Business Intelligence Monitor 201028

(Introduction)

[Markets]

•   Global: Stocks stumble, dollar dips on COVID-19, U.S. election anxiety

•   US: Dow futures fall 150 points as Wall Street grapples with rising Covid-19 cases, earnings

•   한국: 코스피, 기관 순매도에 이틀 연속 하락…2,330선

•   한국: 두산그룹주 혼조, 두산밥캣 5%대 급락 두산중공업 두산솔루스 상승

•   Metals: Copper ticks higher on bargain hunting, but more losses expected

•   Grains: Corn futures set 14-month high on strong export demand

[Indicators]

•   Global H1 FDI: Global foreign direct investment halved in first six months of 2020: U.N.

※   UNCTAD: Global foreign direct investment falls 49%, outlook remains negative

•   US Aug. Case–Shiller home price: U.S. Home-Price Growth Accelerated in August

•   US Sep. Durable goods orders: U.S. Durable-Goods Orders Rose for Fifth Consecutive Month in September

•   US Oct. Consumer confidence: U.S. Consumer Confidence Eased in October as Economy Views Dim

•   UK Sep. Retail sales: U.K. Recovery Shows Signs of Waning as Retail Sales Decline

•   China Sep. Industrial profits: China's industrial profit growth slows as factory-gate deflation weighs

•   한국 3분기 GDP: 3분기 GDP 성장률 1.9%…상반기 역성장 딛고 반등

※   한국은행: 2020년 3/4분기 실질 국내총생산(속보)

•   한국 9월 기업 직접금융 조달 실적: 9월 주식·회사채 발행 14% 증가…카겜 등 IPO 실적 호조

•   한국 10월 소비자동향: '거리 좁혔더니' 소비심리 반등…11년여만에 최대폭 상승

•   한국 주간 KB 주택시장 동향: 전셋집 구하기…지금 가장 어렵다

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump Mostly Plays Defense as Biden Looks to Expand Electoral Map

•   WSJ: Struggling Rental Market Could Usher in Next American Housing Crisis

•   WSJ: France Emerges as Covid-19 Epicenter as Cases Surge Across Europe

•   WSJ: Countries Try Shorter Covid-19 Quarantines in Bid to Boost Compliance

•   WSJ: AMD Agrees to Buy Rival Chip Maker Xilinx for $35 Billion

•   WSJ: Microsoft’s Earnings Continue to Ride Pandemic-Fueled Demand for Cloud, Videogaming

•   WSJ: WTO Is Poised to Pick Its First Female Leader

•   NYT: Amy Coney Barrett is Confirmed by Senate, Reshaping the Supreme Court

•   NYT: U.S. Sets Coronavirus Case Record Amid New Surge

•   NYT: Pfizer C.E.O. All but Rules Out Vaccine Before Election Day

•   NYT: As Election Nears, Trump Makes a Final Push Against Climate Science

•   NYT: How Battleground States Early Voting Is Passing 2016 Numbers

•   NYT: Obama’s New Gig: Gleefully Needling Trump

•   NYT: Trump Wants to Pick Off Nevada. But Biden Is Holding a Lead, Our Poll Shows.

•   NYT: How Trump and Bolsonaro Broke Latin America’s Covid-19 Defenses

•   NYT: Some Covid Survivors Have Antibodies That Attack the Body, not Virus

•   NYT: Recession’s Silver Lining: American Households Are Doing Better Than Expected

•   NYT: Why the Best G.D.P. Report Ever Won’t Mean the Economy Has Healed

•   WP: Hospitals in nearly every region report a flood of covid-19 patients

•   WP: Trump predicts massive stimulus deal after election, but negotiations have mostly ended

•   WP: Coronavirus Argentina: Despite lockdown, infections pass 1 million

•   FT: US business groups call for patience over election result

•   FT: Biden seeks to expand Democratic electoral map with Georgia visit

•   FT: Covid-19 herd immunity theory dealt blow by UK research

•   FT: Italy’s Conte begins to lose his lustre in wake of new Covid outbreak

•   FT: Spain’s coalition unveils ambitious tax and spend plans

•   FT: China: the trade shows must go on 

•   FT: Spain and Gibraltar seek last-minute Brexit deal

•   FT: US and India sign defence agreement to counter China

•   FT: Eurozone banks rein in lending due to pandemic worries

•   FT: Campaigns line up their lawyers for a contested US election result

•   FT: England planning shake-up fuels fears of stalled housebuilding

•   FT: Oil traders braced for balancing act in wake of US election

•   FT: Trump’s path to victory runs through Pennsylvania

•   FT: Beijing and Wall Street deepen ties despite geopolitical rivalry

•   FT: Why Macron’s attempt to reset French ties to Africa has hit trouble

•   Bloomberg: Bremmer Warns of ‘Enormous’ U.S.-China Confrontations After Vote

•   Bloomberg: Focused on Thai King, Protesters Vow to Persist Even If PM Quits

•   Bloomberg: Yuan’s Rally Under Test After Banks Tweak Daily Reference Rate

•   Bloomberg: Trump Campaign Shifts Florida Ad Spend Burden to RNC

•   Bloomberg: ECB Stimulus Signal Sought as Euro Economy Sinks Into Gloom

•   Bloomberg: Amazon, FedEx Help Boost U.S. Warehouse Jobs Amid Online Boom

•   Bloomberg: U.S. Holiday Sales Forecasts Vary on Savings, Stimulus Effects

•   Bloomberg: Argentina Mulls Incentives for Job Growth, Labor Minister Says

•   Bloomberg: Global Shippers Surf Demand Wave Bound for Covid Economy Fog

•   Bloomberg: Agriculture Giants Are Finally Making Money From Trading Again

•   Bloomberg: Russia Begins Making Second Covid-19 Vaccine as Cases Spike

•   Bloomberg: Turkish Central Bank to Reckon With Inflation as Lira Casts Pall

•   Bloomberg: Thai Economic Recovery Shaken as Protests Pose New Risks

•   Bloomberg: Saudi Arabia Plans to End ‘Kafala’ Labor System, Report Says

•   Bloomberg: Italy Approves New Virus Relief Amid Growing Protests

•   Bloomberg: Brazil’s Coronavirus Splurge Is Sparking a Rebellion in Markets

•   Bloomberg: Philippines Keeps Loose Covid Curbs in Capital Next Month

•   Bloomberg: Astra-Oxford Vaccine Stays Near Front of Line Despite U.S. Delay

•   Bloomberg: India Trade Deal With U.S., EU Stymied by Dairy Farmers

•   Bloomberg: Arms Sales Show German Risks From the EU’s Worsening Turkey Ties

•   Bloomberg: Trump Arms Sales to Taiwan Boost Anti-China ‘Hedgehog’ Strategy

•   Bloomberg: Indian Economy Accelerates in September as Animal Spirits Soar

•   Bloomberg: Tesla’s Chinese Battery Supplier Boosts Profit as Pandemic Eases

•   Bloomberg: Jaguar Expects Border Chaos With or Without a Brexit Trade Deal

•   Bloomberg: China Seeks Big Money’s Help Reaching Its Carbon-Neutral Goal

•   Bloomberg: South Africa Needs $11 Billion To Help Transition From Coal, Study Says

•   Bloomberg: Australians Favor Clean Energy to Boost Economy Over Gas Plan

•   Bloomberg: Critical Copper Negotiations Point to a Tight Market

•   Reuters: EU warns not enough COVID vaccines for all in Europe until 2022

•   Reuters: Novavax delays U.S. trial of COVID-19 vaccine to November

•   Reuters: Fact check: The flu vaccine is not being used for depopulation

•   Reuters: China's NEV sales to account for 20% of new car sales by 2025, 50% by 2035

•   Reuters: Explainer: What to watch at the fifth plenum of China's Communist Party

•   Reuters: Factbox: Court battles shape presidential election, as Republicans score Wisconsin victory at U.S. Supreme Court

•   Reuters: Factbox: These states could decide the U.S. presidential election

•   Reuters: Factbox: How a Biden presidency would transform the U.S. energy landscape

•   Reuters: Factbox: China's 14th five-year plan - Key commodities and energy themes to watch

•   CNN: How Washington's stimulus gamble could backfire

•   CNBC: Caterpillar reports a 54% drop in earnings in the third quarter amid lower equipment demand

•   CNBC: Pfizer’s late-stage coronavirus vaccine trial is near complete enrollment with 42,000 volunteers

•   CNBC: Chinese companies are leading the global IPO rush amid a 'flight from uncertainty'

•   CNBC: Biden holds a big lead over Trump, but race could tighten, according to CNBC All America Survey

•   CNBC: China is a competitor to the U.S. — not an adversary, professor says

•   MarketWatch: An 'enormous' stock-market bubble has already popped, says David Einhorn

•   Fox News: Progressives push for Warren, Sanders in potential Biden cabinet

•   Fox Business: Biden tax hike plans only a 'minor speedbump' for US stocks: Goldman Sachs

•   Fox Business: Bloomberg makes multimillion-dollar, last-minute push for Biden in Texas, Ohio

•   SCMP: Four Hong Kong activists seeking asylum in US consulate ‘turned away’ just hours after national security police arrest three others

•   SCMP: China-Australia relations: what has happened over the last six months? (updated October 2020)

•   매경(P1): 반포 30억 아파트 보유세 5년후 3배로

•   매경: "사실상 증세"…잠실5단지 올 보유세 837만원, 5년후 2123만원

•   매경: 아파트 시세 4배차일때…보유세는 30배차이 나기도

•   매경(P1): 삼성, 탈석탄 결단

•   매경: ESG 강화한 삼성…글로벌 투자자에 사회적 책임경영 메시지

•   매경(P1): 국민연금, LG화학 배터리분할 반대…"기존 주주가치 훼손 우려"

•   매경(P1): [단독] 유보소득세 대상서 벤처기업은 빠진다

•   매경: 배당 안해도 기업에 과세?…한번도 경험못한 `유보금 과세`

•   매경: "설비투자 자금에 稅폭탄 때리나"…중견·중소기업 `생존위기` 성토

•   매경: 獨BMW, 지분관리회사로 안정적 승계…한국은 최대주주 상속세 할증 `역주행`

•   매경: 文, 28일 국회서 시정연설…한국판 뉴딜 입법 요청할듯

•   매경: 회사채 양극화에…메자닌 올5.6兆 발행

•   매경: 월세 지원대책은 `전세 안정`아닌 `전세 안녕`

•   매경: [단독] 9억원 이하 1주택 재산세 최대 절반 인하

•   매경: 로봇 바리스타가 뭐든 척척…24시간 `스마트 카페` 떴다

•   매경: [Business Inside] 달아오르는 두산인프라코어 인수전, ‘산은’이 변수?

•   매경: [단독] 정약용 유배지에서 나라 앞날 걱정한 김동연

•   한경(P1): "징벌적 상속세 고쳐라" 청와대 청원까지 등장

•   한경: 수천억 배당받아도 매년 2兆 내기 어려워…결국 지분 매각해야

•   한경: "세금 두 번이나 떼다니…삼성 무너지면 큰 타격" 징벌적 상속세에 분노

•   한경: 분배 중시' 스웨덴도 없앤 상속세…"한국 기업들만 죽을 맛"

•   한경(P1): 대체투자 늘리는 기관들…해외비중 60% 돌파

•   한경: 은성수 "DSR 30%로 하향 검토"…빚내 집사기 더 어려워진다

•   한경: "코로나 확진자 '제로'는 불가능…인명피해 최소화로 목표 바꿔야"

•   한경: 한화에너지, 美 하와이 태양광·ESS 사업 따냈다

•   한경: 코로나 충격 끝?…3분기 상장사 영업이익 늘었다

•   한경: 9월 아파트 평균 월세 '역대 최고'…전국 71.2만원, 서울은 111.9만원

•   서경: "동박 숙련공 뺏길라"...일진머티리얼즈 '속앓이'

•   서경: 기업들 '회사 쪼개기' 붐...올해 46곳 작년보다 21% 급증

•   서경: 지자체, 해상풍력으로 '그린뉴딜' 앞장

•   서경: 수소차 연료전지는 美, 경제성 큰 '액화기술'선 日이 우위[성큼 다가온 수소시대]

•   서경: 촘촘한 글로벌 네트워크 구축...국제표준 선도·M&A 모색해야[성큼 다가온 수소시대]

•   서경: 정부의 R&D 로드맵 "20년내 반값 수소 공급"

•   조선(P1): 이낙연 “공수처·경제3법 처리가 첫째 과제”

•   조선: [단독] 야당 “내년 재정 중독, 부실 일자리 예산 최소 15조원 삭감”

•   조선: 日외무성 국장 오늘 방한… 징용 배상 해법 등 논의

•   조선: 최저임금 질문 빼고 소상공인 실태 조사

•   조선: ‘홍남기 해임해달라’ 국민청원 20만 넘어

•   조선: 자동차 강국 독일도 제칠 기회인데… 노조가 파업 몽니

•   조선비즈: 인텔 그래픽칩 수장, 삼성과 인연 부각… TSMC 대신 삼성에 생산 맡길까

•   IT조선: 차세대 GPU 대전, 엔비디아 vs AMD

•   중앙: ‘기업 지배구조’ 결국 관치로 가나

•   중앙: 총들고 다니는 ‘프라우드 트럼프’···이번엔 ‘샤이 바이든’ 많다

•   동아(P1): 한국 ‘중진국 트랩’ 걸릴까 걱정했던 이건희

•   동아: 홍남기, 위로금 주고 세입자 내보낸다

•   문화(P1): 재계 ‘3·4세 경영’ 시대로… “글로벌 기업가정신으로 무장하라”

•   문화: “기업들 ‘제2도약’ 위해 규제 혁신 등 경영 환경개선 시급”

•   한겨레(P1): 이낙연 대표 “종부세 손대는 일은 없을 것”

•   경향: 제주도, 쓰고 남은 풍력 전기로 ‘그린 수소’ 생산…자동차·드론 연료전지로 활용한다

•   머니투데이: 유럽 전기차 올라탄 삼성SDI…'조용한 호실적'

•   머니투데이: 2020 그린뉴딜 엑스포 개막…사흘간 '미래 에너지' 전시·콘퍼런스

•   더벨: 빅딜 또 뛰어든 GS그룹, 시장선 인수의지 의구심

•   파이낸셜뉴스(P1): "왜 큰 평수로 옮겨요? 거래허가 못내줍니다"

•   파이낸셜뉴스: 국회 예산처 "재정건전성 안심할 수준 아니다"

•   파이낸셜뉴스: 시작부터 빨간불 켜진 재정준칙… 손쉬운 '건보료 인상'부터 만지작

•   아시아경제: 증권가가 보는 삼성그룹 지배구조 시나리오는

•   이데일리(P1): 코로나가 할퀸 일자리…직장인 사상 첫 감소·비정규직 임금격차 사상최대

•   이데일리: 이달 1조 내다판 개인…올해 주식농사 끝냈나

•   이데일리: 전세→매매 갈아타려면 5억 필요하다…“내집 마련 어려워”

•   이데일리: "금융소득 과세 무산될라”…홍남기 '대주주 3억' 버티는 이유

•   이데일리: 글로벌 수요 회복 본격화…모처럼 활기 도는 철강업계

•   연합: 대기업 계열사 간 빚보증 864억원…1년 새 20% 줄어

•   뉴스1: [단독] 유니슨 "10MW급 해상풍력 모델 개발 중"

•   뉴스1: 두산중공업 "한국은 저풍속 지역, 해상풍력 효율성 중요"

•   뉴스1: 文이 강조한 해상풍력…정부의지·韓중후장대 역량으로 세계 5대 강국 노린다

•   더구루: 두산중공업, 루마니아 사업장 '500억원'에 매각 완료…270억원 차익

•   비즈니스포스트: 두산중공업 재무구조 개선 갈 길 멀어, 재무총괄 박상현 대표 오르나

•   글로벌이코노믹: 두산인프라·현대건설기계, 中굴삭기시장에서 “웃는 게 웃는 게 아니야”

•   CEO스코어데일리: 남동발전, 국내 최대 규모 ‘고흥만 수상태양광’ 내달 첫삽

•   뉴스락: [뉴스락 팩트오픈] 위기의 두산과 홈플러스, '같은 듯 다른' 근본적 차이

•   엠스플뉴스: 문체부 장관 “KBO 정지택 총재 의혹, 사실관계 철저히 살펴보겠다.”

•   Power Engineering: Doosan Škoda overhauls 39-MW steam turbine at Swedish biomass plant

•   reNews: Global PV installations to hit 115GW in 2020

※   Wood Mackenzie: Global solar PV installations to hit 115 GWdc in 2020

•   reNews: Wind, PV buildout sends energy emissions into decline from 2027

•   reNews: Global power systems ‘need more flexibility’

•   KHL: Bobcat launches R-Series loader

•   For Construction Pros: United Rentals Plans 35% Reduction in Greenhouse Gas Emissions by 2030

•   전자신문(P1): SK하이닉스, 'TOF 이미지센서' 시장 뛰어든다

•   전자신문: 수소·연료전지 R&D 예산 2년 만에 4배로…'수소경제 전환' 속도

•   전자신문: 소부장 강소기업' 100개 최종 선정 완료…기술 자립화 촉진

•   디지털데일리: 스마트폰 'LTPO TFT OLED', 삼성 이어 애플도 관심…왜?

•   Phone Arena: Samsung could copy Apple and ship the Galaxy S21 5G without a charger and headphones

•   Robotics & Automation News: Driving the future: How AI will shape the fleet industry

•   로봇신문: 에스퓨얼셀, 2kW급 연료전지 수소 드론 개발 성공

•   로봇신문: [2020 로보월드] "비대면 시대, 로봇이 답이다"...2020 로보월드 28일 개막

•   로봇신문: [2020 로보월드]비대면 시대 각광받는 국내 로봇은?

•   로봇신문: [2020 로보월드]세계 산업용 로봇 설치대수 270만대로 '역대 최고'

•   로봇신문: 칭다오 "中 북방 최대 로봇 산업 기지 조성"

•   Dronelife: Is DJI Owned by China? Drone Manufacturer DJI Debunks Myths Following DOJ Order

•   Nikkei Asian Review: Koizumi eyes solar and wind power in parks for zero-carbon push

•   Nikkei Asian Review: Suga walks tightrope between US and China

•   Economic Times: Economy saw growth rebound through Q2FY21: Nomura

•   Business Standard: States cut FY20 capital expenditure by 0.6% of GDP, says RBI study

•   Business Standard: States will need years to recover from 'scissor effect' of Covid: RBI

•   Folha de S.Paulo: Brazil Reaches 5.4 Million Covid-19 Cases

•   Jakarta Post: Indonesia expects to sign RCEP in mid-November

•   Myanmar Times: Construction work resumes, under strict conditions

[Opinions]

•   Project Syndicate(Kenneth Rogoff): Kenneth Rogoff Says More…

•   Project Syndicate(Kaushik Basu): America’s Moral Tipping Point

•   Project Syndicate(Andrew Sheng, Xiao Geng): Shenzhen’s Game-Changing Reform

•   Project Syndicate(Elizabeth Drew): Trump Packs the Court His Way

•   Project Syndicate(Terry Chan, Alexandra Dimitrijevic): A Debt Crisis Is Not Imminent

•   Project Syndicate(Nouriel Roubini): The US Election’s Chaos Quotient

•   FT(Editorial Board): The US Supreme Court turns to the right

•   FT(Martin Wolf): US global role at stake in this election

•   FT(Sarah O'Connor): Threadbare sick pay is a false economy

•   FT(Michael Stott): Austerity vs populism tensions overhang LatAm debt markets

•   FT(Claire Jones): Does working from home make us more or less creative?

•   FT(Lex): AMD/Xilinx: stock take

•   WSJ(William A. Galston): Without a Platform, Trump Falls

•   NYT(Editorial Board): The Republican Party’s Supreme Court

•   NYT(Paul Krugman): Trump Tells Coronavirus, ‘I Surrender’

•   NYT(Ross Douthat): The Media’s Hunter Biden Conundrum

•   NYT(Shawn McCreesh): Can We Trust Pennsylvania’s Polls?

•   WP(Jennifer Rubin): This final sprint explains why Trump is heading for defeat

•   WP(Marc A. Thiessen): Trump is the greatest president in the modern era when it comes to shaping the judiciary

•   WP(Michael Gerson): Here are the Trump administration’s four most profound failures in the pandemic

•   WP(David Byler): The verdict is in: Joe Biden won the final presidential debate

•   WP(David Byler, Alyssa Rosenberg): The ultimate survival guide to election night and beyond, in 17 questions and answers

•   WP(Ruth Marcus): Amy Coney Barrett joins a Supreme Court that’s largely out of step with the national consensus

•   WP(Edward B. Foley): What kind of conservative will Amy Coney Barrett be? The election could depend on it.

•   WP(Scott Sheffield, Anne Elizabeth Williamson, Anna York): A brief, intense shutdown would give the U.S. a second chance against the virus

•   WP(Richard L. Hasen): Brett Kavanaugh’s opinion on voting rights doesn’t mean the Supreme Court will swing the election to Trump

•   WP(Jared Bernstein): This precarious economic moment: Diagnosis and prescription

•   WP(Guian McKee): Joe Biden’s health-care plan is more than a half-century in the making

•   WP(Edward B. Foley): What kind of conservative will Amy Coney Barrett be? The election could depend on it.

•   WP(Thomas J. Bollyky, Ezekiel J. Emanuel): How will a coronavirus vaccine be distributed?

•   Bloomberg(Editorial Board): Amy Coney Barrett Confirmation Shows Supreme Court Needs Reform

•   Bloomberg(Daniel Moss): The Real Winner of the Work-From-Home Economy Is South Korea

•   Bloomberg(Noah Smith): A Rising Deficit Isn't the U.S. Economy's Worst Problem

•   Bloomberg(John Authers): Covid Fear Is Back and Driving Markets Again

•   Bloomberg(Anjani Trivedi): China's Covid Recovery, Five-Year Plan Depend on New Money Flow

•   Bloomberg(Jonathan Bernstein): How Will Democrats Deal With the New Supreme Court?

•   Bloomberg(Hal Brands): Trump Delivered Three Foreign Policy Triumphs

•   Bloomberg(Cass R. Sunstein): What Democrats' Playbook Might Look Like in 2021

•   Bloomberg(Tae Kim): AMD Is Leaves Intel in Dust With Superior Chips, Xilinx Megadeal

•   Bloomberg(Amr Adly): What Ails Arab Economies Is Older Than Covid-19

•   Bloomberg(Mervyn King): The Perils of Meritocracy

•   CNN(Frida Ghitis): Justice Barrett could now be part of Trump's firewall

•   CNN(Vivian Schiller): Opinion: Why it's time to retire 'Election Day'

•   CNN(Douglas Heye): Opinion: These three factors could determine if Trump wins North Carolina again

•   CNN(Ira Helfand): The world is facing an insane danger that's greater than Covid-19

•   CNN(Robert Alexander): Opinion: Republicans were against the Electoral College before they were for it

•   CNN(Tony Blair): The pandemic could push 49 million Africans into extreme poverty. Here's how other countries can help

•   CNN(Suraj Patel): Opinion: Americans must be prepared to fight for every mail-in ballot to be counted

•   MarketWatch(Mark Hulbert): Most investors now expect the U.S. stock market to crash like it did in October 1987 — why that’s good news

•   MarketWatch(Paul Brandus): Have senior citizens abandoned Trump?

•   MarketWatch(Paul Brandus): Biden and Trump risk alienating swing voters with comments on fracking, wind and climate change

•   MarketWatch(Steven N. Austad): How effective will a COVID vaccine be for older adults?

•   Fox News(Leslie Marshall:): Amy Coney Barrett's confirmation is proof that we need a Biden victory in 2020

•   Fox News(John Yoo): Amy Coney Barrett and Trump's direct impact on America's political future

•   Fox News(Jessica Tarlov): 2020 House races tell the true story of America's politics today – don't overlook them

•   Fox Business(Ron Wynn): How to know when the real estate market is about to change

•   Reuters(Clyde Russell): Asia's crude demand ex-China shows tentative recovery signs

•   매경(고형권): 기후변화 대응, 방어 넘어 공세적 전략으로

•   한경(박주헌): 선무당이 사람 잡은 脫원전

•   문화(권혁주): ‘월성 원전 폐쇄’는 이데올로기 편향에 젖은 권력의 필연적 실책

•   디지털타임스(이동원): 핵융합발전 머지않다