Business Intelligence Monitor 201027

(Introduction)

[Markets]

•   Global: Stocks slide on surging COVID-19 cases, stimulus doubts; dollar rises

•   한국: 세계 코로나19 재확산 속 코스피 소폭 하락…2,340대

•   한국: "상속세 마련" 삼성 오너가 보유株 강세

•   한국: 양도세 폭탄' 공포?…코스닥 800 붕괴

•   한국: 두산그룹주 모두 떨어져, 두산퓨얼셀 7%대 두산솔루스 6%대 밀려

•   한국: 브레이크 고장난 원·달러 환율…"블루웨이브땐 연내 1110원도"

•   Turkey: Turkey’s lira sinks to 8 against US dollar for first time

•   Metals: Copper falls for third session on profit taking, COVID worries

•   Grains: Soybean futures hit four-year peak on Chinese demand

[Indicators]

•   US Sep. New home sales: U.S. New-Home Sales Fell Slightly in September, Remain Elevated

•   Germany Oct. Ifo business climate: German Businesses Lose Faith in Recovery as Virus Spreads

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: China to Sanction U.S. Weapons Makers Over Taiwan Sales

•   WSJ: Auto Makers Shift Their Hydrogen Focus to Big Rigs

•   NYT: With Weakness Among Hispanic Voters, Biden Trails in Texas

•   NYT: Trump’s Manufacturing Promises Disappoint as Economy Sours

•   NYT: How the Virus Slowed the Booming Wind Energy Business

•   NYT: Ant Group Set to Raise $34 Billion in World’s Biggest I.P.O.

•   NYT: All About Ant Group, the Next Big Tech I.P.O.

•   NYT: China Aims to End Extreme Poverty, but Covid-19 Exposes Gaps

•   NYT: Why N.Y.C.’s Economic Recovery May Lag the Rest of the Country’s

•   WP: Senate poised to confirm Barrett to Supreme Court, cementing its conservative majority

•   WP: Biden’s debate-night comment on oil highlights the delicate tightrope he must walk on climate change

•   WP: Meadows under fire as Trump chief of staff amid of pandemic and other crises

•   FT: The Florida county that could decide the US election

•   FT: Oxford Covid vaccine trials offer hope for elderly

•   FT: Russia makes missile offer in effort to restart talks on arms control

•   FT: China battles new Covid-19 cluster in Xinjiang

•   FT: Thai protesters march on German embassy to press for action over king

•   FT: Germany’s CDU postpones party conference to select next leader

•   FT: Poland’s abortion protests bring city streets to a standstill

•   FT: EU backs Nigeria’s Okonjo-Iweala to lead the WTO

•   FT: UK government warns restaurants against exploiting Covid-19 loophole

•   FT: EU prioritises settlement talks in Airbus-Boeing dispute

•   FT: EU takes step to ease jitters over dual listings after Brexit

•   FT: UK must move fast for US deal 

•   FT: US-brokered ceasefire unravels as fighting flares in Nagorno-Karabakh

•   FT: EU capitals hesitate over recovery fund loans

•   FT: Chile votes to create a new constitution

•   FT: Ignacio Galán, the engineer who made Iberdrola a ‘new energy major’

•   FT: Xi pledge sparks rally in ‘clean energy’ shares

•   FT: It is premature for Latin America’s left to celebrate a new ‘Pink Tide’

•   FT: Italy’s statist instincts resurface under the cover of Covid

•   FT: African debt to China: ‘A major drain on the poorest countries’

•   FT: All the president’s debts: who Trump owes money to

•   FT: UAE vs Turkey: the regional rivalries pitting MBZ against Erdogan

•   Bloomberg: Pelosi, Mnuchin Fail to Reach Deal on Stimulus in Monday Call

•   Bloomberg: How Top Money Managers Are Trading the U.S.-China Superpower Clash

•   Bloomberg: U.S. Mounts Testing ‘Surge,’ Asymptomatic Screens as Cases Rise

•   Bloomberg: U.S. Recovery’s Surprise Strength Linked to Aid, Quick Reopening

•   Bloomberg: ‘Impossible Trinity’ Pushing India’s RBI Toward Stronger Rupee

•   Bloomberg: U.S. Sanctions Iran Oil Minister as Trump Ramps Up Pressure

•   Bloomberg: Rural Vietnam Booms With Jobs From Apple-Led Move in Supply Chains

•   Bloomberg: AIIB President Jin Says Pandemic Impacts Bank’s Lending

•   Bloomberg: A $50 Billion Housing Bond Market Is Stuck in Regulatory Limbo

•   Bloomberg: Coronavirus in Canada: Economic Gloom Deepens With Covid-19 Cases Still Rising

•   Bloomberg: Mexico’s 193,000 Excess Deaths Suggest Undercount of Covid Toll

•   Bloomberg: Joe Biden Dismisses Hunter Biden Attacks as ‘Smear Campaign’

•   Bloomberg: U.S. Backs Taiwan Missile Sale With China Tensions Soaring

•   Bloomberg: Covid Cases Surge, ECB Asset Purchases Will Follow: Chart

•   Bloomberg: Myanmar Extends Ban on Foreign Visitors Before General Election

•   Bloomberg: Central Bank Emboldens Funds to Venture Into India’s Long Bonds

•   Reuters: Weekly U.S. COVID-19 deaths up 15%, new cases rise 24%

•   Reuters: U.S. early voting tops 60 million as historic pace continues

•   Reuters: German government raises 2020 GDP forecast to -5.5%, source says

•   Reuters: OPEC chief says rising infections may delay oil recovery

•   Reuters: Saudi energy minister says the worst is over for oil market

•   Reuters: Analysis: Tax hikes may help Russian oil majors stomach OPEC output curbs

•   Reuters: Factbox: ECB President Lagarde's interpretation of the bank's mandate

•   Reuters: Factbox: A look at the 44 competitive races in the U.S. House of Representatives

•   Reuters: Factbox: Fiat Chrysler, Peugeot merger - how it would work

•   CNN: Election night results might look different this year

•   CNN: The iPhone 12's ceramic shield screen is tough — but you can still break it

•   CNN: Analysis: The year 2020 is defined by lines

•   CNBC: WHO says getting the worsening Covid outbreak under control may require ‘sacrifice for many, many people’

•   CNBC: Stock market turbulence could last until the election, followed by a relief rally, strategists say

•   CNBC: Morgan Stanley says it's time to go 'all-in' on emerging market currencies

•   CNBC: Hopes are rising for a potential Covid vaccine — and Fauci says findings will be known by early December

•   CNBC: TikTok parent ByteDance in IPO talks to list Douyin and other businesses

•   CNBC: Coronavirus: The U.S. is about to enter its 'most dangerous time'

•   CNBC: Tesla is reportedly shipping 7,000 made-in-China cars to Europe

•   CNBC: Libya’s ramped-up oil output throws another wrench at prices and OPEC’s plans

•   CNBC: Banks may have to brace for heavy losses as commercial property prices plunge

•   CNBC: SAP just saw $35 billion wiped off its market cap and it’s on track for its worst trading day in 12 years

•   MarketWatch: How Biden and Trump differ on housing-finance reform

•   Fox News: Biden takes rare questions from reporters at campaign stop

•   Fox Business: Trump election win is best case for stocks: JPMorgan

•   Fox Business: Biden's federal fracking ban prompts warnings from big energy

•   Fox Business: US economic recovery could stall out if Congress doesn't pass more coronavirus aid, experts warn

•   SCMP: China charm offensive wooing investors in Shanghai, with HSBC, Goldman answering

•   SCMP: China moves to legalise digital yuan and ban competitors with new draft law

•   SCMP: China’s leaders start charting course for next five years in their major policy meeting, the Fifth Plenum, with economy and US friction in spotlight

•   SCMP: US lodges appeal against WTO ruling in China’s favour over trade war tariffs

•   Global Times: Minor resurgence of virus won’t affect nation’s recovery

•   매경(P1): 배당 기대에 주가 올랐지만…삼성 경영권 위협 노출

•   매경: 3%룰·보험업법 변수…"투기자본이 생명 지배구조 흔들수도"

•   매경: 국정농단·경영권승계 재판도 또 하나의 변수

•   매경: 상속세 분납땐 6년간 年1.8조…삼성 계열사 배당 늘려 확보할듯

•   매경: 삼성 선제투자 DNA…이건희, 20년전 배터리·車전장 미래 예견

•   매경(P1): 현대車 3분기 3138억 손실…`품질 충당금` 빼면 1.8조 흑자

•   매경: 현대차, 충당금에 가려진 깜짝실적…"4분기엔 1.4조 흑자 전망"

•   매경: 지난 대선땐 막판 요동…올 대선은 우하향 안정

•   매경: 법인세 절벽…올 2.5조 더 줄어든다

•   매경: 동학개미 거래세 9조 내지만…재정적자 메우기엔 `역부족`

•   매경: 정부 또 대출규제?…은행창구 벌써 혼란

•   매경: 한국, 글로벌 4위 자동차 생산국 됐다

•   매경: `ESG 성과 측정` 글로벌기업 머리 맞댄다

•   매경: 삼성전기 영업이익 60% 급증…고부가 제품 판매 `눈에 띄네`

•   매경: 정부 눈치봤나…KB, 전세지수 없앴다 되살려

•   한경(P1): 이건희 상속세 11조…호주·캐나다였으면 한 푼도 안냈다

•   한경: 이건희 주식 18조…상속세액은

•   한경: 세계서 가장 가혹한 한국 상속세…"어떻게 한방에 60% 떼가나"

•   한경: 구광모·신동빈 등 수천억 '稅폭탄'…한번에 못내 간신히 분납

•   한경: 삼성 상속세 11조…한해 상속세보다 3배 많아

•   한경: 일진머티리얼즈·SKC '동박 혈투'

•   한경: 155→77→61→119명, 널뛰는 코로나 환자 수

•   서경(P1): 탄력근로' 없이...'주52시간 계도' 끝낸다

•   서경: 땜질 1년' 이대로 끝나면 경제회복 발목..."한시적 효력 정지 필요"

•   서경(P1): 공시가, 시세 90%까지 치솟나

•   서경: 30억 아파트 보유세 40%↑...단독도 대폭 오를듯[공시가 로드맵 27일 발표]

•   서경: 과속 에너지정책에 연이은 경고음...“탈탄소 전력망 구축에만 326조 소요”

•   서경: [르포] 배터리 핵심 소재 동박···머리카락 30분의 1 두께가 바꾼 미래

•   서경: [단독] 수요>공급 '최악'···전세가 상승률은 그대로 '이상한 통계"

•   조선(P1): 야당땐 4대강 감사내용 공개하더니… 월성 원전 감사회의록은 공개 막아

•   조선: “집값 실거래價 통계 강화해야”

•   조선: 코로나가 살린 LCD… 연내 사업 접으려던 삼성·LG “조금만 더”

•   조선비즈: [단독] 삼성디스플레이, 中 화웨이에 패널 수출 美 허가 받았다

•   조선비즈: LG화학·SK이노 배터리 분쟁에 곤란한 美…대선 이후로 최종판결 연기

•   중앙(P1): 최재형 감사원장 "월성폐쇄 지시 靑비서관 고발하려 했다"

•   중앙: 독감백신 사망 59명…“부검 끝난 46명 인과성 낮다”

•   중앙: 11월 서울 아파트 입주물량 296가구, 2년7개월만에 최소

•   동아(P1): 시진핑 반박한 美 ‘6·25 프레임 전쟁’

•   동아(P1): “주한미군 유지조항 빠진건 美 ‘유연화’ 지침 때문”

•   동아: “혁신-기존기업 경쟁때 정부가 ‘기업 보호’ 개입하면 결국 실패”

•   동아: 에너지硏 연료전지연구실 ‘국가연구실’ 지정

•   동아: 조선업계, 해상 부유식 발전설비 속속 진출

•   문화: 국내 유일 원자력高 신입생 사상 첫 미달

•   문화: 정부 목표치 너무 높아… 63% “온실가스 감축계획 못세워”

•   문화: 탈원전 밀어붙이면서… 성윤모, 英장관 만나 “신규원전 건설에 관심”

•   한국(P1): 코로나로 내쫓긴 실직자 138만명… '비자발 퇴직' 작년보다 50% 급증

•   국민(P1): 美 전문가들 “트럼프-바이든, 누가 이기든 한국엔 50대 50”

•   쿠키뉴스: 돈 되는 ‘착한 에너지’…태양광 뛰어든 중후장대 기업

•   경향: 3시간 거리 한라산, 15분 만에 응급품 전달…제주 ‘수소드론’ 맹활약

•   머니투데이: 유명희, 韓 첫 WTO 사무총장되려면…"EU 잡고 日넘어야"

•   머니투데이: "정지택 KBO 총재 추대,두산베어스 매각 탈출용"

•   헤럴드경제(P1): 전셋값 뛰니 집값도…얽히고설킨 ‘규제의 역설’

•   헤럴드경제: 변동 많은 MSCI 반기 변경…편입 예상 종목은?

•   이데일리(P1): 동학개미 반발에 놀란 與 "대주주 요건 상향 정부와 논의 중"

•   이데일리: [미래기술25]①"수소차·수소트럭·수소선박…"..청정 에너지 '수소' 시대 성큼

•   이데일리: [미래기술25]③"10년후 수소 에너지 르네상스 활짝..한국판 뉴딜 촉매제 역할"

•   이데일리: [미래기술25]②한국판 뉴딜 올라탄 수소연료전지..기업들 시장쟁탈 사활

•   이데일리: 공공재건축 '당근책' 나온다…조합은 “메리트 없어”

•   연합: 이재명 "탈원전은 가야할 길…경제논리로 따져선 안 돼"

•   연합: 점검 마치고 가동 준비 중 갑자기 멈추기 반복…한빛원전 '불안'

•   연합: REC 가격 3분의 1토막…"재생에너지 공급의무화제도 재점검해야"

•   연합: 한국 경제, 역성장 끊고 반등할까…오늘 3분기 GDP 발표

•   뉴스핌: 환경단체 "삼척석탄화력발전소 건설공사 완전 중단하라"

•   뉴스1: 유니버설로봇, LG전자와 협동로봇 파트너십 체결

•   에너지경제: 국내외 풍력업계 총집합…‘부유식 해상풍력 국제포럼 2020’ 개막

•   에너지경제: [이슈분석] 억대 연봉 ‘신의직장’ 발전공기업 구조조정 뇌관 터지나?

•   KHL: US economy recovering from ‘sharpest recession in history’

•   KHL: Caterpillar plants a tree for every machine

•   OilPrice.com: Big Profits Are No Longer The Top Priority For Oil Investors

•   OilPrice.com: Brazil Becomes One Of China’s Top Oil Suppliers

•   MINING.com: China’s new infrastructure plan to boost metal demand – report

•   CNET: 5G is here. Now what?

•   MIT News: Autonomous boats could be your next ride

•   전자신문: CES 2021 '5G-미래차-차세대 반도체' 주목…기조연설 주제로

•   Phone Arena: Huawei's breakthrough Petal Search app helps users install content banned by the U.S.

•   Phone Arena: The iPhone SE and iPhone 11 accounted for over half of US iPhone sales in Q3

•   Phone Arena: Huawei may have a Galaxy Z Flip-like clamshell foldable in the works

•   Robotics & Automation News: Volkswagen orders staggering 800 ABB robots to build its new electric vehicles

•   로봇신문: 중국, 올해 신설 로봇 기업수 5만개로 지난해보다 많아

•   Nikkei Asian Review: NEC to support 5G networks in UK as alternative to Huawei

•   Nikkei Asian Review: Suga vows to meet Japan's zero-emissions goal by 2050

•   Nikkei Asian Review: Suga's 2050 zero-carbon goal thrusts Japan into green tech race

•   Folha de S.Paulo: Country Exceeds Covid-19 157,000 Deaths

•   Moscow Times: Is Russia’s Housing Market Facing a Coronavirus Bubble?

•   Jakarta Post: Govt to issue green energy regulation this year as goals remain elusive

•   Jakarta Post: Exclusive: IMF talks about future of Indonesian economy, regulatory reform

•   Myanmar Times: Suu Kyi’s govt sets sights on reform for COVID-19 bounce

[Opinions]

•   Project Syndicate(Chris Patten): America’s Tarnished Supreme Court

•   Project Syndicate(Econ Films): Can COVID Reduce Global Inequality?

•   Project Syndicate(Joschka Fischer): Last Call for Transatlanticism

•   Project Syndicate(Jeffrey D. Sachs): Trump’s Last Stand for Apartheid America

•   Project Syndicate(Jeffrey Frankel): Biden’s Economic Edge

•   Project Syndicate(Stephen S. Roach): China Leads Again

•   FT(Editorial Board): The character of US democracy is on the ballot

•   FT(Gideon Rachman): China’s Covid triumphalism could be premature

•   FT(Robert Shrimsley): A Biden win would save Britain’s Tories from themselves

•   FT(Mohamed El-Erian): What the shift on austerity means for markets

•   FT(Alexander Landia): Big Oil well placed to accelerate transition to electric vehicles

•   FT(Andrea Enria): ECB: the EU needs a regional ‘bad bank’

•   FT(Jens van ‘t Klooster): The ECB needs to do more to “green” its monetary policy

•   WSJ(Andrew A. Michta): The American Experiment Is on Life Support

•   NYT(Gail Collins, Bret Stephens): Is It Safe to Ask Whether Trump’s Days Are Numbered?

•   NYT(Ellora Derenoncourt, Claire Montialoux): To Reduce Racial Inequality, Raise the Minimum Wage

•   NYT(Kara Swisher): Hillary Clinton Says It’s Different This Time

•   WP(Catherine Rampell): Even Trump can’t save fossil fuels. Renewables are winning.

•   WP(Eugene Robinson): The Trump administration’s covid-19 message: You’re on your own. Try not to die.

•   WP(George T. Conway III): George Conway: I believe in President Trump, now more than ever

•   WP(James Downie): If elected, Biden must go big

•   WP(Howard Fineman): Can Biden close the deal this time? We’ll know soon enough.

•   WP(Leana S. Wen): Meadows says Trump won’t control covid-19. But surrender is not a plan.

•   WP(Jonathan Daniel Wells): Biden, not Trump, is right about the stock market

•   WP(Ben Sheehan): The Constitution won’t guarantee that your vote will count

•   Bloomberg(Conor Sen): The Shine Is Coming Off the Boom Stocks of 2020

•   Bloomberg(John Authers): Markets' Blue Wave Reflation Trade Has One Big Ask: The Fed

•   Bloomberg(Lionel Laurent): Curb the Brexit Enthusiasm. The Hurdles in the U.K. and EU Are Still High

•   Bloomberg(Jonathan Bernstein): Five Ballot Measures to Watch on Election Day

•   Bloomberg(Ramesh Ponnuru): Why the Democrats’ Campaign Against Barrett Fell Flat

•   Bloomberg(Francis Wilkinson): Trump and Republican Senate Care Only About Maintaining Power

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Time’s Up: Stop Playing Games With Covid Relief

•   Bloomberg(Tim Culpan): Samsung's Lee Built a Global Name, Not a Global Company

•   Bloomberg(Zev Chafets): Israel-Sudan Deal Seals Trump's Mideast Legacy

•   CNN(Jeffrey Sachs): Trump team just announced its surrender to the Covid-19 pandemic

•   CNN(Chris Murphy): The American people need to know the facts about Russia's interference in US election

•   CNN(Sylvia Mathews Burwell, Frances Fragos Townsend): Opinion: Whoever wins in November is going to have to solve the Covid-19 crisis

•   CNN(Chris King): Opinion: Trump's big problem in Florida

•   MarketWatch(Pierre Briançon): Neither Trump nor Biden have good plans to reset U.S. trade policy with China

•   Fox News(Liz Peek): Biden's very bad week shakes up race against Trump

•   Reuters(Clyde Russell): China's new international copper contract comes at the right time

•   문화(정용훈): 태양광 경제성에 대한 새빨간 거짓말