Business Intelligence Monitor 201111

(Introduction)

[Markets]

•   Global: S&P 500 dips, Nasdaq sinks as investors adjust bets on recovery hopes

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피, 7일 연속 상승…연고점 하루만에 경신

•   한국: 화이자 백신 맞은 증시…항공·여행업 `화색`

•   한국: 두산그룹주 상승 많아, 두산밥캣 6%대 두산퓨얼셀 5%대 뛰어

•   Metals: Vaccine hopes hold copper near 29-month highs

•   Grains: Soy futures surge to new four-year high as USDA slashes inventory estimates

[Indicators]

•   US Sep. Job openings: U.S. Job Openings Are Rising Closer to Prepandemic Levels

•   Germany Nov. ZEW economic sentiment: Investors Lose Confidence in German Economy After Virus Curbs

•   UK Sep. Employment: Record surge in redundancies pushes UK unemployment to 4.8%

•   UK Oct. Retail sales: Stockpiling and Christmas shopping boost UK retail sales in October

•   China Oct. CPI·PPI: China consumer inflation hit 11-year low in October, helped by plummeting pork price

※   SCMP: As China’s consumer inflation rate hits 11-year low, economists warn of possible deflation in coming months

※   SCMP: China inflation: how is it measured and why is it important?

•   China Oct. Excavator sales: Excavator sales jump in China, indicating robust economic recovery

•   한국 9월 재정수지: 재정적자 벌써 108조…지난해 두배로 급증

※   기재부: 월간 재정동향 2020년 11월호 발간

•   한국 11월 분양경기실사지수: ‘로또 청약’ 기대감에 분양 경기 전망 회복

•   Japan Sep. Current account: Japan's April-Sept. current account surplus smallest in over 5 yrs

•   Japan Oct. Economy Watchers sentiment: Japan Oct. economy watcher sentiment tops boom-or-bust line

•   Philippines Q3 GDP: Philippines economy contracts 11.5% yr/yr in Q3

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Biden Says Standoff With Trump Administration Won’t Stop Transition

•   WSJ: Stimulus, Spending Bills Top Congress’s Long To-Do List

•   WSJ: Investors Bet Biden Will Accelerate Shift to Renewable Energy

•   WSJ: Black Americans Largely Rebuked Trump’s Overtures, Helped Lift Biden

•   WSJ: Biden’s Election Win Was a Big Bet for These Wall Street Executives

•   WSJ: Biden’s Plan to Shift Energy Policy Faces Headwinds

•   WSJ: New York City’s Covid-19 Cases Rise at Alarming Rate

•   WSJ: In New Covid-19 Surge, Testing and Data Woes Challenge U.S. Response

•   WSJ: Russian Coronavirus Vaccine Rollout Plans Hit Production Speed Bumps

•   WSJ: Eli Lilly’s Covid-19 Antibody Drug Gets FDA Green Light

•   WSJ: How Eli Lilly Developed Covid-19 Drug in Pandemic’s Long Shadow

•   WSJ: Pfizer Covid-19 Vaccine’s Next Big Challenge: Giving It to Enough People

•   WSJ: Apple Mac Line, Once Dubbed ‘Dinosaur,’ Gets New Life in Pandemic, In-House Chips

•   WSJ: How Politics Has Pulled the Country in Different Directions

•   WSJ: Political Battle Looms Over Fed’s Emergency Loan Programs

•   WSJ: Federal Reserve Could Become Early Flashpoint Between Biden and McConnell

•   WSJ: Research Ties Curbing the Covid-19 Pandemic to Saving the Economy

•   WSJ: Everything You Need to Know About 5G

•   WSJ: Boeing Faces Possible FAA Penalties Tied to 2015 Safety Settlement

•   NYT: Pandemic Reaches Grim Milestone as Biden Moves to Take Charge

•   NYT: The End of ‘America First’: How Biden Says He Will Re-engage With the World

•   NYT: Biden Knows Washington Has Changed. He’s Less Sure He Has To.

•   NYT: Does Trump’s Defeat Signal the Start of Populism’s Decline?

•   NYT: Shocked by Trump’s Loss, QAnon Struggles to Keep the Faith

•   NYT: What Went Wrong With Polling? Some Early Theories

•   NYT: Growing Discomfort at Law Firms Representing Trump in Election Lawsuits

•   NYT: Lael Brainard’s Steady Rise Could Culminate in Treasury Secretary Post

•   NYT: Biden Is Expected to Keep Scrutiny of Tech Front and Center

•   NYT: The Husband-and-Wife Team Behind the Leading Vaccine to Solve Covid-19

•   NYT: Key Justices Signal Support for Affordable Care Act

•   WP: Their county was once a bellwether. Now, these Obama-Trump voters wonder what the future holds.

•   WP: ‘What’s the downside for humoring him?’: A GOP official’s unintentionally revealing quote about the Trump era

•   WP: White House tells federal agencies to proceed with plans for Trump’s February budget in latest sign of election defiance

•   WP: The U.S. has absolutely no control over the coronavirus. China is on top of the tiniest risks.

•   WP: These are the experts who will lead Biden’s transition at federal agencies

•   WP: Senators elect McConnell, Schumer as leaders in next Congress, but majority still to be decided

•   WP: Why Texas’s overwhelmingly Latino Rio Grande Valley turned toward Trump

•   WP: World leaders have marked Biden’s win — but few dare to speak out on Trump’s loss

•   WP: With Biden headed to White House, Afghan government hopes for tougher stance on Taliban

•   FT: EU accuses Amazon of breaching antitrust rules

•   FT: Biden team considers options on Iran nuclear deal

•   FT: SoftBank’s Vision Fund unit considers move to Abu Dhabi from UK

•   FT: Armenia and Azerbaijan sign deal with Russia to end fighting

•   FT: Brussels holds out on post-Brexit financial services access for UK

•   FT: Biden delivers Brexit warning to Johnson in post-election call

•   FT: Funds move to quell retail investors’ ire over halted $37bn Ant IPO

•   FT: Slovakia’s mass coronavirus testing finds 57,500 new cases

•   FT: EU negotiators strike deal over seven-year budget

•   FT: Brazil faces political backlash after trial of China-developed Covid vaccine is halted

•   FT: Turkey’s new finance chief faces uphill task to turn economy round

•   FT: UK companies fall short on climate reporting, warns watchdog

•   FT: US consortium revives plan for Welsh nuclear power plant

•   FT: China draws up first antitrust rules to curb power of tech companies

•   FT: UK second coronavirus wave less deadly than the first

•   FT: Could Trump’s China trade policy be a template for Biden?

•   FT: Peru’s president steps down after impeachment vote

•   FT: Peru’s political crisis: what happens next?

•   FT: Biden presidency to hasten global switch from coal to renewables

※   IEA: Renewables 2020

•   FT: Inside BioNTech-Pfizer's groundbreaking Covid vaccine

•   FT: Pandemic-hit companies dash for cash after market rally

•   FT: Danish mink cull descends into political chaos over legality

•   FT: ‘Naked in the face of this crisis’: Spain’s Latin American workers suffer

•   FT: Vaccine-led rise in bond yields ripples through markets

•   FT: China economy: will hot property market threaten post-pandemic rebound?

•   FT: As Biden’s margin of victory grows, so does Republican resistance

•   FT: Argentina investors still nervous after state efforts to support peso

•   Bloomberg: Deep-Freeze Challenge Makes Pfizer’s Shot a Vaccine for the Rich

•   Bloomberg: Pompeo Talks of New Trump Term, Playing to False-Claim Furor

•   Bloomberg: Pompeo Says Trump Administration ‘Not Finished Yet’ on China

•   Bloomberg: Republicans Escalate Effort to Challenge Biden Election Victory

•   Bloomberg: China Moves to Tame Hong Kong Opposition With ‘Patriotism’ Test

•   Bloomberg: Trump Ejects Head of Climate Office Whose Report He Rejected

•   Bloomberg: Covid-19 Cases Surge in Canada, Forcing Tighter Restrictions

•   Bloomberg: How the Covid Crisis Calls for a Makeover at the Fed and ECB

•   Bloomberg: Fed’s Kaplan Says Virus Surge Threatens Next Two Quarters

•   Bloomberg: Fed’s Harker Says U.S. Economy Won’t Grow Unless Workers Retrain

•   Bloomberg: Italy May Have to Spend 10 Billion Euros a Month on Lockdown Aid

•   Bloomberg: Summers Advises Next Treasury Chief to Return to Strong Dollar

•   Bloomberg: Biden’s Rapid-Fire Calls Open New Era for U.S. and European Ties

•   Bloomberg: Erdogan Sweet Talks Markets With Return to Orthodoxy -- for Now

•   Bloomberg: Biden May Spur Flows to Asia Already Buoyed by Virus Success

•   Bloomberg: Barr’s Gambit Opens Path to Tarring Biden Win Without Undoing It

•   Bloomberg: Goldman Asset Sees ‘Attractive’ Returns for Asia Junk Bonds

•   Reuters: Exclusive: Huawei to sell $15 billion Honor unit to Shenzhen government, Digital China, others - sources

※   Huawei 스마트폰 출하(2019): 241m (Honor시리즈 55m, P시리즈 48m, Nova시리즈 30m, Mate시리즈 27m, Others 81m)

•   Reuters: Fed's Quarles sees formidable, complex challenge ahead

•   Reuters: Fed's Mester says all emergency lending facilities should be extended

•   Reuters: European lockdowns weigh on global fuel recovery

•   Reuters: Siemens Energy drops most coal business following spin-off

•   Reuters: How Pfizer vaccine could be cold comfort for some Asian nations

•   Reuters: Oil refiners shut plants as demand losses may never return

•   Reuters: U.S. power use to drop over 3% in 2020 due coronavirus: EIA

•   Reuters: India's October CPI likely above 7% again, industrial output falls: Reuters poll

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

•   Reuters: Analysis: Vaccine news may weaken need for U.S. stimulus, but help still needed - investors

•   Reuters: Analysis: Turkey's new economic chiefs need new crisis playbook

•   Reuters: Analysis: Putin draws Erdogan a red line on Russia's southern flank with Karabakh deal

•   AP: China gears up for world's largest online shopping festival

•   CNN: Wall Street to Trump: It's over. This isn't a repeat of 2000

•   CNN: These stocks and sectors could thrive under Biden

•   CNN: How the 5G iPhone kicked off the latest carrier wars

•   CNN: Electric car batteries are catching fire and that could be a big turnoff to buyers

•   CNBC: Dollar could weaken further under a Biden administration, analysts say

•   CNBC: Project combining batteries, tidal power aims for hydrogen production

•   CNBC: Here’s when the results of the 2020 election will be finalized

•   CNBC: ‘This changes everything’: What the vaccine news could mean for markets in 2021

•   CNBC: Coming months will be ‘very rough,’ U.S. doctor says despite good news on Covid-19 vaccine

•   CNBC: Ant Group valuation could be cut by over $150 billion after halted IPO

•   CNBC: Biden will likely continue to champion strong US-India relations

•   CNBC: Dr. Scott Gottlieb: Coronavirus ‘about to explode’ before therapeutics

•   CNBC: Putin's problem with Biden? A lack of chemistry, expert says

•   CNBC: What a Biden White House could mean for Tesla

•   CNBC: Chamber of Commerce wants Covid stimulus passed before inauguration

•   CNBC: Investment opportunities to consider after Biden’s election win

•   CNBC: Auto executive turned international fugitive Carlos Ghosn says Covid makes industry ripe for consolidation

•   MarketWatch: Biden’s pandemic plan: Restore Obamacare, mandatory masks, paid sick leave and free COVID-19 tests

•   MarketWatch: Joe Biden wants a $15 minimum wage — here’s what’s standing in his way

•   Fox News: Cal Cunningham concedes to Thom Tillis in North Carolina Senate race

•   Fox Business: How Biden's tax plan could impact high-tax states

•   SCMP: China’s commercial property deals will double in value to almost US$100 billion by 2030, CBRE predicts

•   SCMP: China-Australia relations: iron ore demand powers ahead as Fortescue secures US$4 billion in deals

•   SCMP: How Joe Biden’s victory could entice Wall Street to increase investments in Chinese markets

•   SCMP: Joe Biden’s cabinet: does Robert Lighthizer’s replacement as US trade chief need to be a China hand?

•   SCMP: Even after election, Washington remains firmly anti-China, but US states see things differently

•   SCMP: Outgoing Donald Trump administration to send high-ranking official back to Taiwan this month

•   SCMP: China-US tension: Beijing worries that Esper’s exit raises risk of military action and accidents

•   Global Times: Biden can’t ignore cooperation with China

•   매경: 국산 백신 이달말에나 1상 마무리

•   매경: 日 "압류자산 현금화땐 보복 조치"…한·중·일 서울 정상회의 `불투명`

•   매경: 재계 목소리엔 귀닫고…與 "한국노총과 함께 입법전략 수립"

•   매경: 與, 기업규제 3법 16일부터 상임위 논의 강행

•   매경: 文대통령, 15일 RCEP 최종 서명

•   매경: 전경련에 날세운 與…"정부 흔들기 도 넘어"

•   매경: 삼성·LG전자 美공장 증설부담 커진다

•   매경: "뉴노멀시대 디지털 전환에 생사 달렸다"

•   매경: 가로본능 `LG 윙`, 美서 날개 달았다

•   한경(P1): 내년 경영 키워드는 '포스트 코로나·바이든·친환경'

•   한경: 환율도 복병…'3단계 시나리오'로 대비

•   한경: "전쟁 중엔 장수 안 바꾼다"…소폭 보강인사에 무게

•   한경: "포스트 코로나는 격차 벌릴 기회"…기업들 '그린뉴딜·M&A'로 승부

•   한경(P1): 與, 논란의 '3%룰' 완화 가닥

•   한경: 與 '3%룰' 완화 가닥에도…경제계 "3중 규제가 2중 규제 된 것뿐"

•   한경: "바이든 승리로 韓 기업 무역환경 더 나빠질 것"

•   한경: 한은법 1조에 '고용안정' 추가한다

•   한경: 그린뉴딜 지원할 녹색금융공사 신설

•   한경: "안전사고 땐 형사처벌"…건설사, 잇단 규제 법안에 '한숨'

•   한경: 공공기관 '최저가 발주' 악몽…5만명 일자리 날아갔다

•   한경: 코로나로 공사기간 줄줄이 연장…건설사에 추가 비용 전가 '논란'

•   한경: 2억원 이상 대출자는 전체의 1%도 안됐다

•   한경: 신용대출 속도조절' 추가로 남은 카드는…DSR 강화·분할상환제 '만지작'

•   한경: 전기차 충전, 내년부터 휴대폰 충전만큼 쉬워진다

•   한경: 태양광 발전 뛰어든다는 한전…업계 "다 죽을 판"

•   한경: 바이든 체제서 엇갈리는 자동차株 전망

•   한경: 전셋값 급등에 비싼 중개수수료까지…세입자 '이중고'

•   한경: 대한건설협회, "SOC 투자 늘려 코로나 위기 넘어야"

•   서경: 로보틱스 육성 '퍼즐' 찾은 현대차...K배터리 3사도 투자 러시

•   서경: "北 핵실험·미사일 도발땐 바이든 협상 의지에 찬물"

•   서경: 규제3법 골격 유지에..."전월세난 수준의 경영권 대란 우려"

•   서경: 기후협약 복귀' 바이든에...정치권 '코드 맞추기'

•   서경: 美, 화웨이 제재 유지에 무게...韓기업에 투자 요청할수도

•   서경: MSCI 정기변경 하루 앞으로...누가 '편입축포' 쏠까

•   조선(P1): “월성원전 더 돌려도 됩니다” 실무진 말에 백운규 “너 죽을래”

•   조선: [단독] 공사 중단된 신한울 3,4호기 내년 2월이면 취소 운명... 산업부는 “한수원 요청오면···” 책임 떠넘기기

•   조선(P1): 박지원, 스가에 ‘올림픽때 남북미일 회담’ 제안

•   조선(P1): 취업했다고 돈주고… 내년 110조 ‘현금성 지원’

•   조선: “미·중 좋았던 옛시절, 누가 대통령 돼도 안돌아온다”

•   조선: 조선업계 수주, 넉달째 세계 1위

•   조선: “한국 높은 규제 벽… 코로나 백신 수입 1년 지연될 수도”

•   조선비즈: 10월 채권시장 약세‥"美 대선 불확실성 탓"

•   조선비즈: '서울에 5억짜리 집이 어디 있죠?' 김현미 "일산 저희 집…"

•   인베스트조선: 벤처실 뜨고, 구조실 지고…달라진 산은 인기부서

•   중앙(P1): 바이든 사람들은 읽씹 중인데···美 간 강경화의 '난센스 외교'

•   중앙(P1): 화이자 개발 백신, 한국선 일러야 내년 6월 접종

•   중앙: 코로나 치료제 더딘 한국, 환자 못 구해 러시아 원정까지

•   중앙: 검찰, 월성1호기 조기폐쇄 수사 속도…‘감사원 백데이터’까지 추가로 확보

•   중앙: 임대차법 탓 아니라더니, 여당 ‘전셋값 폭등’ 예상했었다

•   중앙: 수도권 거리두기 1.5단계 격상 위기…주말이 불안하다

•   동아(P1): 中주도 경제블록 동참… ‘외교 시험대’ 선 한국

•   동아: 바이든 “中에 무역 운전석 못맡겨”… 韓에 反中동참 압박 커질듯

•   문화: 박지원 이어 김진표 訪日… “징용·수출규제 패키지로 해결 원해”

•   문화: “北 내년초 다탄두 ICBM 시험발사 가능성”

•   문화: [팩트체크]바이든이 脫원전?… 인수위 홈피엔 “첨단원전 신속 상업화”

•   문화: 脫원전 밀어붙이며 원전 수출… “어느 국가가 원전 맡기겠나”

•   문화: 화면 번지고 외관 벗겨지고…“아이폰12 불량” 하루에 수백건

•   세계(P1): ‘4억 vs 8억’ 같은 단지 다른 전셋값… 혼란 부추긴 임대차법

•   세계비즈: [창간15기획- V노믹스]‘현금 확보’ VS ‘투자 확대’…상반된 투자전략 - 세계일보

•   경향(P1): ‘중대재해법’ 탄력…국민의힘도 ‘협력’

•   머니투데이(P1): 바이든 공약과 '공통분모' 찾는 與…'한국판뉴딜' 띄우기

•   머니투데이: 삼고초려 통했다…6월이후 유턴기업 2배 늘어

•   더벨: SPV 연장 요청 확산, 비우량채 위기감 '계속'

•   헤럴드경제(P1): 월급만큼 오른 월세…10개區 ‘월세〉전세’

•   헤럴드경제(P1): 하필 이 시기에…파업전야 향하는 제조업

•   헤럴드경제: 파업 암운 드리운 車·철강·조선…노조 ‘바이든 효과’ 걷어차나

•   헤럴드경제: 그린뉴딜에 힘 싣는 한전…스마트에너지플랫폼 구축

•   헤럴드경제: 바이드노믹스 효과…삼성·LG그룹 웃다

•   파이낸셜뉴스: "바이든 정부, 친환경 에너지 확대.. 한국기업들, 무역·투자 늘릴 기회"

•   파이낸셜뉴스: 전국으로 번진 전세난… 집값 더 끌어올린다

•   파이낸셜뉴스: "여행·숙박·외식 수요급감.. 코로나發 물가하락 주도"

※   한국은행: 코로나19가 물가에 미치는 영향 분석

•   파이낸셜뉴스: 홍남기 "내년 국가채무비율 47%는 감당할 수준"

•   아시아경제(P1): 코로나 버팀목 제조업마저…체력고갈 위기

•   아시아경제: 말뿐인 제조업 르네상스…"정부 발표 뒤 지원언급 없었다"

•   아시아경제: 美·中·獨 등 전세계, '제조업 살리기' 한창인데…

•   아시아경제: 文정부, '바이든 시대' 대북정책…'클린턴 3기' 구상

•   아시아경제: [기업 자금조달]에스퓨얼셀, 정부 수소경제 육성에 빨라지는 발걸음

•   디지털타임스(P1): 현대차, 엔비디아와 커넥티드카OS 협력

•   디지털타임스: 정의선의 `개방형 협력` 가속페달… 모빌리티 삼각편대 구축되나

•   디지털타임스: 5G·AI가 혁신·게임체인저 역할… `디지털 트윈` 시대 성큼

•   디지털타임스: `디지털 트윈` 車·교통서 큰폭 성장…내년 반도체 시장 9.5% 커진다

•   이데일리: 文 그린뉴딜 강조에도…그린수소 R&D 예산 한푼도 안썼다

•   이데일리: [BOK워치]"코로나 때문에"…소통 대신 불통 택한 금통위

•   연합: 대기업 전문경영인 평균 3.6년 재임…오너보다 8년 짧아

•   연합: 인천시 탈석탄동맹 가입…석탄화력발전 신규시설 금지

•   연합인포맥스: 연말 회사채시장 달라질까…강세전망 속 하이일드채권 부각 - 연합인포맥스

•   연합인포맥스: 증시, 원화강세에 수출주 괜찮을까…'환율·실적부진 관련성 적다' - 연합인포맥스

•   뉴스1: 전기차·태양광·풍력 등 친환경 시대가 온다

•   뉴스토마토: 드론부터 선박까지…중후장대에 부는 수소 열풍

•   KBS: [단독] 해상풍력발전기 화재…“주민 신고 이후에 알았다”

※   발전기 유지 보수를 맡은 두산중공업은 불이 난 사실을 주민 신고 이후에야 안 것으로 KBS 취재 결과 확인

•   아주경제: ​[방향 잃은 文정부 에너지 정책] ①로드맵 없는 ‘탄소 중립’…2050년까지 ‘산 넘어 산’

•   아주경제: ​[방향 잃은 文정부 에너지 정책] ②‘바이든 효과’에 한국판 뉴딜 새 동력 기대감도

•   아주경제: ​[커지는 로봇산업] 정부, 4대 로봇강국 진입 플랜 가동…20조 시장 ‘활짝’

•   아주경제: ​[커지는 로봇산업] 협동로봇 확대...기업들 효율↑ 비용↓ ‘일석이조’

•   팍스넷뉴스: 석탄 버린 삼성물산, 배경은 'RE100'

•   미디어펜: [건설사 성공DNA-⑱두산건설]글로벌 토목 시공력과 건재한 '두산위브'…경영정상화 기대

•   reNews: Businesses call on Johnson to ‘back British hydrogen’

•   에너지경제: [이슈분석] 월성1호기 검찰수사 쟁점별 입장 "검찰 부당 정치개입" vs "정당한 검찰권 행사"

•   에너지경제: 2050년 탄소중립 법제화 ‘그린뉴딜기본법’ 발의

•   대한경제: 공공재개발 지역 의원들, 도시정비 규제 완화 나섰다

•   대한경제: "규제 비웃듯"···임대업자 대출 다시 늘었다

•   대한경제: 미국 바이든발 탄소세 도입 가시화되나

•   OilPrice.com: The True Cost Of The Global Energy Transition

•   OilPrice.com: The Death Of Car Ownership: How Tech Is Killing The $3 Trillion Auto Industry

•   OilPrice.com: India Energy Demand On The Rebound

•   OilPrice.com: World’s Top Oil Trader Weighs U.S. Shale Acquisitions

•   OilPrice.com: U.S. LNG Exports To China Expected To Grow Substantially

•   CNET: Electrify America surpasses 500 charging stations, with more to come

•   전자신문(P1): 실외자율주행 순찰로봇 '골리' 실증 돌입

•   전자신문: 8월 신재생에너지 전력거래량 역대 최대

•   전자신문: 정부, 신재생에너지 집적화단지 제도 도입…지역사회에 REC 가중치 부여

•   디지털데일리: 제2의 화웨이 누구?…中 스마트폰 시장, 비보·오포·샤오미 ‘3파전’

•   Robotics & Automation News: Toyota venture fund invests in robotic kitchen startup

•   Robotics & Automation News: Merck and Volansi launch commercial drone service to deliver cold-chain medicines in rural North Carolina

•   로봇신문: 한국로봇산업협회, 다음달 3일 '협동로봇 기업협의회' 발족

•   로봇신문: [화제 동영상]두산로보틱스의 협동 로봇 스토리

•   산업일보: [End-Effector] 온로봇, "로봇과의 협업 애플리케이션 수요 증가세"

•   Nikkei Asian Review: Corporate Japan sees promise and peril in Biden era - Nikkei Asia

•   Nikkei Asian Review: Suga targets green tech investment for post-pandemic comeback

•   Nikkei Asian Review: Biden will be '180-degree turnaround' from Trump on climate: Koizumi - Nikkei Asia

•   Nikkei Asian Review: Japan eyes Washington scion Caroline Kennedy as link to Biden staff - Nikkei Asia

•   Nikkei Asian Review: Toshiba stops taking orders for coal-fired power plants - Nikkei Asia

•   Nikkei Asian Review: BOJ to give rate boost to regional banks that merge or lift profit - Nikkei Asia

•   Nikkei Asian Review: Nissan drives deeper into last resort China with 30% capacity rise

•   Mainichi: Japan to keep tariffs on sensitive farm product imports in RCEP deal

•   Folha de S.Paulo: Brazil May Rise or Fall in the Ranking of the Largest world Economies

•   Folha de S.Paulo: On the 7th Day after The Blackout, Electricity Rotation still Does Not Work in all Regions of Amapá

•   Jakarta Post: Jobs law liberalizes more industries for investors

•   Jakarta Post: Indonesia to develop circular economy for EVs, boost battery industry

•   Jakarta Post: Indonesian markets to benefit from Biden win: Analysts

•   Viet Nam News: GDP growth 6 per cent in 2021 feasible: economists

[Opinions]

•   Project Syndicate(Kenneth Rogoff): The Calm Before the Exchange-Rate Storm?

•   Project Syndicate(Joseph S. Nye, Jr.): Joseph S. Nye, Jr. Says More…

•   Project Syndicate(Kent Harrington): America’s Alliances After Trump by Kent Harrington

•   FT(Editorial Board): Green gilts can help to build a low-carbon future

•   FT(Editorial Board): Turkey needs a profound change in economic policy

•   FT(Martin Wolf): Democracy in a time of division

•   FT(Janan Ganesh): Joe Biden will not be able to unify the US

•   FT(Annie Sparrow): Even with a vaccine, fast Covid tests will be crucial

•   FT(Azra Ghani): Does a vaccine against Covid-19 herald the end of the pandemic?

•   FT(Lex): US homebuilders: Horton econometrics

•   FT(Lex): Vaccines/Pfizer: calling the shots

•   FT(Lex): Bond prices: reflating debate

•   WSJ(Walter Russell Mead): This Isn’t Obama’s Middle East

•   WSJ(William A. Galston): Where Biden and McConnell Can Agree

•   WSJ(William McGurn): Joe Biden’s Bitter Harvest

•   WSJ(Kevin N. Sheth, Serena Spudich): How Vaccines Prove Their Safety

•   WSJ(Cenk Uygur): Democrats, Let Progressives Lead

•   NYT(Paul Krugman): What’s Not the Matter With Georgia?

•   NYT(Bret Stephens): The Conservative Movement Needs a Reckoning

•   NYT(Frank Bruni): The Joe Biden I Knew Has Been Humbled

•   NYT(Aaron E. Carroll, Nicholas Bagley): Don’t Get Too Excited About the Coronavirus Vaccine

•   NYT(Jack Goldsmith): Trump Loves to Use the Pardon Power. Is He Next?

•   NYT(Kevin Baker): How Biden Can Govern in Spite of Everything

•   WP(Editorial Board): The vaccine news is exciting. But keep your mask on.

•   WP(Editorial Board): Esper’s firing is a danger to national security

•   WP(Catherine Rampell): Stop romanticizing divided government. If McConnell is majority leader, there will be no progress.

•   WP(David Ignatius): Trump’s firing of Esper was a slap in the face

•   WP(Dana Milbank): Trump is now sabotaging national security to soothe his bruised ego

•   WP(Jennifer Rubin): Trump’s narcissism has become the GOP’s Achilles’ heel

•   WP(David Von Drehle): Is this really the best Trump can do?

•   WP(Alexandra Petri): It’s time to unite, but if it’s not too big a bother, could you accept the results?

•   WP(David Byler): Did ‘Shy Trump Voters’ throw off the polls? Maybe not.

•   WP(Gershom Gorenberg): Netanyahu lost his ally in the White House. That’s inspiration for Israel’s opposition.

•   WP(Julia Ioffe): The next wave

•   WP(John Pomfret): Keep the tough approach or seek cooperation? China looms large for Biden.

•   Bloomberg(Tyler Cowen): The First Global U.S. Presidential Election

•   Bloomberg(Noah Smith): Biden Can Fix U.S. Trade Policy with China and Asia

•   Bloomberg(John Authers): Stocks' Rotation on Vaccine May Cause Fallout for Quant Funds

•   Bloomberg(Marcus Ashworth, Mark Gilbert): The City of London Is Late to a Bond Market Party

•   Bloomberg(Chris Hughes): Vaccine Race Won’t Decide AstraZeneca's Future

•   Bloomberg(Chris Bryant): Covid Vaccine: DHL, FedEx and UPS Are Ready to Save the World

•   Bloomberg(Therese Raphael): Boris Johnson Has a Serious Joe Biden Problem on Brexit

•   Bloomberg(Jonathan Bernstein): Joe Biden Should Govern With a Second Term in Mind

•   Bloomberg(Cass R. Sunstein): Biden Climate-Change Policy Turns on Carbon-Cost Calculation

•   Bloomberg(Max Nisen): Pfizer Vaccine Announcement Timing: Was It Delayed?

•   Bloomberg(Max Nisen): New Covid Treatments Are Here, But Who Gets Them?

•   Bloomberg(Tim Culpan): That Backflipping Robot Is Just a $1 Billion Party Trick

•   Bloomberg(Alex Webb): Amazon Follows Google’s Lead in Europe and Not In A Good Way

•   Bloomberg(Stephen Mihm): Presidential Transitions Need a Stronger Foundation

•   Bloomberg(Zev Chafets): Biden May Tweak Trump's Israel Legacy But He Won't Overturn It

•   CNN(Frida Ghitis): What Trump denial of reality is really doing to the US

•   CNN(Joe Lockhart): Opinion: Democrats' all-out battle over who deserves credit for Biden win

•   CNN(Kent Sepkowitz): Opinion: How Pfizer vaccine news affects coronavirus control

•   CNN(Rich Thau): Opinion: How to listen to Trump voters

•   CNN(Nicole Hemmer): Opinion: Democracy didn't win. It survived

•   CNN(Douglas Heye): Opinion: The Trumpian refusal to accept election defeat is un-American

•   MarketWatch(Mark Hulbert): Now that the election is over, keep your politics far from your stock-market investments

•   Fox News(Ed Rollins): 2020 election reveals a Biden, Trump and an American problem

•   Fox News(Cal Thomas): On which issues would Biden be willing to compromise and find common ground with Republicans?

•   Fox News(Rick Scott:): COVID changed everything this year – including voting. Here's how we restore trust

•   Politico(Zachary Karabell): How Biden Could Wind Down the Imperial Presidency

•   문화(최원목): 월성 1호 수사 공격은 사법방해 重罪

•   헤럴드경제(윤여일): 탄소중립시대, 탄소포집·수소생산 기술융합으로