Business Intelligence Monitor 201104

(Introduction)

[Markets]

•   Global: Dollar slides, stocks rise as markets lean toward Biden

•   한국: 코스피 美대선 앞두고 1.9% 상승…2,340대

•   한국: 韓증시, 바이든 베팅? 바이오·배터리 `날개`

•   한국: 두산그룹주 상승 우세, 두산중공업 오리콤 두산솔루스 상승 두산 하락

•   한국: 시장은 바이든 승리에 베팅했다…3년물 금리, 6개월만 최고

•   Metals: Industrial metals rise as aluminium hits 19-month high

•   Grains: U.S. futures firm as wider rally, weather doubts support

[Indicators]

•   US Sep. Factory orders: U.S. factory orders rise solidly; outlook uncertain

•   한국 10월 소비자물가: 통신비 지원에 물가상승률 0.1%로 뚝…집세는 2년만에 최대 상승

•   한국 10월 외환보유액: 외환보유액 4천265억달러…한달새 60억달러 증가

•   India Oct. Balance of trade: Uneven recovery? Trade deficit widens in October, exports dip 5.4%

•   Indonesia Oct. CPI: Inflation shows weak purchasing power to drag out economic recovery

•   Russia Oct. Consumer spending: No Lockdown, But Russia's Shoppers Start Self-Isolating

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Trump and Biden's Paths to Victory in the 2020 Election

•   WSJ: Ant’s Record IPO Suspended in Shanghai and Hong Kong Stock Exchanges

•   WSJ: As Coronavirus Surges in U.S. and Europe, Other Countries See One Case as Too Many

•   WSJ: Why Fewer Chips Say ‘Made in the U.S.A.’

•   WSJ: Natural-Gas Drillers Outshine Oil Peers as Covid-19 Surges

•   WSJ: Comcast, Walmart in Talks to Develop and Distribute Smart TVs

•   NYT: Which Ballots Will Count? The Battle Intensifies as Voting Ends

•   NYT: Undeterred by Coronavirus Pandemic, Americans Prepare to Render Verdict on Trump

•   NYT: What the Last Pre-Election Polls Reveal About Where Things Stand

•   NYT: With Winter Coming and Trump Still in Charge, Virus Experts Fear the Worst

•   WP: Election Day voting opens with some lines, scattered glitches and ample anxiety across the nation

•   WP: In a time of deep suspicion, Americans put their trust in the vote

•   WP: As the U.S. votes, Europe holds its breath while Russia warns of chaos

•   WP: What the Trump administration has said about disputed foreign elections

•   WP: How the U.S. election looks to pro-democracy activists around the world

•   WP: Florida and North Carolina: Election night's most potentially important states

•   WP: The most important Senate races to watch on Election Day

•   FT: US tallies 100m early votes as turnout heads to new record

•   FT: Coronavirus was circulating in New York by February, research shows

•   FT: Hedge funds bet against lasting US election-induced market turmoil

•   FT: Traders prepare for storm of election-fuelled tumult in China’s currency

•   FT: Boris Johnson set to avoid major Tory revolt over lockdown

•   FT: Boris Johnson under pressure to extend furlough payments to all of UK

•   FT: Furlough leaves 2m UK employees earning less than minimum wage

•   FT: Barnier to signal lack of Brexit breakthrough on key issues

•   FT: Fed will try to keep focus on economy in post-election meeting

•   FT: US election leaves WTO in limbo

•   FT: Why the UK’s second wave is likely to cause less economic pain than the first

•   FT: Battle at Arm China threatens $40bn Nvidia deal

•   FT: Qatar sets date for long-promised elections

•   FT: Europe’s shopkeepers on the warpath over lockdowns

•   FT: South Africa leans on banks to spur economic recovery

•   FT: Bank of England faces new doubts over potency of buying bonds

•   FT: Asian governments and firms in record sprint to issue dollar bonds

•   FT: Climate change: how China can achieve its pledge of zero emissions

•   FT: Ten ways coronavirus crisis will shape world in long term

•   FT: Brexit costs likely to build slowly as UK enters end game

•   FT: Europe’s prospects depend on more than beating the pandemic

•   FT: Populism and pandemic put world economic order at risk

•   FT: Which sectors are likely to win or lose from the pandemic?

•   FT: Race to discover pandemic vaccine faces hurdles

•   FT: Emerging markets face lasting financial setback from coronavirus crisis

•   FT: Pandemic hits poor hit hardest as inequality rises

•   FT: China plays it straight on US election but keeps an eye out for mayhem

•   FT: Climate change: China’s coal addiction clashes with Xi’s bold promise

•   Bloomberg: Xi Says Economy Can Double as China Lays Out Ambitious Plans

•   Bloomberg: U.S.-Backed ‘Quad’ Starts Joint Naval Exercises in India Waters

•   Bloomberg: What Stock Market Investors Should and Shouldn’t Do on Election Night

•   Bloomberg: Covid Patients Show Key Immunity Gauge After Six Months in Study

•   Bloomberg: Trump Has Rewritten Trade Politics, Just Maybe Not as Expected

•   Bloomberg: Steel Industry Cries for Help Beyond Trump Tariff ‘Band-Aid’

•   Bloomberg: Trump Has No Economic Plan, Says Republican Economist Glenn Hubbard

•   Bloomberg: Sunak Faces Costly Choice on Covid Aid Amid Scottish Fury

•   Bloomberg: New Yorkers and Londoners Are Ditching Cities for Suburbs

•   Bloomberg: EU Considering Next Move Over U.K.’s Lawbreaking Brexit Bill

•   Bloomberg: Brexit Negotiators Race to Reach Breakthrough as Time Runs Short

•   Bloomberg: Italy Readies National Curfew, Movement Ban for High-Risk Zones

•   Bloomberg: Saudi, Egypt Business Activity Improves as UAE Dealt Setback

•   Bloomberg: The Day Is Here, and Climate Change Is on the Ballot

•   Reuters: CanSino Biologics delivers COVID-19 vaccine to Mexico for late-stage trial

•   Reuters: Brazil allows Johnson & Johnson to resume trial of COVID-19 vaccine

•   Reuters: Economy top concern for U.S. voters: exit poll

•   Reuters: Pandemic likely tipped Indonesia into first recession since 1998 poll

•   Reuters: Saudi Aramco third-quarter profit slumps 44.6% as pandemic chokes demand

•   Reuters: OPEC and Russia study deeper oil cuts: two sources

•   Reuters: Fact check: Biden campaign manager, in saying ‘under no scenario will Trump be elected victor on election night’, was referring to likely election outcome delays, not rejecting the democratic process

•   Reuters: Exclusive: India central bank exploring investment options for reserves, sources say

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

•   Reuters: Factbox: Worldwide coronavirus cases cross 46.89 million, death toll at 1,204,826

•   Reuters: Factbox: What's new in China's 2020 population survey versus 2010 census

•   Reuters: Factbox: Eight U.S. House of Representatives races to watch in Tuesday's election

•   Reuters: Factbox: Republicans lose bid to toss Texas votes and other legal battles shaping the U.S. election

•   Reuters: Factbox: U.S. government panel cracks down on Chinese deals

•   Reuters: Factbox: A Biden presidency could bring better gas mileage, cheaper drugs, less doom scrolling

•   Reuters: Analysis: Barriers to China-U.S. investments could outlast Trump

•   Reuters: Analysis: Retail traders position for volatility after U.S. election

•   CNN: Transportation companies brace for election unrest

•   CNN: End of $600 unemployment checks caused surge in financial hardships, new study finds

•   CNN: The US dollar will remain weak no matter who wins

•   CNBC: China drops U.S. Treasurys; impact on U.S. deficit and coronavirus stimulus

•   CNBC: Goldman Sachs drops bet on euro against the dollar

•   CNBC: Goldman Sachs says Japanese yen can hedge against U.S. election uncertainty

•   CNBC: 2020 election polls: Biden leads Trump in six swing states

•   CNBC: What a Trump or Biden win for president means for U.S. automakers

•   CNBC: Walmart ends contract with robotics company Bossa Nova, report says

•   MarketWatch: Some bond traders are bracing for a 'rate-shocker' after U.S. Election Day

•   SCMP: China-Australia relations: ban on US$400 million Australian wheat imports looms

•   SCMP: Xi Jinping’s thoughts on China’s urbanisation revealed in new speech

•   SCMP: China keeps 20 per cent sales target for home-grown electric cars by 2025, calling controversial industrial plan by another name

•   SCMP: Xi Jinping calls for China’s state-owned enterprises to be ‘stronger and bigger’, despite US, EU opposition

•   SCMP: China manufacturing: Stanley Black & Decker shuts Shenzhen factory as costs soar

•   매경(P1): 주식양도세 대주주 요건 10억 유지

•   매경: 매번 패싱당한 홍남기…與가 `대주주 3억 기준`도 뒤집자 폭발

•   매경: `대주주 10억` 유지에 한시름 던 동학개미

•   매경: 기대감 키우더니…시세 6억 아파트 재산세 年7만원 찔끔 감면

•   매경: 서초구 감면안 폄하해놓고…`내로남불` 당정

•   매경(P1): `10억 로또` 과천 57만명 몰렸다…특공 이어 1순위 청약도 `광풍`

•   매경(P1): `타다` 사실상 금지시킨 국토부…매출 5% 기여금으로 내야

•   매경: 총량 상한 없앴다면서…허가 대수는 건건이 조절하겠다는 정부

•   매경: `타다` 사실상 금지시킨 국토부…1500대 굴리면 기여금만 年72억

•   매경: "기여금 감면은 플랫폼 봐주기"…택시업계도 반발

•   매경(P1): [알립니다] 글로벌 대체투자 콘퍼런스 엽니다

•   매경: 전세난에 밀려난 세입자, 저가아파트 `패닉바잉`

•   매경: `기업규제 3법` 재계 성토에도…김태년 "회기내 반드시 처리"

•   매경: 삼성, 휴대폰 두뇌와 모뎀을 하나로…비메모리 1등 박차

•   매경: [사이언스] 전기차 많이 타면 지구온난화 방지?…"사실상 불가능해"

•   한경(P1): 대법, 16년 만에 '노동법원' 다시 꺼냈다

•   한경: "공시가 인상 근거로 제시한 해외사례는 거짓"

•   한경: 유망 스타트업 인수, 기술력 확장…車부품사 "전기차는 기회의 땅"

•   한경: "기존 산업구조 해체되는 시기…사업재편에 기업 생존 달려"

•   한경: 30년 불황' 일본 산업계, 사업재편으로 버텼다

•   한경: "청년실업 누적…내년 채용시장 최악 우려"

•   한경: 동박으로 대박' SKC, 5년만에 최대이익

•   한경: SK바이오팜·케미칼·두산重…신규 편입 종목 관심 커진다

•   한경: 단독·연립주택 전·월세 거래도 '뚝'

•   한경: 박용만 회장 "가장 필요한 내비는 시각장애인 위한 것"

•   서경(P1): [단독]'현대重 3대 신사업' 정기선이 직접 챙긴다

•   서경(P1): [단독] 정기선 '현대重=굴뚝' 지운다···'바이오·수소·AI' 진두지휘

•   서경: 홍남기 “상속세, 극단적 부작용 있다면 점검 필요”

•   서경: 자율차·친환경차 집중 육성...산업부, 미래자동차과 신설

•   서경: "불확실성 커진다" 은행예금 한달새 6조↑

•   서경: [시그널] 10월 회사채 경쟁률 4대 1···코로나 이전 수준 회복

•   서경: [마켓브리핑] 전방위 현금 조달 속도내는 두산···두 배 상승한 금융비용 부담

•   조선: 김현미 “전세난은 저금리 탓, 임대차법 때문이 아니다”

•   조선: “투자 혹한기 닥칠 수도… 빚부터 줄여놔라”

•   조선비즈: 전자소재 '탈일본' 바람… 반도체·디스플레이 속속 성과

•   조선비즈: 파운드리 1,2위 인력 확보도 전쟁... 벌리는 TSMC와 쫓는 삼성전자

•   IT조선: K-반도체·배터리, 美 대선 결과 여파 '상당'

•   인베스트조선: 퓨얼셀 지분정리 예정…중공업 중심 새판짜는 두산그룹, 헤게모니 변화

•   동아(P1): 국정원 “北, SLBM 탑재 잠수함 2척 추가 건조중”

•   동아: “법인세 1%P 낮추면 설비투자 6.3% 늘어”

※   한국경제연구원: 법인세 부담(실효세율) 1%p 낮아지면 설비투자 6.3% 늘어 - 한국경제연구원

•   한국(P1): [단독] 정부, 바이든 당선돼도 북미 '톱 다운 협상' 제안 계획

•   세계(P1): 文대통령 “2050년 탄소중립… 꼭 가야만 하는 길”

•   세계: 한빛원전 5호기, 원자로 부실 공사 의혹 조사

•   머니투데이(P1): 정의선 현대차 회장, 취임 보름만에 노조와 마주앉았다

•   머니투데이: 메모리 가격 연말까지 하락세…삼성-SK 4분기 실적 '빨간불'

•   헤럴드경제(P1): 중대환경범죄 기업에 매출액 최대 5% 과징금

•   헤럴드경제: 삼성 덕에…내년 상속세수 55% 는다

•   아시아경제(P1): [아경 여론조사]서울시장 지지, 민주 37.9%, 국민의힘 34.5%…박영선·오세훈 각각 1위

•   아시아경제(P1): 삼성전자, 노조 공동교섭단과 첫 상견례…단체교섭 시작

•   아시아경제: 코로나에 발걸린 건설사, 신규 수주는 늘었다

•   이데일리: 산은, 3500억 규모 디지털 뉴딜 물류펀드 조성

•   이데일리: ‘코로나19’ 장기화에..전자업계 구조조정 바람 현실로

•   이데일리: [마켓인]대형 M&A 시장 살아나는데…중소형 매물은 찾기 어렵네

•   연합: "상법개정안 3%룰 통과되면 대주주 지분율 47% 중 44%가 제한"

•   연합: 발전용 가스터빈 관련 기술 특허출원 크게 늘어

•   연합: 땀으로 전기 생산…스포츠 의류 섬유 기반 바이오 연료전지 개발

•   연합: 레인보우로보틱스·티엘비, 코스닥 상장예비심사 통과

•   뉴스핌: 기계연, 초임계 CO2 발전 시스템 실증 성공...상용화 청신호

•   뉴스핌: 두산연강재단, 두산퓨얼셀 우선주 227만주 매각…323억원 규모

•   아주경제: 갑'이 M&A 협상하자는 격···두산인프라·한진重 인수전서 KDB인베 탓 잡음

•   뉴스웨이: [김정훈의 인더스트리]‘허윤홍-정기선’ 두 후계자를 위한 두산인프라 인수전 - 뉴스웨이

•   reNews: Wind, solar costs fall by 10% in 2019

•   가스신문: 연료전지사업 포기하는 기업 늘어…심각성에 주목해야

•   KHL: New lockdowns currently exclude construction

•   KHL: Doosan adds new excavator to demolition range

•   Equipment World: 75% of contractors report canceled, postponed projects in AGC survey

•   Equipment World: Hyundai adds Alpine Equipment Repair to dealer lineup

•   Construction Equipment: Const. Employment Declines in Most Metros

•   For Construction Pros: United Rentals Announces Blue Thursday Sale, Shares Key Considerations for Buying Used Equipment

•   대한경제: 이젠 수소경제…인프라 확충ㆍ안전 강화 ‘잰걸음’

•   OilPrice.com: Drop In Saudi Oil Exports Keeps OPEC+ Shipments Flat In October

•   OilPrice.com: Iraq Boosted Oil Exports In October Despite OPEC+ Quota

•   OilPrice.com: OPEC’s Oil Revenues Set To Plunge To 18-Year Low

•   OilPrice.com: Why Oil Prices May Be Set To Fall Further

•   OilPrice.com: Why Oil Markets Aren’t Focused On The Election

•   MINING.com: China to expand ban on Australian imports to copper

•   전자신문: 대기업發 스타트업 창업·이직 의지 낮아졌다…"경기침체에 도전보다 안정"

•   전자신문: 에너지공단, 수소발전의무화제도 설계 착수...의무이행 구체 방안 찾는다

•   전자신문: 전기산업진흥회 "ESS 신규사업장 2년 새 절반 이상 축소…손실 보전해야"

•   ZDNet Korea: 갤럭시Z폴드3, S펜 품을까…"AES 방식 고려"

•   Phone Arena: Samsung's Exynos chipsets could soon be used by Xiaomi and Oppo

•   Robotics Tomorrow: The Future of Smart Logistics Automation | RoboticsTomorrow

•   Nikkei Asian Review: Japan's SoftBank and KDDI to pump $38bn into 5G

•   Mainichi: Toyota plans record 2nd-half output to recover from pandemic hit

•   Mainichi: Japan companies' April-Sept. net profit down 43% amid pandemic

•   Mainichi: British electric car industry worries about future Japan investment

•   Japan Times: Japan's July-September GDP growth rate estimated at 18.4%

•   Jakarta Post: Indonesia seeks limited trade deal with US after GSP extension

•   Jakarta Post: ADB, PLN to pilot issuance of energy transition bonds in 2021

[Opinions]

•   Project Syndicate(Daron Acemoglu): Daron Acemoglu Says More…

•   Project Syndicate(Richard Haass): Richard Haass Says More…

•   Project Syndicate(Anne-Marie Slaughter): Anne-Marie Slaughter Says More…

•   Project Syndicate(Otmar Issing): The MMT Myth

•   Project Syndicate(Alain Ebobissé): How Africa Can Self-Finance its Economic Recovery

•   FT(Editorial Board): More capital needs to flow to greener activities

•   FT(Martin Wolf): We can avert irreversible climate change

•   FT(Mehreen Khan): Macron’s war on ‘Islamic separatism’ only divides France further

•   FT(Kathrin Hille): China gears up to fight back in tech war over chips

•   FT(Lex): Workers vs robots: a new kind of onshoring

•   WSJ(Walter Russell Mead): The World Still Watches America

•   WSJ(William McGurn): What Pollsters Miss About Trump

•   WSJ(Barton Swaim): Georgia May Decide the Senate Majority

•   NYT(Editorial Board): You’re Not Just Voting for President. You’re Voting to Start Over.

•   NYT(Paul Krugman): The War on Truth Reaches Its Climax

•   NYT(Frank Bruni): How Could Joe Biden Really Want This Job?

•   NYT(Thomas B. Edsall): Be Ready for a Lengthy, Vicious Struggle

•   WP(Editorial Board): We can defeat Trump’s lies and lawlessness. We have to vote.

•   WP(Editorial Board): Days of deception are over. It is time for truth on the pandemic.

•   WP(Catherine Rampell): Russia can stand down. The GOP is interfering with election results all on its own.

•   WP(Dana Milbank): Vote as if our way of life depends on it. It does.

•   WP(Paul Waldman): Why is Trump likely to lose? Because 2020 is not 2016.

•   WP(Greg Sargent, Paul Waldman): Trump ends where he began: With one final effort to corrupt the election

•   WP(Charles Lane): We’ve been here before — and odds are we’ll make it through once more

•   WP(Richard H. Pildes): Pennsylvania could be a center of chaos this election. It didn’t have to be this way.

•   WP(Michael P. McDonald): Record-setting early votes helped Biden pinpoint others likely to support Biden

•   WP(Julio Capó Jr., Melba V. Pearson): What modern voter suppression looks like in Florida

•   Bloomberg(Editorial Board): Trump’s Presidency Has Brought America Low

•   Bloomberg(Tyler Cowen): A Covid Vaccine Is the Next Tourist Attraction

•   Bloomberg(Mihir Sharma): Developing Nations Can’t Ease Up on Covid-19 Now

•   Bloomberg(Shuli Ren): Jack Ma's Blunt China Bank Talk Cost Ant Its $35 Billion IPO

•   Bloomberg(John Authers): The Money Says Prepare for a Long Election Night, and Week

•   Bloomberg(Jonathan Bernstein): Five Election Day Movies to Pass the Time

•   Bloomberg(Cass R. Sunstein): Don’t Invoke Bush v. Gore to Challenge 2020 Voting

•   Bloomberg(Peter R. Orszag): The Link Between the Stock Market and the Economy Is Weakening

•   Bloomberg(Natasha Sarin): Trump Is No ‘Deregulator In Chief’

•   MarketWatch(Mark Hulbert): You shouldn’t believe all this talk about a stock-market bubble about to burst — here’s why

•   Fox News(Newt Gingrich): If election riots break out, Trump should follow Lincoln’s advice

•   Fox News(David Bossie): America needs 4 more years of Trump — Biden is a failed career politician

•   Fox News(Tucker Carlson): Why Donald Trump's supporters love him so much

•   Fox News(Larry Elder): Why Trump deserves four more years

•   Fox News(Victor Davis Hanson): 2020 election is not really about a choice between Trump vs. Biden

•   Fox News(Ben Shapiro): Trump not responsible for coronavirus deaths — but Dems hope immoral charge will defeat him

•   Reuters(Clyde Russell): China's iron ore market appears in supply-demand sweet spot

•   한경(최기련): 원전 '정부실패' 비용 줄이려면