Business Intelligence Monitor 201103

(Introduction)

[Markets]

•   Global: US stock market rebounds ahead of election day

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 반발매수 유입에 1%대↑…2,300선 회복

•   한국: 얼어붙은 동서학개미...증시 거래 7개월 만에 최저 '뚝'

•   한국: 韓증시는 바이든에 베팅했다

•   한국: 삼성전자, 외국인·기관 계속 파는데…

•   한국: 두산그룹주 모두 올라, 두산밥캣 9%대 급등 두산솔루스 4%대 상승

•   Russia: Russia’s rouble jolted by falling oil prices and US election angst

•   Metals: Copper rises on strong Chinese and U.S. manufacturing data

•   Grains: Corn declines on long liquidation, soy lower; wheat rallies

[Indicators]

•   Global Sep. EV sales: Global Plug-In Electric Car Sales September 2020: Massive Record

•   US Sep. Construction spending: US construction spending up again, rises 0.3% in September

•   US Oct. Manufacturing PMI(ISM): Factories Bounce Back as Consumers Snap Up Goods

•   Eurozone Oct. Manufacturing PMI(fianal): Italian and Spanish factories shrug off impact of pandemic

•   China Oct. Manufacturing PMI(Caixin): China's factory activity rises to near-decade high in October - Caixin PMI

•   한국 10월 주택가격(감정원): 집값 상승폭 조금 줄었다, 지난달 0.32%…0.1%P 둔화

•   한국 10월 자동차 판매: 車 내수판매 두달 연속 증가

•   India Oct. Employment: India's October jobless rate rises to 6.98% - private think-tank CMIE

•   India Oct. Manufacturing PMI: India's Oct factory growth at decade high as demand bounces back

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump, Biden Pitch Dueling Visions in Final Campaign Sprint

•   WSJ: Swing State Poll Finds No Late Shift in Presidential Race

•   WSJ: Now, More Than Ever, Election Week Is a Time for Patience

•   WSJ: Election 2020: Will the Polls Get It Right?

•   WSJ: Election Night: What to Watch for in Key Races

•   WSJ: How Do States Guard Against Voter Intimidation?

•   WSJ: Europe Considers New Idea About Who Should Get Tested for Covid: Everybody

•   WSJ: Walmart Scraps Plan to Have Robots Scan Shelves

•   WSJ: Treasury Dials Back Estimates for U.S. Borrowing as Stimulus Talks Stall

•   WSJ: Air Force Purchase of Chinese Drones Spurs Security Concerns

•   NYT: In Dash to Finish, Biden and Trump Set Up Showdown in Pennsylvania

•   NYT: What Trump Needs to Win: A Polling Error Much Bigger Than 2016’s

•   NYT: Statehouse Seats Are Up for Grabs, and With Them, Great Power

•   NYT: In Hunt for Coronavirus Source, W.H.O. Let China Take Charge

•   NYT: The Quiet Architect of Biden’s Plan to Rescue the Economy

•   WP: U.S. economy faces severe strains after election with Washington potentially paralyzed

•   WP: Power Up: Trump's last-minute push in Georgia highlights concern about Biden rise in traditionally red state

•   WP: Fact-checking the ‘final arguments’ of Biden and Trump

•   WP: Super Typhoon Goni buries Philippine village in mud

•   WP: Trump alludes to violence and promotes Biden bus caravan

•   WP: In a sea of Biden signs, these Trump supporters went looking for the ‘silent majority’

•   FT: Trump threatens legal action over swing state vote

•   FT: Trump warns of fraud as Americans vote early in huge numbers

•   FT: Democrats fight back as Trump pledges to challenge result in court

•   FT: Vienna shooting believed to be terror attack

•   FT: Beijing interviews Jack Ma over $37bn Ant IPO

•   FT: Under-fire Johnson insists winter lockdown is ‘time-limited’

•   FT: Household restrictions in Wales to be relaxed

•   FT: Huawei makes chipmaking plans

•   FT: Loan ‘holidays’ extended to six months after new English lockdown

•   FT: South of England gets lion’s share of housebuilding funds

•   FT: Zelensky faces pivotal moment in confrontation with constitutional court

•   FT: Iraqi leader fights on multiple fronts as economic and security crisis deepens

•   FT: Investors find a novel way to hedge their portfolios: hedge funds

•   FT: States to watch: lawsuits that could shape the election

•   FT: ‘Fundraging’: Trump presidency leads to flood of Democratic donations

•   FT: What the US election could mean for EM investing

•   FT: Trump threatens legal action over swing state vote

•   FT: Trump’s last gamble: proving the pollsters wrong in Pennsylvania

•   Bloomberg: Federal Judge Rejects Bid to Toss Texas Drive-Through Votes

•   Bloomberg: China’s Race for First Covid-19 Vaccine Raises Safety Questions

•   Bloomberg: CureVac Covid Vaccine Shows Immune Response in Early Trial

•   Bloomberg: Xinjiang Covid Outbreak Is China’s Biggest Since Summer

•   Bloomberg: The Good and the Bad of the U.S. Economy on Eve of Election Day

•   Bloomberg: Fed’s Powell Faces Challenges Under Biden or Trump Presidency

•   Bloomberg: WTO Leadership Race Hits New Hurdle as Geneva Lockdown Returns

•   Bloomberg: ECB Six-Week Countdown to Stimulus Action Has Banks Guessing

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

•   Bloomberg: Trump’s Hardball With China Changes U.S. Minds Not Beijing’s Behavior

•   Bloomberg: Trump Adviser, Europe Trade Fighter to Vie for OECD Top Job

•   Bloomberg: China Plans to Import More Oil as Glut Pressures Prices

•   Bloomberg: Mortgage Investors Brace for Post-Election Rate Volatility

•   Bloomberg: Optimism Over Canadian Home Prices Reaches Post-Pandemic High

•   Bloomberg: Merkel Urges Germans to Stick to ‘Wave Breaker’ Virus Curbs

•   Bloomberg: PBOC Governor Says 4 Million Transactions so Far in Digital Yuan

•   Bloomberg: Ray Dalio Is Bullish on Chinese Bonds on Growth and Yield Bet

•   Bloomberg: Philadelphia Expects to Need Several Days to Count Ballots

•   Bloomberg: U.K. Lockdown 2.0 Means ‘W’ Recovery, More BOE Easing: Chart

•   Bloomberg: Apple to Start Intel Breakup Next Week With New Mac Laptops

•   Reuters: France sees record number of new COVID-19 cases, hospitalisations spike

•   Reuters: Europe's COVID-19 curbs prompt pushback amid bleak countdown to Christmas

•   Reuters: Russia's Novak to discuss OPEC+ deal with oil firms, Ifax reports

•   Reuters: Oman income tax expected in 2022 in fiscal shake-up

•   Reuters: Factbox: Development of AstraZeneca's potential coronavirus vaccine

•   Reuters: Factbox: What a Joe Biden win could mean for financial policy

•   Reuters: Factbox: What a second Trump term would mean for U.S. financial policy

•   Reuters: Factbox: What investors are watching for the election - and what could go wrong

•   Reuters: Factbox: The U.S. counties Wall Street will be tracking on election night

•   Reuters: Factbox: Europe goes into new, less strict lockdown

•   Reuters: FACTBOX-Big Oil's climate targets

•   Reuters: Analysis: Trump changed how the U.S. trades - not necessarily as intended

•   CNN: Stimulus is likely coming -- but not in time for the holidays

•   CNN: Premarket: What a Biden victory could mean for energy, health care and tech stocks

•   CNBC: The 2020 election race remains tight between Trump and Biden

•   CNBC: Election 2020: Here's when swing states will start counting ballots

•   CNBC: The US election will shape digital tax talks. OECD candidate hopes for a deal in 2021

•   Fox News: Trump, Biden camps duel over possibility of a winner being declared on Election Night

•   Fox Business: Midwestern states with low unemployment have few rules

•   Fox Business: Biden's fracking stance may cut 19M jobs, raise electric prices: Energy secretary

•   SCMP: Exclusive | China-Australia relations: import ban on Australian copper, sugar expected after blocks on lobster, timber, barley

•   SCMP: Chinese fugitive Guo Wengui ‘spread Biden-China claim to impact US election’

•   SCMP: Ant IPO: how US-China trade tensions are driving foreign investment in world’s largest public offering

•   Global Times: China to raise NEV sales to 20% of total auto sales by 2025

•   매경(P1): [단독] 삼성 휴대폰도 초격차…갤S21 출시 앞당긴다

•   매경: [단독] `갤S21`로 친디아 공략…세계1위 굳히기

•   매경(P1): 서울 갈라놓은 경부철도, 지하화로 도심재생

•   매경: [단독] "세수펑크 막으려면 부가세 올려야"…보편증세론 솔솔

•   매경: 전국 전셋값 내년에 5% 더 오른다

※   건설산업연구원: 2021년 건설․부동산 경기 전망 세미나

•   매경: 美대선에 숨죽인 서학개미…미국부자 75%는 "저가매수 기회"

•   매경: 바이든 승리땐 환경규제, 트럼프땐 車수출 적신호

•   매경: 삼성, 소부장 불꽃투자 "K칩 소재도 초격차"

•   매경: 재계, 3일 `규제3법` 배수진

•   매경: [단독] 대만 공시가 현실화율 90%? 알고보니 20%

•   매경: [스마트그린산단] `디지털·그린` 날개 단 스마트산단…`한국형 뉴딜` 성공 이끈다

•   매경: [스마트그린산단] "2025년까지 스마트그린산단 15개로 늘려봅시다"

•   한경(P1): 4차 산업혁명·中의 추격…사업재편에 사활 건 中企

•   한경(P1): [단독] 주택 공시價, 시가의 80%까지만 올린다

•   한경: 대주주 기준 '5억+인별합산'으로 절충되나

•   한경: 부동산·주식 증세' 거센 역풍…내년 보궐선거 우려 '긴급 땜질'

•   한경: 상장 지주사에 더 위협적인 상법개정안

•   한경: 상법 바뀌면…게임빌·코스맥스 등 지주사 56곳 경영권 '흔들'

•   한경: 막 오른 예산정국…與 "원안 통과" 野 "대폭 삭감"

•   한경: "보편복지 확대로 지자체 골병" 與 최고위서 터져나와

•   한경: 전세난 불편해도 기다려달라는 김상조

•   한경: 정부도 사업재편 나선 기업 밀어준다

•   한경: 원화 초강세에…1인당 국민소득 3만弗 유지할 듯

•   한경: 삼성 '스마트폰 두뇌' 샤오미·오포에 탑재…AP시장 세계 3위 굳힌다

•   한경: BHI, 세계 3대 발전설비社서 원천기술 인수…순수 국산기술 LNG 발전소 앞당긴다

•   한경: "코스피, 내년 '백두산' 오른다"…증권가, 커지는 기대

•   한경: 분양가 상한제 눈치보기 끝났나…이달 전국 4만여 가구 '분양 풍년'

•   한경: 수소 트라이앵글' 시동 건 동서발전

•   한경: 기업 위기 '초일류'로 뚫는다

•   서경(P1): 서울 아파트 전세가 '평당 2,000만원 시대'

•   서경(P1): 경총 "사측 대항권 수준도 ILO 협약 비준국에 맞춰야"

•   서경: "韓, 기업별 노조 중심에 파업 쉬워···獨처럼 대체근로 허용해야"

•   서경: "재정당국이 재정준칙 한도액 조정? 재검토 필요"

•   서경: 현대硏 “바이든 당선되면 韓 성장률 0.1~0.4%P 상승”

※   현대경제연구원: 미국 대선 결과가 한국 경제에 미치는 영향

•   서경: 한은법에 '고용안정'까지 추가하나...고민 커진 한은

•   서경: "팬데믹·자연재해 속 AI 기술 방향은···"

•   서경: 삼성전자 차세대 모바일 AP, 中서 공개한다

•   서경: 구자균 LS일렉트릭 회장 "ESS 재도약 위한 정책지원 절실"

•   서경: [고수에게 듣는다]"내년까지 달러 약세···中·韓 등 이머징 유망"

•   서경: [시그널] 두산건설 또 분할···매각 작업 다시 속도내나

•   조선: 정규직·비정규직 임금격차도 더 벌어져, 月152만원

•   조선: 연공서열 상징 日 도요타는 내년부터 100% 성과연봉제

•   조선: ‘友軍’ 노동계엔 손도 못댄 文정부, 기업엔 부담 떠넘겨

•   조선비즈: "세계 원전 시장서 美 부활"… 해외서 활로 찾겠다던 韓 계획 '차질'

•   조선비즈: “조직개편 때문에 뒤숭숭해요"… 실적 좋은데도 구조조정 두려워하는 직장인들

•   중앙: 누가 되든 중국 때린다, 방식만 바뀔 뿐…샌드위치 한국 고민

•   중앙: “완제품 대신 부품” 이재용식 중국공략 본격화

•   동아(P1): 재계 “또 기업처벌 강화 법안 너무해”… 중대재해처벌법 과잉입법 논란

•   동아: 작년 재산세, 상위 6% 주택서 전체 3분의 1 냈다

•   동아: 빚투 부메랑… 증권사 ‘빚 못갚은 주식 처분’ 급증

•   동아: “소형 물류센터가 동네마트 대체할 것”

•   세계: “노후 석탄화력발전소 성능 개선 중단해야”

•   머니투데이(P1): 文대통령 "경제 확연한 성장세…내년 상반기 정상궤도"

•   머니투데이: 진짜 5G·가짜 5G?…아이폰12가 소환한 5G 품질논쟁

•   머니투데이: 美아이폰12만 '리얼 5G'?...정작 버라이즌은 '유턴中'

•   머니투데이: "5G 언제쯤 빵빵?"…전국망 구축 어디까지 왔나

•   머니투데이: 국내 생산성, 美 53% …'고비용 저효율' 단협 감싸는 노동법

•   머니투데이: 생산성 낮은데 노동손실은 세계최고...노조행태 개선은 언제쯤?

•   머니투데이: 100건 중 98건 불기소되는데…부당노동 신고 왜 늘어나나

•   머니투데이: 뉴딜 타고 3배 급증한 민자사업, 사업비는 주먹구구

•   머니투데이: 3분기 실적 시즌 막바지...삼성전자 빼면 '평범'

•   더벨: 두산인프라코어 매각가격 1조 사수 가능할까

•   더벨: 현대중공업 컨소, 인프라코어 인수 자금조달 밑그림 한창

•   더벨: ㈜두산, 올 들어 세 번째 공모채 발행 착수

•   헤럴드경제(P1): [길잃은 M&A①]코로나19에 길 잃은 M&A…최소 9조원 새주인 못찾아

•   헤럴드경제: [길잃은 M&A②]SPA 체결에도…‘딜 무산’ 매물 속출

•   헤럴드경제: 사업재편 나선 대기업…밸류에이션 시각차 해소 ‘과제’

•   헤럴드경제: 언택트로 몸값 폭등? 과폭락?

•   헤럴드경제: [길잃은 M&A⑤] 주인 못찾은 재수·삼수 기업들…해법 고심

•   헤럴드경제: 이주열 “美대선 후 변동성 확대 경계”

•   파이낸셜뉴스(P1): 조세저항에 與까지 반발…'누더기' 된 세법

•   파이낸셜뉴스: 구간별 재산세율 0.05%P 내리면 공동주택 95% 1315만가구 혜택

•   파이낸셜뉴스: 한전, 내년 재생에너지 접속지연 해소

•   파이낸셜뉴스: 부산 '두산위브더제니스 센트럴 사하' 이달 분양

•   아시아경제: 경제계 "눈 뜨면 생기는 규제…규제비용 총량제 절실"

•   디지털타임스: 배출가스 5등급車 수도권 제한… 석탄화력발전 셧다운 점차 확대

•   이데일리(P1): 예산만 받아놓고 집행은 감감무소식…文 '한국판 뉴딜' 뭉개는 부처들

•   이데일리: 한국판 뉴딜 한다더니…스마트시티 등 51개 사업 첫발도 못 떼

•   이데일리: [마켓인]국내 PEF 대기자금 20兆 시대…M&A시장 '정조준'

•   이데일리: "보유세 올리면, 또 세입자에 전가"…서민, 누울 자리가 없다

•   이데일리: 느는건 월세뿐…세액공제 더해준다고 해도 불만 커져간다

•   이데일리: 전세대책 ‘군불떼기’만…국회선 또 임대차 후속입법 논의

•   이데일리: [르포]냉장고 닯은 박스서 전기 생산…'공해·소음·발열' 없는 3無 발전소

•   이데일리: 수소경제 성공…값싸고 대량 공급 가능한 수소에 달렸다

•   이데일리: [한국판 뉴딜]수소 발전 의무화 도입…‘H노믹스’ 촉매 될까

•   이투데이: 메리츠증권 "미국 건설경기 호조…두산밥캣·현대건설기계 수혜 기대"

•   블로터: [넘버스]두산인프라코어 매각을 보는 두산그룹의 복잡한 속내

•   에너지경제: 연말 입법국회 에너지법안 수두룩...與 절대다수 의석에 처리 '청신호'

•   에너지경제: RE100 가입 기준은?…한국 첫 신청 기업 등장에 관심 고조

•   에너지경제: LNG 개별요금제 계약 첫 체결...발전사 향후 선택은?

•   에너지경제: 그린수소시대 핵심은 '물'...막대한 수요 불구 관심은 떨어져

•   이투뉴스: 한빛원전 노조 "원자력은 탄소배출량 최소 에너지"

•   KHL: Volvo launches new compact excavator

•   Equipment Journal: Equipment finance solutions during an economic recovery

•   Equipment World: Increased U.S. pension investment to save infrastructure

•   대한경제: REC 가격 끝없는 추락…태양광발전업계 ‘시름’

•   대한경제: ‘부업 아닌 주력으로’…‘新사업’ 에 빠진 대형건설사

•   OilPrice.com: Biden Win Could Cause A Huge New Oil Glut

•   OilPrice.com: Drilling And Fracking Accelerates Ahead U.S. Election

•   MINING.com: BHP commits to responsible copper production

•   전자신문: [이슈분석] "5나노·OLED·TOF 새로운 장 열린다"…'아이폰12'로 본 부품 시장 전망

•   전자신문: 에기연, 대형 풍력발전시스템 형식시험 수행 성공…외국 의존도 낮춘다

•   ZDNet Korea: LG, 좌우로 잡아당겨 화면 늘리는 롤러블폰 내놓나

•   Phone Arena: Apple teases 'One More Thing' as it announces November 10 event

•   Nikkei Asian Review: China ships spotted near Japan islands for record number of days

•   Nikkei Asian Review: Toshiba aims to launch virtual power plants across Japan in 2022

•   Mainichi: Japan energy firms aiming to achieve Suga's 2050 zero carbon goal

•   Economic Times: Corporate bond risk back to pre-Covid levels: Report

•   Business Standard: Govt extends emergency credit line guarantee scheme till November 30

•   Jakarta Post: Indonesian coal exporters don’t expect ‘real recovery’ until H2 next year

•   Myanmar Times: Investment in Myanmar continue to grow despite COVID-19

[Opinions]

•   Project Syndicate(Ruth Ben-Ghiat): American Democracy’s Moment of Truth

•   Project Syndicate(Simon Johnson): Donald Trump’s COVID Comeuppance

•   Project Syndicate(Harold James): Will Lies Win?

•   Project Syndicate(Shashi Tharoor): The Rise of the Indian-American Voter

•   FT(Editorial Board): The battle to save UK businesses in lockdown

•   FT(Gita Gopinath): Global liquidity trap requires a big fiscal response

•   FT(Gideon Rachman): Democracy can fail anywhere, even in America

•   FT(John Plender): Chinese economy outstrips US despite Beijing bashing

•   FT(Henry Mance): Boris Johnson’s mistakes in the pandemic are depressingly familiar

•   FT(Lex): UK lockdowns: the great equity wipeout

•   WSJ(Gerard Baker): Trump Is Terribly Flawed, but the Alternative Is Simply Terrible

•   WSJ(Ted Rall): The Green Alternative to Red and Blue

•   NYT(Charles M. Blow): Our Most Dangerous Weeks Are Ahead

•   NYT(Gail Collins, Bret Stephens): It Was Election Day Eve and All Through the House …

•   NYT(David A. Kaplan): Has the Court Learned Nothing From Bush v. Gore?

•   WP(Henry Olsen): My predictions for the 2020 presidential and congressional races

•   WP(Jennifer Rubin): Trump can declare whatever he wants, but it doesn’t make it so

•   WP(Eugene Robinson): Defeating Trump is only the first step in our national recovery

•   WP(Greg Sargent): Trump just revealed his plot to steal the election. Here’s a way to stop him.

•   WP(Michael Gerson): We’ve tried a president with ‘authenticity’ instead of character. It didn’t work.

•   WP(James Henson): Whether Biden wins or loses, Texas is now a political battleground

•   WP(Donna F. Edwards): We can have confidence in the election results — if we have patience

•   Bloomberg(Editorial Board): Biden or Trump? Results Might Not Be Clear Until Well After Election Day

•   Bloomberg(Shuli Ren): China Gets Ready for a Trump-less World With Yuan Tweaks

•   Bloomberg(John Authers): Bond Market Is Turning, Blue Wave or Not in U.S. Election

•   Bloomberg(Therese Raphael): Boris Johnson’s U-Turn on Lockdown Buys Him Little Time

•   Bloomberg(Ferdinando Giugliano): A Covid-19 Vaccine Faces Major Policy Hurdles

•   Bloomberg(Jonathan Bernstein): This Won’t Be a Normal Election Day

•   Bloomberg(Noah Feldman): Voting in the Election Is the Last Check on Trump's Presidential Power

•   Bloomberg(Max Nisen): Early Covid-19 Vaccine Hopes Have a Math Problem

•   Bloomberg(Claudia Sahm): Failure on Fiscal Relief Will Widen Racial Inequality

•   CNN(John Avlon): The real question of this election

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

•   CNN(Karen Bass): Why Trump doesn't care about controlling Covid

•   MarketWatch(Paul Brandus): Election disconnect: Most voters say they're better off under Trump --- but still want him out

•   MarketWatch(Peter Morici): Stagflation will challenge the president in 2021

•   한경(김병기): 원자력이 그린뉴딜이다

•   조선(전영기): 국민이 권력자의 종 될 뻔한 걸 감사원이 막았다