Business Intelligence Monitor 201102

(Introduction)

[Markets]

•   Global: Stocks, oil tumble for the week on virus, U.S. election angst

•   한국: 코스피 2.56% 급락…'동학개미' 1.4조 순매수

•   한국: 두산그룹주 약세, 두산퓨얼셀 두산중공업 내리고 두산밥캣만 상승

•   Russia: Russian Ruble Ends Painful Week in Red, All Eyes on U.S. Vote

•   Metals: Copper prices dip, focus on U.S. election

•   Grains: U.S. wheat slides on profit-taking, improving weather

•   DRAM: 10월 D램·낸드값 9% 급락…공급과잉·화웨이 제재여파

[Indicators]

•   OPEC Oct. Oil production: OPEC oil output rises more on Libya restart, Iraq survey

•   US Sep. PCE: U.S. Household Spending Rose 1.4% in September

•   US Weekly Rig count: U.S. Rig Count Rises Despite Coronavirus Threat

•   US Q4 GDP Nowcast: Oct 30, 2020: New York Fed Staff Nowcast

•   Latest estimate: 2.2 percent — October 30, 2020

•   Eurozone Q3 GDP: Eurozone economic rebound leaves output below pre-pandemic levels

※   Eurostat: GDP up by 12.7% in the euro area and by 12.1% in the EU

•   China Oct. PMI: : China’s Factory Outlook Steadies as Recovery Stays on Track

•   한국 9월 산업활동: 9월 생산·소비·투자 3개월만에 트리플 증가…"수출·추석효과"

•   한국 10월 무역수지: 10월 수출 -3.6%…조업일수 고려한 일평균 수출은 5.6% 증가

•   한국 10월 가계·신용대출: 가계대출 급증세는 꺾였지만…10월 신용대출은 2조대 증가

•   한국 10월 KB 주택시장 동향: 20년來 최악 전세대란···서울 매물 3개월새 71%↓

•   Japan Sep. Industrial production: Japan's factory output rises for fourth month on jump in car, machinery production

•   Japan Sep. Employment: Japan's jobless rate unchanged at 3.0% in September - govt

•   India Oct. Power consumption: India's power consumption up 13.38% in Oct as industrial activity revives

•   India Oct. Diesel consumption: India's diesel consumption up first time in 8 months, rises 6.6% in Oct

•   India Oct. GST collections: GST collections cross Rs 1 trillion in October for first time in 8 months

•   Taiwan Q3 GDP: Taiwan Shrugs Off Pandemic to Deliver Surprise Growth

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Exxon Posts Third Consecutive Quarterly Loss for First Time

•   WSJ: President Trump Trails Joe Biden by 10 Points Nationally in Final Days of Election

•   WSJ: Trump Poised to Match 2016 Latino Support, Poll Shows

•   WSJ: Pennsylvania’s Top Election Official Cautions It Could Take Days for Vote Count

•   WSJ: The Only Consensus on Wall Street Is Tuesday’s Election Will Be Felt for Years to Come

•   WSJ: Biden Frames Race as Referendum on President, Trump as Choice Between Two

•   WSJ: Companies Fret Over Coronavirus Despite Rebound

•   WSJ: Doctors Begin to Crack Covid’s Mysterious Long-Term Effects

•   WSJ: Europe Aims to Emerge Smarter From Latest Lockdowns

•   WSJ: Fed Turns Attention to Asset Purchases After Spelling Out Low-Rate Pledges

•   WSJ: Pandemic Brings New Restrictions on Restaurants and Retailers as Demand Is Rising

•   WSJ: Fed Again Eases Terms for Main Street Lending Program

•   WSJ: Economy Week Ahead: Election, the Fed and Employment

•   WSJ: Trial of Regeneron’s Covid-19 Antibody Drug Is Halted in Sickest Hospital Patients

•   NYT: Time Running Short, Trump and Biden Return to Northern Battlegrounds

•   NYT: 2016 Nonvoters, a Key Prize for Biden and Trump, Turn Out in Droves

•   NYT: Americans Surge to Polls: ‘I’m Going to Vote Like My Life Depends on It’

•   NYT: Can Trump Woo Enough Black Men to Hurt Biden in Battleground States?

•   NYT: Their First Try Backfired, but Giuliani and Allies Keep Aiming at Biden

•   NYT: Ahead of Election, Police Prepare for Violence and Disruption

•   NYT: Dishonesty Has Defined the Trump Presidency. The Consequences Could Be Lasting.

•   NYT: Biden Leads Trump in Four Key States, Poll Shows

•   NYT: To Trump, ‘the Polls That Matter’ Point to Victory. The Rest Are ‘Fake.’

•   NYT: 20 Counties in Battleground States That Could Shape the Race

•   NYT: He Already Saw the Election as Good vs. Evil. Then His Tractor Burned.

•   NYT: The ‘Wall’ Is Still Motivating Voters. But This Time Is It Against Trump?

•   NYT: How the Wealthy World Has Failed Poor Countries During the Pandemic

•   NYT: How There Was No October Surprise for President Trump

•   NYT: As the U.S. Election Nears, the World Holds Its Breath

•   WP: Republicans shift from challenging rules to preparing to challenge individual ballots

•   WP: In Florida, voters of color and young voters have had ballots flagged for possible rejection at higher rates than others

•   WP: The map is wide, Democrats tense and Republicans hopeful in the last days of campaign 2020

•   WP: Trump critics hail accords between Israel and Arab countries even as original goal of Palestinian peace remains unmet

•   WP: Trump dragging down GOP senators, giving Democrats more paths to the majority

•   WP: Post-ABC polls: Biden has slight lead in Pennsylvania; Florida a toss-up

•   WP: Trump focuses on his base in final blizzard of rallies before Election Day

•   WP: Another election night nears, with trepidation replacing hope

•   WP: What we know about the election today

•   WP: The end of campaigning as we knew it

•   WP: Trump vs. Biden: What the U.S. election means for the world

•   WP: Trump or Biden, Europe doesn't think it can depend on U.S., whoever wins election

•   WP: Trump, Biden offer dire warnings in Saturday campaign stops as early voting continues to set records

•   WP: ‘A whole lot of hurt’: Fauci warns of covid-19 surge, offers blunt assessment of Trump’s response

•   FT: Apple warns of ‘material’ risk from App Store legal challenges

•   FT: Europe imposes more shutdowns as Covid-19 cases rise

•   FT: Slovakia prepares to test entire population for coronavirus

•   FT: Erdogan tilts at Macron as France mourns victims of terror

•   FT: Surge in early voting points to record turnout in US election

•   FT: Washington looms large over drafting of China’s next five-year plan

•   FT: Trump’s corporate trouble: CEOs keep their distance from the party of business

•   FT: Banks stay bullish despite worsening pandemic

•   FT: Treasury sell-off reignites question: how high can yields go?

•   FT: Trump vs Biden: 4 policy plans US stock investors are watching

•   FT: Huawei develops plan for chip plant to help beat US sanctions

•   FT: Eurozone economic forecasts slashed as fresh lockdowns imposed

•   FT: Europe grapples with what went wrong in Covid-19 resurgence

•   FT: The post-Covid consumer: is back-to-basics shopping here to stay?

•   FT: Boris Johnson announces second lockdown for England

•   FT: Johnson faces fallout after hitting button on Covid ‘nuclear deterrent’

•   FT: Business seeks state support as it faces England lockdown

•   FT: Shops and bars call for fresh support as new lockdown looms

•   FT: Lockdown delivers blow to hopes of UK recovery

•   FT: English hospitals were at risk of being overwhelmed

•   FT: Trump tries to cut Biden’s poll lead with blitz of rallies

•   FT: Police chief warns of gang violence threat to Sweden

•   FT: Opposition calls for protests as Georgia’s ruling party claims election victory

•   FT: Armenia calls for Russian help as fight with Azerbaijan intensifies

•   FT: Container shortage exposes India’s struggle to recover from virus

•   FT: UK plans to use AI to process adverse reactions to Covid vaccines

•   FT: Will the US election pave the way for fresh stimulus?

•   FT: China boosts foreign access to huge onshore capital markets

•   FT: Negotiators hunker down in Brussels in search of Brexit breakthrough

•   FT: Ukrainian president calls on parliament to disband constitutional court

•   FT: How to survive Joe Biden’s ‘dark winter’

•   FT: Belarus opposition leader calls on EU to step up sanctions against regime

•   FT: Why America's next housing crisis threatens Trump's re-election

•   FT: Latin America fears tougher treatment under Biden

•   FT: African-American turnout is key to US election result

•   FT: Florida recount haunts Supreme Court as it tackles mail ballots

•   FT: Georgia battle could swing control of US Senate

•   FT: US presidential election 2020: what to watch out for on the night

•   FT: How North Korea’s nuclear weapons advancement has left experts baffled

•   FT: The post-Covid consumer: is back-to-basics shopping here to stay?

•   FT: Ant IPO draws demand equal to UK GDP as investors dash for shares

•   Bloomberg: ‘Hydrogen Wars’ Pit Europe v. China for $700 Billion Business

•   Bloomberg: Here’s What Economists Are Saying About China’s New 5-Year Plan

•   Bloomberg: Trump’s Dismissal of Covid Risk Paved Way to White House Outbreak

•   Bloomberg: The Drama-Filled 2020 Race Ends With a Sprint to Election Day

•   Bloomberg: Emerging-Market Traders Brace for Chaos With U.S. Election Approaching

•   Bloomberg: Bond Traders Face Whirlwind Week That’s Make-or-Break for 2020

•   Bloomberg: Fund Manager Nightmare Is Biden Without Blue Wave Congress

•   Bloomberg: Thai King Calls Nation ‘Land of Compromise’ as Protests Worsen

•   Bloomberg: China’s Big Banks Face Bad Debt Woes After Paring Profit Drops

•   Bloomberg: China Gained Ground on India During Bloody Summer in Himalayas

•   Bloomberg: Brexit Negotiators Move Close to Breaking Impasse Over Fish

•   Bloomberg: Brexit Talks Haunted by the Fear One Person Could Thwart a Deal

•   Bloomberg: Fed Not Expected to Ramp Up Bond Buying This Year or Next

•   Bloomberg: Only Robots Can Bring Factories Back to U.S., Says Bike Pioneer

•   Bloomberg: BOE Set to Combat New Lockdown Pain With Fresh Stimulus Aid

•   Bloomberg: One Year In, Lagarde Stamps Her Style on Crisis-Fighting ECB

•   Bloomberg: Bloomberg New Economy: Self-Reliance Is China’s Endgame

•   Bloomberg: ECB’s Holzmann Sees Quality of Stimulus in Focus in December

•   Bloomberg: Indonesia’s Capital Raises Minimum Wages for Some Businesses

•   Bloomberg: Swiss Try Light Touch Virus Curbs in Effort to Keep Economy Open

•   Bloomberg: Saudi Tourism Megaproject Near to Closing $3.7 Billion Loan

•   Bloomberg: Voters Will Consider $45 Billion of Bond Proposals in Election

•   Bloomberg: Top Oil Trader Vitol Says Europe Lockdowns Mere ‘Speed Bump’

•   Bloomberg: Glencore Cuts Coal Target Again as Colombian Strike Hits Output

•   Reuters: U.S. judge blocks Commerce Department TikTok order

•   Reuters: U.S. will 'vigorously defend' TikTok executive order despite ruling

•   Reuters: France's Macron to Muslims: I hear your anger, but won't accept violence

•   Reuters: Britain starts accelerated review for AstraZeneca's potential COVID-19 vaccine

•   Reuters: J&J plans to test its COVID-19 vaccine in ages 12-18 soon

•   Reuters: Novavax lays out specific minority targets for U.S. COVID-19 vaccine trial

•   Reuters: EU will wait for late-stage data before approving COVID vaccine: Spahn

•   Reuters: Factbox: What impact would a Biden presidency have on the auto industry?

•   Reuters: Factbox: Ten moments that defined the 2020 U.S. presidential campaign

•   Reuters: Factbox: Donald Trump's legacy - six policy takeaways

•   Reuters: Factbox: Key legal battles shape upcoming U.S. presidential election

•   Reuters: Factbox: UK in COVID-19 lockdown - What are the restrictions?

•   Reuters: Analysis: Bidencare or Trumpcare? Health plans will affect the U.S. economy differently

•   Reuters: Analysis: As China's yuan becomes a Biden election play, PBOC pushes back

•   Reuters: Analysis: Biden’s clean-energy ‘revolution’ faces challenge to match fossil-fuel jobs, pay

•   Reuters: Philippines evacuates nearly 1 million as world's strongest 2020 typhoon approaches

•   Reuters: Iraq will support any future decision taken by OPEC+ on production

•   Reuters: Chile's Codelco reports 86% leap to $1.124 billion of profits to September

•   Reuters: Brazil prosecutors file appeal against BHP, Vale dam compensation deal

•   CNN: Stocks week ahead: Big Business and Wall Street aren't afraid of Joe Biden

•   CNN: Sub-$2 gas: Coming to a gas station near you.

•   CNN: How stores are changing Black Friday for the pandemic

•   CNN: The stock market has made its prediction about who will win the election

•   CNBC: U.S. reports record 99,321 new coronavirus cases as scientists warn latest surge just beginning

•   CNBC: 2020 Election: How former Vice President Joe Biden got here

•   CNBC: 2020 election: How President Donald Trump got here

•   CNBC: Here’s how a Biden or Trump presidency would affect your personal finances

•   CNBC: Investors are hoping for a clear presidential and Senate election outcome to end the sell-off

•   CNBC: FBI: Iranian hackers are targeting state election websites, voter data

•   CNBC: China talks up a future in which it needs collaboration with the U.S.

•   CNBC: ECB: what to expect in December after hint of more stimulus

•   CNBC: In UK, researchers develop autonomous vehicles that repair roads

•   MarketWatch: The moment of truth for stock-market investors? Election Day looms and the most crucial stretch of 2020 awaits

•   MarketWatch: Companies try to avoid Election Day earnings, but there are still plenty of numbers coming

•   MarketWatch: The next bear market will be the worst in at least 78 years, warns co-founder of Soros’s legendary Quantum Fund

•   MarketWatch: Will rising populism stoke inflation?

•   MarketWatch: The bond market already priced in a Democratic clean-sweep, says SocGen

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

•   MarketWatch: Prospect of Biden winning could spur deal-making rush ahead of tax hikes

•   MarketWatch: Markets are acting as if the polls are tilted to Biden, Goldman Sachs analysts say

•   Fox News: Businesses across nation board up windows ahead of potential Election Day unrest

•   Fox Business: Fox News Poll: Majority trusts Biden on COVID, half say virus is out of control

•   SCMP: China on alert as post-election US threatens turbulent times ahead

•   SCMP: China GDP: what is it and why is it important?

•   SCMP: China regional GDP data shows growing economic divide, exacerbated by coronavirus

•   SCMP: China GDP targets may resume for 2021-25, state planner says

•   SCMP: China embraces rising capital inflows as rivalry with US intensifies

•   SCMP: Xi Jinping promises China will be more open to international scientific cooperation despite drive for hi-tech self-reliance

•   SCMP: What does the perfect electric vehicle look like in China? It must go far and travel anywhere, without breaking the bank

•   SCMP: China’s manufacturers embrace ‘smart shops’ to address rapidly changing, and increasingly pickier, consumer tastes

•   SCMP: Coronavirus a stress test for China’s economy, Xi Jinping ‘told Communist Party insiders in April’

•   SCMP: China eases rules, widens US$222 billion inbound investment path, offering the renminbi as a safe haven against global volatility

•   SCMP: Will China’s self-sufficiency drive raise the risk of a US conflict?

•   SCMP: China must control financial risk as its markets open wider, regulatory body says

•   Global Times: China rises to 5G leadership

•   Global Times: Huawei unveils Mate 40 in China, challenging US crackdown and its rival iPhone 12

•   Global Times: Rising COVID-19 infections in Kashi spark concerns of epidemic spread

•   매경(P1): 울산 현대차 간 文대통령 "그린카 20조 투입"

※   산업부: 미래자동차 친화적 사회시스템 및 산업생태계 구축

•   매경: 전기차 생활 속으로…1000만원 싸지고 집에서 쉽게 충전

•   매경: 1만대 팔린 `넥쏘`…수소차 대중화 성큼

•   매경(P1): "뭉쳐야 산다"…부울경 미래전략국 1월 출범

•   매경: 서울아파트 `20평 3억원대` 전세 실종…서민들이 밀려난다

•   매경: 전세·매매값 모두 뛰니 부동산 정책 답이 없네

•   매경: 내년 종부세 부담 5.3조…47% 늘어난다

•   매경: 월 150만원 카드 쓴 직장인, 소득공제 330만원으로 `쑥`

•   매경: 與, 주식 대주주 기준 10억 지키고 재산세 인하 정부요구는 수용하나

•   매경: 테슬라 "나 떨고있니"…고가 전기차 지원금 내년 중단

•   매경: 코로나 사흘째 100명 넘었다…`불안한 핼러윈`

•   매경: "최저임금 인상發 노동비용 증가가 韓수출 발목잡아"

•   매경: 폰안의 AI비서, 그들만의 전쟁을 시작했다

•   매경: `고무줄 공시가`에…집값 같은데 5년간 보유세 300만원 더 내

•   한경(P1): "주식투자, 불로소득 아닙니다"

•   한경(P1): LG화학 배터리사업 분할, 주총서 확정

•   한경(P1): 호남 간 이낙연 "KTX 전라선 뚫고, 공무원에 지방대 출신 우대"

•   한경: 이재용 상속세 11조 소식에…"남일 아냐" 공포 휩싸인 기업들

•   한경: 여당 지도부에 읍소한 서정진 셀트리온 회장 "두 번 상속하면 회사 사라진다"

•   한경: "묻지도 따지지도 말고 최대주주는 20% 더 내라"

•   한경: 지역뉴딜 앞세워 '예타 면제' 남발하는 與

•   한경: 외식·여행 등 소비쿠폰 지급 재개

•   한경: 가전·TV 쌍끌이…LG전자, 3분기 이익 1조 육박

•   한경: LG화학 '배터리 초격차' 선언…"年 3조씩 투자, 독보적 1위 굳힌다"

•   한경: 9월말 LG화학 배터리 24.6%…글로벌 점유율 '톱'

•   한경: SK이노, 3분기 연속 적자 '어닝쇼크'

•   한경: 적대적 M&A…위기에 빠진 삼진그룹, 기업규제 3법 통과 땐 암울

•   한경(P1): 1가구2주택 규제…지방 부동산 초토화

•   한경: 1주택 양도세 비과세, 내년부터 요건 강화…취득세율도 크게 올라

•   한경: 지방 33곳 중 70%가 1순위 청약 미달

•   한경: "세금 무서워 고향집 내놨습니다"…지방 부동산 '초토화'

•   한경: "50만명 이하 지방도시는 2주택자 중과세 철회해야"

•   한경: 反화웨이 동참' 재차 압박한 美

•   한경: 야권 대선후보 거론되는 김동연 "모든 활동 정치적으로 보니 부담"

•   한경: 더블딥이냐, 추세적 반등이냐…韓경제 변곡점

•   한경: "돈 굴릴 곳 어디 없소?"…年 1% 단기채에 몰리는 자산가들

•   한경: 코스피 흔들리자 들썩대는 우선주

•   한경: 두타 상인들 "캠코가 임대료 인하 요구해달라"

•   서경: 부동산 패닉 바잉에 올들어 정책모기지 20조 급증

•   서경: 잃어버린 갤럭시 기기, 연결 끊어져도 찾는다

•   서경: 국고채 2년 발행에도..."11월 채권금리 전망 부정적"

•   서경(P1): SK 계열사 8곳 사업장 전력 "2050년까지 재생에너지로"

•   서경: SK, 제3자 전력구매계약 활용해 '신재생' 조달···업계 전반 확산될듯

•   서경: 착한 임대인·임차인 사라지고...'깔세·편법증여' 꼼수 판친다

•   서경: "발전비중 2030년까지 30% 아래로"···脫석탄 속도낸다

•   서경: 현대硏 "올해 성장률 -0.8%, 내년엔 3%로 반등"

•   서경: 방문규 "輸銀도 체질개선··· 전통산업 지원서 신재생·미래차로 투자 전환"

•   서경: 부동산 규제에 막힌 자산가, 비상장 벤처로 몰린다

•   조선(P1): 코로나가 삼킨 퇴근후 한잔, ’10%의 경제' 사라졌다

•   조선(P1): 南에 피살사건 책임 떠넘긴 北… 한마디 반박도 못한 정부

•   조선: [단독] 靑·내각, 연말 쌍끌이 개편설… 내년초 총리 교체 가능성

•   조선: WTO 선거, ‘아름다운 퇴장’ 고심하는 정부

•   조선: 최태원 “새로운 역할에 앞장”… 대한상의 차기 회장 맡을까

•   조선(P1): 하루 확진 300명 넘어야 식당 밤9시 셧다운

•   조선: 등교 중단 기준, 하루확진 100명에서 800명으로 완화

•   조선: 아사히 “靑, 일본기업이 징용 배상하면 이후 한국정부가 보전해주는 案 타진”

•   조선: [Mint] 독점 기업에 제동 걸 때마다 새 혁신기업이 탄생했죠

•   조선: [Mint] 빅테크 6곳 CEO 모두가 힘주어 한 말 “클라우드, 이제 시작입니다”

•   조선: “부장님이 밥 먹자는데 안갈거야?” 당신은 80년대생 ‘낀세대 꼰대’

•   조선비즈: '원전 없는' 탄소중립 선언한 정부 "LNG 사용 증가·전기료 인상 불가피”

•   조선비즈: 코로나 재확산에 달라진 소비… 옷 안 사고 식기세척기 샀다

•   인베스트조선: 물류·신재생 뿐?…증권사들, 실물자산 투자처 '어디 없나'

•   중앙: 바이든도 중국 압박…한국 기업 대중 의존도 낮춰야

•   중앙: 청와대, 비서관 출신들 차관 발탁하며 “다주택 처분했다”

•   중앙: [view] 한진해운 파산 3년반, 수출품 나를 배가 없다

•   중앙: 삼성 스마트폰 글로벌 1위 탈환했지만, 중국선 뒷걸음

※   IDC: Samsung Reclaims the Top Spot as Smartphone Market Performs Better Than Expected with 353.6 Million Device Shipments in 3Q20, According to IDC

•   동아(P1): “뉴딜펀드 등 내년 신규사업 26개 재검토를”

•   동아(P1): 당정청, 9억까지 1주택 재산세 감면 가닥

•   동아: [단독]헬비 “주한미군 현 수준 유지, 고정된 바 없어”

•   동아: “北영변 우라늄공장서 증기 배출” 38노스, ‘핵시설 가동징후’ 포착

•   국민: 뜨거운 감자 ‘한국형 RE100’… 재생에너지 사용 인증 방법 관건

•   세계(P1): 클럽·주점 노마스크 다닥다닥… ‘시한폭탄’ 된 핼러윈발(發) 코로나 감염

•   한겨레: 6200조 투자사들 경고 “삼성·한전 석탄사업 재정적 위험 안게 될 것”

•   한겨레: ‘2050 넷제로’, 그래서 구체적인 계획이 뭔가요?

•   머니투데이: 아무도 가지않은 길…韓 그린뉴딜 로켓타고 '퍼스트무버'로

•   머니투데이: 펼쳐진 세계 1위 돛, '그린뉴딜' 순풍 올라탔다

•   머니투데이: 수소시대 투자는 현대차만? 전문가들 "이런 기업 주목해야"

•   머니투데이: "수소 퍼스트무버, 국제표준 선점도 박차"

•   머니투데이: 1년넘게 준비만…달러MMF 언제 도입하나

•   더벨: 두산인프라코어 실사자료 부족에 원매자 '볼멘소리'

•   헤럴드경제: 아이폰12 ‘한국 상륙’…사전 예약자 100만명 넘었다

•   파이낸셜뉴스(P1): "3%룰 적용땐 의결권 377兆 묶인다"

•   파이낸셜뉴스: 대기업 계열사 P-CBO 발행 러시… 코로나 자금난 넘고 이자비용도 절감

•   파이낸셜뉴스: "재택근무로 노동시장 국경 사라져… 부의 편중 심화" [한미재무학회 지상좌담]

•   파이낸셜뉴스: 내년 예산 15조 깎겠다는 野, 현실은 1조도 어렵다

•   아시아경제: [르포]아이폰12 출시일 맞아? 긴 대기줄 사라진 이유는

•   이데일리(P1): 시계 제로'…10대 그룹 80% "중장기 사업계획 재검토"

•   이데일리: 내년에도 불확실성 지속…대기업도 구조조정 영향권

•   이데일리: "내년 경영환경 변화없을 듯…불안요소 1위는 코로나19"

•   이데일리: 규제3법 등 기업옥죄기…필요한 건 '기업활력지원법'

•   이데일리: [르포]태양과 바다를 품은 '솔라시도'엔 미래 에너지가 흐른다

•   이데일리: 민주당·대한상의, 3일 공정경제 3법 공개토론회 개최

•   이데일리: 두산인프라코어, 3분기 영업이익 전망치 상회-대신

•   연합: 한수원, 한빛 5호기 원자로 헤드 부실 공사 의혹 조사 착수

•   연합: "美대선 결과 상관없이 탈중국화·자국중심주의 지속"

•   뉴시스: 하이투자증권 "두산인프라코어, 선진시장 선전 중"

•   뉴스핌: GS건설의 두산인프라코어 인수 '회의론'…재무부담에 소송리스크까지

•   뉴스1: [IR] 현대중공업지주 "두산인프라코어 DICC 소송 때문에 인수구조 말하기 어려워"

•   뉴스토마토: [IB토마토]박정원의 그룹 미래 '픽' 두산퓨얼셀, 넘어야 할 허들 산적

•   비즈니스포스트: 두산중공업, 에너지 전환 버틸 체력 위해 작은 친환경사업도 훑는다

•   글로벌이코노믹: [글로벌-Biz 24] 두산밥캣 60년 승승장구한 비결 알고보니....

•   아시아투데이: “두산밥캣, 코로나19 속 실적 호조…배당 기대감 ↑” - 아시아투데이

•   현대경제: ‘중국판 뉴딜’..국내 중장비 업계 '초호황' 부르나

•   Power Engineering: U-Battery: Fueling nuclear innovation in the UK

•   reNews: Offshore supply chain growth 'key' to UK recovery

•   reNews: Clean power investor boosts US royalty deal

•   에너지경제: 전력가격 날개없는 추락...10월 SMP·REC 최저치로 2년새 '반토막'

•   전기신문: “해상풍력 발전 위해 현실적인 제도 개선 필요”

•   KHL: Hitachi’s new EX-7 excavator to offer 19% fuel savings

•   KHL: Doosan launches new top-of-the-range demolition excavator

•   Equipment Journal: Cat’s 352 excavator delivers up to 45 per cent more operating efficiency

•   For Construction Pros: Two Encouraging Alternative Data Trends in the Equipment Rental Industry

•   대한경제: [내년 부자증세 10조+α ] ‘부자증세’ 열올리는 정부

•   대한경제: [내년 부자증세 10조+α ] ‘내년 ‘징벌적 부자증세’ 10兆 넘는다

•   대한경제: [내년 부자증세 10조+α ] 부자증세, 결국 구멍난 재정 메우기?

•   대한경제: [내년 부자증세 10조+α ] 부자증세 발표했다가 반발 터지면 당정협의...갈팡질팡 세제정책

•   OilPrice.com: Oil Investments Are Drying Up As Crude Demand Falters

•   OilPrice.com: The OPEC Deal Is Under Threat

•   OilPrice.com: How Will Energy Markets React To The Election Outcome?

•   OilPrice.com: Analysts: Oil Prices Are Going Nowhere In The Short Term

•   OilPrice.com: Oil Crisis And Recession Bring Two African Rivals Closer Together

•   OilPrice.com: How The Oil Industry Fared Under The Last Nine U.S. Presidents

•   OilPrice.com: Western Europe’s Biggest Oilfield Set To Increase Production

•   MINING.com: Peru’s mining output falls for seventh month in a row – report

•   MIT News: A deep look at how financial markets are designed

•   전자신문: 네이버, 4족 보행 로봇 '미니치타' 세계 연구진에 보급한다

•   전자신문: [미래신산업 지상좌담회]<3>생산인구 감소 등 인구 변화에 따른 한국 제조업의 미래

•   전자신문: [세종만사]월성1호기 경제성 감사결과에 엇갈린 반응

•   전자신문: 수소드론 선도기업 DMI, 모델 다양화 추진...2종 추가 출시 계획

•   ZDNet Korea: [EV 팩트체크] 내년 테슬라 국내 전기차 보조금 정말 못 받나?

•   Phone Arena: Samsung Galaxy S21 Ultra may have already entered production

•   Phone Arena: LG will reportedly launch a phone with rollable screen in March 2021

•   Robotics & Automation News: The Self-Driving Future

•   Robotics Business Review: Using Collaborative Robots for Wire Harness Assembly: Wire Cobots’ Ilaria Palomba Discusses ESMERA Challenge

•   Robot Report: Mitsubishi MELFA ASSISTA cobot arm launches in Americas

•   Robot Report: Service robot sales up 32% worldwide, led by surgical, logistics systems, reports IFR

※   IFR: SERVICE ROBOTS Record: Sales Worldwide Up 32%

•   로봇신문: "대한민국 로봇산업의 저력 보여 주었다"

•   로봇신문: 中 레노버, 산업용 로봇 발표...5G 원격 제어 가능

•   헬로티: [SPECIAL REPORT] 5G 기술, 넘어야 할 산 많다…스마트 팩토리 활용사례 공유 필요

•   Nikkei Asian Review: Mitsubishi lines up 5 new electric models, from SUVs to minis

•   Nikkei Asian Review: Nissan to sell only electric and hybrid cars in China by 2025

•   Nikkei Asian Review: Toyota to invest $500m in KDDI to deepen ties for 'connected car'

•   Nikkei Asian Review: China stocks flourish in Trump era despite hostile politics

•   Kyodo News: FOCUS: Japanese firms may face rocky road ahead on China's policies

•   Economic Times: How Covid-19 pushed India's IT industry to shed its reticence and go shopping world over

•   Mint: Retail, small biz loans aid credit recovery in September

•   Folha de S.Paulo: Brazil Already Has More than 159 thousand Covid-19 Deaths - 30/10/2020 - Science and Health - Folha

•   Jakarta Post: Sharia economy to become ‘new wave’ of Indonesia’s economy: VP

•   Jakarta Post: Jokowi aims to awaken ‘sleeping giant’ by merging state-owned sharia banks

•   Jakarta Post: PPP may support Sandiaga Uno as presidential candidate in 2024

•   Myanmar Times: Myanmar, Korea discuss commencing construction of industrial complex

[Opinions]

•   Project Syndicate(Michael Bröning): Give Centrism a Chance

•   Project Syndicate(Jason Stanley, Federico Finchelstein, Pablo Piccato): Will Fascism Win the US Election?

•   Project Syndicate(Daron Acemoglu): Antitrust Alone Won’t Fix the Innovation Problem

•   Project Syndicate(Michael Spence, David W. Brady): Who Will Win the US Presidential Election?

•   FT(Editorial Board): England’s new lockdown is necessary but late

•   FT(Editorial Board): A clear US election result will calm investor nerves

•   FT(Editorial Board): Europe digs in for a long battle with the virus

•   FT(Rana Foroohar): A blueprint for America’s economic recovery

•   FT(Gavyn Davies): The future of fiscal policy without traditional constraints

•   FT(Michael Mackenzie): Long-term forces stack up against the dollar

•   FT(John Dizard): Safe as houses on a faultline

•   FT(Merryn Somerset Webb): Covid has put ‘stakeholder capitalism’ on steroids

•   FT(Leo Lewis): Japan rethinks its opposition to hostile takeovers

•   FT(Colby Smith): Investors look to the ‘reflation trade’ after US election

•   FT(Graham Westgarth): An SOS for the stranded seafarers who ship global trade

•   FT(Stephen Welton): Unlock UK pension funds to speed recovery and boost savers

•   FT(Elaine Moore): Why the iPhone is still Apple’s star attraction for Wall Street

•   FT(Lex): Vaccine bonds: capital idea

•   WSJ(Mary Anastasia O’Grady): Be Afraid of Biden’s Latin America Policy

•   WSJ(David Gelernter): Joe Biden’s Covid Fairy Tale

•   WSJ(Barton Swaim): The Pollster Who Thinks Trump Will Win

•   WSJ(Nicole Ault): Justice Barrett May Inspire Pro-Life Votes for Trump

•   WSJ(Maria Bartiromo, James Freeman): Trump’s Already Won

•   WSJ(Allysia Finley): Voters and the Other Supreme Courts

•   WSJ(Phil Gramm and Mike Solon): Bidenomics Failed the First Time

•   NYT(Paul Krugman): Lies, Damned Lies and Trump Rallies

•   NYT(Thomas L. Friedman): Trump Has Made the Whole World Darker

•   NYT(David Brooks): Five Great Things Biden Has Already Done

•   NYT(Ross Douthat, Michelle Goldberg): What if America Gets a Divorce? And Other Final Election Predictions

•   NYT(Spencer Bokat-Lindell): The Voting Suppression Tipping Point

•   NYT(Kathleen Kingsbury): What Happens on Nov. 4?

•   NYT(Jennifer Senior): Trump Has Made Selfishness America's Credo

•   NYT(Jorge Ramos): Biden Can Fix Latinos’ Disappointment With Democrats

•   NYT(Ron Suskind): The Day After Election Day

•   NYT(Lizania Cruz et al): Obituaries for the American Dream

•   NYT(Daniel Larsen): What Happens if Neither Trump Nor Biden Concedes?

•   WP(Editorial Board): The Supreme Court could still flip the election

•   WP(Editorial Board): The coronavirus emergency is worsening by the second. We must take immediate action.

•   WP(Editorial Board): Myanmar’s 2015 vote sparked hope for democracy. This election shows only backsliding.

•   WP(Editorial Board): What America would be like under a President Biden

•   WP(Editorial Board): The real results of Trump’s trade tariffs

•   WP(Dana Milbank): Trump just made Biden’s closing argument for him

•   WP(Jennifer Rubin): A Senate debacle for Republicans

•   WP(Jennifer Rubin): Early voting succeeded beyond our wildest expectations

•   WP(George F. Will): These statistics can help enliven election night

•   WP(Karen Tumulty): The country knows exactly who Trump is this time. But does it know itself?

•   WP(Josh Rogin): There’s Chinese interference on both sides of the 2020 election

•   WP(Fareed Zakaria): The Supreme Court might have to choose between power and principle

•   WP(James Downie): The October surprise that wasn’t

•   WP(David Byler): Joe Biden is the first and last ‘Emerging Democratic Majority’ candidate

•   WP(Edward B. Foley): The Supreme Court has remained surprisingly centrist on voting rights. That’s a pleasant surprise.

•   WP(Fred Hiatt): Yes, Trump has an agenda for a second term. It’s all about him.

•   WP(Stephen King): I understand what 2016 Trump supporters wanted. It’s not 2016 anymore.

•   WP(Neal Katyal, Joshua A. Geltzer): The Minnesota voting ruling relies on an absurd conservative legal theory

•   WP(Amanda Uhle): Trump’s supporters in Michigan love him. Even if they couldn’t tell me why.

•   WP(Ruth Marcus): Trump was way worse than I feared in 2016. Here’s how.

•   WP(Benjamin L. Ginsberg): Benjamin L. Ginsberg: I’m a leading GOP election lawyer. The world should be ashamed of my party’s voter suppression tactics.

•   WP(Daniel W. Drezner): The meta-divide over predicting the 2020 election

•   1WP(Leana S. Wen):

•   Bloomberg(Niall Ferguson): Three Words That Haunt Joe Biden: ‘Dewey Defeats Truman’

•   Bloomberg(Justin Fox): The Many Unintended Consequences of the Electoral College

•   Bloomberg(Tyler Cowen): Vaccine Politics Will Soon Replace Election Politics

•   Bloomberg(John Authers): Survival Is What Matters in Next Week's Tempest

•   Bloomberg(Julian Lee): The U.S. Needs a Gulf Coast Wall, Not a Mexico Border Wall

•   Bloomberg(Chris Bryant): What If Stocks Don't Always Go Up? Advice for Millennials

•   Bloomberg(Ferdinando Giugliano): From Spain to Italy, Europe Is Fed Up with Lockdowns

•   Bloomberg(Karl W. Smith): Trump’s Economy Really Was Better Than Obama’s

•   Bloomberg(Lionel Laurent): Don't Ignore the Good News On Covid-19 From Asia

•   Bloomberg(Ramesh Ponnuru): Some Biden Voters May Prefer a Republican Senate

•   Bloomberg(Andreas Kluth): Erdogan’s Assault on Macron Is the Height of Cynicism

•   Bloomberg(Michael R. Strain): Wave of Foreclosures May Follow Housing Market Boom

•   Bloomberg(Tim Culpan): In China, Big Tech Isn't the Enemy. It's the Strategy

•   Bloomberg(Stephen L. Carter): What Are the Odds of a Disputed Election? Pretty High

•   Bloomberg(Tae Kim): Big Tech Raked It in Again. Why No Celebration?

•   Bloomberg(Sam Fazeli): U.S. May Need France-Like Lockdowns to Beat Covid-19

•   CNBC(Michael Farr): SPACs are the new market bubble

•   CNN(Julian Zelizer): Opinion: All eyes should be on the Senate

•   CNN(John Avlon): Biden Republicans show bipartisanship isn't dead yet

•   CNN(Richard H. Pildes, Richard L. Hasen): Election Day 2020: Our biggest concern

•   CNN(Garry Kasparov): Win or lose, with Trump, prepare for the unimaginable after the election

•   CNN(Sarah Isgur): Election Day 2020: What surge of early voters tells us

•   CNN(Scott Jennings): Opinion: Donald Trump deserves a second term

•   MarketWatch(Will McBride): This is the wrong time to think about undoing the 2017 tax cuts

•   MarketWatch(Karen Dolan, Shailly Gupta Barnes): The votes of 63 million poor people could decide this election

•   Fox News(Newt Gingrich): Will Trump win? Yes. I think history will repeat itself – here's why

•   Fox News(Tucker Carlson): Mainstream media's Hunter Biden lies have consequences. Ask Glenn Greenwald

•   Fox News(Melania Trump, Jim Carroll): Partnering to help America's children live their best, drug-free lives

•   Fox News(Justin Haskins): Early voting – Is US headed for post-election chaos?

•   Fox News(Juan Williams): Trump and Republicans work to suppress Democratic votes

•   Fox News(Donna Brazile): Vote Biden — he can help us reclaim the soul of our nation after 4 nightmarish years of Trump

•   Fox News(Ronna McDaniel): Republicans fighting Democratic attempts to steal election victory

•   Fox News(Richard Fowler): Americans are tired of Trump’s lies, incompetence, ignorance and failures

•   Fox Business(Andy Puzder): The truth about Trump's tax cuts by the numbers, not by Biden

•   연합뉴스(Joe Biden): [전문] "한국은 강력한 동맹"…바이든 미 대선후보 연합뉴스 기고문

•   한경(한상춘): 한국형 재정준칙, 현대통화이론과 뭐가 다른가

•   문화(주한규): 탈원전 폐기 없는‘탄소중립’은 공허