Business Intelligence Monitor 201215

(Introduction)

[Markets]

•   Global: Stocks mixed but Brexit hopes boost Euro, Pound

•   한국: 코스피 2,760대로 소폭 하락…장중엔 최고치 경신

•   한국: 조정장에도… 반도체 대형주 연일 신고가

•   한국: 현대차 美 로봇기업 인수…로보스타·유진로봇 상한가

•   한국: 두산그룹주 약세, 두산인프라코어 두산솔루스 하락 두산퓨얼셀 급등

•   Metals: Industrial metals climb on optimism over vaccine rollout

•   Grains: U.S. wheat sinks after Russia details export tax; soy firm, corn weak

[Indicators]

•   Eurozone Oct. Industrial production: Eurozone October industrial production +2.1% vs +2.0% m/m expected

•   China Nov. House prices: China’s average home price rises for 33rd month, defying bank regulator’s warning of ‘grey rhino’ spillover risks

•   한국 11월 고용행정 통계: 코로나發 실직 난민 실업급여 12兆 육박

•   Japan Q4 Tankan index: Japan business sentiment bounces with hazy outlook: BOJ Tankan

•   India Nov. CPI·WPI: India inflation eases but remains above central bank’s target

•   India Nov. Fueal demand: India’s fuel demand drops 3.6% in November

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: First Covid-19 Vaccine Given to U.S. Public

•   WSJ: New York City Kicks Off Covid-19 Vaccine Drive

•   WSJ: Rollout of Pfizer-BioNTech Covid-19 Vaccine Slows in U.K. Due to Allergic-Reaction Monitoring

•   WSJ: Electoral College Votes Finish in Several States in Formal Step Toward Biden Presidency

•   WSJ: NY Fed: Expected Household Spending Levels Jump to Highest Level Since 2016

•   WSJ: Suspected Russian Hack Said to Have Gone Undetected for Months

•   WSJ: Boeing Widens 787 Dreamliner Inspections After Finding More Assembly-Line Defects

•   WSJ: UAW Reaches Settlement With Feds in Multiyear Corruption Probe

•   NYT: As U.S. Deaths Surpass 300,000, Obituaries Force Reckoning with Covid

•   NYT: Electoral College Voter: Long an Honor, and Now Also a Headache

•   NYT: Trade With China Roars Back As Americans Are Stuck At Home

•   NYT: Google Dominates Thanks to an Unrivaled View of the Web

•   NYT: Big Tech Turns Its Lobbyists Loose on Europe, Alarming Regulators

•   NYT: Why Paying People to Be Vaccinated Could Backfire

•   NYT: As Covid Cases Rise, Brazil's Vaccine Plan Is Mired in Chaos

•   WP: Inside the 'nasty' feud between Trump and Georgia Republcan Gov. Brian Kemp

•   WP: Potential family conflicts arise for Joe Biden and aides as his administration drafts new ethics rules

•   WP: Momentum grows on Capitol Hill for economic relief package as bipartisan group releases two bills

•   WP: The Cybersecurity 202: A Russian mega-hack is further damaging Trump’s cybersecurity legacy

•   FT: ExxonMobil promises emissions cuts after investor pressure

•   FT: Trump hits Turkey with long-awaited sanctions

•   FT: UK warns of threat from new Covid-19 variant

•   FT: London to enter toughest coronavirus restrictions

•   FT: Barnier identifies ‘narrow path’ to Brexit trade deal

•   FT: Optimism for shift on ‘level playing field’ in Brexit trade talks

•   FT: Patently unfair business of Covid vaccines

•   FT: City of London plans ‘back to work’ week to revive Square Mile

•   FT: Global investors place Rmb1tn bet on China breakthrough

•   FT: Germany braced as hard lockdown set to trigger double-dip recession

•   FT: Optimism for shift on ‘level playing field’ in Brexit trade talks

•   FT: America’s two-track economy: the small business credit crunch

•   Bloomberg: OPEC Cuts Demand Forecast Before Meeting to Review Supply Hike

※   OPEC: MOMR December 2020

•   Bloomberg: Biden to Call for Unity as Electoral College Finalizes Vote

•   Bloomberg: China Set to Plug Liquidity Gap as $92 Billion of Funds Mature

•   Bloomberg: Tech Firms Risk Fines of 10% of Sales in EU Power Curb Bid

•   Bloomberg: These Are the Best and Worst Places for Investor Fund Disclosure

•   Bloomberg: TikTok Appellate Judges Signal Skepticism of Trump’s Ban on App

•   Bloomberg: Former Google Executive Eyed as Biden Nears Climate Team Picks

•   Bloomberg: Fed Expected to Offer New Guidance, Not Action, on Bond Buying

•   Bloomberg: Robots Once Seen as Job Killers Now Protect Workers From Covid

•   Bloomberg: ECB’s Grasp on Inflation Is Weakening With the Pandemic Slump

•   Bloomberg: ECB’s Last Policy Maker Left From Class of 1998 Exits Stage

•   Bloomberg: Wisconsin Supreme Court Tosses Trump Bid to Invalidate Votes

•   Bloomberg: Biden’s Radical Pick to Mop Up After Trump Trade Wars

•   Bloomberg: Australia ‘Deeply Troubled’ by China Coal Import Ban Report

•   Bloomberg: U.K. Property Boom Will Last Another Year, Rightmove Says

•   Bloomberg: U.S. Financial Conditions Easiest on Record, Goldman Sachs Says

•   Bloomberg: Vaccine Set to Make Up for 2nd-Wave Virus Hit to Canada’s Economy

•   Bloomberg: Draghi, Rajan Lead Call to Arms to Avert Global Solvency Crisis

•   Bloomberg: U.K. Targets Gas in Next Fight Against Fossil Fuel Pollution

•   Bloomberg: Trucks in China Are Watching If Drivers Doze, Speed or Slack Off

•   Reuters: Who will spearhead Biden's climate, energy and agriculture policies?

•   Reuters: Russia repeats 91.4% efficacy rate in new COVID-19 vaccine data - developers

•   Reuters: Singapore approves Pfizer's COVID-19 vaccine in Asia first

•   Reuters: Factbox-COVID-19 skiing restrictions across Europe

•   CNN: Germany, Europe's biggest economy is heading into lockdown. Will recession follow?

•   CNN: 2020: When electric vehicle excitement kicked into high gear

•   CNBC: FTC orders Amazon, Facebook and others to explain how they use personal data

•   CNBC: Analysts predict what a no-deal Brexit could mean for markets

•   CNBC: Brexit: UK supermarkets stockpile food; shoppers told not to hoard

•   CNBC: A return to multilateralism under Joe Biden is ‘extremely promising,’ OECD says

•   CNBC: Covid vaccine: U.S. plans to ship 6 million Moderna doses once FDA gives OK

•   Fox News: Hunter Biden email shows $400G unreported income from Burisma, states he needs to 'amend' tax returns

•   SCMP: How can a President Joe Biden ‘change the narrative’ for Asian-Americans?

•   SCMP: ICC rejects Uygur calls to investigate China for genocide

•   SCMP: China’s digital currency no threat to global monetary systems, former central bank chief says

•   SCMP: China’s yuan to continue rise against US dollar in short term, but when will Beijing say enough?

•   SCMP: China-Australia trade deal does not oblige either country to continue buying goods, lawyers say

•   매경(P1): 음식·여행 소비 37% 급감…3차 대유행, 내수에 직격탄

•   매경: 확진 1030명 찍은 주말 `매출쇼크`…유통가 감원 후폭풍

•   매경: 韓銀 "코로나 지속땐 내년 성장률 2.2%로 급감"

※   한국은행: 2020년 하반기 시스템 리스크 서베이 결과

•   매경(P1): 與서도 "중대재해처벌법 수정을"

•   매경: 與 중대재해법 독소조항 뺐다지만…법조계 "위헌소지 여전"

•   매경: 산업계 "안전은 처벌식 규제보다 인센티브가 효과적"

•   매경(P1): 3월 폭락장에 주식 쓸어담은 개미…현대차로 118% 벌었다

•   매경: `금융위기후 V자 반등` 학습효과…개미들, 공포장서 뚝심투자

•   매경: 日선 `닌자개미` 뛰고, 中 `청년부추` 달린다

•   매경: "집값 난리났슈~" 1년새 세종 41%·대전 16% 뛰었다

•   매경: 시중銀 건전성 `껑충`…알고보니 착시현상

•   매경: 현대로템, 의왕 공장 가동…수소 年4700톤 규모 생산

•   매경: SK이노베이션, 中전기차시장 공략…현지 배터리업체 전격 투자

•   매경: 진대제·이윤석…솔루스 각자대표로

•   매경: 제네시스·BMW도 출격…전기차 고객은 설렌다

•   매경: 속도 내는 `탄소 제로`…내년 2차전지株 3차랠리 기대

•   매경: "집 몇시에 샀나" 별걸 다 조사하는 부동산원

•   매경: 전세 떠도느니 집사고 보자…서울 인근에 몰렸다

•   매경: 중대형아파트 청약 `껑충`…서울 200대1

•   매경: 정지택 전 두산 구단주, KBO 23대 총재 선출

•   한경(P1): 코로나가 부른 '줄폐업'…식당만 죽지못해 버텼다

•   한경: PC방 폐업 50% 급증…음식점은 "새 주인 못찾아 그냥 문 연다"

•   한경: 자영업자 "3단계 땐 진짜 벼랑"…거리두기 격상 검토에 '초긴장'

•   한경(P1): [단독] 19조 들여 전국에 깐 태양광…전력 생산은 4조 원전 1기급

•   한경: 美는 여야 막론하고 "원전 살리자"

•   한경: 작년 온실가스 배출 큰폭 감소…원전 가동 늘린 덕 봤다

•   한경: 비효율 극치 드러낸 태양광…건설비 원전의 5배, 전력생산비 2배

•   한경(P1): 은성수 "코로나 대출 연장, 연착륙 방안 필요"

•   한경: 국내서도 '로봇농업 시대' 막 올랐다

•   한경: 탄소저감 투자기업에 최고 12% 세액 공제

•   한경: SK이노 '직급 파괴'…부장 이하 'PM'으로 명칭 단일화

•   한경: 반도체 끌고, 스마트폰·가전 밀고…삼성전자 올 영업익 37조 예상

•   서경(P1): 오판·失機···경제도 '무너진 K방역' 전철 밟나

•   서경(P1): 현대차 부회장 2명 퇴진...세대교체 가속화

•   서경(P1): '규제 늪' 은행들 내년 수익 초비상

•   서경: 대출 못하고 이자 못받고...손발 묶인 은행

•   서경: 내년에는 하늘길 열릴까···1월 출발 해외여행 상품 나왔다

•   서경: "巨與 반기업 입법 폭주...한국 경제 후퇴시킬 것"

•   서경: "거리두기 3단계 땐 가전 매출 어쩌나" 삼성·LG '긴장'

•   서경: 일본 車부품사 200개 파산했지만 한국은 '제로' 왜?

•   서경: 수소 용광로' 전환 땐 투자·매몰비용만 110조···"기업현실 무시"

•   서경: "全 생애주기 고려땐 전기차가 내연차보다 탄소배출 많아"

•   서경: 메모리 수요 늘며 '슈퍼사이클' 진입...코스피 3,000시대 연다

•   서경: “이전과는 다를것”...‘코로나 3단계’가 연말 증시 발목 잡나

•   서경: [시그널] 올해도 4조 투입···투자·회수 두 토끼 다 잡았다

•   서경: 시장은 모르고···정부만 아는 중장기 주택 공급

•   조선(P1): 정은경 “이대로면 하루 1200명 확진”

•   조선: 대학 기숙사·모텔까지 치료센터 늘린다지만…

•   조선: 이낙연이 꺼낸 ‘1월 치료제·3월 백신’… 정은경은 확답 못해

•   조선: “3단계 마이너스 알파, 플러스 알파 다 검토”… 방역 쪼개기에 국민은 또 혼란

•   조선: 갤S21 ‘카툭튀’ 사라지고 노트 S펜 기능 생긴다

•   조선: 한국 반도체 매출 中 40%·美 38%… 등거리 외줄타기 운명

•   조선비즈: 유럽 가는 바닷길 비싸지자 기찻길로 눈돌리는 기업들... 9개월새 철도 물동량 5배 늘어

•   조선비즈: 스마트폰·TV 디스플레이, 당장은 OLED가 대세… ‘쑥쑥’ 성장

•   조선비즈: 집값·전셋값 동반 급등에… 외지인 거래 늘고 갭투자도 부활 '조짐'

•   조선비즈: 올해 5대 그룹 시가총액 33% 증가… LG, 2차전지 덕에 현대차 제쳐

•   중앙: 석달뒤 상의 회장 그만두는 박용만, 두산밥캣 회장 명함 파나

•   동아(P1): 文 “사업장 임차료 부담” 與는 면제법안 발의 논란

•   동아: “내년에도 집값-주가 상승 지속… 자산격차 더 커질것”

•   동아: 대출 ‘문’닫는 은행들… 비대면 신용대출 중단

•   한국: [단독] 산업부 원전 라인, 한수원 노조 고소 무마까지 관여 '큰 그림'

•   서울: [재계 블로그] 두산인프라 품은 정기선… 현대重 ‘오너 경영’ 전환할까

•   머니투데이(P1): "수출할수록 손해"…환율급락에 한숨 쉬는 기업들

•   머니투데이: OECD 성장률 1위 한국…통화강세의 왕관을 썼다

•   머니투데이: 구두개입에도 가파른 환율 하락…"필요시 안정 조치"

•   머니투데이: 바이든 시대, 약달러 시대 개막일까

•   머니투데이(P1): "바이든 시대, 남북평화 기회…한반도 인프라 그린뉴딜 필요"

•   머니투데이: 홍남기호 세번째 차관·1급 인선 시작됐다

•   머니투데이: 수소경제 레이스 본격화…기업들 제시한 시간표는

•   더벨: 두산인프라코어 인수구조 어떻게 짤까

•   더벨: 인프라코어 우협 선정뒤 남은 과제 '첩첩산중'

•   더벨: DICC 우발채무, 채권단·FI '다자협의' 이뤄질까

•   더벨: 두산인프라 압도적 R&D역량…현대重 그리는 시너지는

•   더벨: 옛 대우중공업 유산, 20년만에 현대중공업 아래 헤쳐 모여

•   파이낸셜뉴스(P1): 재계 마지막 호소 "3%룰 1년 유예해달라"

•   파이낸셜뉴스: 강북도 한달새 2억 뛰었다… 서울 전역이 '미친 전셋값' [주춤했던 전세수급지수 다시 반등]

•   파이낸셜뉴스: 4대그룹 새판 짜기 돌입… ‘미래 성장 동력 확보’ 최우선 과제 [주요그룹 내년 사업전략]

•   아시아경제(P1): 녹다운' 된 부동산 정책… 다시 급증하는 아파트 거래

•   아시아경제: 임대차 2법에 다시 '패닉 바잉'… '백약이 무효'

•   디지털타임스(P1): 빛 따라 변하는 `2차원 반도체`

•   이데일리: [12·16대책 1년]전국 집값 뜀박질…"시장 왜곡 부른 실패작"

•   이데일리: [12·16대책 1년]"기대하시라, 내년에도 쭉 오른다"…연구기관, 한목소리

•   연합: 9차 전력계획 정부안 나왔다…탈석탄·탈원전 '쐐기'

•   연합: [다가온 기후위기] ③"기후위기 못 막으면 '제2의 코로나' 확산할 것"

•   연합: 매각 임박 두산인프라코어, 중국서 10년래 최대 실적 눈앞

•   뉴스1: EU·한·중·일 이어 미국까지 가세…코로나19가 앞당긴 탄소중립

•   WNN: UK confirms status of nuclear as clean energy

•   WNN: IEA charts COVID's impact on electricity market

•   Renewables Now: Improving electricity penetration in Africa

•   에너지데일리: “탄소중립 혁신 전략·전환 과제 모색한다”

•   Equipment Journal: The Top 5 acquisition stories of 2020

•   For Construction Pros: Hiab Designs World's First All Electric 3-Wheel Drive Truck Mounted Forklift

•   대한경제: ‘脫탄소’ 속도내는 서부발전…전국 곳곳 LNG발전소 건설

•   대한경제: 코로나 장기화…기업 4곳 중 1곳 '인력 감축'

•   대한경제: ‘분산에너지 활성화’ 시작부터 실효성 논란

•   대한경제: [영업익 70조 증발 배경과 전망]저성장 국면에 되레 법인세율 올려 초비상

•   OilPrice.com: Could Solar Power Save The Lone Star State?

•   OilPrice.com: Battery Recycling Booms As The EV Revolution Kicks Into High Gear

•   MINING.com: World’s largest copper miner to cut carbon emissions 70% by 2030

•   전자신문: "EUV 노광기가 다 아니다"…없어서 못파는 EUV 장비 쟁탈전

•   디지털데일리: 中 "韓 배터리 인재 모십니다"…인력 유출 가속화

•   디지털데일리: 중국 떠나는 삼성…"웰컴 삼성" 인도, 전폭 지지 예고

•   Phone Arena: Chinese smartphone shipments continue to fall although iPhone deliveries rose last month

•   Phone Arena: Oppo showcases a concept for a 'slide-phone': a foldable smartphone with a triple hinge

•   Phone Arena: New report details Samsung's big plans to replace the Galaxy Note 21

•   Robotics Business Review: Robots Will Transform Retail Operations in 2021… Here’s Why & How

•   Robot Report: Universal Robots sells 50k cobots; von Hollen to step down

•   로봇신문: 中 로봇 신규 기업, 3분기까지 전년比 60% 증가

•   물류신문: 현대차가 선보일 미래 물류는 어떤 모습일까…

•   Nikkei Asian Review: Toshiba and Fuji Electric to invest $2bn in EV power chips

•   Nikkei Asian Review: Japan defense chief calls for China's restraint on the Senkakus

•   Nikkei Asian Review: Japan's Suga to halt whole travel campaign as COVID surges

•   Mainichi: Japan to compile $210 bil. extra budget to fight pandemic

•   Mint: Solar module imports to face 40% customs duty, cells 25%

•   Hindustan Times: India Inc seeks fresh stimulus

•   Hindustan Times: Investment will not come in unviable power sector: Power minister R K Singh

•   Folha de S.Paulo: Growing Number of Brazilians Don't Want to Be Vaccinated against Covid-19

•   Folha de S.Paulo: Bolsonaro Maintains Approval Rating, and Majority Don't Blame him for Covid-19 Deaths, Says Datafolha

•   Jakarta Post: Explainer: Indonesia’s push for coal downstreaming against all odds

[Opinions]

•   Project Syndicate(Jim O’Neill): Bull or Bear in 2021?

•   Project Syndicate(Anders Åslund, Djoomart Otorbaev): China Should Join the Paris Club

•   Project Syndicate(Yasheng Huang): Trump’s Right-Wing Rainbow Coalition

•   Project Syndicate(Andrés Velasco): Chile’s Great Pension Raid

•   FT(Editorial Board): Christmas in the age of coronavirus

•   FT(Editorial Board): Britain must tread with caution on new nuclear

•   FT(Gideon Rachman): Britain will do a Brexit deal on Europe’s terms

•   FT(Ben Hall): EU still lacks a ‘silver bullet’ for bringing autocrats to heel

•   FT(Robin Wigglesworth): Should zombie companies be feared?

•   FT(Courtney Weaver): A changed US Senate awaits Joe Biden

•   FT(Lex): Hyundai/Boston Dynamics: uncanny resemblances

•   WSJ(Paul A. Gigot): The Biden Team Strikes Back

•   WSJ(Joel Zinberg): Trump Isn’t the One Politicizing Science

•   NYT(Ruchir Sharma): Pound for Pound, Taiwan Is the Most Important Place in the World

•   NYT(Charles M. Blow): Trump Has Never Believed in Democracy

•   NYT(Kara Swisher): Autonomous Vehicles Take Another Big Leap

•   WP(Paul Waldman): How Trump’s fake 2024 candidacy will freeze the GOP in place

•   WP(Leana S. Wen): As covid-19 vaccines roll out, what should Americans expect next?

•   WP(Andy Puzder): Let the economy recover from covid-19, then watch it roar back

•   Bloomberg(Michael R. Bloomberg): The World Needs Biden to Lead on Climate Disclosure

•   Bloomberg(Conor Sen): Facebook Investors Don't Need to Fear a Breakup

•   Bloomberg(Justin Fox): Americans Sure Do Agree on a Lot

•   Bloomberg(John Authers): Vaccines Bring Home the Failure of Herd Immunity

•   Bloomberg(Barry Ritholtz): Goldman's Swell Says 1,000-Year Bonds Make Sense for the U.S.

•   Bloomberg(Jonathan Bernstein): Why Haven’t Trump’s Judges Saved Him?

•   Bloomberg(Cass R. Sunstein): Undoing One Trump Regulation May Divide Democrats

•   Bloomberg(Lena Komileva): The Case for Keeping Europe’s Negative Rates Where They Are

•   Fox News(Michael Goodwin): Hunter Biden investigation – to protect probe, Attorney General Barr must do this

•   매경(김규식): `脫탄소` 속도 내는 日