Business Intelligence Monitor 210113

(Introduction)

[Markets]

•   Global: Brent at 11-month high, yields end flat

•   한국: 코스피 오늘도 107p 출렁…이틀째 숨고르기

•   한국: 두산그룹주 거의 다 하락, 두산퓨얼셀 4%대 두산중공업 1%대 밀려

•   한국: 美부양책 기대 원화값 하락…장중 한때 1100원선 무너져

•   Metals: Nickel prices boosted by Philippines ban for mining island

•   Grains: Futures surge to highest since 2014 as USDA cuts its supply outlook

[Indicators]

•   US Nov. Job openings: U.S. Job Postings End 2020 Well Below Pre-Pandemic Levels

•   US Dec. NFIB Business optimism index: U.S. Small-Business Optimism Slumps to Seven-Month Low

•   한국 2020년 FDI: 철벽규제 한국' 외국인직접투자 두자릿수 급감

•   한국 11월 재정수지: 국가 채무 826조···한달새 13조 급증

•   Japan Nov. GDP(JCER est.): Japan's GDP growth slows to 0.5% in November: JCER

•   Japan Nov. Current account: Japan Nov. current account surplus rises 29%, up for 3rd month

•   Japan Dec. Economy Watchers sentiment: Japan Dec. economy watcher sentiment tumbles amid resurgent pandemic

•   India Nov. Industrial production: India's November industrial output contracts 1.9% | Hindustan Times

•   India Dec. CPI: Retail inflation eases considerably to 4.59 per cent in December; well within RBI target

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: Republicans Weigh Trump Censure, Impeachment

•   WSJ: Coronavirus Vaccine Doses That Were Held Back Now Being Released

•   WSJ: Chinese Covid-19 Vaccine Far Less Effective Than Initially Touted in Brazil

•   WSJ: China Reimposes Covid-19 Lockdowns as It Battles Worst Outbreak in Months

•   WSJ: Hospitals to Report Covid-19 Vaccination Data

•   WSJ: U.S. Expected to Require Covid-19 Tests for All International Visitors

•   WSJ: As Covid-19 Pressure Mounts, U.K. Hospitals Find Pandemic Paradox

•   WSJ: Covid-19 Pandemic Drives Municipal Borrowing to 10-Year High

•   WSJ: Oil Producers Commit to Supply Curbs, Sustaining Price Rally

•   WSJ: Biden Is Expected to Name Gary Gensler for SEC Chairman

•   WSJ: Biden Trade Policy to Center on Workers, USTR Nominee Says

•   WSJ: Fed’s Mester Says Fed Policy Set at an Appropriate Level for Year Ahead

•   WSJ: Tax Season Is Coming, and It Could Be Messy

•   WSJ: Biden to Appoint Acting Agency Heads Due to Transition Delays

•   WSJ: Uber, Lyft Push Biden Team for Role in Covid-19 Vaccine Rollout

•   WSJ: New GM Electric-Truck Business Targets Delivery Market

•   WSJ: Samsung Seizes Smartphone Initiative as Sanctions Hobble Huawei

•   WSJ: Boeing Falls Further Behind Airbus in Plane Deliveries

•   WSJ: SolarWinds Discloses Earlier Evidence of Hack

•   NYT: An Urgent Reckoning for the Trump Brand

•   NYT: State Capitols on Alert After F.B.I. Warning

•   NYT: Before Capitol Riot, Republican Lawmakers Fanned the Flames

•   NYT: China's Stronger Currency Could Be a Fig Leaf for Biden

•   NYT: ‘An Epiphany Moment’ for Corporate Political Donors May Have Arrived

•   NYT: The Korean War Emptied the Town. Those Who Rebuilt It May Now Be Rewarded

•   WP: FBI report warned of 'war' at Capitol, contradicting claims there was no indication of looming violence

•   WP: Justice Dept. investigating sedition and conspiracy charges and any terror links to violent storming of U.S. Capitol

•   WP: President Trump lashes out at social media companies following Twitter ban

•   WP: Americans brace for more violence after Capitol riots ahead of Inauguration Day

•   WP: Insurrection adds to full plate of calamities Biden will face as he takes office

•   WP: Pompeo cancels final trip abroad amid tumultuous transition

•   WP: Coronavirus shutdowns have suppressed other viruses, but there will be a rebound

•   WP: Republicans won't actually defend Trump on impeachment

•   WP: E.U.’s top digital enforcer says Twitter’s Trump ban was response to ‘extreme situation’

•   WP: Israel’s vaccine success can’t hide a deeper divide

•   FT: EU’s Covid vaccine chief defends procurement scheme

•   FT: Germany seeks global corporate tax deal with Biden administration

•   FT: German carmakers outpace Tesla with electrified vehicle surge

•   FT: Johnson clashes with NHS chiefs over speed of vaccine rollout

•   FT: Seafood exporters hit hard by Brexit disruption

•   FT: UK companies face fines over ‘slave labour’ China suppliers

•   FT: Japan-South Korea dispute at risk of worsening this year

•   FT: Commerzbank warned BaFin about Wirecard in early 2020

•   FT: India’s Supreme Court suspends contentious farm laws

•   FT: Australia cites national security to block China buying local builder

•   FT: Chinese investors flood Hong Kong’s bruised stock market with cash

•   FT: UK retailers see little respite from Covid gloom over festive period

•   FT: Rightwing media scrambles to shift tone in wake of US Capitol attack

•   FT: Erdogan’s great game: Soldiers, spies and Turkey’s quest for power

•   FT: Jack Ma vs Xi Jinping: the future of private business in China

•   FT: Now Republicans and Democrats alike want to rein in Big Tech

•   Bloomberg: Pfizer Investigates Post-Vaccine Death for Possible Connection

•   Bloomberg: China’s Covid Shot Has Four Wildly Different Efficacy Rates

•   Bloomberg: Fed Officials See Strong U.S. Rebound, Fanning Talk of Taper

•   Bloomberg: Two Fed Officials Push Back on Talking Bond Taper Any Time Soon

•   Bloomberg: Vanguard Says It Sold Stakes in U.S.-Sanctioned Chinese Firms

•   Bloomberg: China Nears Approval of Its First Public REITs to Ease Debt

•   Bloomberg: Boris Johnson Plans a Virtual Meeting of G-7 Leaders Next Month

•   Bloomberg: Wall Street Visionaries Provide Chilling Views on Next Big Risk

•   Bloomberg: Upbeat Xi Says Time on China’s Side as Turmoil Grips U.S.

•   Bloomberg: Vaccines Might Ensure Work for Americans as U.S. Economy Recovers

•   Bloomberg: Double-Dip Recession Beckons in Europe as Lockdowns Drag On

•   Bloomberg: U.K. Businesses Drowning in Red Tape Under Brexit Border Rules

•   Bloomberg: EU Free of Trump and Brexit Plans Busy 2021 Trade Agenda

•   Bloomberg: Iran Calls for Future Nuclear Talks to Drop Sanctions ‘Snapback’

•   Bloomberg: Traders Are Piling Into Hawkish Fed Bets, But They’re for 2023

•   Bloomberg: ECB to Disregard Any Temporary Inflation Rises, Schnabel Says

•   Bloomberg: Bank of England’s Ben Broadbent Says U.K. Economy May Be Better Than It Looks

•   Bloomberg: China’s Credit Growth Slows as Policy Support Normalizes

•   Bloomberg: U.S. Bankruptcy Tracker: New Filings Muted as Borrowers Dig In

•   Reuters: Moderna says COVID-19 vaccine immunity to stay at least a year

•   Reuters: Exclusive: China plans further Hong Kong crackdown after mass arrest - sources

•   Reuters: Germany tightens travel rules in response to new virus strain

•   Reuters: France likely to have to take tougher measures due to virus variants

•   Reuters: New U.S. tariffs on French, German aircraft parts, wines to start Tuesday

•   Reuters: India delivers COVID-19 shots to prepare for 'world's biggest vaccination drive'

•   Reuters: China will give Myanmar some COVID-19 vaccines, says ministry

•   Reuters: Intel graphics chip will tap new version of TSMC 7-nanometer process - sources

•   Reuters: Intel's self-driving car unit plans to step up use of its own radar tech by 2025

•   Reuters: U.S. FTC's antitrust case against Facebook gets new judge

•   Reuters: EXPLAINER-Could Trump be prosecuted for inciting the attack on Capitol Hill?

•   Reuters: Analysis: Tesla's Model Y to emerge disruptor as China EV sales zoom in 2021

•   Reuters: Analysis: Value stocks surge boosts 2020’s losers as investors bet on economic revival

•   CNN: No, big business hasn't suddenly come to Jesus about Trump

•   CNN: Why 2021 could be the year of the Dow dogs

•   CNN: Analysis: It's easy for big business to dump the GOP now. Tax hikes will be the real test

•   CNN: Analysis: Will deplatforming make Trump and the far-right vanish, move -- or radicalize further?

•   CNBC: Goldman Sachs backs two ‘unloved’ European indexes to outperform in 2021

•   CNBC: ‘A dangerous game of chicken’: Iran sets up challenge for Biden with nuclear ramp-up

•   CNBC: AstraZeneca Covid vaccine could be distributed across Europe by mid-February, EU official says

•   CNBC: Electric 'flying car' start-up Archer teams up with Fiat Chrysler

•   MarketWatch: These 3 risks mean 2021 is ‘not a time for excessive optimism’ for markets, says Pimco

•   MarketWatch: U.S. heads toward 23 million COVID-19 cases as three lawmakers test positive after Capitol lockdown

•   SCMP: China-Australia relations: breaking free of dependency on Australian iron ore would take years, but where is China looking?

•   SCMP: How will China’s GDP be hit by Beijing’s new caps on real estate lending?

•   Global Times: Chinese traders increasing coal imports from Russia, Mongolia

•   매경(P1): 韓中日 기업인 중 한국만 "규제로 고통"

•   매경: 中 CEO 56% "내수경제 빠르게 회복"…한국은 10% 그쳐

•   매경: 올 사업 승부처…한국 “동남아” 일본은 "중국"

•   매경: 韓·日 "바이든 정부, 세계 경제에 긍정적"…中 "기대안해"

•   매경: 한중일 경영자들이 가장 주목하는 한국 CEO는 누구

•   매경: [VIEW POINT] 기업규제 3법·정치 혼란…韓 CEO만 경영에 전념못해

•   매경(P1): 산재사망사고 사업주, 최대 징역 10년6개월

•   매경: "中企CEO 징역땐 문닫을수밖에"…기업인, 산재사망때 최대 징역 10년 6월

•   매경: 공탁금 감형 없애고…현장 실습생 사망때도 처벌

•   매경: 인체 해로운 `지정폐기물` 범죄 철퇴

•   매경(P1): 산은회장의 최후통첩 "쌍용차 흑자때까지 노조파업 말라"

•   매경: 삼성전자·셀트리온·삼바…공매도 대기물량 47조 단기조정 우려 [전문가 전망]

•   매경: 동학개미의 분노 "힘들게 주가 올렸는데…정부가 공매도 찬물"

•   매경: 유럽, 공매도 재개해도 오히려 주가 더 뛰었다…"공매도 충격 크지 않을 것"

•   매경: "65세 1주택 종부세 면제" "강북아파트 재건축"…부동산에 꽂힌 서울시장 후보들

•   매경: "로보택시, 로봇배송…로봇 패러다임이 온다"

•   매경: 위성 띄운 캐논·달탐사 나선 보쉬…혁신 위해 본업 넘어섰다

•   매경: [단독] `文대선공약` 한전공대, 결국 전기요금 떼어 짓는다

•   매경: 中企 만기연장 대출 126조…금융권 초긴장

•   매경: "새만금에 임대형 스마트팜 단지를…출퇴근 디지털농부 키우자"

•   매경: K조선, 中 제치고 세계1위 탈환

•   매경: `빅딜` 잇달았던 작년 M&A시장, 거래금액 15% 증가

•   한경(P1): [단독] "원전 마피아" 언급한 이낙연…"무책임" 반박한 한수원 사장

•   한경: 과학 거스르는 원전 공격…野 "조직적 가짜뉴스 '광우병 시즌2'냐"

•   한경(P1): 가상 전시관서 디지털 마케팅…'버추얼 마이스' 시대 막올랐다

•   한경: 이종결합 향연…버라이즌·UPS·스카이워드 '드론물류 3각 동맹'

•   한경: TCL, 두루마리 상소문 디스플레이…최대 10만 번 말고 펴는 롤러블도

•   한경: 베일 벗은 소니 드론 '에어피크'…카메라 장착 가능한 초소형 제품

•   한경: "5G는 변화 촉매제…교육·스포츠 등 일상 혁신 부르는 플랫폼"

•   한경: 예·적금 깨 '황소장' 올라탄 직장인…큰손은 '조심조심' 돈 쟁여놓고 관망

•   한경: 연일 수조씩 사들이는 개미들…"아직 '실탄' 35조원 남았다"

•   한경: 박OO 님의 2634만원이 놀고 있어요' 메시지에 현대차 주식 샀다

•   한경: 이낙연 "코로나 치료제도 무료공급"

•   한경: 가계 여윳돈 2000兆…증시·부동산 '불쏘시개' 됐다

•   한경: 까다로운 상속 요건 때문에…中企 66% "가업상속공제 활용 유보"

•   한경: "원리금 유예 끝나자 밀린 것까지 갚으라니"…자영업자 '분통'

•   한경: 치솟는 日 무라타…삼성전기는 아직 저평가?

•   한경: 현대·기아차, 그린본드 1兆 발행…미래차 투자 실탄 확보 팔 걷었다

•   한경: 한국부동산원이 올해 집값 전망 발표 안하는 이유

•   한경: 거리두기 조정안 16일 발표…"헬스장 등 단계적 재개 검토"

•   한경: "트렌드 넘어 생존의 열쇠 된 ESG…'착한 기업'에 올라타라"

•   서경(P1): [CES 2021] AI 만난 車···운전자 패턴 학습해 자율주행

•   서경: [CES 2021]사용패턴 학습해 운전···"자율주행 기술, 인간보다 1,000배 안전"

•   서경: [CES 2021]손잡은 LG·마그나 "파워트레인에 발자취 남기겠다"

•   서경: [CES 2021]배라 GM CEO "전기차 대중화로 탄소제로 실현할 것"

•   서경: 지자체 공시가 또 반발···과천·강남·서초·동작 등 “낮춰 달라”

•   서경: 셀트리온 "렉키로나주, 기존 코로나 치료제보다 효과 좋아"

•   서경: 홍남기 “편법 증여 등 부동산 조세회피 일년 내내 강력 대응”

•   서경: [신년인터뷰] "미중 대화 복원하려면 '트럼프 유산' 고율관세 먼저 없애야"

•   서경: "조바심 버리고...바이든 정책 확인 후 매수해도 늦지 않아"

•   서경: ‘불장’에도 집값 떨어진 5곳···'비규제지역'서 다 나왔다

•   조선(P1): 19~49세, 이르면 7월부터 코로나 백신 맞는다

•   조선(P1): 서울 아파트 전세 매물 64% 줄었다

•   조선: “코로나 걸렸습니다” 스마트시계가 알려준다

•   조선: 4년차 집값 폭등, 5년차에 사과… 文·盧 부동산 평행이론

•   조선: 주가 급락때 치솟는 공포지수, 7개월만에 최고 ‘아이러니’

•   조선: 가계 1000만원 벌면 126만원을 빚 갚는데 쓴다

•   조선: 한국 시총 IT 비율, 20년새 25→63%

•   조선비즈: 작년 OLED 역대 최대 수출...제2 반도체 되나

•   IT조선: LCD 연장 LGD, OLED 전환 딜레마

•   중앙(P1): 벼락거지' 탄생시켰다, 文정부가 확 벌여놓은 인생격차

•   중앙(P1): 수도권 땅 용도변경해 집 공급확대 검토

•   중앙: 문 대통령 “주택공급 확대” 이후, 설익은 대책 쏟아내는 당정

•   중앙: 삼천피에도 10개 중 4개는 하락…코스피 ‘K자형 양극화’

•   중앙: 금융위 “신용대출 연초 다소 안정세…고액대출 점검은 계속”

•   중앙: “접는 폴더블폰보다 낫네” LG 롤러블, 게임체인저 되나

•   중앙: 차만 자율주행? 배·드론·로봇도 혼자다닌다, 핵심은 슬램 기술

•   동아(P1): 새 임대차법 시행 6개월… 내몰리고 내쫓는 ‘도미노 전세난’

•   동아(P1): 노바백스 백신 ‘1000만명분+α’ 계약 임박

•   동아: 노바백스 백신, 임상 3상중… 정부 “2분기 도입위해 막바지 조율”

•   동아(P1): 평양의 對美 강경파 vs 워싱턴의 對北 베테랑

•   동아: 美, 대북 제재론자 전면에… 北은 ‘하노이 멤버’ 그대로

•   동아: 北, 한미훈련때 도발 가능성… “바이든, 미끼 섣불리 물지 않을것”

•   동아: 홍익표 “4차 재난지원금 전국민 지급할 수도”

•   동아: 인구감소 → 성장률 하락 → 재정악화 악순환… “세원 확대 논의해야”

•   문화: 정부목표 ‘집단면역’, 모더나 2000만명분 도입차질땐 ‘공염불’

•   한국(P1): "이젠 로봇·수소가 전공"… 대기업 '간판 사업' 줄줄이 바뀐다

•   국민(P1): [단독] 한국판‘히어로즈 액트’ 코로나패키지법 추진

•   국민(P1): 이란 “동결자금 이자도 달라”… 정부대표단 빈손 귀국

•   한겨레(P1): 이익공유·재난연대세…불붙은 ‘K자 양극화’ 해법 논쟁

•   경향: [단독] 위태로운 주택·주식 나홀로 '세수 호황'

•   머니투데이(P1): 與 추진 '코로나 이익공유제'…재계·野 "시장 논리 위배"

•   머니투데이: S&P, 韓 성장률 3.6% 전망 유지…"고용회복 과제"

•   머니투데이: "올해 글로벌車 판매 올해 9% 성장…코로나 이전 수준은 요원"

•   머니투데이: [단독]현대차 디젤엔진 개발 중단, 내연기관 엔진개발 접는다

•   헤럴드경제: 연초부터 들썩…수도권 북부로 튄 집값

•   파이낸셜뉴스: 1인당 국민소득, 이탈리아 제친다

•   파이낸셜뉴스: 쪼그라드는 한국, 5000만명 안되는 나라 머지않았다 [저출산의 습격, 인구재난 시작됐다]

•   파이낸셜뉴스: 출산율 높이려 200조 쏟아부었지만 정작 현금보조 비중 OECD 최하위 [저출산의 습격, 인구재난 시작됐다]

•   파이낸셜뉴스: 얼마나 급했으면… 버팀목자금 신청 첫날 100만명 몰렸다

•   파이낸셜뉴스: 지난해 단기사채 발행 1000조… 첫 감소

•   파이낸셜뉴스: 현대차-삼성SDI ‘전기차 협업’ 작년에 이미 시작됐다

•   아시아경제(P1): 실탄이 폭탄될라…'투자와 투기 사이' [자산버블 경고음]

•   아시아경제(P1): [단독]240만원 받자고 700만원 소송…신재생에너지 사업 그림자

•   아시아경제: "버블 당분간 더 팽창…작은 충격에도 쉽게 붕괴될 것" [자산버블 경고음]

•   이데일리(P1): "강남재건축, 양도세 완화…許하라"

•   이데일리(P1): `코로나 이익공유제` 파장…반시장적, 자율 빙자 강제 비판 봇물

•   이데일리: "분배는 무슨 기준으로"…이익공유제 추진에 기업들 우려 커져

•   이데일리: `반헌법적` `선의 기대는 것 무책임`…협공 처지 놓인 `이익공유제`

•   이데일리: "이익공유제 실효성 의문..차라리 세금 더 걷는 게 효율적"

•   이데일리: [단독]역대 최대 12조 구직급여에도 4명 중 3명 재취업 실패…고보기금 ‘위태’

•   이데일리: 태양광 설치량 ‘역대 최대’ 찍는다…‘그린뉴딜’ 올해도 ‘순풍’

•   이데일리: [위대한 생각]①증기→전기→에탄올→휘발유 이을 車는

•   이데일리: [위대한 생각]②시대는 왜 전기자동차를 원하는가

•   이데일리: 상승여력 80%?…주가 폭등에 '뜬구름 목표가'도 속출

•   이데일리: 전담팀 신설에 조직 개편…리모델링 사업 뛰어든 대형건설사

•   연합: [코로나 1년] 3차 유행 덮친 수도권…"올여름 줄폐업 우려"

•   연합: [코로나 1년] 전문가들 "100명 이하 기대 어려워…백신접종 봄까지 잘 버텨야"

•   연합: [코로나 1년] 초유의 감염병 위기에 곳곳 충격파…종식까진 '요원'

•   연합: [코로나 1년] 경제성장률 22년만에 마이너스…자동차·항공업 직격탄

•   연합: 오늘 신규확진 500∼600명선…더딘 감소세속 위험 요인은 여전

•   연합: "탄소국경세 도입시 한국 수출기업 6천억 추가 부담해야"

•   뉴스핌: A급 회사채 수요 커지나...상반기 4.7조 물량 대기

•   더구루: 두산인프라코어, 북미 판매망 확대…홀로서기 박차

•   뉴스웨이: [단독]정기선 부사장 이끄는 현대重, 수소연료 선박 만든다

•   에너지경제: [기획] "중대재해법에 안전 비상 걸린 발전현장"(중) 안전 취약성

•   가스신문: [신년인터뷰] 수소경제, 산업체에 연계되도록 법·제도 적극 지원할 터 - 한국가스신문

•   For Construction Pros: Report: Infrastructure Investment Presents Opportunity to Energize U.S. Economy

•   대한경제: [양도세 중과의 역설] 양도세 높였더니…주택거래는 줄고 세수는 확 줄었다

•   대한경제: [양도세 중과의 역설]다주택자 '매물잠김'에 稅收 1년새 2조 '뚝'...퇴로 열어줘야

•   대한경제: [양도세 중과의 역설] 여야, 12일에도 양도세 완화 '공방전'

•   대한경제: 공급, 공급, 공급…눈물나는 국토부의 주택공급 홍보

•   OilPrice.com: Has Iran Massively Underestimated Joe Biden?

•   OilPrice.com: Why The Last Leg Of The Oil Demand Recovery Is The Hardest

•   OilPrice.com: IMF Approves Loan To Struggling OPEC Producer Angola

•   CNET: At CES 2021, rollable and foldable phones inject some badly needed energy

•   전자신문(P1): 5나노 AP' 엑시노스 꺼낸 삼성, 애플·퀄컴 넘는다

•   전자신문(P1): [CES 2021] 5G, 디지털 전환 앞당길 핵심 인프라로 주목

•   전자신문: LG화학, 脫LCD 막바지…OLED로 사업 재편

•   전자신문: [이슈분석] 완성차 업체 실적 개선...순수전기차 확대도 호재

•   전자신문: [이슈분석] '반도체 슈퍼사이클' 기대...개인 투자 '매수'심리 강력

•   Phone Arena: Samsung's 'next flagship product' is confirmed to use first-of-its-kind AMD GPU

•   Phone Arena: Apple totally crushed it in China during the first few months of iPhone 12 5G sales

•   Hannover Messe News: Energy storage for industry

•   Hannover Messe News: Energy management in industry

•   Hannover Messe News: Artificial intelligence in intralogistics

•   Robotics & Automation News: BMW enters warehouse robotics market with launch of IdealWorks

•   Robotics & Automation News: MassRobotics chooses Festo as winner of its GM Gripper Challenge

•   로봇신문: 두산모빌리티이노베이션, 수소 연료전지 드론 상용화 성공

•   로봇신문: "올해 중국 로봇 시장 13조 8천억원 규모"

•   Nikkei Asia: The next wave of globalization: Asia in the cockpit

•   Nikkei Asia: Toyota shut Chinese line for 2 days due to global chip shortage

•   Nikkei Asia: South Korea envoy should leave, Japan ruling party official says

•   Nikkei Asia: Japan to call emergencies in 7 more prefectures, including Osaka

•   Nikkei Asia: Japan scrambles to avoid blackout as cold wave grips East Asia

•   Nikkei Asia: Sony unveils high-tech filmmaking drone amid DJI blacklist

•   Nikkei Asia: As coronavirus mutates, countries scramble to put up defenses

•   Economic Times: 4.5% fiscal deficit and GDP quite possible next year: Samiran Chakraborty, Citi

•   Economic Times: Covishield vaccine: Govt committed to buying another 4.5 crore doses of Covishield vaccine

•   Folha de S.Paulo: Vaccination Will Start in the Nick of Time across Brazil, Says Pazuello, without Giving Date and Time

•   Jakarta Post: Govt expects 4% growth in manufacturing sector this year after 2020 slump

•   Jakarta Post: [ANALYSIS] 2021 consumer spending: Will it recover solidly?

•   Jakarta Post: 258 km of toll roads built in Indonesia in 2020, short of target

•   Jakarta Post: Trade growth hinges on vaccination as govt seeks 11 deals in 2021

•   Viet Nam News: CPI faces two development scenarios this year: expert

•   Viet Nam News: Việt Nam economy set to bounce back in 2021: forum

[Opinions]

•   Project Syndicate(Joseph E. Stiglitz): Whither America?

•   Project Syndicate(Nouriel Roubini): America Is the New Center of Global Instability

•   Project Syndicate(Klaus Schwab): A New “Year Zero”

•   Project Syndicate(Katharina Pistor): Saving US Democracy from Corporate America

•   Project Syndicate(Yuen Yuen Ang): Can America Lead Again?

•   Project Syndicate(Brahma Chellaney): Xi Jinping’s Strategic Overreach

•   Project Syndicate(Eric Posner): The Effort to Disqualify Trump Is Worth It

•   Project Syndicate(Dambisa Moyo): How Companies Should Leverage Digitization

•   FT(Editorial Board): Pandemic has exposed UK’s threadbare safety net

•   FT(Editorial Board): The electric car future is finally taking off

•   FT(Janan Ganesh): Why the Republican party will be hard to rescue

•   FT(Martin Sandbu): Joe Biden must go all out, early, for structural change

•   FT(Kana Inagaki): Toyota barbs at Suga energy plans bare tensions on green future

•   FT(Michael J. Howell): A strong recovery could be bad for asset prices

•   FT(James Sweeney): Why investors are looking beyond headline GDP data

•   FT(Michael Moritz): Business must set aside self-interest to battle extremism

•   FT(Brian Brooks): Get ready for self-driving banks

•   FT(Miriam González Durántez): EU must act to profit from the UK’s Brexit losses

•   FT(Tim Bradshaw): The pandemic tech boom is reshaping our cities

•   WSJ(Walter Russell Mead): Beijing Won’t Bow to Bluster on Taiwan

•   WSJ(William McGurn): All Donald Trump’s Deplorables

•   WSJ(Rick Santorum): Mike Pence Comes Through for America

•   NYT(Editorial Board): Impeach Trump Again

•   NYT(Paul Krugman): This Putsch Was Decades in the Making

•   NYT(Paul Krugman): The Economic Consequences of the Putsch: Why Are Markets Optimistic?

•   NYT(Bret Stephens): Only Impeachment Can Save Republicans

•   NYT(Michelle Goldberg): The Scary Power of the Companies That Finally Shut Trump Up

•   NYT(Ross Douthat): How the Republican Party Could Break

•   NYT(Ivan Krastev): The Capitol Attack Was Trump’s Last Assault on America’s Alliances

•   NYT(Tom Reed): I Want Trump to Face Justice. But the House Shouldn’t Impeach Him.

•   NYT((Liz Mair): If It’s Still Trump’s Party, Many Republicans Like Me Will Leave

•   NYT(Deepak Gupta, Brian Beutler): Impeachment Isn’t the Only Option Against Trump

•   NYT(Arash Azizi): Why Is Iran Kidnapping and Executing Dissidents?

•   NYT(Mustafa Barghouthi): Israel Can't Reach Herd Immunity Without Vaccinating Palestinians

•   WP(Editorial Board): Punish President Trump — but not Joe Biden or the nation

•   WP(Catherine Rampell): Trump has already learned his lesson, and we heard it in 2016

•   WP(Max Boot): Republicans usually revere the free market. Now, they’re cursing it.

•   WP(Paul Waldman): Big business breaks up with the GOP — for now

•   WP(Marc A. Thiessen): Pelosi once again plays politics with impeachment

•   WP(Greg Sargent): Republicans must unambiguously admit that Trump’s lies threaten more violence

•   WP(Bruce Ackerman, Gerard Magliocca): Impeachment won’t keep Trump from running again. Here’s a better way

•   WP(Daniel Hemel): Barring Trump from office via the 14th Amendment could take years

•   WP(Drew Altman): We need a better way of distributing the covid-19 vaccine. Here’s how to do it.

•   Bloomberg(Conor Sen): Democrats Are Now the Pro-Business Party

•   Bloomberg(Noah Smith): How Government Instability Undermines the U.S. Economy

•   Bloomberg(John Authers): Grantham's Warning Makes Vigilant Bulls of Us All

•   Bloomberg(Jonathan Bernstein): Why Republicans Are Finally Turning on Trump

•   Bloomberg(Cass R. Sunstein): Trump and the Capitol Mob: The Science of Unleashing

•   Bloomberg(Eli Lake): Could Biden's Green New Deal Enrich China's Solar Industry?

•   Bloomberg(Therese Raphael): Boris Johnson Has a Cure, But Also a Crisis

•   Bloomberg(Ferdinando Giugliano): Negative Rates Worked Abroad, Now It's Britain's Turn

•   Bloomberg(Pankaj Mishra): Capitol Riot Presents Biden With a Rare Opportunity

•   Bloomberg(Faye Flam): We Still Don't Know Where Covid-19 Came From

•   CNN(Frida Ghitis): The urgent unanswered questions about the attack on the Capitol

•   CNN(Michael D'Antonio): This won't be like Trump's last impeachment

•   CNN(Elie Honig): Impeaching Trump isn't enough

•   Fox News(Tucker Carlson): Big business, Big Tech and the Democrats are fully aligned and ready to crush dissent

•   Fox News(Andrew McCarthy): Why Democrats need a do-over on their impeachment article

•   Reuters(Clyde Russell): China's ban on Australian coal forces trade flows to realign

•   Nikkei Asia(Raditya Margenta, Filda C. Yusgiantoro): Why Indonesia and Japan must collaborate on hydrogen

•   Moscow Times(Sergei Kapitonov, Temur Umarov): Does China Need More Gas From Russia and Central Asia?

•   매경(사설): 한전공대, 전력기금까지 끌어당겨 운영해야하나

•   한경(사설): 속보이는 '원전 괴담' 소동, 이젠 과학과 싸우나

•   문화(정용훈): ‘방사능 괴담’ 무지 아니면 혹세무민