부발전, 국산 풍력발전 100기 건설 등 4조 투자

•   서경: 삼성 경영권 불법승계 의혹···내달 22일 첫 재판 열린다

•   조선(P1): [단독] 코로나 록다운… 매일 가게 1100개씩 문닫았다

•   조선: “길어진 2.5단계, 죽어가는데 목 졸리는 기분”

•   조선: 긴급고용안정지원금, 3개월 지나도 다 못줬다

•   조선: 12건뿐이라더니… 태양광 올여름 하루 한번꼴로 사고

•   조선비즈: 코로나 성장주로 떠오른 '물류'… 부동산 시장서도 '신바람'

•   조선비즈: 국내 코로나 치료제 개발 선두그룹… 부광⋅엔지켐⋅대웅⋅녹십자 4곳 2상 돌입

•   조선비즈: 美 '평균물가목표제'로 굳어진 弱달러… "원화강세 효과는 미미"

•   인베스트조선: 두산重 '증자 도우미' 자처한 연기금...한 달간 500만주 '묻지마 매수'

•   중앙: 일본의 비수, 이번엔 소·부·장 특허전쟁

•   중앙: 철강 -80% 자동차 -37%, 100대 기업 해외매출 20% 깎였다

•   동아(P1): 나흘새 태풍 2개… 상처 또 할퀸 ‘하이선’

•   동아: “文대통령, 뉴딜 펀드로 펀드매니저 데뷔… 거품 우려”

•   동아: 반도체 아성 넘보는 BBIG… 시총 2위 경쟁 후끈

•   동아: 경기지역 부동산 시장 양극화 심화

•   문화: < ICT >‘선두’ 삼성 vs ‘후발’ 화웨이… ‘접기 전쟁’ 2라운드

•   한국(P1): [단독] “추석 고속도로 통행료 면제 없다"... 코로나 특단 대책

•   국민(P1): 임대차 2법 시행 한 달… 전셋값 ‘억 단위’ 뛰었다

•   경향: 석탄발전소 주민들이 외쳤다 “탈석탄”

•   머니투데이: "이대로면 자영업자 다 죽는다…2차지원금보다 세금·전기세 감면부터"

•   머니투데이: 깜깜이 환자 비율, 1단계 '4배' 이상…갈 길 먼 거리두기 완화

•   더벨: 모트롤BG, 가격보다 거래종결성에 방점

•   더벨: ㈜두산, 올해 두 번째 공모채 발행 착수…SPV 지원

•   파이낸셜뉴스: 中 반도체 굴기' 숨통 끊기 나선 美… 삼성·SK하이닉스 반사익

•   아시아경제(P1): 전셋값 급등에 8월 은행 전세대출 2조4천억 '↑'…비수기 이례적 폭증

•   아시아경제: 코로나가 바꾼 車생산국 순위…한국, 첫 세계 4위

•   아시아경제: [단독]SK하이닉스, 오늘부터 유연근무제 정착 위한 실험 나선다

•   디지털타임스(P1): 재정부담 입법 72건… 혈세 3000억 더 쓴다

•   이데일리(P1): [유보소득과세 논란]①유보금 많으면 과세, 中企 '반발'

•   연합: 문대통령 "태풍·코로나, 기후변화 연관…태양광·풍력 확대"

•   연합: "산지 태양광 절반, 경사도 기준 미달…전수조사해야"

•   연합: 미얀마, 일일최다 166명 코로나 확진…기존 107명 훌쩍 넘어

•   연합인포맥스: 나이스신평 "두산重, 자본확충·차입금 감축으로 재무구조 개선" - 연합인포맥스

※   NICE신용평가: 두산중공업 유상증자 등 재무개선안 관련 NICE신용평가의 의견

•   뉴시스: 태풍에 멈춘 원전은 '매미' 이후 17년만…"송전선로에 문제"

•   뉴시스: 대신증권 "두산, 연내 구조조정 마무리 전망"

•   뉴시스: 메리츠證 "두산퓨얼셀, 성장주 유상증자는 호재"

•   뉴스핌: "두산중공업, 자본확충 긍정적...기존 사업 회복 뒤따라야"-삼성증권

•   뉴스핌: 두산그룹, 친환경 에너지그룹 재편중…두산밥캣 매각 가능성 높아졌다

•   아주경제: 두산그룹, 두산건설 M&A 작업 가시밭길 예고

•   뉴스웨이: 두산, 남은 1조 자구안 마지막 퍼즐…인프라코어냐, 밥캣 지분 매각이냐

•   에너지경제: [원자재 View] 中 경제회복에 구리 가격↑...'수요 급증땐 톤당 7500달러'

•   KHL: Doosan excavator takes down university building

•   OilPrice.com: Is Saudi Arabia’s Ambitious Vision 2030 Plan Dead?

•   OilPrice.com: Saudi Arabia To Cut Oil Prices As Demand Fears Grow

•   전자신문: 삼성, 내년 스마트폰 출하량 3억대로 상향 추진…'中 화웨이 반사이익' 전망

•   전자신문: [이슈분석]세계는 지금 GVC 재편 중

•   전자신문: 한전, 상반기 RPS 이행부담금 1조2000억원…에너지전환 비용 급증

•   Phone Arena: Samsung Galaxy ZFold 2 vs Huawei Mate Xs: Which is the superior 5G foldable phone?

•   Phone Arena: Huawei has reportedly cut Mate 40/Pro 5G component orders by 30%

•   Phone Arena: iPhone 12 Pro Max launch is being held up by a key component: report

•   Phone Arena: The Samsung Galaxy Fold Lite isn't happening anytime soon

•   Phone Arena: Huawei says that it will release a HarmonyOS phone next year

•   Nikkei Asian Review: Alibaba and Tencent climb ranks of top Asian earners during pandemic

•   Nikkei Asian Review: Japan ruling party leadership race to begin: Five things to know

•   Nikkei Asian Review: Taiwan pins hopes on US election winner staying tough on China

•   Livemint: Fall in GDP alarming; time for bureaucracy to take meaningful action: Raghuram Rajan

•   Moscow Times: Explainer: What is Nord Stream 2 and Why Might Navalny’s Poisoning Stop Its Completion?

•   Jakarta Post: Sri Mulyani vows to uphold BI independence amid House-led legal reform

•   Jakarta Post: Govt to set aside Rp 37 trillion for COVID-19 vaccine procurement

•   Jakarta Post: Govt to extend assistance to 3 million more small businesses

[Opinions]

•   Project Syndicate(Daniel Gros): Retiring Abenomics

•   Project Syndicate(Ian Buruma): The Revenge of the Special Relationship

•   Project Syndicate(Zhang Jun): China’s Rapid Shift to a Digital Economy

•   FT(Editorial Board): The perils of Britain’s Brexit brinkmanship

•   FT(Editorial Board): Americans confront their momentous choice

•   FT(Gideon Rachman): Erosion of nuclear deterrence makes India-China relations critical

•   FT(Megan Greene): The US economy is having a Wile E Coyote moment

•   FT(Robert Shrimsley): Johnson’s one-legged economic strategy is tripping up Tories

•   FT(Jonathan Ford): Green power needs to account for all its costs

•   FT(Andrew Parlin): This US stock bubble could rank among the biggest in history

•   WSJ(Walter Russell Mead): Russia and China Wield Dull Wedges

•   WSJ(Kevin Warsh): The Fed Puts Its Independence on the Line

•   NYT(Paul Krugman): Gross Domestic Misery Is Rising

•   WP(Editorial Board): Four more years of Trump’s contempt for competence would be devastating

•   Bloomberg(Shuli Ren): Big Tech Bubble Could Be Rivaled by China's Food and Beverage Sector

•   Bloomberg(Therese Raphael): Brexit: Britain Goes in Crazy Direction With Northern Ireland Threat

•   Bloomberg(Ferdinando Giugliano): Coronavirus Recovery: The ECB Needs Italy and Spain to Help Themselves

•   이데일리(사설): 10년 뒤 석탄발전 종료 지지율 91%의 의미