Business Intelligence Monitor 200929

(Introduction)

[Markets]

•   Global: Relief rally' pushes equity markets higher; bonds flat

•   UK: HSBC shares rebound after China’s Ping An increases its stake

•   China: Shares in China’s top chipmaker SMIC fall after US blacklisting

•   한국: 코스피, 사흘만에 2,300선 회복…기관, '사자' 나서

•   한국: 두산그룹주 강세, 두산 두산중공업 5%대 뛰고 두산인프라코어만 밀려

•   Brazil: Brazilian Markets Tumble as Bolsonaro Revives Social Program

•   Metals: Copper gains capped by long-term prospects, higher stocks

•   Grains: Soybeans turn down on U.S. harvest pressure; corn, wheat climb

[Indicators]

•   US Aug. Construction jobs: Jobs Decline in 39 States

•   한국 8월 기업 직접금융 조달실적: 8월 기업 주식발행 73%나 줄었다

•   한국 9월 KB 주택가격 동향: 서울 아파트값 이젠 '평균 10억'

※   매경: 2030 `영끌 갭투자`에…서울 아파트 평균 매매가 10억 넘었다

※   매경: 주담대 금지에도…서울 15억이상 아파트 거래 20% `껑충`

•   한국 9월 BSI·ESI: 코로나 재확산에 9월 기업 체감경기 다시 '찬바람'

•   한국 10월 중소기업 경기전망지수: 2차지원금 기대 반영됐나...中企 경기전망 소폭 상승

•   한국 4분기 상의 제조업체 BSI: 체감경기 IMF때보다 낮다...기업 74% 경영계획 달성 부정적

•   Argentina Jul. Economic activity: Argentine Economic Recovery Falters Amid Tighter Lockdown Rules

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: TikTok Download Ban Is Blocked by Judge

•   WSJ: U.S. Likely Exceeded Authority in TikTok Ban, Judge Says

•   WSJ: Trump’s Nomination of Barrett Heightens Partisan Conflict as Election Nears

•   WSJ: Wanted in Covid-19 Fight: ‘Superdonors’ of Convalescent Plasma

•   WSJ: Global Coronavirus Death Toll on Cusp of One Million

•   WSJ: Coronavirus Cases Rise in Parts of New York City

•   WSJ: Inovio Covid-19 Vaccine Trial Placed on Hold After FDA Questions

•   WSJ: Senators Set Up Meetings With Supreme Court Nominee Amy Coney Barrett

•   WSJ: How Trump and Biden Compare on the Economy

•   WSJ: Household Wealth Rose in Years Before Pandemic, Fed Says

•   WSJ: Derby’s Take: Fed Again Faces Heat Over Energy Bond Purchases

•   WSJ: CFTC Nominee Traded Stocks, Options While in Government

•   WSJ: Nikola’s Business Model Relies on Big Leaps in Technology, Large Declines in Costs

•   WSJ: Uber Wins Back License to Operate in London After Yearslong Battle

•   NYT: The Reality TV Host vs. the Velvet Shiv: Trump and Biden in Debates

•   NYT: Supreme Court Vacancy Hasn’t Boosted Trump’s Support in Pennsylvania, a Times Poll Shows

•   NYT: Trump, Biden and ‘Made in U.S.A.’: Same Refrain, Varying Notes

•   NYT: China’s Economy Comes Roaring Back, Led by Wealthy Consumers

•   WP: Trump probably paid less in federal income tax than average middle-class American

•   WP: What we know — and still want to know — about Trump’s company

•   WP: How Trump’s taxes compare to those of other presidents

•   WP: Trump is either a tax fraud or the world’s worst businessman

•   WP: rump suggested naming his daughter Ivanka as his running mate in 2016, according to new book by Rick Gates

•   FT: Biden portrays Trump as tax dodger after new revelations

•   FT: Dozens killed in second day of fighting in Nagorno-Karabakh

•   FT: The first presidential debate: five things to watch out for

•   FT: Dollar picks up as US election approaches

•   FT: US dollar remains world’s currency of choice despite slide

•   FT: Argentina bonds ‘back in hot water’ just weeks after restructuring deal

•   FT: Spanish court bars Catalan leader from public office for 18 months

•   FT: Eurozone deflation will persist in coming months, Lagarde warns

•   FT: Japanese PM Suga shrugs off poll lead and turns back on early election

•   FT: WHO to offer 120m cheap coronavirus tests to developing world

•   FT: EU at loggerheads over linking budget payments to rule of law

•   FT: Biden presidency won’t be a quick fix for EU-US trade tensions

•   FT: Bidenomics: sharp shift to left touts workers over wealth

•   FT: Boris Johnson orders peace talks as Tory rebel anger grows

•   FT: Johnson to outline new measures to retrain unemployed

•   FT: EU and UK dig in over Johnson’s internal market bill

•   FT: BoE deputy governor opposes negative interest rates

•   FT: London bankers balk at EU relocation over virus travel worries

•   FT: Russian businesses prepare for fresh lockdowns as Covid-19 cases soar

•   FT: Pandemic forces steel industry to confront its Achilles heel

•   FT: VW and Chinese partners pour €15bn into country’s electric car market

•   FT: Rosneft warns BP and Shell creating ‘existential crisis’ for oil supplies

•   FT: The new gold rush: western investors offset soft eastern demand

•   Bloomberg: Biden Set to Carve Own Brand of Tough-on-China Policy If Elected

•   Bloomberg: Record Ban on Short-Selling Fuels Worries of Bubble in Korea

•   Bloomberg: Here’s What Investors Think of China’s Latest Step Toward Financial Opening

•   Bloomberg: High Debt. Low Growth. Are We All Japanese Now?

•   Bloomberg: Hong Kong Denies Approval for Protest on China’s National Day

•   Bloomberg: Cities Snub Plan to Save Nuclear Power With Mini Reactors

•   Bloomberg: After Deploying Almost $9 Trillion, Crisis Fighters Face New Dilemmas

•   Bloomberg: Fed’s Mester Says U.S. Must Do More to Promote Economic Equality

•   Bloomberg: Lagarde Says ECB Ready to Act as Pandemic Burdens Economy

•   Bloomberg: ECB Officials Ready for Clash of Clans on Next Stimulus Move

•   Bloomberg: No Meat, No Milk, No Bread: Hunger Crisis Rocks Latin America

•   Bloomberg: Brexit Talks Enter Key Phase With Clock, Trust Running Out

•   Bloomberg: Trump Team Weighs New Sanctions on Iran’s Financial Sector

•   Bloomberg: Why Stakes Are Raised in the Azeri-Armenian Conflict

•   Bloomberg: Pelosi Says White House Has to Offer More on Stimulus for a Deal

•   Bloomberg: ‘Shambolic’ Delays Risk Worsening India’s Recovery Pain

•   Bloomberg: Venezuela and Iran Resist U.S. Sanctions With Fuel Flotilla

•   Bloomberg: Biden and Trump Should Fear the Viral Debate Moment

•   Bloomberg: It’s Back to Economic Reality After Post-Lockdown Surge: Chart

•   Bloomberg: What Economies Can Learn From Sweden’s Lockdown Lite: Chart

•   Reuters: Exclusive: Lagarde's peace at risk as ECB splits over virus response - sources

•   Reuters: FACTBOX-The race for a coronavirus vaccine

•   Reuters: Russian energy minister warns of COVID-19 risks for global oil

•   Reuters: Sterling traders not panicked yet by new Brexit brinkmanship

•   Reuters: Saudi Arabia to hold virtual G20 summit on November 21-22

•   CNBC: Coronavirus: Pence says expect U.S. cases to rise 'in the days ahead'

•   CNBC: CDC says coronavirus rates among teens nearly 'double' that of younger kids

•   CNBC: Brexit latest: Final UK-EU trade talks begin this week

•   CNBC: Siemens Energy CEO stresses need for ‘interim solutions’ in sector

•   CNBC: US sanctions on chipmaker SMIC hit China's tech ambitions

•   CNBC: The U.S. is ‘not in a good place’ as daily coronavirus cases grow beyond 40,000, Fauci says

•   CNBC: U.S. elections: Tech tensions with China will stay even if Biden wins

•   MarketWatch: The stock market could be rough for the next few weeks, but 2021 will be another story, Wharton professor says

•   MarketWatch: ‘He wants to tell everybody to wear a frickin mask’ — mixed COVID-19 reaction only tightens close Wisconsin race

•   Fox News: Pelosi urges colleagues to prepare for 2020 presidential election reaching Congress

•   Fox Business: Biden's tax plan could destroy 3M jobs, former Trump economist projects

•   Axios: Trump announces plan to distribute 150 million rapid coronavirus tests

•   SCMP: US-China trade: soybeans, corn and cars surge, but Beijing still not close to meeting demands of deal

•   SCMP: US-China tech war: can China’s chipmaking drive save it from US technology embargo?

•   SCMP: Coronavirus: US case of reinfection ‘may affect vaccine research’

•   SCMP: Do Chinese Covid-19 vaccines work, and which countries will get them?

•   SCMP: Chinese city seeks technological breakthroughs to help nation survive restrictions imposed by United States

•   SCMP: China steps up scrutiny of illegal foreign exchange flows as market opening accelerates

•   Global Times: China-US decoupling not in the works

•   매경(P1): "기업 옥죄기法에 추가 소송비용 15조"

•   매경: 70社중 1곳만 "투자·고용 늘릴것"…상법개정안이 최대 위협

•   매경: 과중한 상속세 日선 `죽지 말라`…과도한 규제 韓선 `사업 말라`

•   매경: 기업 걱정 1순위는 정치권 反기업정서

•   매경: 구글·오라클도 17조원 소송당해…`징벌적손배` 기업부담 불보듯

•   매경: "소송 큰장 선다"…변호사들 `표정관리`

•   매경(P1): `플랫폼 공룡` 갑질…거래액 2배 과징금

•   매경(P1): 김동관 전면에…한화솔루션 사장 승진

•   매경: "소비 못살리면 2년내 고용 30%까지 감소"

•   매경: LS일렉트릭, ESS 화재 막는 기술 개발했다

•   매경: 코로나·독감 `동시 감염`…지난 2월 3건 있었다

•   매경: [단독] "렘데시비르보다 효과 2배"…신테카바이오 코로나19 치료 후보물질 黨政서 주목

•   한경(P1): 현대重, 두산인프라코어 인수 나섰다

•   한경: 두산문제 해결 다급한 産銀, 현대重에 "손잡고 인수 나서자"

•   한경(P1): 로봇·드론·블록체인, 뉴딜펀드 투자 대상…정부, 197개 품목 확정

•   한경: 차세대 진단·스마트팜·신재생에너지…20兆 '한국판 뉴딜펀드' 40개 분야 투자

•   한경: 임대차法 개정 나흘 만에…두타 상인 "월세 깎아달라"

•   한경: 고용지표 4개월째 호전?…공공일자리에 가려진 '착시'

•   한경: 공정위 과징금 취소액, 10년간 7728억원

•   한경: "2060년 국가채무비율 158%…정부 전망치의 2배로 치솟을 것"

•   한경: 2070년 이자지출 109兆…GDP대비 3%로 급상승

※   국회예산정책처: 2020 NABO 장기 재정전망

•   한경: 집단소송 남발금지 조항 없애고, 소급 적용까지…경총 "전면 재고해야"

•   한경: "ESG 투자는 '착한 기업' 매수 아닌 리스크 낮춰 고수익 내는게 목적이죠"

•   서경(P1): [단독]김진표 "공정경제 3법 서두를 일 아니다"

•   서경: [단독]김진표 "기업 옥죄기 과도하게 부각···중진들이 나서 균형 잡을 것"

•   서경: 美中, 첨단산업 지원 아끼지 않는데...한국만 거꾸로 법인세 올리고 규제

•   서경(P1): 정용진·정유경 남매, 이마트·신세계 최대주주 등극

•   서경: 이동걸 "기업 중장기 플랜 발목···1년 주기 임단협, 다년제로 바꿔야"

•   서경: 한중 '560억弗 통화스와프' 3년 연장 가닥

•   서경: "은퇴이후 가난해지는 삶"...노인 빈곤율 OECD 1위

•   서경: 의결권 3% 제한땐...13개 기업 대주주 지분 52조 '무용지물'

•   조선(P1): 이 와중에… 與, 종전선언·北관광 결의안 상정

•   조선(P1): ‘원전 폐쇄 부적절’ 진술했던 그들… 감사원 최종심리서 집단 번복

•   조선: 탈원전 감사 발표, 작년말·올해초·총선前 세차례 미뤄

•   조선: ‘상온 노출’ 백신, 중단 지시에도 112건 접종

•   조선: 13년간 ‘임금 1위’ 울산, 서울에 뺏겼다

•   조선: 상법 개정 땐… 30대 기업 중 29곳 이사회, 외국투기자본에 뚫릴수도

•   조선: 68대1… 서울 청약 경쟁률 역대 최고

•   조선: 2060년엔 인구 44%가 65세 이상

•   조선: 잇단 호재 맞는 삼성 파운드리...SMIC 제재 반사이익은?

•   조선비즈: 전력난 막으려 '발전 지시' 내려놓고… 비용은 발전사에 떠넘겨

•   조선비즈: [추석 이후 부동산] ①不敗가 된 서울 아파트… “매매·전세·청약 모두 식지 않을 것”

•   인베스트조선: 산업은행이 악덕자본 '론스타'도 안하던 거래를 하고 있다?

•   중앙: [단독]국회 탄소축소 결의 10일전, 정부 '석탄화력 수출' 모색

•   동아(P1): 文대통령 “대단히 송구… 김정은 사과는 각별”

•   문화: 치솟은 해운 운임… 수출업체는 내년계약 ‘골머리’

•   문화: < Leadership 클래스 >소신… 소통… 소탈… 박용만 商議 회장

•   문화: < Leadership 클래스 >박용만 회장의 인맥

•   경향: “바이오매스 발전, 친환경 아냐…보조금 중단하라” 헌법소원

•   머니투데이(P1): 석유왕국 달리는 친환경車…현대차, 사우디에 수소차·버스 첫 수출

•   머니투데이(P1): [단독]LG 세계 최초 '롤러블 TV' 내달 출시…1억원대 가격책정

•   머니투데이: 5월 연휴 때보다 4배 많은 '미스터리 환자'…추석연휴 중대 기로

•   더벨: 두산 新경영 발표 임박, 어떤 내용 담길까

•   헤럴드경제(P1): 전문가들, 홍남기호 경제정책 평가 ‘D학점’

•   헤럴드경제: 대출 받은 국가부채만 166조…‘나랏빚’ 경제수장 불명예

•   헤럴드경제: “내년 하반기까지 서울 전세난…실수요자 규제 완화 절실”

•   파이낸셜뉴스(P1): 기업 암흑기에… 수사 칼날까지 겨누는 檢

•   파이낸셜뉴스: 태양광사업자, 산지훼손 방치땐 허가 취소

•   아시아경제(P1): [Z세대 주식광풍]'불안한 내일' 주식으로 채우는 청년들

•   아시아경제(P1): 文정부 기업규제, 자고나면 8건

•   아시아경제: 좀비기업 실탄 비축하는 은행, 왜?

•   아시아경제: 4달간 14兆 내다 판 기관…증시 상승 발목잡나

•   이데일리(P1): 3억원 보유 땐 대주주' 연내 유예 길 열리나

•   이데일리: [단독]“땅값 더 낮춰라”…감정원, 분상제 아파트 7곳 ‘퇴짜’

•   이데일리: [LG-SK 배터리 소송](1)막판 관전 포인트는

•   이데일리: [LG-SK 배터리 소송](2)특허·영업비밀 침해 등 소송만 19건 '난타전'

•   CEO스코어데일리: 국내 원자력 발전량, 탈원전 이후 첫 증가…코로나19에도 '굳건'

•   톱데일리: [CEO 보수列傳] 두산그룹의 장밋빛 전망, CEO 급여로만 나타났나

•   Power Engineering: Siemens Energy CEO: New spinoff will focus on R&D, service

•   reNews: House backs Jones Act enforcement for US offshore wind

•   Renewables Now: New EIA reports confirm continued expansion of renewables' share of US energy and power

•   에너지경제: 탈석탄 금융' 등 三重苦에 갈수록 입지 좁아지는 석탄발전

•   For Construction Pros: Bobcat Features On Demand From: Bobcat Co.

•   OilPrice.com: UAE Wealth Fund Sees Oil Demand Peaking In 2030

•   OilPrice.com: Libya’s Oil Production Soars After Blockade Ends

•   TechCrunch: SoftBank will bring Bear’s serving robots to Japan, amid restaurant labor shortages

•   전자신문(P1): 韓·日 "차세대 반도체 선점" 기술경쟁 가속

•   전자신문: 9차 전력수급기본계획, 통합BM 따라 발전설비 비중 변동 촉각

•   전자신문: 정부, 신재생에너지법·전기사업법 시행령 개정...RPS 비율 2022년까지 10%로 상향

※   산업부: 그린뉴딜 지원을 위한 신･재생에너지 관련법령 개정･시행

•   디지털데일리: 삼성전자, 내년 '펜타 카메라' 갤럭시폰 출시할까

•   Phone Arena: 5G Apple iPhone 12 Pro Max could be a true flagship model this year

•   Phone Arena: Galaxy Z Flip 2 is a long time off it seems

•   Phone Arena: Apple made nearly as much money as Samsung and Huawei combined in Q2 despite lower iPhone sales

•   Phone Arena: Apple will go for Samsung's jugular with early iPhone 12 5G release in one market

•   Nikkei Asian Review: Japan to gradually lift COVID travel alerts from October

•   Nikkei Asian Review: Japan and Australia wary of China as RCEP talks enter last stretch

•   Nikkei Asian Review: New Inter-American bank chief eyes fresh funds for Latin America

•   Jakarta Post: BI buys $15.7b in govt bonds to support economy

•   Jakarta Post: Cash-strapped PLN steers away from green energy

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz): How to Recover Green

•   Project Syndicate(Chris Patten): China’s Leaders Can’t Be Trusted

•   Project Syndicate(Joschka Fischer): The Transatlantic Tragedy

•   Project Syndicate(Yanis Varoufakis): The Redistribution Games

•   FT(Editorial Board): The City must not be forgotten in Brexit talks

•   FT(Gideon Rachman): America’s history war looms over the presidential election

•   FT(Robert Shrimsley): Rishi Sunak leads the Tories back to tough love

•   FT(Patti Waldmeir): Supreme Court may not be the deciding factor for Midwest voters

•   FT(Mohamed El-Erian): The volatility wake-up call for investors

•   FT(Xavier Baraton): Going green on bonds is best way to change behaviours

•   FT(Lex): SMIC: wrong bargaining chip

•   WSJ(Gerard Baker): Does Joe Biden Really Want to Be President?

•   NYT(Gail Collins, Bret Stephens): The Good, the Bad and the Ugly, Meet Donald Trump

•   WP(Editorial Board): Washington Post 2020 election endorsements

•   WP(Max Boot): Trump’s taxes show why he is desperate to stay in office

•   WP(E.J. Dionne Jr.): How Joe Biden can win Tuesday’s debate

•   WP(Greg Sargent): Stunning new revelations about Trump’s taxes also expose a hidden weakness

•   WP(James Downie): The new charade around Amy Coney Barrett

•   WP(Jonathan Capehart): Let Biden go ballistic against Trump at the debate

•   Bloomberg(Editorial Board): Donald Trump Is Destroying the CDC

•   Bloomberg(Conor Sen): What Kind of Economy Will Trump or Biden Face in 2021?

•   Bloomberg(Justin Fox): Few Causes for Optimism in Covid-19’s Mortality Statistics — Yet

•   Bloomberg(Tim Culpan): SMIC Export Curbs Look Like U.S. Election Opportunism

•   Bloomberg(Timothy L. O'Brien): Trump's Tax Returns Show He's a National Security Threat

•   CNN(Ed McCaffery): Trump's taxes tell a tale of debt and desperation

•   CNN(Paul Cruickshank): Opinion: The most important national security question Trump and Biden need to address

•   CNN(Dean Obeidallah): Trump team using $300 million in taxpayer dollars to make us feel better about Covid-19

•   MarketWatch(Rex Nutting): The economy benefited from a lot of good luck in Trump's first three years, but the luck has run out

•   MarketWatch(Paul Brandus): Trump doesn’t pay taxes? That’s old news. The real story is the president’s personal debts coming due

•   MarketWatch(Peter Morici): American workers deserve better unemployment insurance

•   Fox News(Ted Cruz): Supreme Court and 'One Vote Away' -- How a single seat on the high court can change history

•   Fox News(Newt Gingrich): Presidential debate – Which Biden will show up on stage with Trump?

•   Nikkei Asian Review(Lionel Barber): SoftBank's 'flip' of Arm Holdings reflects Son's short-termism