Business Intelligence Monitor 201223

(Introduction)

[Markets]

•   Global: Stocks slide as coronavirus angst lingers, U.S. stimulus underwhelms

•   한국: 코스피, '변종 코로나' 우려에 1.62% 하락…2,730대로 밀려

•   한국: 두산그룹주 다 내려, 두산퓨얼셀 6%대 급락 두산중공업 두산 하락

•   한국: 장단기금리차 5년6개월來 최대···기업 자금조달 부담 커지나

•   Metals: Lead prices tumble as stockpiles grow

•   Grains: Soybeans end higher for direction amid Argentine supply woes

[Indicators]

•   US Q3 GDP(final): U.S. third-quarter GDP growth revised slightly higher

•   US Nov. Existing home sales: U.S. Home Sales Declined in November After Five Monthly Gains

•   US Dec. Consumer confidence: Consumer Confidence Fell in December

•   UK Q3 GDP(final): UK economy saw partial recovery in Q3, recession risks ahead

•   UK Nov. Fiscal account: UK public sector borrowing hits record high

•   한국 2019년 중장년층 행정통계: 소득 3% 늘때 빚 9%… 중장년 家長의 비애

•   한국 11월 주택 전세가율: 집값 뛸 때 날아간 전셋값…전세가율 3개월 연속 상승

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Stimulus Deal Likely to Spur Faster Economic Growth Later Next Year

•   WSJ: How the Covid-19 Aid Deal Came Together

•   WSJ: PPP is Reopening. What’s Different This Time?

•   WSJ: Airlines to Bring Back Thousands of Workers After Passage of Covid-19 Aid Bill

•   WSJ: Second Stimulus Checks: When Will The $600 Check Arrive?

•   WSJ: New Coronavirus Strain Splits Scientists, as U.K. and Others Act to Curb Spread

•   WSJ: Covid-19 Variant Could Make Herd Immunity More Difficult, Says BioNTech

•   WSJ: Chinese Regulators Summon Tech Giants, Intensifying Pressure

•   WSJ: How Amazon Wins: By Steamrolling Rivals and Partners

•   WSJ: Google, Facebook Agreed to Team Up Against Possible Antitrust Action, Draft Lawsuit Says

•   WSJ: Elon Musk Says He Once Approached Apple CEO About Buying Tesla

•   NYT: Pfizer Nears Deal With Trump Administration to Provide More Vaccine Doses

•   NYT: Experts Are Skeptical That Travel Bans Can Stop the Spread of New Coronavirus Variants

•   NYT: For Europe, It’s Wave After Wave of Coronavirus

•   NYT: Russian hack ‘happened on Donald Trump’s watch when he wasn’t watching,’ Biden says.

•   NYT: There’s a Way Biden Can Raise More From the Rich Without Higher Taxes

•   NYT: Misinformation Amplifiers Target Georgia Senate Races

•   NYT: A Race to Become the Tesla of Delivery Trucks and Vans

•   WP: Trump assembles a ragtag crew of conspiracy-minded allies in flailing bid to reverse election loss

•   WP: Congress gave tax breaks to industry and special interests in massive stimulus bill

•   WP: Millions of low-income Americans will receive Internet access rebates under new $7 billion broadband stimulus plan

•   WP: Biden to push for more coronavirus relief, setting up a clash with GOP

•   WP: Taiwan snaps world’s longest covid-free streak after pilot infects local resident

•   WP: Biden needs massive funds for climate plans. Where will he find them?

•   FT: France to reopen border with UK

•   FT: Russia cracks down on online dissent after Alexei Navalny’s trick phone call

•   FT: US gives green light to low-cost IPO alternative

•   FT: Johnson and Von der Leyen intensify ‘hotline’ talks in Brexit deal push

•   FT: Biden team voices concern over EU-China investment deal

•   FT: Germany’s CDU faces momentous choice on new leader after Merkel

•   FT: Industry groups hit out at Covid-19 tests for lorry drivers

•   FT: Airline disruption continues as more countries impose UK travel bans

•   FT: UK faces deeper double-dip recession due to Covid mutation

•   FT: US companies warned against mandatory vaccine for staff

•   FT: South Africa’s state power monopoly seeks to raise prices to avoid collapse

•   FT: Coal prices rally on strong Asian demand and tight global supplies

•   FT: Paulo Guedes’ star fades as Brazil reform agenda stalls

•   FT: Europe’s top human rights court orders Turkey to release jailed Kurdish politician

•   FT: What we know about the new coronavirus strain

•   FT: Fed backstop masks rising risks in America’s corporate debt market

•   FT: Tesla’s German gigafactory held up by sand lizards

•   FT: The factory by a Tuscan beach and the future of ESG investing

•   FT: Japan’s icy climate for hostile takeovers starts to thaw

•   Bloomberg: How Chinese Chip Giant SMIC Can Evade Trump’s Newest Crackdown

•   Bloomberg: India Economy Stabilizes in November as Retail Demand Improves

•   Bloomberg: U.K.’s Hancock Says New Covid Mutation Is ‘Out of Control’

•   Bloomberg: U.S. Economic Rebound Is Patchwork of Virus Risk and Rules

•   Bloomberg: Bottlenecks Wear Down World Economy’s Fleet of Container Ships

•   Bloomberg: Trump Trade Czar Eyes Exit Hailing Tariff Power His Critics Hate

•   Bloomberg: Israel Heads to Fourth Election in Two Years Over Budget Crisis

•   Bloomberg: U.K. Eyes Covid Programs to Help Business in No-Deal Brexit

•   Bloomberg: U.K. Warned That No-Deal Brexit Would Exacerbate Port Crisis

•   Bloomberg: UAE Economy Seen Contracting More Than Estimated This Year

•   Bloomberg: China’s Soy Imports to Top 100 Million Tons as U.S. Supply Jumps

•   Bloomberg: Pandemic Delays Market’s Shift From Libor, StanChart Says

•   Reuters: Weekly COVID-19 cases hit record fuelled by Americas - WHO

•   Reuters: U.S. will not impose COVID-19 screenings for flights from Britain - sources

•   Reuters: Drugmakers expect tests to confirm vaccines effective against new coronavirus variant

•   Reuters: BioNTech-Pfizer vaccine heads to EU as effectiveness against new strain tested

•   Reuters: EU to receive BioNTech-Pfizer COVID-19 vaccine by year-end

•   Reuters: Confusion reigns as companies, industries try to navigate U.S. COVID-19 vaccine rollout

•   Reuters: Exclusive: India likely to approve AstraZeneca vaccine by next week - sources

•   Reuters: China issues more crude oil import quotas for 2019

•   Reuters: Codelco reaches advance labor deal at Chuquicamata copper mine

•   CNN: US restrictions on SMIC will strike at the heart of China's advanced chipmaking ambitions

•   CNN: How Google, Microsoft and others plan to work post-pandemic

•   CNN: 2020 has been the worst. But these work changes are sticking around

•   CNN: President-elect Joe Biden says 'our darkest days' in battling Covid-19 'are ahead of us'

•   CNN: Trump's private bankers resign from Deutsche Bank

•   CNBC: CDC says new Covid strain in UK could already be circulating undetected in U.S.

•   CNBC: Tesla stock in bubble territory amid Apple car rumors, says researcher

•   CNBC: U.K, Covid strain: 'This is already in the U.S.,’ says Dr. Gottlieb

•   MarketWatch: These U.S. real estate markets are poised for a post-pandemic boom

•   Axios: Trump turns on everyone

•   SCMP: Huawei and China frozen out in Sweden after appeals court upholds 5G ban

•   SCMP: China-Australia relations: WTO confirms appeal lodged against Beijing’s tariffs on Australian barley

•   SCMP: China to open energy sector to foreign investment as it seeks to balance energy security with carbon neutral pledge

•   SCMP: China’s wealthy and middle-class investors are shying away from risky plays and looking inward after tumultuous 2020

•   매경(P1): 130조달러 ESG시장 놓고 `G2 격전`

•   매경: ESG 투자 5년새 60억弗서 1000억弗로…글로벌 자금 대이동

•   매경: 국내 ESG, 전체 펀드시장서 0.5%도 안돼

•   매경: 최영권 우리자산운용 대표 "ESG는 산업구조 전환의 촉매"

•   매경(P1): 中企 호소에도…野마저 거든 중대재해법

•   매경: 野 "독소조항 제거" 단서달고 중대재해법 재촉

•   매경: 재계 "중대재해 처벌보다 예방을"

•   매경: 대한항공·아시아나 `코로나백신 수송` 뜬다

•   매경: [단독] 한화솔루션의 `수소본능`…美 저장탱크업체 인수한다

•   매경: 그린에너지 질주 `유증 악재` 안통하네

•   매경: 170만가구가 1년 쓸 재생에너지, 새만금서 생산

•   매경: [커버 스토리] "앱에서 빈자리 지정땐 자율차가 알아서 주차 끝"

•   한경(P1): 정부 "내년 서울 4만가구 입주"…실제론 2만9000가구 그칠 듯

•   한경(P1): "중대재해법 신중해달라"…원로 중기인, 巨與에 호소

•   한경: "직원 과실로도 감옥 가나"…제조·건설 中企선 벌써 'CEO 기피증'

•   한경: 위헌 논란 부른 중대재해법…법인 영업허가 취소까지 가능

•   한경(P1): 기후위기대응기금 5년간 12조 조성한다

•   한경: 눈먼 돈' 12兆 기후기금…경제성 낮은 태양광 패널만 깔리나

•   한경: 강남 토지거래허가제 6개월…거래만 끊기고 집값은 못 잡아

•   한경: "원전 뺀 전력수급계획 날치기 안돼"

•   한경: 1월은 IPO 비수기?'…공모액 역대 최대

•   한경: 두산건설 하이엔드 브랜드 ‘두산위브더제니스’···올해도 빛났다

•   서경(P1): 내년 1분기 가계 대출 더 죈다

•   서경: '미래차 발톱' 드러낸 IT 공룡들...현대차 '아이오닉5'로 맞불

•   서경: 애플카, 中과 손잡나...속타는 K배터리

•   서경: 소문 무성하지만...삼성 "미래차 진출 계획 없다"

•   조선(P1): [단독] 9월에야 지시한 대통령, 11월에 발동건 공무원

•   조선: 文, 해외백신보다 “국내 개발” 강조… 첫단추부터 잘못 뀄다

•   조선: “백신개발국 先접종 불가피” 말한 文… 그런 나라는 미국뿐

•   조선: 미국·영국·캐나다선 리더가 직접 나서 백신확보

•   조선비즈: "이참에 셧다운"… 코로나 여파에 '최장 11일' 전사휴무 들어간 기업도

•   조선비즈: 1호 ‘메이드 인 코리아’ 코로나 치료제… 셀트리온·대웅제약, 누가 빠를까?

•   조선비즈: “내년 2월 1일부터는 백신 접종 시작해야”…건강학회 성명서

•   인베스트조선: 탄소감축發 M&A 나온다…잰걸음 SK, 막막한 GS

•   중앙(P1): 1000만명분이라던 아스트라 백신, 내년 2월 75만명분 온다

•   중앙: [단독]인구대비 백신확보, 韓 OECD 37개국 중 34위...1위는

•   동아(P1): 식당 5인금지 전국 확대… 스키장-일출명소 폐쇄

•   동아: 전국 식당 5인 이상 모이면, 업주 300만원 - 손님 10만원 과태료

•   동아(P1): ‘1가구 1주택’ 法으로 못박겠다는 與

•   동아: 野 “1주택법, 사회주의로 가자는 것”… 헌법상 재산권 침해 지적

•   동아: 정부 지원책 ‘땜질식 대출’ 편중… 급한 불 끄려다 빚만 쌓인다

•   동아: 긴급대출로 버티다 폐업… 다음날 “대출금 모두 갚아라” 전화

•   문화: “종부세 인상은 국민 재산권 침해”…법조인·교수 등 17명 위헌소송

•   문화: 역대급 규제·풍선효과… 전국으로 퍼진 ‘집값상승 팬데믹’

•   한국(P1): 美 국무부 “북한에 자유로운 정보 유입돼야”… 대북전단법 에둘러 반대

•   국민(P1): ‘백신 완료 나라들끼리만 여행’ 추진… K방역 물거품 우려

•   머니투데이(P1): 삼성 사법 리스크 1500일째…4년간 재판출석만 81회

•   머니투데이: 삼성 준법경영, 재계 모범사례 되나…가능성 연 준법감시위

•   머니투데이: 4년 끈 재판 끝났는데 또 기다리고 있는 재판들

•   머니투데이: 사고 나면 기업인 무조건 검찰行…"공포 낳는 특별법으론 안된다"

•   머니투데이: 탄소중립發 산업구조개편 '첫발'…머리 맞댄 민·관

※   산업부: 산업부문 탄소중립, 민·관이 소통하고 함께 도전한다

•   더벨: 공모채 시장 마감…내년 1월부터 빅딜 줄줄이

•   헤럴드경제: PEF 대기자금 100조…내년 역대급 ‘M&A場’ 예고

•   헤럴드경제: “올 성장률 -1.1%→-1%대 예상”

•   헤럴드경제: ‘빚투’ 사상 최대…신용융자 올 10조 늘었다

•   헤럴드경제: 집주인 ‘세금폭탄’ 세입자 ‘만성 전세난’…2021년도 답답하다

•   파이낸셜뉴스(P1): 은행 가계대출 ‘멈춤’ 돈줄 막힌 ‘대출난민’

•   파이낸셜뉴스: 기업들 무더기 신용등급 강등.. 코로나늪에 빠진 정유·호텔업

•   파이낸셜뉴스: 코로나 3단계 임박… 24시간 돌아가는 생산현장 재택근무 '고심'

•   파이낸셜뉴스: 반도체 '호황' 가전은 '집콕특수'… 車·정유·항공은 '직격탄' [산업계 되돌아보는 2020]

•   파이낸셜뉴스: LG전자, 전장부품 ‘황금알’ 부상… "내년 5년만에 흑자전환"

•   파이낸셜뉴스: 연말 수주 잭팟 터트린 조선업계 코로나 확진자 속출에 조업 ‘비상’

•   파이낸셜뉴스: 아이폰12쯤이야… 삼성 스마트폰 글로벌 1위 굳건

•   아시아경제(P1): 반도체·電·車 내년 시설 투자 또 줄인다…"韓 규제 종합상자"

•   아시아경제: 내년 업종별 기상도…조선·건설·철강 여전히 '흐림'

•   아시아경제(P1): 새 임대차법 후폭풍…서울 '10억 이상' 전세 1년새 30% 급증

•   아시아경제: [단독]쌍용차-마힌드라-HAAH, 법정관리 사전 협의…실사도 완료

•   아시아경제: 코로나19로 기업 설비투자 1조8천억 감소 "내년 1조3천억 증가"

•   아시아경제: 2023년부터 서울 민간건물도 '제로에너지건축' 의무화

•   이데일리(P1): [갈림길 선 車산업]국내 생산 350만대 턱걸이…2009년 이후 최저

•   이데일리: [갈림길 선 車산업]코로나 속 생산·수출 급감 더블 악재…내수 선방

•   이데일리(P1): 착한 임대인' 세액공제 확대 논란…"건물주 아닌 세입자 지원해야"

•   이데일리: “그린 뉴딜 선점하라”..재계, 친환경 에너지 사업 격돌

•   이데일리: 한수원, 1.2조 파키스탄 수력발전사업 ‘닻올린다’

•   이데일리: 두산퓨얼셀, 브랜드 사용료로 두산에 70억 지급

•   연합: "인천 앞바다 덴마크 기업 풍력사업 인허가 취소하라"

•   연합: 18개 그룹 승진 임원 1천575명…코로나에도 작년보다 늘어

•   연합: 오늘 오후 9시까지 984명 신규확진…내일 다시 1천명대

•   뉴시스: "새 전기요금 체계, 소비자에게 '신재생 전환' 선택권 준 것"

•   뉴스핌: 두산퓨얼셀, 연료전지 생산설비 증설에 574억원 투자

•   뉴스핌: '수소경제 한걸음 더'...KIST, 수소추출 효율 2.5배 높인 촉매 개발

•   뉴스1: 월성원전 자료삭제' 산업부 공무원 기소 여부 오늘 판가름

•   이투데이: 중국 굴착기 시장 30만대 육박…두산ㆍ현대는 점유율 부진 고민

•   글로벌이코노믹: [코로나위기경영]⑧ 두산그룹, '포스트 코로나 시대' 따른 체질 강화

•   머니S: "일본도 무시했지만"… 외산 없이 못 돌던 '韓가스터빈'의 반란

•   머니S: ‘484조’ 세계 가스터빈시장, 외산 놀이터… 한국산 육성 시급

•   폴리뉴스: [현장] 벼랑 끝에 선 두타몰 상인들 청와대 집회 개최, "실질적인 임대료 대책 내놔야"

•   reNews: US extends renewables tax credit deadlines

•   에너지경제: 판 커지는 韓 전기차 시장···내년 보조금 정책에 업계 ‘초긴장’

•   에너지경제: 동서발전, 국내최초 ‘노면 블록형 태양광’ 상용화

•   에너지경제: 재생에너지 확대에 가열되는 미중 ESS 패권경쟁

•   에너지데일리: 한수원, 해외시장 개척 등 원전 세일즈 강화한다

•   KHL: Top 10 rental stories of 2020

•   Equipment Journal: Cat’s 335 next gen excavator delivers the tightest tail swing in its class

•   OilPrice.com: The Worst May Be Over For U.S. Oil

•   OilPrice.com: The World’s First Hydrogen Hubs Are In The Making

•   OilPrice.com: Could This Be The Top Oil Play For 2021?

•   OilPrice.com: Russian Energy Ministers Tells Biden Not To Disturb Oil Markets

•   OilPrice.com: How Electric Vehicle Hype Created A Brand New Trillion Dollar Market

•   MIT News: Top MIT research stories of 2020

•   전자신문(P1): SK텔레콤·삼성전자·카카오 "K-AI 의기투합, 팬데믹 극복"

•   전자신문: [이슈분석]'AI 초협력 선언'...코로나19 극복하고 AI 생태계 확장

•   전자신문: 美 마이크론도 EUV D램 개발 속도…차세대 EUV D램 경쟁 가열

•   ZDNet Korea: 갈등·고장 거듭했던 수소충전소, 내년엔 제대로 될까

•   디지털데일리: "풀가동해도 부족해"…몸값 오르는 파운드리 업계

•   헬로티: 2021년 IT 분야의 트렌드는?

•   Phone Arena: Apple's manufacturer punishments and strong demand tighten iPhone market

•   Robotics Tomorrow: Embracing automation and robots in industry

•   Nikkei Asian Review: Be water: Japan's big, lonely bet on hydrogen

•   Nikkei Asian Review: Japan looks to guarantee aid for COVID business closures, and add fines

•   Nikkei Asian Review: Tokyo Olympics remain beset by revenue and pandemic uncertainties

•   Nikkei Asian Review: Fujifilm's Avigan hopes hit after Japan puts COVID drug on hold

•   Nikkei Asian Review: Toyota to halt plants in Europe as COVID variant disrupts traffic

•   Mainichi: Japan maintains economic view in Dec. but wary of weak consumption

•   Business Standard: Top factors that will shape trajectory of Indian markets in 2021

•   Jakarta Post: [ANALYSIS] Heavy equipment outlook 2021: Light at the end of the tunnel?

•   Jakarta Post: Govt again revises down 2020 GDP amid year-end surge of COVID-19 cases

•   Jakarta Post: Cabinet reshuffle imminent, Palace says

•   Jakarta Post: Latest Cabinet reshuffle welcomes business heavyweights, politicians

•   Viet Nam News: Việt Nam's economy to grow 6.8 per cent in 2021: World Bank

•   Myanmar Times: Development of Korean industrial zone to commence this month in Myanmar

[Opinions]

•   Project Syndicate(Martín Guzmán): Martín Guzmán Says More…

•   Project Syndicate(Brahma Chellaney): Will China Turn Off Asia’s Tap?

•   Project Syndicate(Michael Froman): Public-Private Climate Urgency

•   Project Syndicate(Eric Posner): The Trump Paradox

•   Project Syndicate(Anne O. Krueger): Can Poor Countries Avoid a Vaccine Bidding War?

•   FT(Editorial Board): Opacity dogs Chinese and Russian Covid vaccines

•   FT(Editorial Board): Nigeria is at risk of becoming a failed state

•   FT(Martin Wolf): The fading light of liberal democracy

•   FT(Janan Ganesh): The year that showed the resilience of the US system

•   FT(Sebastian Payne): Cancelled Christmas shows there is a better way to fight the virus

•   FT(John Burn-Murdoch): Year in a word: R number

•   FT(Erin Browne): The case for the 60/40 portfolio in equities and bonds

•   WSJ(William A. Galston): Can Team Biden Prevent a Recession?

•   WSJ(William McGurn): Will Georgia Elect Mitch McConnell?

•   WSJ(Kathryn Wheelbarger, Dustin Walker): Iran Isn’t Afraid of B-52s and Aircraft Carriers

•   NYT(Editorial Board): How to Stop the Mutant Coronavirus

•   NYT(Paul Krugman): The Ghost of Sabotage Future

•   NYT(Farhad Manjoo): Cities Will Survive Covid-19

•   NYT(Matthew Continetti): Is Trump Really All That Holds the G.O.P. Together?

•   WP(Editorial Board): The covid-19 bill shows Washington can still work, occasionally

•   WP(Catherine Rampell): Republicans claim to be the party of the working class. They have a funny way of showing it.

•   WP(Max Boot): No vaccine can end America’s pandemic of ignorance and irrationality

•   Bloomberg(Liam Denning): This Celebrated Energy Bill Is Underwhelming

•   Bloomberg(John Authers): Unmeasurable Virus Risks Permeate Everything

•   Bloomberg(Matthew A. Winkler): Lowest Muni Bond Yields Aided Covid-19 Recovery

•   Bloomberg(Karl W. Smith): The Return of the Big Bipartisan Deal

•   Bloomberg(Michael R. Strain): The Bad and the Good in the New Payroll Protection Program

•   Bloomberg(Jonathan Bernstein): Will Anyone Put a Stop to Trump’s Antics?

•   Bloomberg(Cass R. Sunstein): What Biden’s Good Climate Plan Is Missing So Far

•   Bloomberg(Eli Lake): Iran Is Not Looking for a War With America

•   Bloomberg(Tim Culpan): An Apple-Tesla Showdown Will Happen on the Factory Floor

•   CNBC(Karen Firestone): At some point, sky-high valuations will matter just like they did for the dot-com busts

•   CNN(Jeffrey Sachs): The ugly part of the $900 billion stimulus bill

•   CNN(Michael D'Antonio): Trump's ridiculous exit strategy (Opinion)

•   CNN(Timothy Frye): The real reason Trump is failing to overturn the election

•   MarketWatch(Mark Hulbert): The stock market’s strongest days of the year are right around the corner

•   MarketWatch(Keith Phillips): 5 ways Joe Biden can accelerate America's shift to electric vehicles

•   조선(동종인): 온실가스 감축, 에너지원 다양화에 달렸다

•   중앙(요아나 도너바르트 등): [주한 9개국 대사 공동기고] 세계 7위 탄소 배출 한국, 아시아의 ‘기후 챔피언’ 될 수 있다

•   문화(정범진): 전기료 농간까지…탈원전 거짓말 행진

•   헤럴드경제(박진규): 탄소중립은 새로운 기회다

•   아시아경제(김성수): 전기료 개편, 합리적 제도의 첫걸음