Business Intelligence Monitor 201012

(Introduction)

[Markets]

•   Global: Wall Street closes higher on U.S. stimulus hopes, gold spikes and dollar drops

•   China: Renminbi jumps by most in 15 years as China returns to work

•   Turkey: Turkey raises swap rate as lira sinks towards new threshold

•   Metals: U.S. aid talks and Chile strike propel copper to two-week peak

•   Grains: Soybean futures hit 2018 highs as U.S. supplies tighten

[Indicators]

•   US Aug. Wholesale inventories: U.S. wholesale inventories revised to +0.4% in August

•   US Weekly Rig count: Rising Oil Rig Count Puts Prices Under Pressure

•   US Q3 GDP Nowcast: Oct 09, 2020: New York Fed Staff Nowcast

•   US Q3 GDP Nowcast: Latest estimate: 35.2 percent — October 9, 2020

•   Italy Aug. Imdustrial production: Rise in Italian industrial output points to strong economic rebound

•   UK Aug. GDP: UK economic growth slows unexpectedly in August

•   China Sep. Service PMI: Continued recovery in domestic supply, demand boosts China’s services sector

•   한국 9월 전세대출: 전세대출 폭증세 역대 최대치 근접… 정부 뒤늦게 추가대책 검토

•   한국 9월 서울 아파트 매매 거래: 서울 아파트 거래 한달새 '반토막'…은마, 지난달 매매 '제로'

•   한국 9월 소비자신뢰지수: 韓소비심리 `뚝`…5개월만에 내리막

•   한국 9월 외국인 증권투자: 외국인 지난달 국내 주식 2.5조 순매도…2개월째 '셀 코리아' - Chosunbiz > 증권 > 증권 일반

•   Japan Aug. Household spending :Japan wages and household spending extend COVID-driven declines

•   India Weekly Foreign reserves: Forex reserves up by $3.618 billion to record $545.638 billion

•   India Benchmark rates: RBI sees economy shrinking 9.5% this fiscal, announces fresh measures to arrest the downtrend

※   RBI: Monetary Policy Statement, 2020-21 Resolution of the Monetary Policy Committee (MPC) October 7-9, 2020

•   Sep. Vistage CEO confidence index: Construction CEOs Regain Confidence: Survey

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: AMD Is in Advanced Talks to Buy Xilinx

•   WSJ: U.S., U.K., France All See Virus Surge

•   WSJ: Investors Are Betting Corporate Earnings Have Turned a Corner

•   WSJ: Silicon Valley Pay Cuts Ignite Tech-Industry Covid-19 Tensions

•   WSJ: Lessons for the Next Pandemic—Act Very, Very Quickly

•   WSJ: New U.S. Coronavirus Cases Remain Above 50,000

•   WSJ: Covid-19 Cases Keep Rising in Some New York Hot Spots

•   WSJ: Shorter Workweek Isn’t Boon for Job Gains

•   WSJ: Banks Have Barely Touched the Fed’s Main Street Lending Program. Except This One.

•   WSJ: Economy Week Ahead: Inflation, Jobless Claims, Retail Sales

•   WSJ: Derby’s Take: Fed Bond Buying Outlook Remains Unsettled for Now

•   WSJ: Top Official Signals ECB Would Allow Inflation to Overshoot

•   WSJ: IBM Split Doesn’t Guarantee a Speedy Recovery

•   NYT: Trump’s Taxes Show He Engineered a Sudden Windfall in 2016

•   NYT: The Swamp That Trump Built

•   NYT: Europe’s Economic Recovery Is a Summer Memory

•   NYT: The Northeast Held the Virus in Check. Now Cases Are Inching Up Again.

•   NYT: Trump’s Struggles Ripple Across the Sun Belt, Endangering G.O.P. Stronghold

•   NYT: Huge Absentee Vote in Key States Favors Democrats So Far

•   NYT: Supreme Court Hearing Presents a Big Stage, and Big Risks, for Harris

•   NYT: Four Tricky Issues for the Biden-Harris Ticket

•   NYT: How Could Vote-by-Mail Impact the Election? Look at Michigan

•   NYT: Need to Find a Pandemic Necessity? There’s Now a Store for That

•   NYT: Customers Still Like to Shop in Person, Even if They Get Only to the Curb

•   WP: Trump, lagging in polls, pressures Justice Dept. to target Democrats and criticizes Barr

•   WP: Pennsylvania emerges as ‘tipping-point’ battleground for Biden and Trump — before and after Election Day

•   WP: Stimulus checks legislation unlikely as Democrats and Republicans oppose latest White House offer

•   WP: White House pivots again on stimulus negotiations after bipartisan backlash

•   WP: As Trump stumbles, voters finalize their choices, and Biden’s lead grows

•   WP: Post-ABC poll: Biden maintains lead nationally over Trump

•   WP: The seven political states of Ohio

•   WP: Trump says he’s not contagious. Health experts say that’s not certain.

•   FT: European business braces for second wave

•   FT: Hotspots of resurgent Covid erode faith in ‘herd immunity’

•   FT: Angela Merkel warns of new clampdown in German cities as Covid cases surge

•   FT: Britain is heading ‘into a long winter’ as Covid second wave strikes

•   FT: Turkey creating ‘another Syria in Caucasus’, says Armenia president

•   FT: China joins WHO vaccine initiative in diplomatic push

•   FT: Domestic travel over Golden Week boosts China’s economic recovery

•   FT: ‘To be near Trump is toxic’: Covid-19, chaos and the election

•   FT: Regeneron: the company that Trump claims cured his Covid

•   FT: IMF chief Kristalina Georgieva: ‘The fund needs to have a big bazooka’

•   FT: EU targets Big Tech with ‘hit list’ facing tougher rules

•   FT: Global recovery from Covid is fragile and patchy

※   Brookings: October 2020 update to TIGER: COVID-19 remains an impediment to the global recovery

•   FT: Fed’s Powell is chief cheerleader for fiscal stimulus

•   FT: Apple’s new iPhone poised on threshold of 5G era

•   FT: China stock listings on Wall Street accelerate under Trump

•   FT: Brussels calls on US to drop tariffs in Airbus-Boeing dispute

•   FT: Will US retail sales reach further heights?

•   FT: East-west divide: winners and losers in the Covid economy

•   FT: The big challenge facing small nuclear reactors

•   FT: US should not approve vaccine based on UK trials, says Pelosi

•   FT: Brussels looks to divvy up old UK fishing rights in Brexit deal

•   FT: Sunak to set out lockdown job support as Starmer steps up attack

•   FT: Spanish high court strikes down Madrid coronavirus curbs

•   FT: Banks rebuff Boris Johnson’s call for low-deposit mortgages

•   FT: Fall in new cases raises hopes in India’s battle against virus

•   FT: Thousands of UK businesses not prepared for Brexit, MPs told

•   Bloomberg: Yuan’s Gains May Be Capped After PBOC Cuts Shorting Costs

•   Bloomberg: Yuan’s Haven Status Won’t Stick Until China Relaxes Its Controls

•   Bloomberg: The Next Big Shift in Economics Takes Shape Under Covid Shadow

•   Bloomberg: BOJ’s Swelling Asset Pile Complicates Future Exit From Stimulus

•   Bloomberg: Emerging-Market Traders Cut U.S. Election Volatility Wagers

•   Bloomberg: Trump Pushes to Cut Solar-Tariff Loophole for Two-Sided Panels

•   Bloomberg: China’s Insistence That Taiwan Isn’t a Country Starts Backfiring

•   Bloomberg: Coronavirus May Stay for Weeks on Banknotes and Touchscreens

•   Bloomberg: World Bank Still Investing Billions in Fossil Fuels, Study Shows

•   Bloomberg: EU Wants to Use Green Stimulus To Clean Up CO2-Spewing Buildings

•   Bloomberg: Inhaled Vaccines Aim to Fight Coronavirus at Its Point of Attack

•   Bloomberg: Decoding Gauges of Inflation Expectations Is Fed’s Next Big Task

•   Bloomberg: Argentine President Says Currency Market Needs Order: Cohete

•   Bloomberg: Johnson Set to Tighten U.K. Restrictions as Virus Cases Mount

•   Bloomberg: Johnson Tells Merkel That Gaps Remain With EU as Time Runs Short

•   Bloomberg: Johnson’s Weekend Diplomacy Leaves EU Trade Deal in the Balance

•   Bloomberg: Kashkari Says Economy Needs More Fiscal Support to Aid Recovery

•   Bloomberg: China to Maintain ‘Normal’ Monetary Policy, PBOC Chief Says

•   Bloomberg: One of World’s Least Generous Safety Nets Awaits U.K. Unemployed

•   Bloomberg: Covid and Taxes Eat Away at Diesel’s Edge Over Gasoline in India

•   Bloomberg: ECB Needs Clarity Before Lifting Dividend Ban, Enria Tells HB

•   Bloomberg: Turkey Plans to Release Data on Asymptomatic Cases From Thursday

•   Bloomberg: Biden Warns of Potential ‘Chicanery’ at Polling Stations

•   Bloomberg: U.S. Expects 1 Million Doses of Covid Antibody Before 2021

•   Bloomberg: If Democrats Win in November? Brief Hit to Stocks, Equities, JPMorgan Says

•   Reuters: U.S. imposes tariffs on aluminum sheet from 18 countries

•   Reuters: UK study tests if BCG vaccine protects against COVID

•   Reuters: Russia expected to register second COVID-19 vaccine on October 15: developer

•   Reuters: Europe records 100,000 daily coronavirus cases for first time

•   Reuters: Freeport does a balancing act as world's biggest gold mine grapples with COVID-19

•   CNN: Analysis: China is winning the global economic recovery

•   CNN: Apple's October iPhone event: 5G iPhone, iPhone mini, and what else to expect

•   CNBC: Second presidential debate between Biden, Trump officially canceled

•   CNBC: China economic recovery after Covid-19 pandemic, golden week activities

•   CNBC: How Big Tech became such a big target on Capitol Hill

•   CNBC: Canalys: Q3 PC shipments hit fastest growth in a decade

•   CNBC: Election 2020: Sen Ted Cruz warns of 'bloodbath' for GOP

•   CNBC: Jim Cramer breaks down his top hydrogen plays: 'I'm bullish on hydrogen'

•   CNBC: 2020 election: What a Biden or Trump win could mean for ETFs

•   MarketWatch: Be prepared: A return to normal is still a long way away, warns banking billionaire Jamie Dimon

•   SCMP: Shenzhen to dole out 10 million yuan worth of new digital yuan in lottery

•   SCMP: China not among ‘like thinking’ central banks in digital currency talks

•   SCMP: China’s SOE reforms must encourage competition, provide subsidy transparency

•   SCMP: China promotes new-energy vehicles in drive to get economy back on track

•   SCMP: Analysis | Is China shifting focus to economic opening-up in Xinjiang and Tibet?

•   SCMP: Explainer | China’s population census: what is it, and why is it important?

•   SCMP: India’s TikTok stars, left in lurch by ban, seek alternative apps as they count cost of China tensions

•   매경(P1): `무서운 유통신인` 라방, 3조로 컸다

•   매경: 北 `공무원 피살` 뭉개기전략…美대선 끝나야 `대화` 나설듯

•   매경: 재정준칙 `맹탕` 이라지만…무디스 "건전성 유지에 도움"

•   매경: 한전·한수원 노린 北?…올들어 해킹 2500건

•   매경(P1): 의원 실적경쟁에 `황당 입법` 속출

•   매경: "한달 일해도 퇴직금 줘라" 아니면 말고식 법안에 기업들 `냉가슴`

•   매경(P1): 현대차 "중고車사업 진출"…가격·품질인증에 새 전기

•   매경(P1): [단독] 7000억 추가 환매중단 위험…말라죽는 펀드시장

•   매경: 펀드규제 깐깐해지고 임원은 징계받고…은행 "차라리 안팔겠다"

•   매경: 코로나 `돈맥경화`…230조 더 풀려도 안쓴다

•   매경: [세종 인사이드] `곳간지기` 홍남기는 억울해

•   한경(P1): 넘치는 태양광…가동제한 추진

•   한경: 태양광 영세사업자 달래기?…구입비 1500억원 늘린 발전社

•   한경: [단독] 태양광 폭주의 그늘 "정부 믿고 땅 샀다 송전망 없어 방치"

•   한경: 수소차 키운다는 정부…충전소는 서울에 2곳뿐

•   한경: 같은 단지서 '급매' '신고가' 동시 출현…혼돈의 서울 아파트시장

•   한경: 민간택지 분양가 상한제 이후…서울 아파트 공급 '실종'

•   한경: "기업 규제 3法 저지" 총력전 나선 경제계

•   한경: [단독] 경기둔화에…못걷은 세금 44조, 징수율 역대 최저

•   한경: 포스코에너지, 연료전지 파트너 美 FCE 변심에…8억弗 손배 청구

•   한경: TV 수요 폭발…삼성·LG 3개월간 전 세계에 2200만대 팔았다

•   한경: AMD, 차세대 CPU '라이젠 5000' 공개

•   한경: 국내 감염 38명…거리두기 1단계 기준 밑돌아

•   한경(P1): 기업 재무통들의 자신감 "코로나는 새 사업 기회"

•   한경: 체감금리 3년 만에 최저…자산 거품 커지나

•   한경: 뛰는 위안화에 원화도 올라탔다…1140원대 진입 '초읽기'

•   한경: 與 "기업규제 3법·이해충돌방지법 연내 처리"

•   한경: 신관호 고려대 교수 "불확실성 커지면 투자 위축되며 불황 초래…모형화로 증명"

•   한경: 박웅용 서울대 교수 "美 양적완화, 신흥국 실물경제 영향 크지 않아"

•   한경: 화웨이 5G 기지국 부품, 미국산 의존도 30%

•   한경: "나랏돈 똑똑하게 써야…현금 살포 대신 교육·인프라에 투자하라"

•   한경: KOTRA "외투기업이 작년 수출 18% 담당"

•   한경: "선진국 중 보유금액 기준으로 대주주 설정한 나라는 한국뿐"

•   한경: SK가스, 액화수소사업 승부수 띄웠다…수소 생태계 본격 참여

•   한경: 내년 5G폰이 대세…"글로벌 판매 37% 달할 것"

•   한경: 위기에 강했다…'혁신 DNA'로 다시 뛰는 기업들

•   한경: 삼성 "어려울 때일수록 과감하게"…코로나에도 '공격 투자'

•   한경: 현대차, 수소차·항공 모빌리티로 미래 이동서비스 '가속페달'

•   한경: LG, 인수합병으로 전장·로봇·AI 사업 경쟁력 높인다

•   한경: 스마트선박·지능형 로봇 사업 박차…현대重, 첨단 조선그룹으로 거듭난다

•   한경: 새로운 10년' 준비하는 한화…태양광·수소 등 新사업에 총력

•   한경: 해상 풍력·발전용 가스터빈·수소전지…두산, 兆단위 '매출 효자'로

•   한경: [마켓인사이트]두산인프라코어 깜짝 후보 유진그룹, 다크호스일까 들러리일까

•   서경(P1): 아프리카돼지열병 1년만에 화천서 발생

•   서경: 관심 쏠리는 지방 저층아파트...재건축 가능성은 "글쎄"

•   서경: [시그널] 실적 부진에 신용위험 노출될라... 올해 장기 CP 발행 2배 ↑

•   서경(P1): 코로나에도...영업익 1조클럽 더 늘듯

•   서경: 대기업 실적 개선세 뚜렷... 증시 변동성 완화할 '방패' 되나

•   서경: 車·화학 개선 조짐...4분기 제조업 경기 '반등 예고'

•   서경: 유동성 장세 주춤...급등세 꺾인 바이오주

•   서경(P1): 전국 아파트 중위값 한달새 10.8% 급등

•   서경: 패닉바잉', 이번엔 수도권 중저가로···퇴계원 석달새 1.2억 올라

•   서경: 서울 고가아파트 7% 오를때...서민 아파트는 20% 치솟았다

•   서경: 현실 외면 '탄소 중립'...부처내서도 속도조절론

•   서경: 4대 금융 3분기 실적 '역대급 대출'에 웃겠지만 잠재부실 우려도

•   서경: "국내 첫 개발 자율주행 물류로봇, 스마트공장 첨병 될것"

•   서경: 너도 나도 차익실현...CB·BW 권리행사 '역대급'

•   서경: 집주인 "쓰라" 세입자 "나중에"···계약갱신청구권 행사 '반전'

•   서경: 전월세 증액 상한액 낮출까...서울시, 조례제정 작업 착수

•   서경: [시그널] 줄잇는 PEF '빅펀드'...M&A시장 더 달군다

•   조선(P1): 독감 백신, 이번엔 백색 침전물

•   조선: [단독] 태양광·풍력 민원 쏟아지는데…“우리는 몰라” 귀 닫은 산업부

•   조선: 동학·서학 개미들 이젠 기업보다 더 ‘주식 부자’

•   조선: 홍남기가 “4억 떨어졌다”던 반포자이, 다시 4억 올랐다

•   조선: 기업 10곳 중 7곳, 창업 5년 내 폐업

•   조선(P1): 결혼식 인원제한 풀고 초·중 3분의 2까지 등교

•   조선(P1): [NEWS&VIEW] 비핵화쇼 3년… 北은 ‘괴물 ICBM’ 만들었다

•   조선: 한미훈련 중단한 사이… 북한, 南 때릴 신무기 4종세트도 완성

•   조선: ICBM 핵탄두 분리돼 떨어지면, 美도 요격 어려워

•   조선: 美 “핵·미사일 우선하는 北에 실망”

•   조선: ‘원전해체 기밀문서’ 주민센터 놓고 열람시켰다

•   조선: 원전인력 개인정보 유출, 원자력재단은 숨겨

•   조선: 5G 요금, 이르면 내달 인하

•   조선: 올 수도권 민간임대주택 27만가구 풀린다

•   조선: [Mint] 세계 3대 자산운용사의 예측 “바이든 당선땐 ESG 투자 폭발”

•   조선: [Mint] 바이오·헬스케어株 비중 늘리고, 에너지 업종 가장 많이 줄여

•   조선: [Mint] 풍력 등 친환경 에너지, 건설업은 맑음… GAFA 빅테크 기업은 흐림

•   조선비즈: [단독] 삼성화재·동양생명, 한화 태양광발전에 800억 댄다

•   조선비즈: 이게 탱크야? 스마트폰이야? 삼성·애플·LG 내구성 강화 경쟁

•   조선비즈: 불법 공매도 의혹에 칼뺀 정부, 20개 증권사 감리 착수

•   IT조선: 삼성 제품에 삼성 없고, LG 제품에 LG 없다

•   중앙: [outlook] 세계의 등대공장, 올해 10곳 추가…한국은 하나도 없다

•   중앙: 공정거래법 개정안, 삼성 지배구조도 영향권

•   중앙: 파운드리 1위 TSMC, 3분기 역대 최대 14조원 팔아치웠다

•   중앙: 수도권 아파트값 상승률 서울의 15배 “규제 풍선효과”

•   동아(P1): 덩치 키운 신형ICBM 北열병식 준비 포착

•   동아: 美본토 어디든 핵타격… ‘초대형 액체연료 ICBM’ 공개 가능성

•   동아: 中 ‘K배터리 흠집내기’… LG화학 타격 우려

•   동아: 연체율 2%… 상호금융권 대출 부실 ‘빨간불’

•   한국: 엑셀 밟는 ILO 협약 비준... 노동계와 밀착하는 민주당

•   국민(P1): “내가 로봇의 비서라니…” 인간 노동이 일구는 AI [이슈&탐사]

•   국민: [단독] UAE 원전 598명 코로나 양성인데… 정보 공유 않고 ‘쉬쉬’

•   서울: 한국 홀대하던 애플, 사상 첫 ‘아이폰12’ 1차 출시국 포함할 듯

•   세계(P1): 전세대출 폭증세 역대 최대치 근접… 정부 뒤늦게 추가대책 검토

•   한겨레: 한전은 왜 논란 많은 국외 석탄발전 투자를 포기하지 못할까요

•   머니투데이: 소부장 으뜸기업 100개 선정…글로벌 '탑티어'로 키운다

•   머니투데이: 한국 평균임금 'OECD 19위'…"경제성장 대비 소득증가 더뎌"

•   머니투데이: '국산 자동화 로봇' 일하자 업무 10분의 1로

•   머니투데이: 태양광·풍력, 지속가능한 미래 연다

•   파이낸셜뉴스(P1): 분양가 상한제 피해 후분양.. 서울 최악의 공급가뭄 온다

•   파이낸셜뉴스: 삼성, 하반기 사법리스크 ‘긴장’… 경영 차질 우려

•   디지털타임스(P1): 코로나·경영3법 줄위기… 현장 달려간 총수들

•   이데일리(P1): 160조 한국판 뉴딜 제2의 4대강 안되려면…주민상생 모델에 달렸다

•   이데일리: [르포]10년 허송세월 부안 해상풍력…文정부 대화로 주민 마음 돌렸다

•   이데일리: “文 해상풍력, 기후변화 문제 좋은 대안…단기 성과 연연하면 부작용”

•   이데일리: [팩트체크]그린뉴딜 해상풍력으로 年8만개 일자리 가능할까?

•   이데일리: “미·중 갈등 장기화, 국내 기업 수출전략 재정비해야”

•   이데일리: 경기회복 더디지만 자산거품 우려…"여력 있지만 기준금리 내년까진 동결"

•   이데일리: 한전 3분기 2조원대 흑자 나오나…연료비 연동제 도입도 탄력

•   이데일리: [기업3법 논란]與 "경제 투명성 제고"vs 野 "왜 하필 지금"

•   이데일리: [기업3법 논란]상장사도 시민단체도 불만.."의견 수렴 안 돼"

•   이데일리: [기업3법 논란] "근본 해결 아니다" 부작용·졸속대책 우려

•   연합: 국내 원전 '돌연 셧다운' 5년간 13건…올해만 벌써 3번

•   연합: OECD "한국 재생에너지 비중 36개국 중 꼴찌"…전기료 인상 권고

•   뉴시스: 한전, 해상풍력팀 꾸려 '서남해·신안 사업' 준비…"20조 투자 필요"

•   뉴시스: 오늘 '원안위 국감', 태풍에 멈춘 원전 등 안전 문제 '도마'

•   뉴스핌: [새판짜는 두산]② 핵심자산 매각 또 매각…그래도 재계 순위 '선방'

•   뉴스핌: [새판짜는 두산]③ 文대통령의 특급칭찬…두산重 '그린뉴딜 선봉'

•   이투데이: 두산그룹, 인프라코어 매각 후 "뭐 먹고 사나?"

•   이투데이: [탈석탄, 그린스완의 해법] 그린뉴딜 역행하는 국책은행의 석탄발전 투자

•   아주경제: 밥캣 담보 해지에 우발채무까지···두산그룹, 인프라코어 매각 계산서는 '마이너스'?

•   비즈니스포스트: MBK파트너스 올해 인수합병 신중, 두산인프라코어 인수전 완주하나

•   글로벌이코노믹: [글로벌-Biz 24] 美노스 다코타 주 '터줏대감' 두산밥캣, 지역 일자리 책임진다

•   아이뉴스24: [지금은 기후위기] 에너지원 대혼란시대…해법 없고 갈등만

•   에너지경제: 한전, 정부 탈석탄 탈원전 불구 전력 구매 석탄·원전 ↑ LNG ↓

•   에너지경제: 태양광모듈 탄소인증 대·중견기업 일색…中企는 ‘그림의떡’

•   에너지경제: 2022년 고리1호기 해체...국내 관련 기술은 미흡

•   에너지경제: 문재인 정부 탈석탄 속 국산 무연탄 발전 지원금 급증

•   에너지경제: ‘가스터빈산업 경쟁력 강화방안’ 나온다...LNG발전 역할 강화 기대

•   에너지데일리: “발전자회사 배정 신재생 구입 부담액 총 1500억 늘렸다” 사실과 달라

•   이투뉴스: 경직성 전원' 원전·석탄 입지 좁아진다

•   KHL: Kobelco redesigns mini excavator

•   대한경제: 다가오는 체코 원전 입찰…빨라지는 한수원 수주 행보

•   대한경제: [도시정비 3분기 결산] 현대건설 8587억원 수주로 1위 굳히기

•   OilPrice.com: Another Week Of Layoffs And Bankruptcies For Oil

•   OilPrice.com: Will Oil Prices Break Out Of Their Range?

•   OilPrice.com: Geothermal Energy Market Heats Up As Big Oil Moves In

•   OilPrice.com: The Battle Between Renewables And Nuclear Is Heating Up

•   OilPrice.com: Could Big Oil’s Shift To Renewables Be Good For Prices?

•   OilPrice.com: Is It Finally Time To Buy Beaten Down Oil Majors?

•   OilPrice.com: Why Nuclear Fusion Remains Our Best Bet For 100% Clean Energy

•   OilPrice.com: Emerging Economies Are Playing A Pivotal Role In The Energy Transition

•   MINING.com: InoBat unveils world’s first “intelligent” EV battery

•   Verge: Huawei tweets it will debut its Mate 40 devices on October 22nd

•   전자신문: 이재용 삼성전자 부회장, 'EUV 노광기 확보전' 직접 뛴다

•   전자신문: [기획]'LG유플러스 5G 로봇' 다재다능...순찰·물류·방역 '맹활약'

•   전자신문: [기획]LG유플러스-전주시, 자율주행로봇으로 대기오염 잡는다

•   Phone Arena: It's "likely" Huawei will make this major move says highly accurate analyst

•   Phone Arena: TSMC gets license allowing it to ship chips to Huawei; however, there is a major caveat

•   Robotics & Automation News: Kuka launches new SCARA robots

•   Nikkei Asian Review: Japan's cumulative total of coronavirus infections tops 90,000

•   Nikkei Asian Review: Japan smartphone parts makers bet on miniaturization in 5G era

•   Nikkei Asian Review: Japan Inc. caught in dilemma in US decoupling campaign

•   Nikkei Asian Review: Fujifilm and Sumitomo Chemical to make resists for next-gen chips

•   Nikkei Asian Review: BOJ to start trials on digital yen next year as China moves ahead

•   Nikkei Asian Review: US vs. China: 2 leading experts fear conflict awaits

•   Nikkei Asian Review: Nissan bets on EV supremacy for growth, CEO says - Nikkei Asia

•   Japan Times: Japan may need to consider compiling third extra budget, senior LDP lawmaker says

•   Economic Times: Housing sales record uptrend as homebuyers move to encash value

•   Economic Times: View: How jobs were impacted due to lockdown

•   Business Standard: India's coronavirus tally crosses 7 million mark, recoveries over 6 million

•   Hindustan Times: India to be third-largest economy in world by 2050, says study

•   Folha de S.Paulo: Brazil Approaches 150,000 Covid 19 Deaths

•   Folha de S.Paulo: End of Emergency Aid Will Lead 1/3 of Brazilians in Poverty

•   Jakarta Post: AI to bring in $366b to Indonesia’s GDP by 2030

•   Jakarta Post: ‘Prioritized’: Indonesia to establish $5b sovereign wealth fund to support economy

•   Jakarta Post: Ministry prepares regulation on small businesses to implement jobs law

•   Jakarta Post: Problems in jobs law not only about labor sector: What we know so far

•   Jakarta Post: Jokowi dismisses criticism of omnibus jobs law as hoax news

•   Viet Nam News: Housing prices in central provinces cool off

•   Viet Nam News: 72% of EU businesses plan to expand in Việt Nam

[Opinions]

•   Project Syndicate(Ricardo Hausmann): The Coming Equity Shortage

•   Project Syndicate(Bertrand Badré): System-Level Greening

•   Project Syndicate(Leah C. Stokes): It’s the Energy Policies, Stupid

•   Project Syndicate(Mary Fitzgerald, Peter Geoghegan): Little England’s Big COVID Problem

•   Project Syndicate(Alex Hinton): Trump’s Helter Skelter

•   FT(Editorial Board): Restoring trust is key to controlling the virus

•   FT(Editorial Board): Putin contends with a neighbourhood in turmoil

•   FT(Editorial Board): Stopping the descent into a new cold war

•   FT(Rana Foroohar): Strawberries tell the story of an era of disruption

•   FT(Martin Sandbu): Dawn breaks on a new age of economic thinking

•   FT(Michael Mackenzie): Market zeitgeist turns towards cyclical stocks

•   FT(John Dizard): Time for the Federal Reserve to step up

•   FT(Camilla Cavendish): Boris Johnson’s grandiosity is sliding into imprudence

•   FT(Madeleine Albright): Donald Trump must not be how American democracy dies

•   FT(Dieter Helm): Putting wind power into the UK’s sails

•   FT(Mamta Badkar): Investors seek glimmers of turnround in US third-quarter earnings

•   FT(Henry Mance): Boris Johnson’s wind power plans are a lot of hot air

•   FT(Claire Jones): Where is the eurozone’s labour market heading?

•   FT(Robert Armstrong): US election: Don’t just do something, sit there

•   FT(Tim Harford): Lockdown sceptics v zero-Covid: who’s got it right?

•   WSJ(Holman W. Jenkins, Jr.): Why Politicians Despise Us—Continued

•   WSJ(Kimberley A. Strassel): Sanders Haunts Biden-Harris

•   WSJ(Peggy Noonan): Biden, Pence and the Wish for Normalcy

•   WSJ(Joseph C. Sternberg): Jerome Powell’s Big Political Gamble

•   WSJ(Mene Ukueberuwa): Mike Pence and the GOP Mount a Last Stand in Arizona

•   WSJ(David B. Rivkin Jr., Lee A. Casey): The Supreme Court and the Election Returns

•   NYT(Editorial Board): Let’s Make a Deal

•   NYT(Paul Krugman): Trump Is Killing the Economy Out of Spite

•   NYT(Cristian Farias): Kamala Harris Should Grill Amy Coney Barrett

•   WP(Editorial Board): Texas Republicans’ successful campaign to make voting more difficult

•   WP(Gretchen Whitmer): I will hold the president accountable for endangering and dividing America

•   WP(David Ignatius): There’s no question we’ll be living in a different world post-pandemic

•   WP(Jennifer Rubin): Republicans, it’s a little late to start distancing

•   WP(Jason Rezaian): Without the U.S., there will be no peace between Armenia and Azerbaijan

•   Bloomberg(Mohamed A. El-Erian): Argentina and Ecuador Diverge After Bond Restructurings

•   Bloomberg(Conor Sen): No Stimulus Means Economy's Fate Hangs on Next Few Months

•   Bloomberg(John Authers): China Dodging Minsky Moment Is a Signal to Trust

•   Bloomberg(Julian Lee): Covid-19 Is Big Oil’s Asteroid Strike

•   Bloomberg(Clara Ferreira Marques): Russia’s Post-Soviet Hegemony Is Fading

•   Bloomberg(Therese Raphael): Boris Johnson Confronts a Swedish Obsession

•   Bloomberg(Andreas Kluth): “Long Covid” Makes the Pandemic Even Scarier

•   Bloomberg(Francis Wilkinson): Trump’s Focus on the Past Leaves Republicans Without a Future

•   Bloomberg(Peter R. Orszag): Maybe Low Interest Rates Won’t Last Forever

•   CNBC(Kevin McCarthy, Kevin Brady): These targeted tax credits would help fuel growth

•   CNN(John Avlon): Opinion: Trump's train is running off the tracks

•   CNN(Michael Linden): Opinion: Stimulus package should include these 3 things

•   CNN(Arick Wierson, Bradley Honan): The Republican who could help defeat Trump

•   CNN(Fatih Birol, Rafael Mariano Grossi): Without nuclear power, the world's climate challenge will get a whole lot harder

•   CNN(Dean Obeidallah): Opinion: What Trump really wants from his risky rallies

•   MarketWatch(Rex Nutting): By saying no to more stimulus, Mitch McConnell is already trying to make Joe Biden's life miserable

•   MarketWatch(Pierre Briançon): As number of COVID infections keeps rising, here's what governments have to do this winter

•   Fox News(Mark Smith): Trump is right, the Supreme Court needs 9 justices

•   Fox News(Larry Elder): Attacks on Trump’s COVID-19 response persist — what about errors by Biden and Fauci?

•   Fox News(Arnon Mishkin): Trump reelection in trouble, polling indicates — race is referendum on him

•   한경(사설): 탈원전 의결' 불발…감사원까지 외압에 흔들려선 안 된다

•   서경(사설): 감사원 탈원전 보고서 의결 막으면 직권남용이다

•   서경(양준모): 기후악당

•   한겨레(김산하): 숲을 헐어 늘린다는 태양광발전