Business Intelligence Monitor 201222

(Introduction)

[Markets]

•   Global: New COVID-19 strain inflicts pain on equities and oil

•   UK: Sterling sinks as fears over new Covid strain add to UK-EU angst

•   한국: 코스피, 이틀째 사상 최고치 경신…기관 매수세

•   한국: 코스피 50일새 500P 급등··· 과열지수도 역대급

•   한국: 셀트리온 3형제 시총, 국내 2위 SK하이닉스 넘어섰다

•   한국: 두산그룹주 하락 많아, 오리콤 9%대 급락 두산밥캣 두산퓨얼셀 내려

•   Metals: Industrial metals fall as new virus strain unnerves markets

•   Grains: Soybeans climb to six-year high on Argentina wage strike, weather

[Indicators]

•   US Nov. Leasing & Finance index: New Leasing Index Down in November

•   China LPR: China leaves lending benchmark LPR unchanged but rate hike expectations grow

•   한국 11월 PPI: 11월 생산자물가 전월 수준 유지…출하량 늘며 배추 46%↓

•   한국 12월 1~20일 수출: 12월 1∼20일 수출 1.2%↑…일평균 기준 4.5%↑

•   Japan Sep. Household assets: Japan household assets hit record in Sept. as virus slows consumption

•   Japan Nov. Convenience store sales: Japan's Nov. convenience store sales down 2.2% amid virus resurgence

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Joe Biden Receives Covid-19 Vaccine in Public to Reassure Its Safety

※   ...sat for the first course of the Pfizer -BioNTech vaccine...

•   WSJ: Sinovac’s Covid-19 Vaccine Shown Effective in Brazil Trials

•   WSJ: Covid-19 Aid Package Set for Final Votes in House, Senate

•   WSJ: What Is in the $900 Billion Covid-19 Aid Bill

•   WSJ: Second Stimulus Checks: When Will They Arrive, How Much Will They Be?

•   WSJ: Mnuchin Says Stimulus Payments to Households Could Come Next Week

•   WSJ: Brewers, Restaurants, Federal Workers Set for Tax Wins in Congressional Deal

•   WSJ: Biden Adds New Members to His White House Economic Team

•   WSJ: Biden Talks Up Bipartisanship; He Has Three Good Reasons

•   WSJ: Why Many Bosses Won’t Require Workers to Get the Covid-19 Vaccine

•   WSJ: Tesla Stock Joins the S&P 500: A Game Changer

•   WSJ: Shell Signals Another Poor Quarter for Oil Majors

•   WSJ: SolarWinds Hack Victims: From Tech Companies to a Hospital and University

•   NYT: Stimulus Deal Provides Economic Relief, for Now

•   NYT: ‘The Whole City Was Dark’: China Rations Electricity for Millions

•   NYT: Pandemic Aid Bolsters Biden and Shows Potential Path for His Agenda in Congress

•   NYT: Barr Sees ‘No Reason’ for Special Counsels for Hunter Biden or the Election

•   NYT: Biden’s Choice of Vilsack for U.S.D.A. Raises Fears for Small Farmers

•   NYT: What You Can Do Post-Vaccine, and When

•   NYT: Who Takes the Eurostar? Almost No One, as the Pandemic Fuels a Rail Crisis

•   NYT: Mexico Misled Citizens About the Severity of Coronavirus in its Capital

•   WP: Trump says he spoke with Alabama Sen.-elect Tommy Tuberville, who has hinted at backing electoral college challenge

•   WP: Why Americans are numb to the staggering coronavirus death toll

•   WP: Christmas travel: Flights breaking records despite CDC warning

•   WP: Here’s what we know about the new European coronavirus mutation

•   WP: Democrats see Republicans gaining among key voting groups, despite Biden's win.

•   WP: Trump administration weighing legal immunity for Saudi crown prince in alleged assassination plot

•   WP: The political winners and losers of the coronavirus relief negotiations in Congress

•   WP: Trump is leaving behind crises and undermining Biden before he takes office

•   WP: The most popular fact checks of 2020

•   FT: EU medicines regulator approves Pfizer/BioNTech Covid vaccine

•   FT: What we know about the new coronavirus strain

•   FT: Germany and Switzerland ban flights from South Africa over Covid variant

•   FT: Airlines take fresh hit as travel bans spread

•   FT: EU and UK edge towards Brexit compromise on fisheries

•   FT: More areas of England set to enter tier 4 in race to curb new strain

•   FT: UK retailers urge restraint as border closure risks fresh vegetables shortage

•   FT: What we know about the new coronavirus strain

•   FT: Iran nuclear deal signatories push for US return once Biden takes office

•   FT: Scramble to reopen Channel border as world retreats from UK

•   FT: UK isolated as countries ban travel and limit freight over Covid variant

•   FT: Hauliers count losses as lorry queues grow in Kent after French port closure

•   FT: How Covid might rescue the reputation of Brexit

•   FT: Netanyahu’s corona jab sets off race to next Israel election

•   FT: Dublin-on-Thames? City leaders debate the post-Brexit future

•   FT: Pandemic exposes cracks in Portugal’s ‘leftwing pact’

•   FT: US stimulus deal brings relief but no cure for economic pain

•   FT: US energy: ‘the more ambitious Biden tries to be, the more likely he is to fail’

•   Bloomberg: A Fresh Virus Wave Is Testing South Korea’s No-Lockdown Strategy

•   Bloomberg: Hong Kong May Consider Unprecedented Virus Curbs, Including Curfews

•   Bloomberg: U.S. Adds Over 100 Chinese, Russian Companies to Military List

•   Bloomberg: U.S. Economy to Get Aid Boost That’s Late and ‘a Little Lame’

•   Bloomberg: Korea’s Top Bond Arranger Says ESG Demand to Spark Deal Rebound

•   Bloomberg: Covid Wreaked Havoc on Airlines in 2020. Here’s How, in Charts

•   Bloomberg: Did Covid Lockdowns Really Clear the Air?

•   Bloomberg: Rich Americans Who Fear Higher Taxes Hurry to Move Money Now

•   Bloomberg: Why the U.K.’s Mutated Coronavirus Is Fanning Worries

•   Bloomberg: Double-Dip Recession Risk Mounts After U.K.’s Rough Weekend

•   Bloomberg: Iran Nuclear Deal Signatories Ready to Welcome Back Biden’s U.S.

•   Bloomberg: Labour Party Joins U.K. Opposition to Scottish Independence Vote

•   Bloomberg: Early Lockdowns Saved Jobs in Government Responses to Pandemic

•   Bloomberg: Amazon Closes New Jersey Warehouse After Rise in Covid Cases

•   Bloomberg: Russia Said to Favor Further OPEC+ Output Hike in February

•   Reuters: U.S. issues additional visa restrictions on Chinese officials

•   Reuters: Exclusive: Apple targets car production by 2024 and eyes "next level" battery technology - sources

•   Reuters: Inside J&J's Latam COVID vaccine trial, a rush to recruit is followed by disappointment

•   Reuters: China to abolish access restrictions on foreign investment in energy sector - white paper

•   Reuters: China's stunning export comeback has factories scrambling for workers

•   Reuters: Exclusive: India plans tough annual targets for state firms to boost valuations - sources

•   Reuters: Explainer-The new coronavirus variant in Britain: How worrying is it?

•   CNN: Here's how the pandemic has changed work forever

•   CNN: Apple's supply chain woes are adding up in India and China with Wistron and Pegatron on probation

•   CNN: Walmart one-ups Amazon: You don't need to leave home to return packages for free

•   CNBC: WHO says new Covid strain in U.K. appears more contagious

•   CNBC: Foundation of China's economic recovery 'not yet solid,' leaders say

•   CNBC: Moody's Analytics on outlook for U.S. economy, Covid stimulus bill

•   CNBC: Housing stocks may be on brink of sell-off that creates opportunity: Analyst

•   CNBC: U.S. plans to study allergic reactions from Pfizer’s Covid vaccine

•   MarketWatch: The 'single greatest risk' facing Americans could hit within a decade, billionaire investor warns

•   MarketWatch: What bubble? Millionaires are getting positioned for a strong market in 2021

•   Fox Business: Trump leaving with 'a historically bad economic record'? Let's look at the facts

•   Hill: New virus strain found in Australia for first time | TheHill

•   SCMP: Coronavirus: China’s firms ‘set to export 400 million vaccine doses’

•   SCMP: US law targeting Chinese firms on American exchanges could trigger delistings and hurt investors, finance professor says

•   SCMP: China central bank dismisses criticism of its financial regulation, urges ‘realistic’ appraisal of environment

•   SCMP: China-Australia relations: high iron ore prices may correct on slowing demand, but derivative trading could still keep prices up, analysts say

•   매경(P1): [단독] 토머스 프리드먼 "코로나 다음 대재앙은 기후변화 팬데믹"

•   매경: [단독] 토머스 프리드먼 "팬데믹 1년은 5년 맞먹는 혁신 촉발"

•   매경(P1): 쌍용차 결국 기업회생 신청

•   매경: 빚의 늪에 빠진 쌍용차, 최악땐 파산…모든 임원 사표 배수진

•   매경: 쌍용차 협력사 240곳 줄도산 위기…정부, 비상지원반 가동

•   매경(P1): 삼성 AI, 은행 상담사 변신…산업벽 허무는 디지털 빅뱅

•   매경: 2분만에 투자성향 분석·자산배분…30조 로봇PB시장 열렸다

•   매경: 최정우 2기 포스코, 수소·물류 신사업 강화 나섰다

•   매경: 내년 반도체·원유가격 회복…KOTRA "수출 6~7% 늘것"

•   매경: 한화 "태양광·수소에 2.8조 투자"

•   한경: 정부 말대로 등록임대 풀렸는데…서울 집값 고공행진 왜?

•   한경: 中企 "1년 유예" 호소에도 화관법 내달부터 강행

•   한경: "신용대출 연장하려면 20% 갚아라"…은행 요구에 '당혹'

•   한경: 현대重 10척…조선 빅3, 연일 대박수주 행진

•   한경: "올해 글로벌 ESG 채권 발행 규모 63% 증가"

※   삼정KPMG: ESG 경영 시대, 전략 패러다임 대전환

•   한경: 20조 한국판 뉴딜펀드 본격 조성

•   한경: 삼성·LG 중저가 스마트폰, ODM 비중 확대한다

•   서경(P1): 한은 "코로나, 계층 불균형 고착화시킬 것"

※   한국은행: 코로나19 위기 이후의 성장불균형 평가: 국가간·국가내 부문간 차별화된 충격과 경제에 미치는 영향

•   서경(P1): 변창흠 "집값 상승은 저금리 탓"··· 김현미와 '판박이'

•   서경: 변창흠 "3기 신도시 이익공유형 주택 도입할 것"

•   서경: 최근 한달 확진·치명률, 美·브라질보다 높아···'K방역의 치욕'

•   서경: 코로나에..외국인 실업자 7만명 '역대 최대'

•   서경: 철강社 컨테이너선 대란에 "벌크선이라도"

•   서경: "내년 배터리 시장 45% 커진다"...전기차 리콜은 리스크[애널리스트가 본 2021년 업종 전망]

•   서경: 20억 아파트 ‘갭’ 12억 → 9억···낮아진 강남 문턱

•   서경: "왜 우리까지 잡냐"···규제지역 확대에 지방 소도시 '부글'

•   조선(P1): 수도권 모임 봉쇄령… 5명 이상 못 만난다

•   조선(P1): “백신 확보 몇번을 말했나” 文대통령, 뒤늦게 참모진 질책

•   조선(P1): 정몽구의 꿈 105층, 정의선은 70층으로 낮출까

•   조선: “물건 없더라”→”생각 못했다“→”믿어달라”… 백신불안 키우는 정부

•   조선: 하루 사망 24명 최다… 자리 비워지자, 중환자 병상 늘어

•   조선: 5인 이상 가족 외식 가능? 주민등록상 한집 거주는 허용

•   조선: 서울·경기 방역 강화, 슬그머니 뒤따르는 정부

•   조선비즈: 유가 따라 바뀌는 전기료…“결국 기업에 부담 떠넘겼다”

•   조선비즈: 전국 규제에 서울로 다시 몰린다? 전문가들 “서울은 그래서 오르는게 아니다"

•   중앙(P1): "잠깐만요"...文대통령에게 백신 직언 2번, 소용 없었다

•   동아(P1): 유엔-美-英 이어 日서도 “전단금지법 재고를”

•   동아: 영국發 변이 바이러스는 ‘G그룹’… 5월 이태원 집단감염 일으킨 유형

•   동아: 전문가 “수도권 조치만으론 역부족”

•   동아: “日, 규제 풀어야 4차산업 성공… 韓, 규모 크다고 대기업 차별 안돼”[파워인터뷰]

•   문화: 경남 산지 태양광 30% 허가내용과 달리 준공됐다

•   문화: ‘대어급 분양’ 미뤘는데… 서울 아파트 내년에도 공급절벽

•   문화: 숫자로 본 올 경제·산업계… 3 = 기업규제3법·노동3법·임대차3법

•   문화: 12년간 연말엔 주식 팔았던 개미… 올핸 3.8조 샀다

•   문화: 내 차는 ‘바퀴 달린 컴퓨터’… ‘카페이’도 된다

•   한국(P1): [단독] 전국민이 투기세력? 10명 중 7명이 ‘부동산 규제지역’ 산다

•   국민: 한전, 전기료 속 ‘친환경 요금’ 8년간 중복 부과 ‘논란’

•   서울(P1): 세입자에 지원금 더 주고, 임대료 지역별 차등 검토

•   머니투데이(P1): [단독]공무원 문책 걱정 없도록…백신 선구매法 나온다

•   머니투데이: 코로나 1년 후유증…나라 안팎이 'K자 양극화'

•   헤럴드경제(P1): 故 이건희 회장 상속세 11조 확정

•   파이낸셜뉴스(P1): 수소충전소 내년 상반기까지 110기 늘린다

•   파이낸셜뉴스: 외국계 기업 10곳 중 6곳 "코로나이후 사무실 줄일 것"

•   파이낸셜뉴스: 내년 중소·중견 정책금융 302조까지 확대

•   파이낸셜뉴스: 합성mRNA 체내 주입, 스파이크 항체 생성 "화이자 보단 유통 쉬운 모더나가 널리 보급"

•   파이낸셜뉴스: 구두계약하는 하도급 관행 여전… 기업 30% 달해

•   파이낸셜뉴스: 中 석탄 수요에 벌크선 운임 들썩

•   아시아경제(P1): 반도체 '슈퍼사이클' 진입했다…준비나선 삼성·SK하이닉스

•   아시아경제: 내년이 'DDR5 시대' 원년…메모리 패권전쟁 더 치열해진다

•   아시아경제: 삼성의 미래로 급성장하는 '파운드리'

•   아시아경제: "후퇴는 없다"‥SK이노 美 배터리 투자 '풀충전'

•   아시아경제: 내년 스마트폰 1위 굳히기…더 촘촘해진 갤럭시 라인업

•   아시아경제: [아시아초대석] 반기문 "내연車 퇴출, 산업·일자리 창출 기회다"

•   디지털타임스(P1): 국산 1호 코로나 치료제 이르면 내달 공식 판매

•   이데일리(P1): 동학개미 행진에도…애널은 여전히 '기관바라기'

•   이데일리: SK하이닉스, M16 셋업 돌입..내년 하반기 본격 양산

•   연합: 연말 특수' 노리던 중국 공장들, 전력난에 발전기 구입

•   연합: 일본, 2050년 재생에너지원 비율 '50~60% 목표' 검토

•   연합: 오늘 1천명 밑돌듯…확산세속 수도권 내일부터 5인이상 모임금지

•   뉴시스: 올해 300조원 몰린 IPO시장…내년 대어는 누구

•   뉴시스: 탈원전·탈석탄' 꼬리표?…"환경비용 고지로 전기료 투명성 높일 것"

•   아주경제: 선박 환경규제 또 생기는데···국내 조선사 왜 웃을까

•   뉴스웨이: [공시]두산인프라코어, ㈜두산과 상표권 사용 계약 체결

•   에너지경제: 전기요금 개편으로 숙원 푼 한전, 자구노력은 ‘뒷전’(?)

•   에너지경제: 민주연구원, 친환경에너지세제 개편 등 탄소중립 과제 선정

•   Equipment Journal: Our Top 5 most popular stories of 2020

•   대한경제: '공무원 천하'..내년 국가·지방직 정원 115만명 넘는다

•   대한경제: [공무원 115만 시대] 코로나19 한파에 내년 공공부문 사상 최대 증원하나?

•   대한경제: 치솟는 집값에 ‘가두리’ 논란 심화

•   OilPrice.com: Fuel Demand In India Is Soaring Despite Pandemic

•   OilPrice.com: The U.S. Is Facing Off Against China For Energy Storage Dominance

•   MINING.com: Traders at odds with China import ban keep coal cargoes in limbo

•   MINING.com: Global copper output to grow over the next decade – report

•   CNET: Mercedes will debut the ultrawide MBUX Hyperscreen at CES 2021

•   전자신문: 코로나 백신·분리막 사업 강점...SK 계열사, IPO 행보 관심

•   전자신문: [비대면 시대, 6대 산업 분야 로봇 활용 전략]로봇이 미래를 바꾼다<상>제조·전문물류·생활물류분야

•   ZDNet Korea: 새해 첫 폰 '갤럭시S21', 역대급 변화 전망

•   Phone Arena: This is why under-screen selfie cameras are not ready for the primetime yet

•   Robotics & Automation News: Global automated valet parking market gets a new player

•   Robotics & Automation News: Electric SUVs Launching in 2021

•   Robotics Business Review: November 2020 Robotics Transactions Climb in Number but Drop in Total Value from 2019

•   Robotics Tomorrow: Readers Choice 2020: Using Mesh Network Applications for Robotics

•   Robot Report: Teleoperation: indirect control methods for autonomous vehicles

•   로봇신문: 中 상하이 "100개 스마트 공장 건설...로봇 1만대 증가"

•   Nikkei Asian Review: Japan approves record $1tn budget to cope with COVID

•   Nikkei Asian Review: Dubai plans world-class waste-to-energy plant run by Itochu

•   Nikkei Asian Review: Japan health ministry delays decision on Avigan for coronavirus

•   Nikkei Asian Review: Suga and Modi call for unity in democracy to combat COVID-19

•   Mainichi: Toshiba CEO committed to wind, hydrogen power projects: interview

•   Folha de S.Paulo: While Brazil Grows only 2.2% in The Decade, The World Advanced 30.5%

•   Jakarta Post: Palm oil exports to improve next year amid global economic recovery: Association

[Opinions]

•   Project Syndicate(Martha Minow): Can Americans Forgive One Another?

•   Project Syndicate(David Kaye, Jason Pielemeier): The Right Way to Regulate Digital Harms

•   Project Syndicate(Stephen S. Roach): The Pandemic’s Long Economic Shadow

•   Project Syndicate(Kemal Derviş): Keep Climate Commitments Voluntary

•   Project Syndicate(Mariana Mazzucato, Simon Sharpe): How to Make Better Economic Policy Choices

•   FT(Editorial Board): US stimulus falls short of what is needed

•   FT(Editorial Board): Virus variant takes pandemic into a new phase

•   FT(Raghuram Rajan): State support for Covid-hit companies has to change

•   FT(David Gardner): Joe Biden should learn from the Arab uprising 10 years on

•   FT(Patti Waldmeir): An epidemic of fairy lights rages uncontrolled in the US Midwest

•   FT(Katie Martin): Central banks to walk tightrope on communication in 2021

•   FT(Lex): Covid/corporate resilience: bent not broken

•   FT(Lex): Payment-in-kind notes: Nit-piking

•   NYT(Editorial Board): This Deal Is Good Enough

•   NYT(Erica Newland): I’m Haunted by What I Did as a Lawyer in the Trump Justice Department

•   NYT(Matthew Zeitlin): $1 Trillion, Too Little, Too Late

•   WP(Editorial Board): Alexei Navalny just exposed the team sent to murder him

•   WP(Eugene Robinson): So long, 2020. We won’t miss you.

•   WP(Greg Sargent): Why Democrats fear the stimulus deal will help McConnell sabotage Biden

•   WP(Michael Gerson): Trump is an authoritarian wannabe. He must never hold power again.

•   WP(Jeff Merkley): How Joe Biden can act boldly to address the climate crisis

•   Bloomberg(Bloomberg Opinion): How Worrisome Is This U.K. Virus Variant?

•   Bloomberg(David Fickling): Australia’s Covid Success Has Bred Complacency

•   Bloomberg(Conor Sen): Relief Checks Reflect New Power of Suburban Voters

•   Bloomberg(John Authers): Christmas Lunch Hedge Fund Is Bad for Your Wealth

•   Bloomberg(Barry Ritholtz): Year-End Portfolio Tweaks for an Unusual Year

•   Bloomberg(Jonathan Bernstein): Who Won and Lost in the Stimulus Bill?

•   Bloomberg(Therese Raphael): Christmas Is Canceled for Britain and Boris Johnson

•   Bloomberg(Ferdinando Giugliano): This Is the Wrong Time for a Wealth Tax

•   Bloomberg(Faye Flam): Covid-19 Vaccines Need Further Testing

•   Bloomberg(Natasha Sarin): The Fed Needs More Emergency Powers, Not Less

•   CNBC(Ron Insana): If Democrats stage an upset win in Georgia, it may not be the market head wind you think

•   CNN(CNN Opinion): 50 op-eds that told the story of 2020

•   CNN(Dan K. Eberhart): Pretty soon, we may need more oil than we can produce

•   CNN(Thomas A. Berry): Trump's abuse of 'acting' officials is ripe for change by Biden.

•   MarketWatch(Peter Morici): Here's exactly where Biden will find common ground with moderate Republicans

•   Fox News(Newt Gingrich): Communist China's influence in America is a real threat, Swalwell case puts it in stark relief

•   Fox News(Liz Peek): Trump’s four years – productive, contentious, energetic and … fun. Let's review

•   파이낸셜뉴스(김주진): 2050 탄소중립, 철저한 준비부터

•   디지털타임스(김승룡): `에너지합리주의` 실종됐다