Business Intelligence Monitor 201231

(Introduction)

[Markets]

•   Global: Wall St closes higher, dollar drops as remarkable year winds down

•   한국: 2020년 코스피 사상 최고가 랠리 마감…2,900선 눈앞

•   한국: 동학개미, 8만전자, 공모열풍…韓증시 `가지 않은 길`을 걷다

•   한국: 두산그룹주 거의 다 상승, 두산중공업 3%대 오르고 두산만 소폭 내려

•   Metals: Copper drifts lower in thin trading as coronavirus cases rise

•   Grains: Soybeans hold near 6-1/2-year peak as Argentina strike ends, dry weather remains

•   Cryptocurrency: Bitcoin Heads for $29,000 in Biggest Monthly Gain Since 2019

[Indicators]

•   US Nov. Goods trade balance: U.S. Posts Record Goods-Trade Gap Ahead of Holiday Season

•   US Nov. Pending home sales: Pending Sales of U.S. Existing Homes Decline for a Third Month

•   US Dec. Chicago PMI: Chicago business conditions improve in December despite viral outbreak

•   US Weekly Rig count: Oil Drilling in U.S. Ends Fraught 2020 at Pre-Shale Levels

•   UK Dec. House prices: UK house price growth reaches six-year high

•   한국 3분기 노동생산성: 3분기 전 산업 노동투입 작년보다 2.3%↓…코로나19 영향 계속

•   한국 3분기 저축은행 가계신용대출: 은행 대출 누르니 저축은행 신용대출 급증

•   한국 11월 산업활동: 코로나 재확산한 11월, 소비 감소…생산·투자 증가

•   한국 11월 주택 인허가: 서울 아파트 인허가 반토막…4년만에 최저

•   한국 11월 미분양주택: 미분양 아파트 2003년 이후 최저

•   한국 11월 금융기관 가중평균금리: 가계 대출금리 0.08%P 올라···올해 들어 최대 상승

•   한국 1월 중소기업 경기전망: 中企 내년 업황 전망도 '먹구름'···1월 경기지수 65, 두달째 하락

•   India Q3 Current account: India's current account surplus moderates in Q2 due to merchandise trade

•   India Q4 Housing sales: Housing sales recover in Oct-Dec; industry expects momentum to continue

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Push for Bigger Stimulus Checks Is Running Out of Time

•   WSJ: New Small-Business Stimulus Plan Fails to Address Fraud Risks

•   WSJ: Yes, It Is Possible to Have Too Much Stimulus

•   WSJ: Fed’s Rate-Setting Panel Gets New Members Amid Uncertain Outlook

•   WSJ: Global Digital-Tax Detente Ends, as U.S. and France Exchange Blows

•   WSJ: Banks Pile Into Government Debt, Setting Up ‘Doom Loop’ Sequel in Europe

•   WSJ: Finance Executives Look to Advance Libor Transition in 2021

•   WSJ: China Fines Alibaba, JD.com, Vipshop Over Pricing Complaints

•   WSJ: AstraZeneca and Oxford’s Bumpy Partnership Hangs Over Covid Vaccine’s Future

•   WSJ: Xi’s China Crafts Campaign to Boost Youth Patriotism

•   WSJ: New Army of Individual Investors Flexes Its Muscle

•   WSJ: Record IPO Surge Set to Roll On In 2021

•   WSJ: Hyundai, Kia Pick Up Speed in 2020 With New SUVs

•   NYT: He Was Hospitalized for Covid-19. Then Hospitalized Again. And Again.

•   NYT: China Has All It Needs to Vaccinate Millions, Except Any Approved Vaccines

•   NYT: 25 Days That Changed the World: How Covid-19 Slipped China’s Grasp

•   NYT: Most Americans Are Expected to Save, Not Spend, Their $600 Check

•   NYT: When Business as Usual Was Turned Upside Down

•   NYT: The 2020 Good Tech Awards

•   NYT: A Chinese Covid-19 Vaccine Has Proved Effective, Its Maker Says

•   NYT: Warp Speed Officials Say Covid Vaccine Distribution Is Going Too Slowly

•   WP: House Democrats cannot immediately access President Trump’s tax and financial records, after court ruling

•   WP: U.S. sees new signs of advanced planning for an Iran-linked attack on American interests

•   WP: Are Georgia’s Senate Democratic candidates as ‘radical’ as Republicans are making them out to be?

•   WP: The glimmers of hope that were overshadowed by a grim 2020

•   FT: Forecasting the world in 2021

•   FT: EU and China agree new investment treaty

•   FT: UK faces ‘dangerous situation’ as new Covid cases surge

•   FT: UK approves Oxford/AstraZeneca vaccine

•   FT: How does the Oxford/AstraZeneca vaccine work?

•   FT: Boris Johnson hails ‘new chapter’ in EU relations as Brexit deal approved

•   FT: Russia’s new charges against Navalny increase pressure on him to stay in exile

•   FT: Euro at highest point since 2018 and sterling passes year’s peak

•   FT: Germans eye other countries’ Covid vaccine campaigns with envy

•   FT: Hong Kong activists detained in China sentenced to up to 3 years

•   FT: Ukraine’s constitutional court crisis escalates

•   FT: Pandemic triggers surge in business start-ups across major economies

•   FT: Lunch with the FT: top 10 interviews from 2020

•   FT: UK minister urged closer European integration to shore up currency in 1976

•   FT: Modi’s agricultural reform drive sparks bruising political battle

•   FT: US to test investor appetite with deluge of long-term Treasury sales

•   FT: China plots ‘rectification’ drive to bring Jack Ma’s Ant Group to heel

•   FT: Underestimating Trump: the US polling industry under fire

•   Guardian: Covid-19 second-stage vaccinations to be delayed across UK

•   Bloomberg: China Is Making It Harder to Solve the Mystery of How Covid Began

•   Bloomberg: U.S. States Rewrite Vaccine Rules to Get Covid Shots Moving

•   Bloomberg: China Averts Liquidity Squeeze That Was Wreaking Havoc on Bonds

•   Bloomberg: Xi Sees Threats to China’s Security Everywhere Heading Into 2021

•   Bloomberg: Moderna Vaccine Shipments to Texas Delayed by Temperature Snag

•   Bloomberg: U.S. Vaccinations at 200,000 a Day Run Far Short of ‘Warp Speed’

•   Bloomberg: Ten Ways Covid-19 Has Changed the World Economy Forever

•   Bloomberg: Global Crisis Debt Is Fine for Citizens Ruing Tough Times Ahead

•   Bloomberg: China Just Wiped Off GDP the Size of Ghana in Latest Revisions

•   Bloomberg: China’s Central Bank Reiterates It Will Avoid Sharp Policy Exit

•   Bloomberg: Gibraltar Braces for Brexit Disarray Without a Spain Agreement

•   Bloomberg: ECB Officials Closely Monitoring Strengthening Euro, Rehn Says

•   Bloomberg: Brexit Border Chaos Forces Truckers to Shun U.K. Deliveries

•   Bloomberg: Singapore Begins Covid Vaccinations as One of Asia’s First

•   Bloomberg: U.K. Carmakers Seek Brexit Phase-In Period to Avoid Border Mess

•   Bloomberg: Conte Signals End to Italy’s Rampant Spending on Debt Risks

•   Bloomberg: Europe Faces Mounting Vaccine Pressure as German Deaths Jump

•   Bloomberg: EU to Curb U.K. Travelers on Covid at End of Brexit Transition

•   Bloomberg: Japan Funds Coal Plant In Vietnam, Risking Green Backlash

•   Bloomberg: Trump Faces Another Legal Battle Over Stiffer Solar Tariffs

•   Reuters: U.S. may expand required COVID-19 testing to more international passengers

•   Reuters: Trump pardon of Blackwater Iraq contractors violates international law - UN

•   Reuters: OPEC+ oil output cut compliance at 101% in November -sources

•   Reuters: Exclusive: Hedge fund Third Point urges Intel to explore deal options

•   Reuters: U.S. blocks palm oil imports from Malaysia's Sime Darby over forced labour allegations

•   Reuters: California coronavirus lockdowns extended as hospitals teeter on brink of crisis

•   CNN: America's job market crumbled in 2020. Here's what to expect for the New Year

•   CNN: 2020's biggest winners and losers in business

•   CNN: Why the AstraZeneca vaccine is so important to the global economy

•   CNN: Apple Car speculation is back. Here's what we know so far

•   CNN: Minimum wage 2021: 20 US states set to raise rates by January 1

•   CNBC: California has identified first case of new Covid strain identified in UK, Newsom says

•   CNBC: Inflation is poised to rear its head in 2021 but may not stick around long

•   CNBC: ‘Bullet has left the chamber’: Biden will not likely roll back Trump campaign against China tech

•   CNBC: Regulation of Ant Group is bad for China economy, fintech: analyst

•   CNBC: CDC says new Covid strain in U.S. could further stress ‘already heavily burdened’ hospitals

•   CNBC: 2021 may mark first inflation comeback in generation, Jim Bianco warns

•   MarketWatch: Stimulus checks are rolling out quickly — but only after months of negotiations. Why it matters when the money hits your account

•   Fox Business: Gold, oil set to power 2021 boom in raw materials

•   Fox Business: Biden names ex-Facebook regulatory lawyer to key White House post

•   Hill: Georgia voters flood polls ahead of crucial Senate contests | TheHill

•   SCMP: New Covid-19 strain ‘out of control’: how London lockdown was shown in China

•   SCMP: As US moves to renewable energy, wind turbines from Xinjiang may get caught in political tempest

•   매경(P1): 이재용, 재판서 최후 진술 "어려워도 正道가는 삼성 되겠다"

•   매경: 특검 "권력에 대한 법치주의 통제 확립해야"…李부회장 "준법문화 체크하고 또 체크할 것"

•   매경: 133조 반도체 투자 앞둔 `8만전자`…사법굴레에 `흔들`

•   매경: `규제 셀수록 집값 올랐다` 삼성동 아이파크 50억!

•   매경: "도대체 무슨 말인지"…백신 확보했다면서 도입은 아니라고?

•   매경: "결국 세금일텐데"…與 "무주택자에 1억 1% 대출"

•   매경: "디지털결제 민간에 다 내줄라"…각국 앞다퉈 가상화폐 발행

•   매경: 현금사용 장려하는 英·스웨덴…디지털 금융 소외계층도 배려

•   매경: SKT·아마존 연합군 亞 진격…韓 `유통 게임체인저` 급부상

•   매경: `加 유통 강자` 손잡은 월마트…이커머스 `아마존 독주` 견제

•   매경: [단독] 국민연금 `3년째 목표동결` 기재부는 반대했다

•   매경: 카메라모듈 끌고 전장부품 밀고…LG이노텍 `훨훨`

•   매경: 부동산대책후 되레 집값 상승폭 3배 커져

•   매경: 주간아파트 표본 3배로 늘린다…부동산원, 주택가격조사 개선

•   매경: 다주택자 비율 높았을때 서울 아파트값 덜 올랐다

•   매경: 서초구 반값 재산세 `제동`…대법 "환급조치 일시 중단"

•   한경(P1): "코로나보다 무서운 규제법안…한국서 기업하기 힘들다"

•   한경: "기업 옥죄는 상법 가장 위협적…내년 경영전략 다 바꿔야할 판"

•   한경: "反기업 정서·낡은 규제 혁파 없인 우리 경제 잃어버린 20년 올 수도"

•   한경: 기업 90% "내년 경영환경 코로나 이전 수준 회복 못해"

•   한경(P1): 로버트 도어 "빈곤퇴치, 복지 지원보다 일 통한 자립이 더 중요"

•   한경: "빈곤 퇴치의 핵심은 '일자리'…증세·최저임금 인상 땐 역효과"

•   한경: "믿을 건 미국 주식"…서학개미, 올해 21조원 사들였다

•   한경: [단독] 與, 국가 인증 안전관리업체 쓴 기업 처벌 면제 검토

•   한경: 김정은, 내달초 선제 對美 메시지 내놓나

•   한경: 코로나發 '최악 연말경기'…자영업 매출, 작년의 절반 아래로 추락

•   한경: 종부세·양도세 오르고 증권거래세 내리고…2021 달라지는 것들

•   한경: 설익은 태양광 정책에…수천억 보조금 '혈세'로 줄줄 샜다

•   한경: "알아서 버틸게요"…기업들, 정부 '40조 지원금' 외면한 이유

•   한경: 새해 기후환경 R&D '수소'에 중점

•   한경: "화이자·모더나와 달라…한 번 접종하는 국산 백신 임상 시작"

•   서경(P1): [단독]'고철 위기' 신한울 3·4호기 생명 연장 가닥

•   서경: 신한울 3·4호기 건설 재개 여부 차기정권으로...탈원전 정책 수정해 가동 필요

•   서경(P1): 중대재해법, 1명 사망도 처벌···장관·지자체장 다시 대상 포함

•   서경: "증시 황금시대 계속되려면 규제 풀어 혁신산업 키워야"

•   서경: 증권사 CEO가 추천하는 내년 유망자산은···'국내 주식'

•   서경: "내년 파운드리 6％ 성장···삼성 점유율 소폭 오를 것"

※   DRAMeXchange: 【Market View】Foundry Revenue Expected to Reach New High in 2021 with Close to 6% YoY Growth as Capacities Remain Scarce Across Industry, Says TrendForce

•   서경: 美, 中 TCL도 제재 검토···삼성·LG전자 '반사익'

•   서경: LG-인니 '배터리 협력 프로젝트' 10.6조 달해

•   서경: 유가 올라도 제품 수요 정체...정제마진 '제자리' [심층분석]

•   서경: 모더나 백신' 국내생산 거점 누가 맡을까

•   조선: 靑 “합의했다” 하루 만에… 모더나 “한국정부와 논의중”

•   조선: 카투사·연합사 등 1만5000명, 원하면 주한미군 백신 맞는다

•   조선: 1대에 1500억, 이 장비를 확보해야 반도체 패권

•   조선: LG ‘QNED TV’ 기습 발표에… 삼성 “이름 도둑맞았다”

•   조선: 테슬라를 잡아라, 자동차 업계 ‘OS 개발 전쟁'

•   조선비즈: [2021 테크기상도] 코로나에도 선방한 반도체, 새해 본격 기지개 켠다

•   조선비즈: 집값 다시 오르는데 재건축 사도될까… “규제 그대로라 큰 기대 말아야"

•   조선비즈: 조선사 수주 잭팟에 철강업계도 환호... "내년까지 계속 가격 올린다"

•   인베스트조선: 신용도 방어' 분주했던 2020년, 등급 차별 본격화할 2021년

•   중앙: 전기차 정부 보조금 100만원 줄어든다

•   동아(P1): 영국發 변이 2명 추가 확인… 5명으로 늘어

•   동아: 경제팀도 쇄신… 경제부총리 은성수 등 거론

•   동아: 5대 금융그룹 연말인사 키워드는 ‘디지털 혁신-조직 슬림화’

•   문화(P1): “백신도입 2분기로 지연땐 내년에도 逆성장”

※   한국경제연구원: 백신도입 지연되고 확산세 증가하면 2년 연속 역성장할 것

•   문화: 원전 자료삭제 공무원, 모의 날짜 말바꿔… 수사 시간끌기?

•   머니투데이(P1): 경제단체장들 절박감 호소…"왜 한국기업만 족쇄 채우나"

•   머니투데이: [단독]'아무나 못해'…금융위, 공매도 개인자격 신설

•   머니투데이: "실직하면 치킨집이나" 사실이었다..국토硏 통계로 확인

•   더벨: 두산건설, 내년초 매각 재시도

•   더벨: 웰투시인베 컨소시엄, 모트롤 거래종결 임박

•   헤럴드경제: ‘브렉시트 안전판’ 역할 韓英FTA 내달 1일 발효

•   헤럴드경제: 강성 노조에 흔들리는 제조업…“생산차질, 내년이 더 걱정”

•   파이낸셜뉴스(P1): 기업 손발 묶어둔채 보완입법 해 넘긴다

•   파이낸셜뉴스: 경영 방패 뺏고 책임 무겁게… 당정 마이웨이에 기업은 없었다 [산업계 되돌아보는 2020]

•   파이낸셜뉴스: 기관, 채권값 추가하락 ‘베팅’ 대차잔액 열흘새 6조 늘었다

•   파이낸셜뉴스: 재건축 규제에도 정비사업 초호황… 건설사 9곳 ‘1조 클럽’

•   아시아경제(P1): "탄소배출 비용 부담" 기업들 비명…1년 영업익 다 날아간다

•   아시아경제: 배출권거래 가격 해마다 급상승…업계 "속도조절" 호소

•   아시아경제: 올 해외건설 '수주 하이킥'

•   디지털타임스(P1): 모든 것을 멈추게 한 `코로나경제`

•   이데일리(P1): [달아오른 M&A]코로나 털고 하반기 급반등…'격전' 예고

•   이데일리: [달아오른 M&A]요기요 등판, 항공빅딜 대기…내년 더 큰장 선다

•   이데일리: [달아오른 M&A]친환경 베팅·10조 딜…새역사 쓰는 SK

•   이데일리: 르노삼성 제외 `임금동결` 車업계 임단협‥습관성 파업은 `우려`

•   이데일리: 단연 돋보인 韓 증시…올해 상승률 G20 중 1위

•   이데일리: 올해 상장종목 중 20%가 역대 최고가 찍었다

•   이데일리: 연초 주가 회복 못한 종목이 41%…"내년엔 뜬다"

•   이데일리: 시총순위 10대그룹 지각변동…카카오 들고 신세계 밀렸다

•   이데일리: 쏟아낸 부동산 대책만 7번…집값 상승은 역대 최고

•   팍스넷뉴스: A급 회사채, SPV 지원 속 강세 이어간다

•   뉴스웨이: [10대그룹 경영전략<下>] M&A는 승부처…두둑한 실탄 움직인다

•   비즈니스포스트: 두산퓨얼셀, 연료전지발전소 장기 유지보수 300억 규모 계약 맺어

•   비즈니스포스트: [오늘Who] 두산 '친환경' 세 번째 변신, 박정원 구조조정 뼈를 깎았다

•   에너지경제: 현대차·SK·한화 등 재계 ‘수소경제 선점’ 경쟁 가열

•   에너지경제: [2020 결산-에너지업계] 탈원전 논란 속 그린뉴딜·탄소중립 등 '에너지전환' 속도

•   에너지경제: "태양광 잉여전력 활용도 높인다"…자가 소비형 REC 발급 등 대책 백출

•   Equipment World: The Biggest Construction Equipment Stories of 2020

•   대한경제: [신년기획- 2021 대한민국 시스템 개혁이다] 'K자' 갈림길에 선 한국…기업규제 풀고 票퓰리즘 깨야 빛 보인다

•   대한경제: [신년기획-2021 대한민국 시스템 개혁이다] 시장경제 바로 세우고, 기업인을 뛰게 하라

•   대한경제: 2021년 세계건설시장, 11.3조달러 규모로 회복

•   OilPrice.com: Russia Looks To Become Leader In Hydrogen Tech

•   OilPrice.com: Can Venezuela’s Oil Industry Bounce Back With The Help Of Iran?

•   전자신문(P1): 새해 신차 5대 중 1대 '전기차'...'전동화 시대'로 달린다

•   전자신문(P1): 아이폰13, 주사율 '120Hz'로…"韓 디스플레이 성장 기회"

•   전자신문: 벤처기업 고용창출 4대 그룹보다 많다...매출은 재계2위 수준

•   전자신문: 삼성디스플레이, 새해도 '중소형 OLED' 최강자…스마트폰 시장 주도권 유지

•   Phone Arena: Action taken by Apple might have saved many from getting COVID-19

•   Robotics Tomorrow: Readers Choice 2020: How Do You Train a Retail Robot?

•   Robotics Tomorrow: Happy New Year from Atlas, Spot and Handle

•   Robot Report: Flexiv raises more than $100M for adaptive robots

•   Cobot Trends: Perception-based region selection for collaborative robotic sanding

•   Nikkei Asia: Japanese iPhone parts supplier Murata targets EV business

•   Mainichi: Over 40% of Japan tech firms diversify supply chains from China: poll

•   Economic Times: 14 more cases of new coronavirus strain detected in India, total now 20

•   Economic Times: Centre working on plan to allot Covid vaccines equitably

•   Mint: Cabinet Committee approves Industrial Corridor nodes worth ₹7,725 crore

•   Business Standard: India's Covid vaccine hope rolls over to 2021; panel to meet again on Jan 1

•   Folha de S.Paulo: Gap Goes up to US$ 135 billion and Treasury Says that The Fiscal Margin for a New Bailout against Covid-19 Is Limited

•   Jakarta Post: PLN secures $500m ‘green loan’ for hydro, geothermal plants

[Opinions]

•   Project Syndicate(Paul Polman): A Marshall Plan for the Planet

•   Project Syndicate(George Magnus): A Messy Financial Divorce for the US and China

•   Project Syndicate(Carl Bildt): Arab Hope Springs Eternal

•   Project Syndicate(Moritz Kraemer): African Countries Need Not Fear Default

•   FT(Editorial Board): Climate efforts have entered a tricky new phase

•   FT(Editorial Board): A better form of capitalism is possible

•   FT(Tommy Stubbington): Why obituaries for the bull market in bonds might be premature

•   FT(Lex): ESG: stakeholders unite

•   FT(Lex): Intel/Third Point: not so fab

•   WSJ(Joseph S. Nye Jr.): Cold War With China Is Avoidable

•   WSJ(Holman W. Jenkins, Jr.): The Slow Birth of Covid Realism

•   WSJ(Jason Furman): The Policy Lessons of the ‘Trump Economy’

•   NYT(Aaron E. Carroll): The Risks of the Covid Vaccine, in Context

•   NYT(Kerry Kennedy Meltzer): Vaccines Are Safe, No Matter What Bobby Kennedy Says

•   WP(Editorial Board): The vaccine rollout is flagging. It must be accelerated.

•   WP(Jennifer Rubin): What Biden’s speech on covid-19 tells us

•   WP(Paul Waldman): Yes, we should ‘politicize’ the pandemic

•   WP(Brian Klaas): Trump’s arms sales to Saudi Arabia, Egypt and the UAE solidify his authoritarian legacy

•   Bloomberg(Bloomberg Opinion): Astra’s Covid-19 Vaccine Won Approval, But How Good Is It?

•   Bloomberg(Noah Smith): How Texas Can Become the Next Silicon Valley

•   Bloomberg(Tim Duy): How the Fed Will Respond to the Coming Inflation Scare

•   Bloomberg(Liam Denning): Today’s Dirty Utilities May Be Tomorrow’s ESG Winners

•   Bloomberg(John Authers): Hindsight Capital’s 2020 Was Great. Wasn’t Yours?

•   Bloomberg(Andreas Kluth): The China-EU Investment Deal Is a Mistake

•   Bloomberg(Nathaniel Bullard): Ten Charts That Tell the Weird Story of Oil and Energy in 2020

•   Bloomberg(Virginia Postrel): Los Angeles Locked Down. Covid Came Anyway.

•   CNN(Jimmy Gomez, Haley Stevens): Paid leave protections are about to expire. Congress needs to act

•   MarketWatch(Lawrence G. McMillan): This stock market is starting to look like that of a year ago — but it’s still too early to sell

•   Fox News(Marco Rubio): Dr. Fauci lied about coronavirus to manipulate our behavior — that's appalling

•   Fox News(Michael Goodwin): Trump's Middle East Abraham Accords are his third stunning achievement as president

•   Fox News(John Fund): Trump creates a nightmare for Republicans in last-minute fight over $2,000 stimulus checks