Business Intelligence Monitor Weekly 201207~201213

[Reports]

•   IMF: A Greener Future Begins with a Shift to Coal Alternatives

•   IMF: Economic Prospects and Policy Challenges for the GCC Countries

•   IMF: When Inequality is High, Pandemics Can Fuel Social Unrest

•   IMF: IMF Staff Completes 2020 Article IV Mission with Iraq

•   IMF: Navigating Capital Flows—An Integrated Approach

•   World Bank: Trade and Climate Change

•   World Bank: Do Coronavirus Containment Measures Work ? Worldwide Evidence

•   World Bank: Economic Growth in European Union NUTS-3 Regions

•   UNCTAD: COVID-19 drives large international trade declines in 2020

•   OECD: Composite Leading Indicators (CLI), OECD, December 2020 - OECD

•   OECD: Unemployment Rates, OECD - Updated: December 2020

•   WTO: Report shows marked decline in trade restrictions by WTO members amidst COVID-19 pandemic

•   ADB: Asian Development Outlook (ADO) 2020 Supplement: Paths Diverge in Recovery from the Pandemic

•   ADB: An Analysis of the Worldwide Response to the COVID-19 Pandemic: What and How Much?

•   BIS: BIS Quarterly Review, December 2020

•   BIS: The future of money

•   BIS: Basel III Monitoring Report

•   Biden Transition Website: President-elect Joe Biden Announces Key Members of Health Team

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden in Wilmington, Delaware

•   Biden Transition Website: President-elect Biden Nominates Retired Four-Star General Lloyd Austin as Secretary of Defense

•   Biden Transition Website: President-elect Biden Announces Key Members of His Administration

•   Biden Transition Website: Statement from President-elect Biden on FDA Advisory Committee Recommended Emergency Use Authorization of Pfizer-BioNTech COVID-19 Vaccine

•   Biden Transition Website: Remarks as Prepared for Delivery by President-elect Joe Biden in Wilmington, Delaware

•   Biden Transition Website: Statement by President-elect Joe Biden on the Five-Year Anniversary of the Paris Agreement

•   U.S. Treasury: Treasury Sanctions Shipping Companies Transporting North Korean Coal

•   USTR: USTR Responds to UK Statement on WTO Large Civil Aircraft Dispute

•   CBO: Options for Reducing the Deficit: 2021 to 2030

•   European Commission: Green Deal: Sustainable batteries for a circular and climate neutral economy

•   European Commission: A fundamental transport transformation: Commission presents its plan for green, smart and affordable mobility

•   European Commission: Joint Statement from European Commission President Ursula von der Leyen and UK Prime Minister Boris Johnson

•   European Commission: Commission welcomes the political agreement on the Just Transition Fund

•   European Commission: The European Climate Pact: empowering citizens to shape a greener Europe

•   FRBNY: The Regional Economy during the Pandemic

•   ECB: Monetary policy decisions

•   ECB: Christine Lagarde, Luis de Guindos: Introductory statement to the press conference (with Q&A)

•   ECB: ECB extends pandemic emergency longer-term refinancing operations

•   ECB: ECB prolongs support via targeted lending operations for banks that lend to the real economy

•   ECB: Benefits of macro-prudential policy in low interest rate environments

•   NBER: Lockdowns and Innovation: Evidence from the 1918 Flu Pandemic

•   NBER: Corporate Social Responsibility and Imperfect Regulatory Oversight: Theory and Evidence from Greenhouse Gas Emissions Disclosures

•   CEPR: CEPR Discussion Papers 06 December 2020

•   CEPR: Sixty-first Issue - Covid Economics: Vetted and Real-Time Papers

•   NABE: NABE Panel Expects More Moderate GDP Growth in the Fourth Quarter, Most Anticipate the Economy Returning to Pre-Pandemic Levels in 2021

•   World Economic Forum: 5 major trends that are being accelerated by the COVID-19 pandemic

•   World Economic Forum: Vaccine roll-out: This model found 3 key factors for success

•   World Economic Forum: We can’t wait to act on emissions. Here’s how to get to net zero

•   World Economic Forum: 3 ways businesses can harness their might for the good of all

•   World Economic Forum: The oil and gas sector must reinvent itself. This is how it could be done

•   World Economic Forum: 5 steps to safe and effective COVID-19 vaccine distribution

•   World Economic Forum: 4 creative ways companies are embracing the circular economy

•   World Economic Forum: Analysis: When might the world exceed 1.5C and 2C of global warming?

•   World Economic Forum: Top 10 Tech of 2020 - our podcast with Scientific American | World Economic Forum

•   Brookings: Blueprints for American Renewal & Prosperity

•   Brookings: A Time for Renewal and Prosperity

•   Brookings: More economic relief and stimulus: Why and how

•   Brookings: What’s the Fed doing in response to the COVID-19 crisis? What more could it do?

•   Brookings: How the Biden administration should tackle AI oversight

•   Brookings: COVID-19’s third wave is hammering the Midwest

•   Brookings: Across nine months, COVID-19 hit some US places worse than others. Now, it’s almost everywhere.

•   Brookings: The tech industry needs regulation for its systemically important companies

•   Brookings: How to reignite Africa’s growth and avoid the need for future debt jubilee

•   Brookings: To weather the coming eviction crisis, cities need better rent relief programs

•   Brookings: Georgia grassroots groups helped Biden win. Will the party listen to them on the issues?

•   CSIS: Europe Reset?

•   CSIS: Reintroducing America to the World

•   CSIS: Energy Transitions in Emerging Economies: What Success Looks Like and How to Replicate It

•   CSIS: The Biden Transition and Reshaping U.S. Strategy: Long Engagements vs. Long Wars

•   CSIS: With U.S. Restrictions on Huawei and ZTE, Where Will Rural America Turn?

•   CSIS: Huawei, HONOR, and China’s Evolving State Capitalist Tool Kit

•   CSIS: Who Is Funding Chinese Property Developers, and Why Does China Care?

•   McKinsey:COVID-19 has revived the social contract in advanced economies—for now. What will stick once the crisis abates?

•   McKinsey:COVID-19 and the great reset: Briefing note #35, December 9, 2020

•   IEA: Projected Costs of Generating Electricity 2020

•   IEA: Levelised Cost of Electricity Calculator

•   IEA: Putting gas flaring in the spotlight

•   EIA: Short-Term Energy Outlook

•   IRENA: The COVID-19 Recovery Offers Opportunities to Address Climate Crisis

•   IRENA: How Domestic Currency Lending Can Accelerate the Energy Transition

•   IRENA: IRENA and African Development Bank Partner to Scale up Renewables Investments in Africa

•   IRENA: Leading Renewable Players Urge Governments to Re-align Recovery Measures with Paris Agreement

•   Wood Mackenzie: Over three quarters of new LNG supply could be impacted in 2-degree world | Wood Mackenzie

•   BNEF: After Attracting a Record $32 Billion from Abroad in 2019, Clean Energy in Emerging Markets Endures a Rough 2020

•   IDC: Worldwide Server Market Revenue Grew 2.2% Year Over Year in the Third Quarter of 2020, According to IDC

•   Gartner: Gartner Says Infrastructure-Led Innovation Will Drive Enterprise Resilience and Business Growth in a Post-Pandemic World

•   Gartner: Gartner Identifies the Top Trends Impacting Infrastructure and Operations for 2021

•   Strategy Analytics: Xiaomi Note 9 is No.1 Phone Model in Indonesia

•   Strategy Analytics: iQOO is China's No.1 Smartphone Model

•   Strategy Analytics: Samsung A51 Grabs 3% Share of Russia Phone Market

•   Strategy Analytics: 5G Phone Revenues to Grow 9% in 2021

•   Strategy Analytics: OPPO is World's Third 5G Phone Vendor

•   Strategy Analytics: Realme is no.1 in Philippines

•   Strategy Analytics: Smartphone Inventory Stabilizes

•   Strategy Analytics: Japan, South Korea and Australia Will Have the Highest Smartphone ASP in 2021

•   Strategy Analytics: Xiaomi Smartphone Models Remained Strong in Indonesia and Other Emerging Markets in Q3’20

•   Counterpoint: Apple, Huawei, Samsung Lead Global Smartwatch Shipments in Q3 2020

•   IHS Markit: Battery Recycling Industry Poised for Substantial Growth as Number of Batteries Reaching Their End of Life to Increase Seven-Fold by 2030

•   IHS Markit: Thanksgiving Week Gasoline Consumption in the United States Lowest Since 1997, Exclusive OPIS by IHS Markit Survey Finds

•   DRAMeXchange: 【Market View】Specialty DRAM Prices Show Stability for Mainstream Chips in November, with 1% MoM Uptick in Average and High Prices for Low-Density DDR3 2Gb Chips, Says TrendForce

•   DRAMeXchange: 【Market View】DRAM ASP to Recover from Decline in 1Q21, with Potential for Slight Growth, Says TrendForce

•   DRAMeXchange: 【Market View】Local Foundry and DRAM Manufacturing Remain Unaffected Following December 10 Earthquake in Taiwan, Says TrendForce

•   IC Insights: Foundry Capex to Account for 34% of Total Semi Capex in 2020

•   한국은행: 해외경제 포커스(제2020-47호)

※   참고: 최근 중국 국유기업의 채무불이행 증가

•   한국은행: 2020년 11월중 금융시장 동향

•   한국은행: 2020년 11월 이후 국제금융·외환시장 동향

•   한국은행: 「통화신용정책보고서」(2020년 12월)

•   한국은행: [현지정보] 인민은행, 디지털위안화의 개인 시범사용 확대

•   한국은행: [현지정보] 캐나다 중앙은행 정책회의 결과 및 시장 반응

•   한국은행: [현지정보] 美 코로나19 구호법안 추가 도입 관련 최근 진행상황

•   한국은행: Consumption Dynamics and a Home Purchase

•   한국은행: 자본유입과 물가상승률 간의 동태적 상관관계 분석: 아시아의 8개국 소규모 개방경제를 중심으로

•   국제금융센터: [글로벌] 주간 Global Opinions(11.30~12.6)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.7)

•   국제금융센터: [은행] 글로벌 은행권 주간 동향(12.7)

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.8)

•   국제금융센터: 바이든 경제팀의 성향 및 정책영향 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.9)

•   국제금융센터: 일본, 금년 3차 경제대책 발표

•   국제금융센터: 中 회사채 디폴트 증가 배경 및 평가

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.10)

•   국제금융센터: 바이든호 출범 후 국제 거버넌스 변화 향방

•   국제금융센터: [20.12월] 국제금융 Inside

•   국제금융센터: 코로나19 관련 동향 및 해외시각(12.11)

•   국제금융센터: [글로벌] 글로벌 정부부채 관련 낙관론 불구 지속가능성에 대한 의문 제기 지속

•   국제금융센터: [Fund Flow] 글로벌 펀드자금, 선진국과 신흥국이 엇갈리는 모습

•   kotra: 일본 상장기업의 중간결산 결과(1) 제조업

•   kotra: 일본 상장기업의 중간결산 결과(2) 비제조업

•   kotra: 코로나19 백신 상용화 초읽기, 美 경제 회복의 신호탄 될까

•   kotra: 중국 1~3분기 지역별 경제 현황

•   kotra: 일본의 산업용 로봇 산업 정보

•   kotra: 스페인, 그린수소 육성에 향후 3년간 15억 유로 투자 발표

•   kotra: 미국 재생에너지산업

•   kotra: 영국 신재생에너지 정책 분석 및 우리기업의 진출전략

•   KDI: KDI 경제동향 2020. 12

•   통계청: 2019년 운수업조사 결과(잠정)(물류산업통계 포함)

•   통계청: 「2020 통계로 보는 1인가구 」 보도자료

•   통계청: 2019년 기업생멸행정통계 결과

•   통계청: 한국의 사회동향 2020

•   대외경제정책연구원: 역내포괄적경제동반자협정(RCEP)의 주요 내용과 시사점

•   대외경제정책연구원: 유럽의 코로나19 재확산 현황과 시사점

•   EMERiCs: [이슈트렌드] 인도, 경제 회복세에도 불안정성 상존

•   EMERiCs: [이슈트렌드] 인도, RCEP 불참에 대한 기존 입장 고수

•   EMERiCs: [동향세미나] 인도 3분기 경제성장률 발표와 향후 전망

•   EMERiCs: [동향세미나] 최근 베트남 FDI 유입 동향과 배경

•   EMERiCs: [이슈트렌드] 이란 핵과학자 피살로 고조되는 중동 내 긴장

•   EMERiCs: [동향세미나] 리비아 원유 생산량, 휴전 후 빠른 회복세 시현

•   EMERiCs: [이슈트렌드] 페루, 코로나19와 정치 위기 직면한 상황에서 국가비상사태 연장 및 경찰력 강화

•   EMERiCs: [이슈트렌드] 멕시코 중앙은행, 2021년 전망 하향 조정... 정부는 경기 부양을 위한 대형 인프라 프로젝트 발표

•   EMERiCs: 中 올해 빈곤과의 전쟁 성과 뚜렷, 샤오캉(小康) 사회의 기반 마련

•   EMERiCs: 전면적 대외개방 박차, 中 QDII 쿼터 다시 확대

•   EMERiCs: 中반도체 첨병' SMIC 계속 때리는 미국…반도체 굴기 견제

•   국제무역연구원: 코로나19 경제위기 극복을 선도하는 한국무역(제57회 무역의날 기념)

•   수출입은행 해외경제연구소: 브라질 국가신용도 평가리포트 (2020년 12월)

•   수출입은행 해외경제연구소: 러시아 국가신용도 평가리포트 (2020년 12월)

•   수출입은행 해외경제연구소: 2021년 국내외 경제 및 산업 전망

•   산업연구원: "조선일보 '탄소중립, 탈원전 병행땐 제조업 생산 44% 감소(2020.12.11) 등 기사 관련"

•   현대경제연구원: 최근 경제 동향과 경기 판단(2020년 4분기)

•   국회입법조사처: 코로나19 확산과 전 세계 민주주의 동향

•   국회입법조사처: [현안브리핑 제35호] 코로나19 대응 국내·외 동향

•   금융연구원: '코로나 사태' 이후 경제 패러다임 변화와 향후 과제

•   하나금융경영연구소: 하나금융포커스 [제10권 25호]

•   우리금융경영연구소: 2021년 경제성장률 상향 조정 가능성 우세 - 12월 경제 브리프

•   KDB미래전략연구소: 주간 KDB리포트(2020.12.7)

•   KDB미래전략연구소: 최근 원달러 환율 동향 점검

•   KDB미래전략연구소: 국제금융시장 11월 동향 및 12월 전망

•   KB: 12월 7일 기준 『[주간] KB부동산 Liiv ON 주택시장동향』 조사결과

•   KB경영연구소: KB부동산시장 리뷰 2020-12호

•   건설산업연구원: 2020년 월간 건설·부동산 동향 12월

•   건설산업연구원: 건설동향브리핑 785호

•   국토연구원: 코로나19 이후 미국의 일자리·주거·인프라투자 동향과 정책적 시사점

•   국토연구원: 남북경제공동특구 조성방안

•   주택금융연구원: 주택시장 2020년 3분기 분석 및 전망

•   국가안보전략연구원: 중국에 대한 코로나19 법적책임 추궁 관련 검토 : 미국 동향을 중심으로

•   전경련: 에드윈 퓰너(Edwin Feulner) 美 헤리티지 재단 창립자 인터뷰

•   전경련: 기업규제3법과 노동관계법에 대한 경제계 긴급 호소문

•   전경련: 노동관계법 환노위 통과 관련 논평

•   한국경제연구원: 한국 노동손실일수, 일본의 209배, 독일의 10배

•   한국경제연구원: 2020년 한국 조세경쟁력 순위, OECD 36개국 중 24위

•   한국경제연구원: 한국경제 산업역동성, OECD 국가 중 최하위 수준

•   경총: 상법, 공정거래법 개정안에 대한 경제계 공동입장

•   경총: 상법, 공정거래법 개정안, 국회 상임위 논의에 대한 경제 6단체장 공동입장

•   경총: 노동조합법 개정안은 본회의 상정 등 입법절차를 중단하고 상임위원회에서 심도있게 재논의해야

•   경총: 상법 개정안, 국회 본회의 통과에 대한 경영계 입장

•   경총: 국회 본회의에서 통과된 노조법 개정안에 대한 보완입법 요청

•   한국신용평가: 공정거래법 개정, 그룹의 사업 및 지배구조 개편 확대될 전망

•   NICE신용평가: 반도체 삼국지 (후편)

•   청와대: 대한민국 탄소중립선언

•   기재부: 22차 비상경제 중앙대책본부 회의 개최

※   (별첨) 1. ｢2050 탄소중립｣ 추진전략

•   기재부: 2021년도 예산배정계획 확정

•   기재부: 월간 재정동향 2020년 12월호 발간

•   기재부: [보도참고] ADB, '2020 아시아 경제전망 보충' 발표

•   산업부: 글로벌 수소경제 협력을 위한 다자회의 참여

•   산업부: (설명자료)유명희 통상교섭본부장의 방미는 한미 통상 현안 관리 등을 위함임 (매일경제 인터넷판 12.8일자 보도에 대한 설명)

•   국토부: 국토부, 수소교통 복합기지 구축 시범사업 선정

•   환경부: (참고)환경부, 2050 탄소중립 이행체계 가동

•   환경부: 2030년 공공부문 온실가스 배출량, 2017년 대비 37.5% 감축

•   금융위: [보도참고] 2020년 11월중 가계대출 동향(잠정)

•   금감원: 2020년 11월 외국인 증권투자 동향

•   공정위: 2020년 대기업집단 지배구조 현황 발표

•   공정위: 공정거래법 전부개정안 국회 본회의 통과

[Magazines]

•   Economist: The world economy - After the pandemic, will inflation return?

•   Economist: Tail risks - A surge in inflation looks unlikely

•   Economist: Last tango in Brussels - A thin, last-minute Brexit trade deal is better than no deal at all

•   Economist: Fade to grey - What a grand chemistry experiment reveals about Brexit

•   Economist: Public markets - Will the IPO bonanza last?

•   Economist: 3C epiphany - The Japanese authorities understood covid-19 better than most

•   Economist: How China’s Communist Party trains foreign politicians

•   Economist: Chaguan - China is doubling down in Xinjiang

•   Economist: America’s never-ending election - The final countdown to Donald Trump’s election defeat

•   Economist: How much economic stimulus does America actually need?

•   Economist: Coming soon - Europe prepares for its first batches of covid-19 vaccines

•   Economist: A year of raising furiously - Companies have raised more capital in 2020 than ever before

•   Economist: Battle commences - A formidable alliance takes on Facebook

•   Economist: Europe’s biggest tech firm - Can SAP’s new boss reset its business model?

•   Economist: Spinning off - Why is Uber selling its autonomous-vehicle division?

•   Economist: Reasons to be cheerful - The pandemic could give way to an era of rapid productivity growth

•   Economist: Buttonwood - Retail investors often learn the wrong lessons from success

•   Economist: Energy markets - OPEC loosens up

•   Economist: Counting the carbs - Making sense of banks’ climate targets

•   Economist: Where economists focus their research

•   Economist: Hydrogen-powered flight - Is the time now ripe for planes to run on hydrogen?

•   Forbes: Why 2021 Is Set To Be Even Bigger For Bitcoin

•   Forbes: How COVID-19 Has Transformed The Gig Economy

•   Forbes: Apple’s Services Will Eclipse The IPhone Juggernaut By 2024. How Does This Impact Apple Stock?

•   Fortune: Biden will bring back climate diplomacy, and the planet will benefit

•   Fortune: Hunter Biden criminal tax probe could stalk Joe Biden's presidency

•   Bloomberg Businessweek: The ‘Savings Glut’ Is Really a Dearth of Investment

•   Bloomberg Businessweek: Understanding That ‘One-in-a-Quadrillion’ Claim About the Election

•   Bloomberg Businessweek: Powell Wins a Place in Pantheon of Fed Chiefs Alongside Volcker

•   Bloomberg Businessweek: Covid Pandemic: How South Korea Contained the Coronavirus Without Lockdowns

•   Bloomberg Businessweek: Facebook Sees WhatsApp As Its Future, Antitrust Suit or Not

•   Bloomberg Businessweek: The Future of U.S. National Stockpile Isn’t a Bigger Stockpile

•   Time: Joe Biden and Kamala Harris: TIME's Person of the Year 2020

•   Time: Joe Biden’s TIME Person of the Year Interview: Read Excerpts

•   Time: At Its Five-Year Anniversary, the Paris Deal Remains the Most Influential Global Framework for Addressing Climate Change

•   Time: What Happens Next as the COVID-19 Vaccine Rollouts Begin

•   Atlantic: The Republican Party Is Abandoning Democracy

•   Atlantic: The GOP's Antidemocratic Bid to Overturn the Election

•   Atlantic: Trump Is Looking for Fraud in All the Wrong Places

•   Atlantic: What the GOP Really Means by 'Voter Fraud'

•   Atlantic: FDA Expected to Authorize Use of First COVID-19 Vaccine

•   Atlantic: Fiscal Responsibility Doesn't Mean What It Used To

•   Atlantic: How to Build Trust in the Vaccines

•   Atlantic: COVID Vaccine Purgatory: How and When You'll Get a Vaccine

•   Foreign Policy: Why Biden Will Lose the Left—and That’s OK

•   Foreign Policy: Why the World Should Root for the EU in Brexit Talks with Boris Johnson

•   Foreign Policy: Where Is Biden’s Cabinet Heading?

•   Foreign Policy: The COVID-19 Pandemic Has Made China Change Its Data Direction

•   Foreign Policy: Persuasion Is Essential to Society and Democracy, but We Need New Rules Governing How Big Tech Companies Can Harness It

•   Foreign Policy: EU High Representative Josep Borrell Explains How to Kick-Start a New Trans-Atlantic Era

•   Foreign Policy: China's Australia Threats Are Biden's First Crisis

•   Foreign Policy: At 2021’s Summit of the Americas, Biden Should Revive the Free Trade Area of the Americas

•   Foreign Policy: Italy’s Economy Is Under Pressure as Pandemic Continues

•   Foreign Policy: How Jake Sullivan, Biden’s Future NSC Chief, Wants to Reshape U.S. Foreign Policy

•   Foreign Policy: The Pitiful Endgame of Saudi Arabia and Trump's Qatar Blockade

•   Foreign Policy: Biden Sees the A-Team. I See the Blob.

•   Foreign Policy: Democracies Need a United Strategy Against China

•   Foreign Policy: India’s Congress Party Needs to Ditch the Nehru-Gandhi Family

•   Foreign Affairs: A Crisis of Confidence

•   Foreign Affairs: How to Prepare for a National Security Crisis

•   Foreign Affairs: The U.S. Can’t Check China Alone

•   Foreign Affairs: Latin America’s Lost Decades

•   Foreign Affairs: To Stop a Pandemic

•   Foreign Affairs: The United States Must Marshal the “Free World”

•   Foreign Affairs: Ten Years After the Arab Spring, the Uprisings Continue

•   Barron's: 6 Questions about the FDA and Pfizer: A Q&A With Daniel Carpenter

•   Barron's: 8 Ways the U.S. Can Compete with China and Build Up Middle America

•   Power Magazine: Economic Factors Drive Wind and Solar Growth

•   Power Magazine: Green Power Enables Green Hydrogen and Zero-Emissions Mobility