Business Intelligence Monitor 201127

(Introduction)

[Markets]

•   Global: World shares hold close to record highs; U.S. markets close for Thanksgiving

※   Macro 백업표

※   Industry 백업표

•   한국: 코스피 2,625.91 마감…이틀 만에 사상 최고치 경신

•   한국: 두산그룹주 상승 많아, 두산솔루스 두산중공업 4%대 올라

•   Eurozone: Portugal’s 10-year bond yield drops below zero

•   Metals: Copper hits near 7-year high on vaccine hopes, fund buying

•   Cryptocurrency: Bitcoin slumps after rallying to all-time high

[Indicators]

•   한국 2분기 임금근로 일자리 동향: 돈풀어 노인 일자리 늘릴때…2030은 16만개 줄어

•   한국 주간 아파트 가격(감정원): 김포 누르자 파주, 부산 묶자 울산…집값 풍선효과

•   한국 기준금리: 한은, 올해 성장률 전망 -1.3% → -1.1%…기준금리 동결

※   한국은행: 통화정책방향(2020.11.26)

※   한국은행: 경제전망(2020.11월)

※   한경: "금융위, 중앙은행 영역 침범"…이주열 총재, 전자금융거래법 개정안 비판

•   Japan Oct. Supermarket sales: Japan's supermarket sales rise 2.8% in Oct. on virus-driven demand

•   Brazil Oct. Employment·Fiscal account: Brazil Recovery Gains Steam With Surprising Jobs, Budget Data

•   Mexico Q3 GDP: Mexico Economy Grows at Record Pace With Long Recovery Ahead

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: AstraZeneca Defends Dosing Error in Covid-19 Vaccine Trial

•   WSJ: The Dollar Is Weak. Investors Bet It Will Slide Even More.

•   WSJ: Midwestern Governors Seek More Federal Covid-19 Aid for Businesses

•   WSJ: Social Media’s Liability Shield Is Under Assault

•   WSJ: With Slack, Salesforce Would Put Heat on Microsoft

•   WSJ: How Three TikTok Stars Beat Back U.S. Plans to Ban the App

•   WSJ: Biden Has Early Chances to Show Allies His Global Trade Agenda

•   WSJ: New Face Masks Relieve Pressure on N95 Supplies

•   WSJ: Japan’s Stock-Playing Central Bank Racks Up $56 Billion Gain

•   NYT: Midnight Ruling Exposes Rifts at a Supreme Court Transformed by Trump

•   NYT: Cuomo Attacks Supreme Court, but Virus Ruling Is Warning to Governors

•   WP: Trump's baseless election fraud claims force Kelly Loeffler and David Perdue to walk a 'high-wire act' in Georgia Senate run-offs

•   WP: GOP effort to invalidate more than 2.5 million votes in Pennsylvania dealt another setback

•   WP: Why Russia's Putin is holding back on congratulating President-elect Biden

•   WP: Biden tries to spread calm, as some Democrats worry about his willingness to fight

•   WP: Coronavirus cases are rising in cities

•   WP: Trump, Carson tout covid-19 treatments as lifesavers. But regular people find them harder to get.

•   FT: German watchdog reports EY to prosecutors over Wirecard audit

•   FT: ECB flags more stimulus ahead as financial conditions tighten

※   ECB: Account of October monetary policy meeting

•   FT: Hungary and Poland harden stance in EU budget stand-off

•   FT: England hit with tough new regional Covid curbs

•   FT: Hong Kong’s independent judiciary braced for Beijing onslaught

•   FT: Qatar to buy stake in Istanbul stock exchange

•   FT: Sunak urged to extend uplift to welfare benefit

•   FT: Boris Johnson picks former Treasury adviser as new chief of staff

•   FT: Rishi Sunak refuses to rule out raising income tax, VAT or national insurance

•   FT: The EU plan to live in a raw materials world

•   FT: Europe’s finance sector hits ‘peak uncertainty’ over Brexit

•   FT: Chinese tech companies write off India

•   FT: Spanish banks seek firmer footing with round of mergers

•   FT: How Trump’s vaccine effort produced results at ‘warp speed’

•   FT: Default concerns drive up borrowing costs for Chinese state companies

•   FT: Indonesia woos US private equity for new sovereign wealth fund

•   Bloomberg: U.S.-EU ‘Mini’ Tariff-Cutting Deal Clears Final Hurdle in Europe

•   Bloomberg: Investors Are Waking Up to Some of the Most-Maligned Markets

•   Bloomberg: Top Trump Aide O’Brien Shadowed in Asia by U.S. Election Tumult

•   Bloomberg: Thousands of Farmers March Toward New Delhi to Protest

•   Bloomberg: Covid Vaccine Rush in China Raises Fears of Booming Black Market

•   Bloomberg: Asian Companies Are Finally Getting Serious About Climate Risks

•   Bloomberg: Shipping Industry and Asian Nations Object to EU Pollution Plan

•   Bloomberg: Dubai Gets Arab Gulf’s First, and Perhaps Last, Coal Power Plant

•   Bloomberg: Ex-Trump Lawyer Sidney Powell Files Election Suits in ‘DISTRCOICT’ Court

•   Bloomberg: China Reaches Out to Long-Time U.S. Allies South Korea, Japan

•   Bloomberg: Thousands of Farmers March Toward New Delhi to Protest

•   Bloomberg: China Looks Set to Miss U.S. Trade Deal Target, Latest Data Show

•   Bloomberg: Best EU Economy in Year of Covid Was Bloc’s Worst-Hit After 2008

•   Bloomberg: It Will Take More Than Biden to Fix Trump’s Damage to Iran

•   Bloomberg: Kim Jong Un Likely to Let His Missiles Do the Talking With Biden

•   Bloomberg: U.K. and EU Ready to Resume Brexit Talks Roiled by Coronavirus

•   Bloomberg: Policy Minefield Ahead for Turkey as It Unwinds Albayrak’s Legacy

•   Bloomberg: Johnson Warns England Not to Relax After Virus Lockdown Ends

•   Bloomberg: OPEC-Watchers Expect Group to Delay Supply Boost by Three Months

•   Bloomberg: U.K. Economy’s Virus Hit May Be Smaller Than Past Slumps

•   Bloomberg: Thai Industry Demands Tougher Currency Measures to Save Exports

•   Reuters: EXCLUSIVE-Foxconn to shift some Apple production to Vietnam to minimise China risk

•   Reuters: Russia's Sputnik V developers call on AstraZeneca to try combining vaccines

•   Reuters: Exclusive: Venezuela resumes direct oil shipments to China despite U.S. sanctions

•   Reuters: Exclusive: Iraq trains U.S.-sanctioned militia leader for army position - sources

•   Reuters: France, EU lawmakers push for sanctions on Turkey next month

•   Reuters: Top UK scientific adviser says AstraZeneca vaccine works

•   Reuters: Euro zone to move on bailout fund reform amid COVID worries

•   Reuters: Trump says coronavirus vaccine deliveries to begin next week

•   Reuters: Explainer: When and how will COVID-19 vaccines become available?

•   Reuters: Analysis: Questions over AstraZeneca's COVID-19 vaccine data risk delaying approval

•   Reuters: Analysis: With new bank aid, BOJ makes stealthy retreat from negative rates

•   Reuters: Analysis: Turkish lira stuck between bullish foreigners, bearish locals

•   CNN: US coronavirus: Hospitalizations hit another record as experts warn Thanksgiving gatherings could worsen the pandemic

•   CNBC: Deutsche Bank bullish about a global economic recovery in 2021

•   CNBC: China responds to India banning 43 additional Chinese apps

•   CNBC: JPMorgan sees opportunities in Southeast Asia for medium term

•   CNBC: Siemens, Deutsche Bahn plan trial of hydrogen-powered train

•   CNBC: Take a look at the electric trucks coming from Tesla, Rivian, Ford, GM

•   CNBC: Covid mutations do not appear to be helping the virus spread more rapidly, study says

•   CNBC: Barclays predicts some stocks like BP could rally more than 50% next year

•   CNBC: World’s largest offshore wind farm seals financing deal worth $8 billion

•   MarketWatch: Legendary investor called this stock market a ‘Real McCoy’ bubble, and now Jeremy Grantham’s fund is trailing the S&P 500 by 14 percentage points

•   SCMP: How might China test the new Joe Biden administration?

•   SCMP: Joe Biden’s UN pick signals ‘diplomacy is back’, but does this mean a new approach to China?

•   SCMP: Climate change: what happened to Asia-Pacific’s green recovery from coronavirus?

•   SCMP: US-China relations: Beijing sees chance for thaw in ties under Biden, but keeps expectations in check

•   SCMP: China lifts thermal coal import quota by 20 million tonnes, but Australia unlikely to gain

•   SCMP: China closing in on declaring initial victory in beating poverty despite turbulent 2020, but concerns remain

•   SCMP: China-Australia relations: Scott Morrison’s speech ‘confusing’ but ‘well-crafted’, offers hope for thawing ties

•   Global Times: Industry insiders optimistic about China, South Korea economic ties

•   매경(P1): 3차 대유행…이대론 서울 마비된다

•   매경: "실제 하루확진 1000명 넘을 것"…신천지때보다 더 센 코로나 왔다

•   매경: "내주 병실부족사태 우려…거리두기 빨리 격상해야"

•   매경(P1): [단독] 수평조직 네이버, 직급제로 `유턴`

•   매경: 코로나發 소득감소자, 빚상환 유예 내년 6월까지 신청

•   매경: 정부정책 불안한 은행 대손충당금 더 쌓는다

•   매경: 中, 한국發 승객에 혈청검사…국내 코로나 확산에 기준변경

•   매경: 원전 설치·폐쇄 검토부터 `주민의견 반영` 의무화

•   매경: V자반등 주장하던 홍남기 "연내 4조 더 푼다"

•   매경: [단독] 국내 큰손들, 유럽 물류센터 투자…3000억 펀드 조성

•   한경(P1): 구본준 독립…구광모의 '뉴LG' 속도낸다

•   한경: 삼성, 변화보단 '안정'…현대차, 대대적 쇄신…SK 'ESG 경영' 속도

•   한경(P1): 외식쿠폰, 배달앱서 쓸 수 있다…정부 "연내 시스템 구축 완료"

•   한경: 脫석탄 외친 일본 '46살 원전' 재가동한다

•   한경: 외국은 원전 늘리는데…韓, 건설 중인 신한울 3·4호기 백지화 나서

•   한경: 김종인 親노조 행보…野 '공기업 노동이사제'도 찬성하나

•   한경: "부동산은 남편만 소유하라는 거냐"…공동명의 부부 '부글부글'

•   한경: 이사 가려 해도 양도세·취득세 겹겹 압박…'퇴로 없는' 稅폭탄

•   한경: 내년 종부세 5조 넘을 듯…稅收 비중 6배로

•   한경: 연료전지 1위 美 블룸에너지, 연중 최고가 '불 붙었네'

※   DOE: Energy Department Releases its Hydrogen Program Plan

•   서경(P1): 롯데 인적쇄신 칼바람...임원 100명 옷 벗었다

•   서경(P1): "무리한 탄소중립, 제조업 위기 부른다"

•   서경: 탄소중립 과속 땐 비용 눈덩이...주력산업 줄줄이 해외로 갈 판

•   서경: "개별 국가마다 산업 환경·여건 달라...시기 정해 내연차 금지하는 건 위험"

•   서경: 기업들 "전기차 충전 등 인프라 구축부터 지원해야"

•   서경: 중국산 軍 감시장비에 '악성 코드'...군사기밀 유출 우려

•   서경: 해외건설 수주액 300억弗 넘었다

•   서경: "실용적 스가 정부, 한일관계 개선 계기로 삼아야"

•   서경: 미미세먼지 감축...올 겨울 석탄발전 최대16기 멈춘다

•   서경: [단독]테슬라, 자체 배터리 생산 가시화···두산솔루스 전지박 공급 유력

•   조선(P1): 왕이 “세계에 미국만 있는 것 아니다”

•   조선: 왕이, 시진핑 언제 방한하나 질문받자 기자 마스크 가리키며 “코로나 잡혀야”

•   조선: 풍계리 폭파쇼 했던 北, 태풍에 시설 파손되자 복구

•   조선: “덴탈마스크 안 됩니다” 확진자 나온 삼성전자, 연말 회식도 전면 취소

•   조선비즈: 대북제재보다 무서운 코로나…北, 대중무역 규모 70% 급감

•   조선비즈: 박능후 "코로나 백신, 업체 5곳과 계약 추진…물량 3000만명보다 더 많다"

•   중앙: “좋은 집 공급” 말하더니, 건설사에 임대 빌라 지으라는 정부

•   중앙: 7900억 쓴 신한울 3·4호기, 탈원전 각본대로 퇴출 위기

•   문화: “한국의 對美정책, 北 중심에 국한… 줄타기 넘어선 정책 필요”

•   한국: 해상풍력 단지·국회 수소충전소... '그린 뉴딜' 힘차게 돌아간다

•   머니투데이(P1): 전국민 육아휴직'도 닻 올린 정부…연 2600억 세금 투입 불가피

•   머니투데이: IEA "수소역할 확대, 에너지 안보에 기여할 것"

※   IEA: Korea 2020

•   더벨: 인프라코어 딜 주도권 다툼…거래종결까지 시계제로

•   더벨: 모트롤 인수 웰투시, 인프라코어 M&A 영향 '미미'

•   헤럴드경제(P1): 勞·政·與…재계, 트리플 노동 리스크

•   헤럴드경제: [헤럴드경제 2020 제약·바이오포럼]“국산 치료제 늦어도 내년초 나올것…전문인력 2000명 육성”

•   파이낸셜뉴스: "내년 백신 나온다" 회사채 투자 몰려

•   아시아경제: "2차 재난지원금도 못 받았는데 3차 지원이라니"…소상공인 '부글부글'

•   아시아경제: 민주당, 3차 재난지원금 국채 발행 불가피…다시 재정건전성 논란

•   아시아경제: [다시뛰자 건설코리아]드론 측량, 로봇시공 '스마트 K건설'로 명성 잇는다

•   아시아경제: [다시뛰자 건설코리아]굵직한 프로젝트 수주, 해외서 활로찾는 건설사

•   디지털타임스: 전기료 개편논의 지지부진… `환경비용` 포함땐 中企타격

•   디지털타임스: 脫석탄-코로나 `이중고`로 시름… 수익 뚝뚝 떨어지는 발전공기업

•   이데일리: [마켓인]두산인프라코어 팔리는데…M&A 거친 중장비업체 지금은

•   연합: 오늘도 500명대 나오나…코로나19 연일 확산 '비상'

•   연합: 문대통령, 오늘 '2050 탄소중립 전략회의' 주재

•   연합: 인천시 탈석탄동맹 가입…"영흥화력발전소 조기 폐쇄 노력"

•   뉴스핌: 친환경에너지 속도내는 포스코…풍력발전 솔루션 박차

•   더구루: 사우디 얀부 4단계 담수플랜트 자금조달 마무리…산은 PF 참여

•   비즈니스포스트: 두산인프라코어 목표주가 상향, "매각 입찰로 기업가치 재평가 가능"

•   비즈니스포스트: 두산밥캣 목표주가 높아져, "북미와 유럽 건설경기 회복의 수혜"

•   비즈니스포스트: 두산퓨얼셀 주가 상승 전망, “수소산업 성장성에 비해 가치 저평가”

•   아시아타임즈: [굴뚝기업 환골탈태 ①] 두산, 해상풍력·수소에 빠지다

•   reNews: Asia Pacific renewables 'cheaper than coal by 2030'

※   Wood Mackenzie: Renewables in most of Asia Pacific to be cheaper than coal power by 2030

•   Renewables Now: Vestas to invest in sustainable energy start-ups

•   전기신문: ‘확정설비 불포함’ 신한울 3·4호기...불씨 커지는 ‘발전허가 만료’

•   KHL: Euroconstruct issues forecasts for 2021-23

•   KHL: Volvo CE launches its first China-built excavators

•   대한경제: 보유•거래세 모두 올린 세계 유일한 나라… 커지는 조세저항

•   MIT News: MIT forum examines the rise of automation in the workplace

•   전자신문: 폴디드 카메라' 찾는 애플...삼성과 협력 가능성 '주목'

•   ZDNet Korea: 삼성, 3분기 유럽·중동·아프리카 스마트폰 시장서 1위

•   디지털데일리: "사람이 미래다"…中, 반도체 인력 빼가기 '지속'

•   Robotics & Automation News: Blockchain-based environmental drones ‘can help fight water pollution’, say scientists

•   로봇신문: 대만 '테크맨 로봇', 일본 메이저 자동차 기업에 협동 로봇 공급

•   Economic Times: Chaturvedi: India sought after for green energy pacts, says Renewables Secretary Indu Shekhar Chaturvedi

•   Economic Times: Short-term rates crash in India with funds overflowing with cash

•   Economic Times: International flight ban extended till Dec 31, 2020

•   Hindustan Times: Economic recovery stronger than expected, need to be watchful of demand sustainability: RBI Governor Shaktikanta Das

•   Hindustan Times: Consumer goods sector may shift to the slow lane: Nielsen

•   Folha de S.Paulo: Brazil's Attorney General Says that States May Require Vaccination against Covid-19 If the Ministry of Health Does Not Decide

•   Jakarta Post: Indonesia to leave out 'sensitive' rice, weaponry, alcohol from RCEP tariff lines

[Opinions]

•   Project Syndicate(Ann Mettler, Cyril Garcia): Europe’s Green Opportunity

•   Project Syndicate(Andrew Sheng, Xiao Geng): Division or Dialogue with China?

•   Project Syndicate(Kevin Tu): China’s Global Climate Boost

•   FT(Editorial Board): The worrying precedent in China’s quarrel with Australia

•   FT(Philip Stephens): Nostalgia is no substitute for a post-Brexit foreign policy

•   FT(Martin Sandbu): UK Spending Review: There is no fiscal emergency

•   FT(David Gardner): Saudi crown prince and Israel’s Netanyahu meet after Biden win

•   FT(Chris Giles): ‘Economic emergency’ adds pressure for a rethink on fiscal rules

•   FT(Elizabeth Currid-Halkett): Playing up the US urban-rural divide misses the real problem

•   FT(Jonathan Allum): Takeaways from 30 years of covering the Japanese market

•   FT(Michael Martin): ESG: a trend we can’t afford to ignore

•   FT(Lex): UK wind/Dogger Bank: well, blow me down

•   WSJ(Alan S. Blinder): A Speedy Recovery Depends on More Aid. Will Trump Deliver?

•   WSJ(Kimberley A. Strassel): Justice for Michael Flynn

•   WSJ(Sadanand Dhume): Hindu Nationalists’ Crazy Crackdown on ‘Love Jihad’

•   NYT(Editorial Board): Thai Protesters Want to Rein in an Absentee King

•   NYT(Paul Krugman): In Praise of Janet Yellen the Economist

•   WP(Editorial Board): Trump’s pardon of Michael Flynn is a parting disgrace

•   WP(Catherine Rampell): Trump’s legacy, by the numbers

•   WP(David Ignatius): Trump remains in a battle of wills with Iran

•   WP(Steven V. Mazie): What a conservative majority on the court really means

•   Bloomberg(Julian Lee): OPEC Is Too Slow For Covid's Ever-Changing World

•   Bloomberg(Chris Hughes): Vaccine Muddle Is Reputational Risk for AstraZeneca

•   Bloomberg(Eli Lake): Trump Was Right to Pardon Michael Flynn

•   Bloomberg(Therese Raphael): Rishi Sunak Can’t Answer the U.K.’s Big Tax Question

•   CNN(Joe and Jill Biden): Our most important Thanksgiving tradition

•   CNN(Frida Ghitis): The reason we know it's about to get better (opinion)

•   CNN(Elliot Williams): We shouldn't be surprised that Trump pardoned Flynn. But we can still be disgusted (Opinion)

•   Fox News(John Yoo): Trump pardon of Flynn ends unjust prosecution of former national security adviser

•   Nikkei Asian Review(Marty Natalegawa): ASEAN must counter Chinese attempts to own RCEP trade agreement - Nikkei Asia

•   한경(사설): 수사 받는 산업부 찾아가 격려한 총리, 매우 부적절하다

•   조선(사설): ‘월성 1호’ 조작 범죄 저지른 산업부 찾아가 賞 준 총리

•   문화(사설): 原電 수사 받는 부서 격려한 丁총리, 범죄 부추기나

•   세계(최경돈): 정부 탈원전 정책은 철회되어야만 한다