Business Intelligence Monitor 210128

(Introduction)

[Markets]

•   Global: Stocks tumble on recovery fears; dollar climbs

•   한국: 코스피, 개인 1조 매수에도 이틀째 하락…3,120대로 밀려

•   한국: 두산그룹주 혼조, 두산밥캣 두산퓨얼셀 상승 두산중공업 두산 하락

•   Metals: Zinc at two-month low as stockpiles surge and China demand wanes

•   Grains: Wheat down 1% on profit-taking, corn pares gains after 7-yr high

[Indicators]

•   US Dec. Durable goods orders: Durable-Goods Demand Eased in December

•   US Benchmark rates: Fed Holds Policy Steady as Economy Stumbles

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Parsing the Fed: How the January Statement Changed From December

•   US Weekly Mortgage rates·applications: Weekly mortgage demand falls, but average homebuyer loan size hits high

•   China Dec. Industrial profits: China's industrial profits extend growth in December amid brisk factory recovery

•   한국 11월 인구동향: 月 출생아 2만명도 ‘위태’… 40년 만에 최저

•   한국 1월 BSI·ESI: 기업 체감경기 반등…수출기업은 9년여만에 최고치

[Trackers]

•   Johns Hopkins University: COVID-19 Global Cases & Deaths

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

•   FT: Pandemic crisis: Global economic impact tracke

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

[News]

•   WSJ: Covid-19 Complacency Poses Potential Risk to Global Financial Stability, IMF Warns

※   IMF: Global Financial Stability Report Update, January 2021: Vaccines Inoculate Markets, but Policy Support Is Still Needed

•   WSJ: Biden Makes New Push to Address Climate Change

•   WSJ: Biden Freezes U.S. Arms Sales to Saudi Arabia, U.A.E.

•   WSJ: Job Growth in the South Bucks Losses in Rest of U.S.

•   WSJ: Saudi Arabia’s Ousted Spymaster Is Accused of Embezzling Billions

•   WSJ: Shape-Shifting Virus Threatens Cycles of Illness, Lockdowns

•   WSJ: Reluctance to Spend Throttles India’s Growth Long After Covid-19 Lockdowns Ended

•   WSJ: GameStop Is a Bubble in Its Purest Form

•   WSJ: The Reddit GameStop Bubble Is Just a Game—for Now

•   WSJ: The GameStop Short Squeeze Shows an Ugly Side of the Investing World

•   WSJ: Apple’s iPhone 12 Delivered a Record $111.4 Billion Quarter

•   WSJ: Facebook’s Ad Business Lifts Social Media Giant to Record Revenue

•   WSJ: Tesla Posts First Full Year of Profitability

•   WSJ: Boeing Reports Record Annual Loss

•   WSJ: Elon Musk’s Tesla Expected to Record First Full Year of Profitability

•   WSJ: Exxon Planning Board, Other Changes Amid Activist Pressure

•   WSJ: Jack Ma’s Ant Plans Major Revamp in Response to Chinese Pressure

•   NYT: How Biden’s Climate Ambitions Could Shift America’s Global Footprint

•   NYT: ‘Energy’ Is Its Name. But What Can the DOE Actually Do on Climate?

•   NYT: Why Are U.S. Coronavirus Cases Falling? And Will the Trend Last?

•   NYT: The Battle Lines Are Forming in Biden’s Climate Push

•   NYT: The U.S. faces heightened threats from violent domestic extremists in the wake of the Capitol breach, D.H.S. says.

•   NYT: Why Are Farmers Protesting in India?

•   WP: Democrats ponder impeachment alternatives, including censure

•   WP: Biden's UN pick vows to fight China's influence

•   WP: The lawmakers who could decide Biden’s agenda

•   WP: Democrats revive battle for net neutrality

•   WP: The true cost of Biden’s big coronavirus relief packages

•   WP: A surge in green financing boosts climate businesses

•   WP: Biden’s commerce secretary pick pledges a tough line on China but doesn’t detail how she’d deal with Huawei

•   WP: Can Biden save the Iran nuclear deal?

•   WP: The Daily 202: Biden sets ambitious goals for racial equity. It may be hard to deliver.

•   WP: Robots are disinfecting hotels during the pandemic. It’s the tip of a hospitality revolution.

•   FT: EU demands UK Covid vaccines from AstraZeneca to make up shortfall

•   FT: EU recovery fund ‘too slow and complicated’, says French minister

•   FT: Vaccine’s role in tackling transmission crucial to easing UK lockdown

•   FT: Madrid region to halt new vaccinations as supplies run out

•   FT: Vaccine export rules: what is the EU proposing?

•   FT: UK launches review of Covid quarantine exemptions

•   FT: UK experts defend 12-week delay for second vaccine dose

•   FT: Japan insists on domestic clinical trials before vaccine rollout

•   FT: Davos highlights: Putin warns of ‘all against all’ fight if global development is neglected

•   FT: EU navigates rocky start to Biden trade relationship

•   FT: Homeowners hold off marketing properties in face of Covid upsurge

•   FT: Ant plans sale of prized US asset as user data scrutiny intensifies

•   FT: Biden’s Buy American pledge has its limits

•   FT: New stance on Alexei Navalny points to Kremlin jitters

•   FT: The new Republicans keeping Trumpism alive

•   FT: North Korea defection exposes pressure on Kim’s foreign networks

•   Bloomberg: Moderation in U.S. Growth Projected at End of Tumultuous 2020

•   Bloomberg: The Covid-19 Pandemic Has Added $19.5T to Global Debt

•   Bloomberg: Fed Ending Term Repos Reflects Liquidity Feast for Dealers

•   Bloomberg: EU to End Tariffs on $3.4 Billion Goods If U.S. Lifts Metal Duty

•   Bloomberg: U.S. Extends Period for Investors Coping With China Stock Ban

•   Bloomberg: China’s President Xi Says ‘Patriots’ Should Govern Hong Kong

•   Bloomberg: ECB Officials Agree to Counter Investor Rate-Cut Skepticism

•   Bloomberg: Why Taiwan Is the Biggest Risk for a U.S.-China Clash

•   Bloomberg: Chile Keeps 0.5% Rate With a Quarter of Country in Lockdown

•   Bloomberg: European Economy Lags China and U.S. on Pandemic Recovery

•   Bloomberg: Retail Trade Groups Ask Congress to Act on Xinjiang Forced Labor

•   Bloomberg: South Africa’s First Vaccines to Arrive Amid Storm of Criticism

•   Bloomberg: China’s Crackdown Will Shake Up World’s Largest Fintech Market

•   Bloomberg: Paulson Says Paris Agreement Must Focus on Biggest Economies

•   Bloomberg: Biden Marks U.S. Pivot From Trump on Climate by Talking Up Jobs

•   Bloomberg: Elon Musk and Erdogan Discuss Space Technology Cooperation

•   Bloomberg: China Is So Thirsty for Soy That America Could Soon Be Importing

•   Bloomberg: Wall Street Scans Short-Squeeze Targets Amid Reddit ‘Revolution’

•   Reuters: U.S. delays Chinese investment ban's impact on certain firms

•   Reuters: China injects more than 22 million doses of coronavirus vaccines

•   Reuters: Oxford scientists expect some vaccine data on UK mutant virus by next week

•   Reuters: UK AstraZeneca vaccine plant says production unaffected by suspect package

•   Reuters: Exclusive: Do we need to sanction each other? German minister asks after Blinken call

•   Reuters: India's COVAXIN likely effective against UK variant - study

•   Reuters: Indian economy to get shot in the arm from budget - economists

•   Reuters: Myanmar prioritises healthcare workers as it launches vaccination drive

•   Reuters: Vietnam's Communist Party chief nominated for re-election: state media

•   Reuters: Analysis: A 'transitory way to govern' - Biden reverses Trump's orders with the stroke of a pen

•   Reuters: Analysis: Cuba needs deeper economic reform, creditors say

•   Reuters: ANALYSIS-Chinese majors to struggle to extend shale gas boom beyond 2025

•   CNN: Donald Trump's final economic report card could be very underwhelming

•   CNN: No, Joe Biden didn't just ban fracking

•   CNBC: Fourth quarter GDP to show businesses spent, but consumers held back

•   CNBC: Huawei consumer CEO Richard Yu takes reigns at cloud and AI unit

•   MarketWatch: Bill Gates wants this ‘crazy’ and ‘evil’ theory about him and Dr. Fauci to go away

•   SCMP: Coronavirus: more contagious variants have spread to dozens of countries, says WHO

•   SCMP: China’s moves to curb market speculation are not ‘abrupt’ exit from coronavirus stimulus

•   SCMP: US-China tech war: former Google chief and others call for action to handle ‘asymmetric competition’ from Beijing

•   SCMP: Why is Isis silent on China’s Uygur Muslims, when US alleges genocide?

•   SCMP: China-US tension: Xi tells World Economic Forum competition is for pursuing excellence – not killing off a rival

•   SCMP: China’s Sinopharm, Sinovac Covid-19 vaccines assessed by WHO for emergency use

•   SCMP: Philippine leader Rodrigo Duterte wants to get coronavirus shots in buttocks, but critics cry foul

•   SCMP: China-Australia relations: Canberra hits back at Xi Jinping’s ‘bullying’ remarks amid trade dispute

•   SCMP: Top EU negotiator defends forced-labour provisions amid criticism of investment deal with China

•   매경(P1): "한국만 왜 이래"…은행 이익공유 압박에 외국인 이탈

•   매경: 청년창업 5천억·지역신보 4천억…끝없는 정치개입에 은행 골병

•   매경: 정부, 배당자제 발언에 외국인 작년 1.2조 순매도…올해는 이익공유제 '악재'

•   매경: 코로나 극복 위해 대출연장·이자유예 고통분담 앞장섰는데…

•   매경: 선거 앞둔 정치권 이익공유 압박에…금융당국은 '불구경'

•   매경(P1): 접종 시작도 안했는데…丁총리 "남는 백신, 北에 줄수도"

•   매경(P1): "스마트폰 또 하나의 두뇌…AI반도체가 시장 이끌것"

•   매경: 文대통령 "손실보상·이익공유로 코로나위기 극복"

•   매경: '한미일 동맹' 강조한 블링컨, 韓日관계 복원 압박

•   매경: 신학철 부회장 "리더십이 중요한 순간…2050년 탄소감축 동참을"

•   매경: 文 다보스연설 "한국은 방역 모범국가…GDP 세계10위권 진입"

•   매경: "ESG가 기업 성패 갈라"…61개 세계 초우량기업 동참 선언

•   매경: 마크롱 "사회적책임 더 힘써야만 자본주의 경쟁력 회복될것"

•   매경: DHL회장 "백신접종 포천500대 기업이 게임 체인저 돼야"

•   매경: 美국무부 아·태 라인, 속속 한국계로 채워져

•   매경: 중대재해법, 법조계도 두손…"묘책 없어"

•   매경: 韓銀 "산업용 로봇 늘수록 고용·임금 발목"

※   한국은행: 산업용 로봇 보급이 고용에 미치는 영향

•   매경: 재택근무 수싸움…"자리비울 수도 있지" vs "네 꼼수 모를쏘냐"

•   매경: 코로나 뛰어넘은 기아, 4분기 최대 실적

•   매경: LGD의 괴력…1년새 적자 1.3조 줄였다

•   매경: 평당 1억 넘는 아파트 거래 3년새 30배

•   매경: 美·유럽 백신부족 아우성 국내 공급 차질 없을지…

•   한경(P1): [단독] 산은, 포스코에 HMM 매각 추진…"지금이 적기"

•   한경: 포스코, HMM 매각 '급물살'…국내 해운업계 영향은?

•   한경: 고강도 구조조정 거친 HMM 매력 커져…매각 성사 땐 5년 만에 민영화

•   한경(P1): 與 "자영업 손실보상 소급 안한다"

•   한경: "선거 전 손실보상 어려워"…'4차 지원금'으로 방향 바꾼 與

•   한경: 與 "1만원어치 물건 살 때마다 100원씩 손실보상금 마련하자"

•   한경: IMF "韓, 피해 계층에 선별지원 바람직"

•   한경(P1): 최기영 과기정통부 장관 "산·학·연 잇는 AI허브 만들겠다"

•   한경: 산업현장 'S(shortage·부품부족)의 공포'…삼성전자도 거래 없던 中 부품사에 긴급 발주

•   한경: 전세계 수요 폭발에 부품가격 인상 '러시'

•   한경: LG화학, 배터리·석유화학 '쌍끌이'…영업익 세 배 늘었다

•   한경: LG전자, 퀄컴 손잡고 커넥티드카 5G 기술 개발

•   한경: 상반기 중 '진짜 5G 통신' 터진다

•   한경: 中企 설 상여금, 3곳 중 1곳만 준다

•   한경: '5G가 효자' 삼성전기 영업이익 70%↑

•   한경: 10대 증권사 7곳, 주식담보대출 중단

•   한경: 지배구조 개선에 초점 맞춘 ESG펀드 출시

•   한경: 시작부터 삐걱대는 공공재개발…흑석2 "못하겠다" 포기 선언

•   한경: 전남 풍력발전 '새바람'…일자리도 이익도 상생

•   한경: 전기차·내연차 장점 품고 달린다…하이브리드車, 올해도 폭풍 질주

•   서경(P1): '갑을프레임' 족쇄에···프랜차이즈 줄매각

•   서경(P1): 쌍용차 매각 결렬···'P플랜' 시동 건다

•   서경: P플랜 돌입땐 '3자 회생계획안' 마련해야···불발땐 청산 가능성도

•   서경: "기업에 이익공유 강제땐 주주가치 훼손···ISDS 휘말릴 수도"

•   서경: "美·英·日도 탄소중립 수단으로 원전 활용"

※   한전경영연구원: KEMRI 전력경제 REVIEW 제1호

•   서경: 삼성, 올 반도체 투자 35조 예상···韓·美·中에 동시다발 증설

•   서경: 현대차 노조 이번엔 변할까..."회사가 있어야 노조도 있어"

•   서경: 서울 아파트 거래 60%가 신고가···'다주택자 급매'는 없었다

•   조선(P1): 反中동맹 깨려는 中, 한국부터 흔들었다

•   조선: 서로 다른 곳 보는 동맹… 미국은 北·中 압박, 한국은 美·北대화

•   조선: [단독] 美 외교협회 “북핵은 압도적 1등 위협… 비핵화 물 건너가”

•   조선: 자영업자 문 닫아도, 전기료는 다 낸다

•   조선: 반도체 품귀에 甲이 된 파운드리 업체, 가격 최대 15% 올릴 듯

•   조선: 코로나 이익공유제, 삼성 준법감시위 입장은 뭔가

•   조선: 단독] 김정은 친위대 ‘北 태자당’, 숙청 회오리도 비켜갔다

•   조선: [단독] 두산베어스 매각설 돌때, 신세계 외 2개 그룹이 사려 했다

•   조선비즈: 심상치 않은 철근가격 오름세에 건설업계 “공사비 커질라” 걱정

•   조선비즈: 태풍급 강풍에 폭설 온다… 중대본 1단계 가동

•   인베스트조선: 두산그룹 DICC 20% 지분 2000억 평가…FI 측 동반매도권 행사 나설수도

•   중앙: 8년만에 적자 르노삼성, 삼성에 로열티도 못 줬다

•   중앙: 삼성전자 4·9월 정기공채 계속…대기업 절반은 “수시채용”

•   중앙: 디스플레이의 부활, 올레드로 세계 정상 되찾는다

•   중앙: [단독]탈원전에 코로나까지···명문 원자력고 결국 '정원 미달'

•   동아(P1): 실업급여도 끊긴 2030 ‘재취업 보릿고개’ 한숨

•   동아: “실업급여 6개월… 재취업 이력서엔 소식없고 빚만 쌓였다”

•   동아(P1): 정부 “5인이상 모임 금지, 설 당일만 완화 검토”

•   동아: [단독]김강립 “아스트라, 이르면 설前 허가”

•   동아: [단독]현대차에 삼성 OLED… ‘현-삼 동행’ 속도낸다

•   한국(P1): 여성·고령층 일자리 앞세웠지만… 인구TF 뾰족수 없이 '재탕·삼탕'

•   한국(P1): 트럼프 걷어찬 '방위비 13%인상안', 한미 다시 주목

•   세계(P1): IM선교회發 감염 확산세…대유행 재점화 불씨 될라

•   한겨레(P1): 독일에 일자리 4만개 안긴 테슬라, 노조엔 ‘굴욕’ 안겼다

•   머니투데이(P1): [단독]변창흠표 공공자가, '공유형 모기지' 넣는다

•   머니투데이: 꺾이지 않는 개미들' 한달만에 삼성전자 10조 샀다…"떨어지면 더 산다"

•   헤럴드경제(P1): 내일, 정부 백신접종 세부계획 나온다

•   헤럴드경제(P1): 서울 모든 區 ‘84㎡ 10억 시대’…막차탄 도봉

•   헤럴드경제: [M&A 시장에도 IPO 열풍①] 활황장에 흥행몰이 예감…엑시트 IPO·스팩 상장 쏟아진다

•   헤럴드경제: [M&A 시장에도 IPO 열풍②] ‘30조 쿠팡 효과’에 커지는 몸값…고평가 경계

•   헤럴드경제: 전국아파트 가격 ‘K-양극화’…비싼 곳은 더 비싸졌다

•   파이낸셜뉴스(P1): [단독] '헬리콥터 머니' 100兆 초슈퍼 추경 짠다

•   파이낸셜뉴스: [단독]결국 빚내서 돈푸나…손실보상·재난지원금에 100조 쏟는다 [여권 대규모 추경 편성한다]

•   파이낸셜뉴스: [단독]與, ‘협력이익공유기금’ 만든다.. ESG 채권 발행·민간 출연 유도

•   파이낸셜뉴스(P1): 뒤집어진 합의…설연휴 택배대란 오나

•   파이낸셜뉴스(P1): 코로나 리스크 털어냈다… 기업 실적 V자 반등

•   파이낸셜뉴스: 반도체·車 이어 철강·화학도 ‘쾌청’… 상장사 올 수익성 개선도 ‘진행형’ [기업실적 ‘코로나 리스크’ 벗어났다]

•   파이낸셜뉴스: 車·배터리·디스플레이 실적 견인… 코로나 위기에 더 강했다 [기업실적 ‘코로나 리스크’ 벗어났다]

•   파이낸셜뉴스: "11월 집단면역 70% 달성 어렵다"

•   파이낸셜뉴스: 中, 경제 성장방식 전환 적극 추진.. KIEP "韓기업 대응전략 마련해야"

•   파이낸셜뉴스: 한·중 FTA 2단계 급물살… 한한령 해제·콘텐츠 개방 주목

•   파이낸셜뉴스: S&P "올해 한국 경제성장률 3.6%"

•   파이낸셜뉴스: ETF 시장에서도 ESG가 대세… 코스피 상승률도 앞질렀다

•   파이낸셜뉴스: “국고채 금리 뛰어도 증시자금 이탈 없다”

•   아시아경제(P1): 두 얼굴의 '원자재 슈퍼사이클' 온다

•   아시아경제: [원자재 슈퍼사이클] 유동성·친환경이 가속페달..."30년 지속 전망"

•   아시아경제: [2021 新꼰대 리포트]업무톡 하다가 국립국어원 가겠네…'코낳꼰'의 탄생

•   디지털타임스(P1): 文정부 反기업법 재계가 지쳐간다

•   디지털타임스(P1): 뚝심 있는 `동행`…삼성전자 등 1조3000억원 물품대금 조기지급

•   디지털타임스: 리스크 사라진 ‘두산인프라코어’…실적 기대감에 中 점유율 굳히나

•   이데일리(P1): ‘쩐의 전쟁’ 된 게임스탑…‘서학개미’도 참전

•   이데일리(P1): 상업용 부동산에 몰리는 뭉칫돈…규제 초읽기에 경고등

•   이데일리: 강남 아파트, 3.3㎡당 1억 넘어 2억 턱 밑

•   연합: 대한상의, 내달 1일 차기 회장에 최태원 SK 회장 단독 추대

•   연합: "월성 원전 삼중수소는 도덕성 문제…피폭량 낮춰야"

•   연합: "인공지능 도입은 일자리를 줄일까?"…노동부, 연구 착수

•   뉴시스: 성윤모 "2050 탄소중립 달성, 태양광·풍력 역할 중요"

•   이투데이: [포스트코로나 M&A]① ‘피보팅’이 살 길...“비주력은 팔고, 핵심은 보강하고”

•   이투데이: [포스트코로나 M&A]② 사모펀드, 풍부한 ‘실탄’으로 올해 더 강해진다

•   이투데이: [포스트코로나 M&A]③ ESG에 꽂힌 시장...“비주력 털고 친환경 챙기자”

•   이투데이: 재계, 전략적 인내 끝났다… "지금은 포스트 코로나 대비할 때"

•   글로벌이코노믹: "로봇이 미래다"…IT·전자업계, 사업 역량 집중

•   reNews: 100MW hydrogen project seeks EU funds

•   reNews: New study backs green hydrogen production

•   에너지경제: [단독] 국회서 막힌 신재생E 확대 길 트기…전력거래 한전 독점 허물기도

•   에너지경제: [단독] 전력기금 운영도 탈원전…올해 신재생 1조6900억 vs 원자력 3337억원

•   For Construction Pros: Construction Costs Continue to Creep Up with More Cost Increases Expected

•   대한경제: 두산건설, 새해들어 소규모 정비사업 공격적 수주 행보

•   OilPrice.com: Underinvestment In Oil And Gas May Cause Major Problems

•   OilPrice.com: Is Brazil A Threat To OPEC?

•   OilPrice.com: Can Natural Gas Survive The Energy Transition?

•   전자신문: 美 마이크론 '1a D램' 최초 양산…삼성·SK하이닉스보다 빨랐다

•   전자신문: [이슈분석] 'K-배터리' 코로나19 뚫고 유럽 투자 러시

•   전자신문: [이슈분석]배터리 핵심 소재 업체들도 "유럽으로"

•   전자신문: 지난해 신재생 전력거래량, 전년比 원전 1기 수준 증가

•   ZDNet Korea: 클로이, 커피 한 잔 타줘'...LG전자, 로봇사업 고삐

•   Phone Arena: Apple doubles iPhone sales in India during the calendar fourth quarter

•   로봇신문: 레인보우로보틱스, 공모 청약 경쟁률 1201.26대 1기록

•   산업일보: 고도화되는 ‘지게차’…자율주행시대는 이미 진행중

•   Nikkei Asia: Biden and Suga reaffirm US commitment on Senkakus

•   Nikkei Asia: Japan to produce 90mn doses of AstraZeneca COVID-19 vaccine

•   Nikkei Asia: Nissan to launch only electrified cars in key markets in 2030s

•   Nikkei Asia: COVID shots meet skepticism in South Korea, China and Japan: poll

•   Nikkei Asia: Japan Inc prepares for automation bonanza in China

•   Nikkei Asia: Japan to help steel and other CO2-spewing sectors fund emission cuts

•   Nikkei Asia: IOC's Bach pleads for 'patience' amid Olympic cancellation report

•   Nikkei Asia: Analysis: China tests Biden on Taiwan, with eye on another island

•   Mainichi: Nissan to electrify all new cars in key markets by early 2030s

•   Mainichi: Japan Business Federation, labor organization chiefs see need for wage hikes

•   Mainichi: BOJ chief says Japan's fiscal health in 'very serious' state

•   Economic Times: Government plans $41 billion reform to revive ailing power utilities

•   Mint: Q3 trends signal robust recovery

•   Business Standard: Budget day march to Parliament cancelled by farmer unions

•   Folha de S.Paulo: Bolsonaro Boasts The Number of Vaccinations and Now Defends Immunization 'for The Economy to Work

•   Moscow Times: Navalny Supporters Abroad Urge West to Get Serious About Sanctions

•   Jakarta Post: Recent pandemic developments ‘worrying’: Business association

•   Viet Nam News: Việt Nam’s foreign debts under control

[Opinions]

•   Project Syndicate(Célestin Monga): An Africa Roadmap for Biden

•   Project Syndicate(James K. Galbraith): Biden’s Grand Opening

•   Project Syndicate(Gro Harlem Brundtland): COVID-19 and the Doomsday Clock

•   Project Syndicate(Patricia Geli, Otto Cars): The Silent Pandemic of Antibiotic Resistance

•   FT(Editorial Board): A grim accounting of the UK’s virus mishandling

•   FT(Robert Shrimsley): There is no cunning wheeze to stop Scottish independence

•   FT(David Gardner): Reviving the Iran nuclear deal will test Joe Biden

•   FT(Richard Milne): Why Ericsson took on its own government to defend rival Huawei

•   FT(Robert Buckland): Learning from market bubbles past

•   FT(Ivan Krastev): Central European populists feel the effect of Trump’s defeat

•   FT(Marietje Schaake): Big Tech is trying to take governments’ policy role

•   FT(Lex): Hydrogen fuel/HRS: launch vehicle

•   WSJ(Holman W. Jenkins, Jr.): Biden’s Age of Climate Decadence

•   WSJ(Mick Mulvaney, Joe Grogan): Biden Gives Regulators a Free and Heavy Hand

•   WSJ(Alexander William Salter): How Economics Lost Itself in Data

•   WSJ(Eugene Kontorovich): A Genocide Test Faces the West

•   NYT(Paul Krugman): Pandemic Rescue: It’s ‘And’ Not ‘Or’

•   NYT(Thomas L. Friedman): Made in the U.S.A.: Socialism for the Rich. Capitalism for the Rest.

•   NYT(Spencer Bokat-Lindell): 3 Ways Trump’s Second Impeachment Is Different

•   NYT(Majid Takht-Ravanchi): Biden Wants to Return to the Iran Deal. He Can Start Here.

•   NYT(Steven Rattner): Biden’s Relief Plan Is a Trojan Horse. And I’m OK With That.

•   WP(David Ignatius): Even from prison, Navalny is the most potent political threat Putin has ever faced

•   WP(Jennifer Rubin): Antony Blinken arrives at the State Department — and not a moment too soon

•   WP(George F. Will): The covid-19 pandemic has taught us some brutal lessons about governance

•   WP(Paul Waldman): Americans say they want bipartisanship. They’re wrong.

•   WP(Josh Rogin): Biden’s U.N. ambassador nominee to face criticism for past praise of China

•   WP(Megan McArdle): Biden’s covid-19 plan needs to be more ambitious

•   WP(Jeffrey Klausner): Existing drugs could help treat covid-19. How do we know when to use them?

•   WP(Rana Ayyub): Modi won’t listen to India’s farmers

•   Bloomberg(Mohamed A. El-Erian): Is GameStop-Style Risk-Taking a Prelude to Instability?

•   Bloomberg(John Authers): GameStop Is Rage Against the Financial Machine

•   Bloomberg(Marcus Ashworth): The Great British Vaccine Trade Is Here to Stay

•   Bloomberg(Jonathan Bernstein): Voters Won’t Reward Democrats for Passing Lots of Laws

•   Bloomberg(Hal Brands): Obama Playbook Won't Help Biden Fix Trump’s Blunders Abroad

•   Bloomberg(Lionel Laurent): Vaccine Enthusiasm Gives Way to Squabbles and Gloom

•   Bloomberg(Timothy Kaldas): Arab Spring Showed Autocracy is Anything But Stable

•   Bloomberg(Matthew Brooker): China Hasn't Quite Shut Down Hong Kong's Annual Tiananmen Vigil Yet. Will It?

•   Bloomberg(Karen E. Young): Davos Of the Desert Gets Its Timing Right

•   CNBC(Ron Insana): GameStop is like past bubbles and investors should exit before it bursts like the others

•   CNBC(Vlad Tenev): Becoming an investor is the new American dream, just like home ownership was before

•   CNN(Bill and Melinda Gates): Covid-19 will change how the world thinks about health forever (Opinion)

•   CNN(Edmund G. Brown Jr., Robert Rosner): The most dangerous situation humanity has ever faced

•   Reuters(John Kemp): U.S. gas market tightens despite mild winter: Kemp

•   Reuters(Clyde Russell): China fails to learn from Trump backfire in trade war, is losing against Australia

•   한경(강경민): SKC와 일진의 기대되는 '동박 경쟁'

•   머니투데이(차두원): 세계 소비자 가전전시회 2021이 남긴 고민들

•   머니투데이(민동훈): 수소가 환경부-산업부 다툴 문제인가