[Markets]
• 한국: 대기업 낙수효과...소부장도 뜀박질
• Cryptocurrency: Bitcoin plunges more than 20% in three days. It's now in a bear market
[Indicators]
• China 2020 Car sales: China’s Car Sales Fell 6.8% in 2020, but That Still Likely Beats Other Markets
• China Dec. CPI·PPI: China consumer prices rise but worries persist over core inflation
• 한국 2020년 회사채 발행: 불안한 기업 “현금쌓자”… 회사채발행 97조 ‘사상최대’
• 한국 12월 고용행정 통계: 작년 실업급여 지급액 12조 육박…코로나에 역대 최고
• 한국 1월 1~10일 수출: 1월 1∼10일 수출 15.4% 감소…일평균은 5.8% 증가
• India Dec. Car sales: Passenger vehicle retail sales rise 24% to 271,249 units in Dec: FADA
• COVID-19: Johns Hopkins University Live Updates
[News]
• Reuters: Exclusive: Chinese regulators to push tech giants to share consumer credit data - sources
• SCMP: Shipping containers becomes new buzz word as coronavirus leaves industry struggling to meet demand
• Global Times: China has likely administered over 10 mln doses, long way to go to 50 mln before Spring Festival: expert
• 매경(P1): 文대통령 신년사 "다음달부터 전국민 백신 무료 접종"
※ 청와대: 2021년 신년사
• 매경: 김정은 거절에도 재차 "방역 협력"
• 매경(P1): 애 봐주고 업무관리…나만의 AI비서 나온다
• 매경: 삼성은 `AI 석학`…LG는 `가상인간
• 매경(P1): [단독] 한국만 세금 역주행…법인세 부담 3년새 24조원 늘었다
• 매경(P1): "공매도 3월 재개"…금융위 논란 일축
• 매경: 금융위 "금감원 공공기관 지정 반대한다"
• 매경: 새해부터 빚투 고개 들자…대출 조이는 당국
• 매경: 집값 못잡고 공포만 키운 토지거래허가제
• 한경(P1): K스타트업, CES 혁신상 휩쓸었다
• 한경(P1): [단독] LNG 가격 한달새 3배 급등…도시가스·전기 요금 오르나
• 서경(P1): "코로나 반사익 사회 기여를"···이익공유제 꺼내 든 이낙연
• 조선(P1): ‘노동당 총비서’ 김정은, 김정일과 같은 반열
• 조선: 중기 이익률 3%대로 추락
• 조선: “글로벌증시 중 가장 강한 시장은 코스피”
• 중앙(P1): [단독]"韓, 바이든 측에 싱가포르식 북미 정상회담 제안"
• 동아: 3차 재난지원금 지급 시작
• 동아: 정은경 “개인이 백신제품 골라 맞긴 어려워”
• 세계(P1): 확산세 주춤…'검사 거부·연락 두절' 열방센터 복병 되나
• 한겨레(P1): “나만 빼고 다 돈 벌었나” 주식 광풍에 박탈감 커진다
• 경향(P1): 코로나 양극화에 소환되는 부유세
• 머니투데이: 현대+애플에 SK까지' 애플카 팀플레이 열쇠는 美 조지아?
• 머니투데이: 시장과열 징후인가…언제든 빼낼 수 있는 자금 비율 '역대 최고'
• 더벨: ㈜두산의 주력 현금창출구 '전자BG' 주목
• 헤럴드경제(P1): [단독] 쿠팡, 美나스닥 예비심사 통과...이르면 3월 상장 가능
• 파이낸셜뉴스(P1): 출산율 낙관한 15년, ‘골든타임’만 날렸다 [저출산의 습격, 인구재난 시작됐다]
• 파이낸셜뉴스: [fn팩트체크] '탈원전'은 신재생에너지 투자다?
• 아시아경제: 수소·드론이 왜 거기서 나와油
• 이데일리(P1): 하루에 5만개씩 계좌 개설…떠돌던 시중자금 갈곳 찾았다
• 이데일리(P1): 이재용 "삼성준법감시위 독립 활동 보장"…'뉴 삼성' 준법 의지 강조
• 이데일리: 이낙연 임기 한달 여 앞두고…민주당, 각종 규제법안 추진
• 이데일리: 홍남기 방지법' 내달부터 시행…세입자 계약갱신 여부 명시화
• 이데일리: “지배구조만 강조 韓ESG, 국민연금부터 달라져야”
• 이데일리: [마켓인]‘새해부터 앗 뜨거’…전기차로 속속 모이는 PEF
• 이투데이: 두산그룹 먹여 살릴 두산밥캣, 유럽 공략 강화
• 뉴스웨이: LG전자, 먹거리 ‘로봇 클로이’ 미국 진출 앞뒀다
• 비즈니스포스트: 두산밥캣, 두산인프라코어 팔려도 건설기계 무인화 개발 이어간다
• 비즈니스포스트: 박정원, 두산인프라코어 중국법인 소송 이겨도 져도 매각 고민 안아
• Power Engineering: EIA: Solar, wind carrying 70 percent of newly operational power generation in 2021
• 에너지경제: 해상풍력 발전, 국내 조선 빅3 잇단 가세에 '탄력'
• Equipment Journal: Volvo CE expands its material handler line-up - Equipment Journal
• OilPrice.com: How U.S. Shale Upended Global Crude Flows
• OilPrice.com: Renewable Energy Stocks See Record Investments
• OilPrice.com: Why Asian LNG Prices Are Going Through The Roof
• ZDNet Korea: 와이파이6E 보급 원년.."5G급 속도 낸다"
• Network World: Gartner: Top Strategic Technology Trends for 2021
• Robotics & Automation News: How server automation reached FANG
• Modern Materials Handling: Lithium looms large for electric lift trucks
• Nikkei Asia: Japan eyes state of emergency in Osaka and Kyoto this week
• Nikkei Asia: Japan and EU race to develop 'green hydrogen'
• Economic Times: Indian car market may post record 30% growth in 2021 on low base
• Economic Times: The Great Vaccination Drive: How India plans to immunize its 1.3 billion population against Covid
• Hindustan Times: India's economy poised for recovery supported by Covid-19 vaccine rollout: Fitch | Hindustan Times
• Folha de S.Paulo: Bolsonaro's Reaction to The U.S. Capitol Invasion Will Likely Dampen Brazil's Relationship with Biden - 11/01/2021 - World - Folha
• Moscow Times: Most Small Businesses Still Struggling, Warns Top Business Lobby
[Opinions]
• Project Syndicate(Nouriel Roubini): A Fragile Recovery in 2021
• Project Syndicate(Shashi Tharoor): Narendra Modi’s Potemkin Democracy
• Project Syndicate(Teresa Ghilarducci): A Post-COVID Labor Revival?
• Project Syndicate(Sławomir Sierakowski): Has Lukashenko Won?
• Project Syndicate(Richard Haass): Donald Trump’s Costly Legacy
• Project Syndicate(Mary Robinson): No Time to Spare for the Paris Climate Promise
• Project Syndicate(Ana Palacio): The City on a Hill Besieged
• FT(Editorial Board): Europe’s faltering start in the vaccine race
• FT(Gideon Rachman): Europe is not immune from America’s political madness
• FT(Fatih Birol): IEA chief: Net zero by 2050 plan for energy sector is coming
• FT(Courtney Weaver): History suggests Donald Trump’s post-White House options are narrow
• FT(Hal Scott): Here’s how the Fed can do more to support US small business
• FT(Cécile Guerin): France’s anti-vaxxers show deepening distrust of elites
• FT(Sarah Bloom Raskin): US climate finance is approaching a leapfrog moment
• WSJ(Gerard Baker): No Excuses for Trump and the Capitol Riot
• WSJ(Vivek Ramaswamy, Jed Rubenfeld): Save the Constitution From Big Tech
• NYT(Amelia Pang): It Took a Genocide for Me to Remember My Uighur Roots
• NYT(Chris Coons): The World Is Watching. We Need to Hold Trump Accountable.
• NYT(Lisa Viscidi): Let’s Work With Latin America to Fight Climate Change
• WP(Max Boot): If Republicans want to promote unity, they should join Democrats in impeaching Trump
• WP(Greg Sargent): Democrats have the votes to impeach Trump — again
• WP(James Downie): It’s still Donald Trump’s party
• WP(James Morone): The election that foreshadowed 2020
• WP(Peter Hotez): Vaccine distribution is a disaster. But it’s not too late to fix it.
• WP(Brian C. Kalt, Frank Bowman): Congress can impeach Trump now and convict him when he’s gone
• WP(Yousef Munayyer): The arrogance of invoking ‘Syria’ or ‘Bogota’ as political violence in the U.S. unfolds
• Bloomberg(David Fickling): Saudi Arabia's Oil Production Cuts Will End Up Protecting Revenue
• Bloomberg(Brian Chappatta): Will Powell and Yellen Test MMT in the U.S.?
• Bloomberg(Brian Chappatta): Bitcoin and Tesla Have Gotten the Fed's Attention
• Bloomberg(John Authers): Tesla’s Absurdity Amplifies the Tech Bubble Echoes
• Bloomberg(Jonathan Bernstein): Impeachment Needn’t Be Quick to Be Effective
• Bloomberg(Cass R. Sunstein): Not Convicted or Indicted? Trump Can Pardon You Anyway
• Bloomberg(Noah Feldman): Trump’s 2024 Hopes Just Crashed Into the 14th Amendment
• Bloomberg(Timothy L. O'Brien): Trump Might Be Impeached. What About Everybody Else?
• Bloomberg(Leonid Bershidsky): Tech Censorship Is the Real Gift to Putin
• Bloomberg(Zev Chafets): Why Israel Was the Perfect Test Case for Vaccines
• CNBC(Adam J. Levitin): Reform our bankruptcy laws before a tsunami of Covid debt comes due
• CNN(Joe Lockhart): How Americans can hold Trump accountable if Congress won't
• CNN(Lincoln Mitchell): Impeaching Trump is only the start
• CNN(Paul Begala): The last time America fired a president
• Fox News(Liz Peek): Big Tech censors nation – here's how Republicans can fight back
• Fox News(Michael Goodwin): Biden on Trump impeachment – here's what president-elect can do to pass first major test
• Fox News(Andrew McCarthy): Trump and impeachment – with days left in his term, what should Congress do?
• Reuters(John Kemp): Rapid oil price rise divides fund managers
• 매경(임성택): ESG를 PR·CSR·사회공헌과 혼동하지 마라
• 문화(사설): 월성 원전 ‘방사능 괴담’ 퍼뜨리는 與 저의
• 세계(사설): 월성원전 공포 퍼뜨리며 감사원 때리는 與, 저의가 뭔가
• 한겨레(사설): 월성원전 삼중수소 유출, 철저한 진상규명을
• 헤럴드경제(이병호): 탄소중립과 농업
• 아시아경제(신진영): 코로나 사태 이후의 ESG 경영과 투자
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