Business Intelligence Monitor 210304

(Introduction)

[Markets]

•   Global: World stocks retreat on jobs data, rising dollar

•   US: U.S. Inflation Expectations Hit Decade High as Yields Resurge

•   한국: 코스피, 1.29% 상승한 3,080대 마감…기관 순매수

•   한국: 두산그룹주 거의 다 올라, 두산퓨얼셀 7%대 두산중공업 5%대 뛰어

•   Metals: Aluminium gives up gains on producer selling, options expiry

•   Grains: Soy futures consolidate after gains, keep eye on Brazil weather

[Indicators]

•   US Feb. Employment(ADP): U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show

•   US Feb. Services PMI(ISM): U.S. Service Industries Expand at Slowest Pace in Nine Months

•   US Weekly Mortgage rates·applications: Mortgage application demand stalls as interest rates surge to highest level since July

•   Eurozone Jan. PPI: Euro zone producer prices rise more than expected in Jan

•   China Feb. Services PMI(Caixin): China's services sector grows at slowest rate in 10 months in February: Caixin PMI

•   한국 4분기 예금취급기관 산업별 대출금 : 서비스업 끔찍했던 연말…대출 29조늘어 역대 최대

•   한국 2월 요구불에금·신용대출 잔액: 증시 주춤-금리 뜀박질에… 요구불예금 한달새 29조 늘었다

•   한국 2월 외환보유액: 2월 외환보유액 4천475억달러…다시 역대 최대치

•   India Feb. Services PMI: India's services growth at one-year high on boom in domestic demand

•   Brazil Q4 GDP: Brazil GDP drops 4.1% in 2020, less than forecast

•   Saudi·UAE Feb. PMI: Saudi, UAE Business Activity Slows as Virus Cases Rise

[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

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Democrats to Change Eligibility for Stimulus Checks in Covid-19 Aid Bill

•   WSJ: House Democrats, Republicans Clash Over Voting-Rights Bill

•   WSJ: Neera Tanden’s Nomination as Budget Office Head Is Withdrawn

•   WSJ: U.S. Businesses Optimistic About Economy Due to Vaccines and Hiring, Fed Beige Book Says

※   Fed: Beige Book - March 3, 2021

•   WSJ: Fed’s Evans Not Worried By Rise In Long-Term Bond Yields

•   WSJ: A Pandemic May Be a Risky Time for a Higher Minimum Wage

•   WSJ: Covid-19 Variant in Brazil Overwhelms Local Hospitals, Hits Younger Patients

•   WSJ: India’s Covid-19 Vaccine Is Found Effective, Boosting National Efforts

•   WSJ: Support for Covid-19 Vaccine Passports Grows, With European, Chinese Backing

•   WSJ: mRNA Covid-19 Vaccines Are Fast to Make, but Hard to Scale

•   WSJ: Chips’ Political Moment Will Need to Last

•   WSJ: Nuclear Power’s Prospects Cool a Decade After Fukushima Meltdowns

•   WSJ: Canada Embraces Nuclear Energy Expansion to Lower Carbon Emissions

•   WSJ: Rockets Hit Iraq Base Hosting U.S. Troops Amid Tension With Iran

•   WSJ: Death Toll Mounts as Myanmar’s Military Seeks to Crush Protests

•   WSJ: Myanmar Coup: What’s Happening and Why Are There Protests?

•   WSJ: North Korea’s New Must-Read? Kim Jong Un’s New Biography

•   WSJ: More Rate Scares Ahead for Stocks

•   WSJ: Climate Change Emerges as a Compliance Focus for SEC

•   WSJ: A Covid-19 Vaccine Without a Needle? These Firms Are On the Case

•   WSJ: Exxon, Once A Skeptic, Sees Profit in Capturing Carbon Emissions

•   WSJ: China’s Tencent Becomes an Investment Powerhouse, Using Deals to Expand Its Empire

•   WSJ: Starbucks, Target Among Companies to Still Mandate Masks in Texas Despite Lift on Covid-19 Restrictions

•   WSJ: Google to Stop Selling Ads Based on Your Specific Web Browsing

•   NYT: What Do Vaccine Efficacy Numbers Actually Mean?

•   NYT: Empty Office Buildings Squeeze City Budgets as Property Values Fall

•   NYT: Companies Put Return-to-Work Plans in Motion

•   NYT: Biden’s $1.9 trillion pandemic bill includes aid for hard-hit cities. Is it too little, too late?

•   WP: Mask mandates lifted in Texas and Mississippi, leaving public health officials worried

•   WP: In Democrats' paradise, borrowing is free, spending pays for itself, and interest rates never rise

•   WP: Senators grill Biden nominee as proxy for wider Iran-deal debate

•   FT: German regulator files criminal complaint against Greensill Bank

•   FT: US and Asia allies plan Covid vaccine strategy to counter China

•   FT: Strong T-cell response is good news for battle against Covid variants

※   bioRxiv: Negligible impact of SARS-CoV-2 variants on CD4+ and CD8+ T cell reactivity in COVID-19 exposed donors and vaccinees

•   FT: Landmark study reveals stark link between obesity and Covid deaths

•   FT: Orban’s party leaves centre-right group in European parliament

•   FT: Portugal warns EU trade ‘credibility’ on the line over Mercosur

•   FT: Tempers fray over France’s vaccine strategy

•   FT: Germany’s intelligence agency to spy on far-right political party

•   FT: German cabinet backs law to protect human rights in global supply chain

•   FT: Tensions between EU and UK inflamed over Northern Ireland

•   FT: Sunak delivers spend now, tax later Budget to kickstart UK economy

•   FT: UK Budget 2021: the chancellor’s speech in full

•   FT: Five things to watch out for in Sunak’s Budget

•   FT: Budget offers quick fix for self-employed but fails to drive reform

•   FT: A VAT cut and financial support are top of the small business wish list

•   FT: Companies enjoy extra £35bn boost until UK economy recovers

•   FT: Stamp duty holiday extended for UK homebuyers

•   FT: Rishi Sunak prepares the ground for Tory election strategy

•   FT: Sunak goes big and bold to try to repair the public finances

•   FT: Labour accuses Sunak of failing to address ‘deep-rooted inequality’

•   FT: UK business leaders warn tax rise could undermine investment push

•   FT: ‘Stealth’ raid on income tax thresholds

•   FT: UK’s first infrastructure bank to boost climate goal investment

•   FT: Companies enjoy extra £35bn boost until UK economy recovers

•   FT: UK plans one of Europe’s biggest green bond issuance programmes

•   FT: Biggest UK banks sign up to low-deposit mortgage guarantee scheme

•   FT: Saudi Arabia says Khashoggi report won’t set back US relations

•   FT: Massive stimulus helps Brazil to limit losses

•   FT: Italy raises €8.5bn in Europe’s biggest-ever green bond debut

•   FT: US Treasury bond wobble heightens concerns over health of $21tn market

•   FT: Nikola dropped claim on truck weight after US investigations began

•   FT: Jack Ma’s Ant forced into arms of banks he once dubbed ‘pawnshops’

•   FT: Property and the pandemic: the great reckoning that never seems to arrive

•   FT: Tai’s caution echoes broader attitude on trade

•   FT: Biden’s $1.9tn stimulus bill risks turbulent landing in Senate

•   Bloomberg: Blinken Says Only China Can Truly Challenge Global System

•   Bloomberg: U.S. Engineers Grade Infrastructure ‘C-’ Ahead of Biden Plan

•   Bloomberg: Joe Biden Stimulus Plan: State Rescue Dwarfs Tax Hit, Turning It Into Stimulus

•   Bloomberg: Global Economic Recovery Will Be Driven By $2.9 Trillion That Consumers Saved

•   Bloomberg: What to Watch as China Rolls Out an Economic Plan to Overtake the U.S.

•   Bloomberg: Global Economic Recovery Is Gaining Some Momentum: Chart

•   Bloomberg: CDC Director Urges Mask Wearing Regardless of Governors’ Orders

•   Bloomberg: Vilsack Signals Increase in U.S. Food Aid Beyond Covid Crisis

•   Bloomberg: Merkel Reaches Deal to Extend German Virus Curbs Until March 28

•   Bloomberg: EU Vaccine Passports for Travel Are Months Away, Memo Shows

•   Bloomberg: ECB’s Weidmann Says Size of Euro-Area Bond Yield Increases Not Too Worrying

•   Bloomberg: India’s Record High Pump Prices Threaten Road to Recovery

•   Bloomberg: OPEC+ Silence Has Oil Market Second-Guessing Next Supply Move

•   Bloomberg: Brazil Has Record Covid Deaths as Richest State Tightens Rules

•   Bloomberg: Mexico Central Bank Boosts 2021 GDP Growth Forecast to 4.8%

•   Bloomberg: The Pandemic's Effect on Mental Health

•   Bloomberg: A $21 Trillion Treasuries Mystery Is Bedeviling Global Markets

•   Bloomberg: Chip Shortages Could Extend into Next Year, Taiwan's Innolux Warns

•   Bloomberg: Tesla Demand Picks Up in Japan Following Aggressive Price Cut

•   Bloomberg: $TSLA: Volkswagen ID.3 Electric Car Measures up Well Against Tesla Models: UBS

•   Bloomberg: Rare Earth, Uranium Miners Benefit From EV Mania and Dash of ESG

•   Bloomberg: Automakers Urge EV Battery Makers SK Innovation, LG Chem to Settle US Dispute

•   Bloomberg: UK Budget: Sunak’s Budget Falls Short of U.K.’s Big Climate Ambitions

•   Bloomberg: Energy Secretary Says Oil Industry Must Embrace Green Transition

•   Bloomberg: Bank of England Gets New Mandate to Drive Net-Zero Goals

•   Reuters: OPEC+ considering oil output rollover for April, sources say

•   Reuters: OPEC oil has advantage over U.S. shale during pandemic recovery

•   Reuters: GM extends production cuts due to chip shortage, Stellantis warns of lingering pain

•   Reuters: UK data show COVID vaccines work, scientists urge others to take note

•   Reuters: UK to receive 10 million AstraZeneca COVID-19 vaccine doses from India's Serum Institute

•   Reuters: Sinovac vaccine efficacy 83.5% according to Turkish university -Anadolu

•   Reuters: COVID safety measures still essential even as U.S. boosts vaccine supply: White House

•   Reuters: First COVID-19 vaccines arrive in Taiwan

•   Reuters: Exclusive: U.S. House Democrats urge Biden to revert to Obama-era Cuba detente

•   Reuters: Energy firms bet on hydrogen boom, but payday far away

•   Reuters: Renewable diesel boom highlights challenges in clean-energy transition

•   Reuters: China's coal consumption seen rising in 2021, imports steady

•   Reuters: Chinese chipmaker SMIC buys $1.2 billion in tools from ASML

•   Reuters: Micron raises second-quarter revenue forecast

•   Reuters: Analysis: Biden's SEC chair nominee signals more regulation for cryptocurrencies

•   Reuters: Analysis: Fed may need more than words in next battle with markets

•   Reuters: Analysis: Spike in bond yields dented some hedge fund February returns

•   Reuters: Analysis: Global bond rout puts BOJ's yield curve control in spotlight

•   Reuters: Analysis: Brazil FX bears brunt of collapsing investor confidence

•   Reuters: Analysis: Argentina bumper grains inflows brake FX slide, slow reforms

•   Reuters: Breakingviews - Xi's green campaign will restructure state sector

•   CNBC: Biden slams governors for lifting mask mandates, calls it 'Neanderthal thinking'

•   CNBC: WHO warns of uptick in Covid cases globally after weeks of decline

•   CNBC: Russia slams new sanctions, calls them a 'hostile anti-Russian lunge'

•   CNBC: UK scientists are using drones to pick the best spots for tidal power

•   CNBC: Walmart to back U.S. manufacturers with $350 billion of added business

•   CNBC: Why some Chinese buy local electric car brands Nio, Xpeng and not Tesla

•   MarketWatch: Wall Street’s 20 favorite infrastructure stocks are expected to climb as much as 34% over the next year

•   Fox News: Biden’s post-inauguration honeymoon appears to be over, new poll suggests

•   Fox Business: House Republicans move to block financial transaction tax as GameStop furor revives Dems' calls for penalty

•   SCMP: China’s top banking regulator sees surge of bad loans in 2021 as effects of coronavirus bite

•   SCMP: China debt: foreign holdings of government bonds rise above 2 trillion yuan in February amid global rout

•   SCMP: China’s services sector: what is it and why is it important to the economy?

•   SCMP: China’s ‘two sessions’: population decline, rising debt worries to be hot topics for political elite

•   SCMP: Malaysia’s coronavirus vaccination efforts dogged by accusations of queue-jumping

•   Global Times: Sinopharm to submit clinical trial data on subjects aged 3-17 for approval

•   Global Times: Chinese EV brands gaining a foothold in Europe

•   Nikkei Asia: Japan extends state of emergency by two weeks in Tokyo area

•   Nikkei Asia: World's highest-capacity' solid-state battery developed in Japan

•   Nikkei Asia: Analysis: China firms up plan for 2035 road and railway to Taiwan

•   매경(P1): [단독] ESG낙제기업, 사모펀드 투자 막힌다

•   매경: 채권도 ESG 붐…3년간 86조원 급성장

•   매경: 폐기물업체 투자 대박…4년만에 몸값 8배 껑충

•   매경: [단독] M&A 좌우할 'ESG 성적표'…구조조정 급한 기업들 발등에 불

•   매경: [단독] "네이버쇼핑 딱 기다려"…카카오, 이베이코리아 인수 참여

•   매경: 곳곳서 난리…재난지원금 노점상 주자 농민들 발끈

•   매경: "이자도 싼데 나랏빚 더 내자"…막나가는 소득주도성장특위

•   매경: 증시 10조 빠지고 은행 30조 몰렸다…머니무브 시작되나

•   매경: "회사는 퇴근 주말 있잖아요"…그들은 어쩌다 번아웃 됐나

•   매경: '탈진' 극복법은 단 하나, 환경을 바꿔라

•   매경: "이런 노사도"…SK이노베이션 임금협상 딱 20분 걸렸다

•   매경: 포스코 '잭팟'…3천억에 산 남미 리튬 호수 35조 매출 복덩이로

•   매경: 가스公, 실적·수소사업 쌍끌이 강세

•   한경(P1): 'LH發 땅투기'…통째로 흔들리는 주택공급 정책

•   한경: "1년 전에 나무 심던데…LH 직원일 줄은 꿈에도 몰랐다"

•   한경(P1): '기업·부자 증세' 압박하는 노동계에…법안 잇달아 내놓는 與

•   한경(P1): "일단 살리자"…저비용항공사에 2000억 추가 수혈

※   기재부: 제31차 비상경제 중앙대책본부 회의 개최

•   한경: 항공·여행업 회생에 총력전…'트래블 패스'로 출입국 쉽게 한다

•   한경: 홍남기 "방역 안정되는 시점 맞춰 5000억 소비 쿠폰 풀겠다"

•   한경: 4차 지원금 형평성 논란에…화훼농가 등 2만곳도 포함 추진

•   한경: 최정우 이름 건 토론회까지…도넘은 정치권의 '포스코 때리기'

•   한경: 김용기 "고용보험료 인상, 코로나 이후 바람직"

•   한경: 수소차 넥쏘, 주문 쇄도…생산 늘린다

•   한경: 한화큐셀, 美 텍사스 태양광 발전소 매각

•   한경: 한컴, 드론사업 강화…스타트업 어썸텍 인수

•   한경: 코로나 전환기…'대작 리포트' 러시

•   한경: 서울 아파트 전세가율 꺾였다…새 임대차법 시행 이후 첫 하락

•   한경: 백금·구리 가격 연일 '뜀박질'…'그린 원자재' 담아라

•   한경: 덕산네오룩스·PI첨단소재…OLED 소재株 올해도 실적 '맑음'

•   한경: "다시 뭉칫돈 몰린다"…올들어 공모주 펀드에 1조4700억 순유입

•   서경(P1): 추경 끝나자마자···"또 돈 풀자"는 與

•   서경: 文정부, 4년새 나랏빚 305조 불었는데···"재정여력 충분" 궤변만

•   서경: 1분위 소득 늘고 청년고용 개선? ··· '아전인수' 소주성 특위 궤변들

•   서경: 한은 = 돈줄'로 보는 與, 끝없이 감 놔라 배 놔라

•   서경: 서울 아파트 중위가격도 10억 육박···늘어나는 주거난민

•   서경: '3중 탄소세'에···질식하는 한국 기업

•   서경: 삼성 오스틴 공장 재개 몇 주 더 걸릴듯

•   서경: 코로나에 백기...작년 상가 41만곳 '눈물의 폐업'

•   서경: 스타트업-中企 임금 격차 갈수록 커진다

•   서경: 오지 않는 '5G의 봄'···장비株 속앓이

•   서경: 증시 출렁대자...채권형 펀드에 돈 몰린다

•   서경: 현대ENG, 국내 첫 13층 모듈러 주택 짓는다

•   서경: 15억 이상 초고가 아파트 거래 4년 새 3.6배 늘었다

•   조선(P1): 르노삼성마저 11년만에 적자

•   조선: 가동률 40~60% 한국GM·르노삼성, 구조조정 1순위

•   조선: 판매부진에 협력사도 휘청… 30만 일자리 위협

•   조선: 이 와중에… 르노삼성·쌍용차 300억대 과징금까지

•   조선: “햇볕정책은 허망한 희망… 北, 돈만 챙긴 뒤 문닫아”

•   조선: “北 핵연료 재처리, 바이든 정부 떠보는 것”

•   조선: [단독] 900억 들인 인천 풍력단지, 5년간 평균 이용률은 고작 12%

•   조선: “공정경제·혁신성장 등 文정부 4대정책… 되레 GDP 깎아먹어”

•   조선: 소액 투자자도 살 수 있게… 0.1주 0.5주로 쪼개서 매매 추진

•   조선비즈: 삼성 이어 SK하이닉스도 돈다발 들고 찾는 ASML…반도체 미세공정 필수 EUV 뭐길래

•   조선비즈: 분양가 낮추려면 가산비 말곤 답 없다?… 건설사들 촉각

•   조선비즈: 갤럭시S21 카메라 성능, 아이폰12에 밀리고 S20보다 못하다

•   인베스트조선: 두산그룹, 대한상의·두산인프라 출신 회장님 측근 자리 만들기 한창

•   중앙: 치킨 튀기고 커피 내리고···알바보다 싸다, 로봇 직원 인기

•   중앙: [단독] "코로나 여파에 내년 출산율 0.6명대로 떨어질 것"

•   동아(P1): [단독]삼성전자 등 50개社 차량, 모두 전기-수소차로 바꾼다

•   동아(P1): 아스트라 접종한 2명 사망… 당국 “원인 조사”

•   동아: 의료전문가들 “기저질환자가 코로나에 더 취약… 백신 맞아야”

•   동아: 한미 방위비 타결 임박… 5일 워싱턴서 협상

•   동아: [단독]자율주행차 - 배달로봇, 내년부터 강남 - 여의도 곳곳 누빈다

•   동아: “한국판 아마존 물류전쟁이 시작됐다”

•   문화(P1): “有-無주택자간 자산 50년 격차… 노동자 희망 없는 사회”

•   문화: “아파트값 78% 폭등… 애꿎은 실거주민만 피해”

•   한국(P1): 32년 만에 '1000만 서울 시대' 막 내렸다... 작년 인구 966만

•   국민: [단독] 수소 생산 때 다량 유해물질… 3개 산단 年 8만3000t 배출

•   국민: ‘수소 폭발’ 사고, 한 번 나면 대형… 수소경제 걸림돌 되나

•   경향: 제주서 남는 ‘재생 전력’ 육지 전송한다

•   머니투데이(P1): 정부가 늘린다는 '청년디지털일자리'…"워드나 엑셀 편집 아닌가요?"

•   머니투데이(P1): [단독]의무휴업 예외…스타필드는 안되고 이케아는 된다

•   머니투데이(P1): 이번엔 현대중·아람코…정기선, 글로벌 수소동맹 띄웠다

•   머니투데이: 잿빛 전망' 가득한 청년 고용지표…'3월 공식' 부활했다

•   더벨: BBB부터 AA까지, 다양한 업종·등급 기업 출격 준비

•   헤럴드경제: 부동산 덕에…신탁시장 1000조 첫 돌파

•   헤럴드경제: [단독] “中 법인 매각” LED 접는 LG이노텍

•   헤럴드경제: ‘세금 부담’ 다주택자 매물 쏟아낼까

•   헤럴드경제: “2·4대책 효과 2분기가 분수령”…불확실성 낮출 후속책 촉구

•   파이낸셜뉴스(P1): 청년층·무주택자에 주택대출 규제 푼다

•   파이낸셜뉴스: [단독인터뷰]“K-주사기, 세계 최초 투입량 조절 신제품 나온다”

•   아시아경제(P1): BIS "韓 가계·기업부채 위험수준 역대최고…'경보' 수준"

•   아시아경제: 국채 금리 급등에 이자 부담↑…인플레이션發 추가 상승 우려

•   아시아경제: 전기차 시대…車3사 노조 "국민연금과 연계한 정년연장 입법화를"

•   아시아경제: 삼성전자, 美 파운드리 증설 후보지 4곳 '막판 저울질'

•   아시아경제: 공급대책 한달…고가-저가 아파트 양극화 더 커졌다

•   디지털타임스(P1): `영끌 시한폭탄` 째깍째깍

•   디지털타임스(P1): `저를 봐주세요`...막 오른 TV戰

•   이데일리(P1): 글로벌 경쟁에 맞춰 35년 된 재벌규제 손질하라

•   이데일리(P1): [그린본드 열풍]녹색이 대세…두달새 13兆 몰렸다

•   이데일리: [그린본드 열풍]ESG 중 단연 'E'…기업들 앞다퉈 발행

•   이데일리: [그린본드 열풍]문제는 수익률…'투자 당근' 있어야

•   이데일리: [그린본드 열풍]ESG채권 등급엔 없는 `G`, 왜?

•   이데일리: [단독] 1만2400명 5년간 실업급여 5번 받았다..10명중 4명은 '공공알바'

•   이데일리: 시장조성 위해 팔아도 거래세 부과…동학개미에 찬물 끼얹나

•   이데일리: “SPAC 과열 주의보, 소문 따라 투자는 '투기'”

•   이데일리: "서울 아파트 전셋값, 입주 물량 관계없이 오른다"

•   연합: 오늘 400명 안팎…백신 접종 본격화속 긴장감 완화 우려

•   연합: 전경련 "세계 주요국, 재생에너지 늘리면서 원전도 지킨다"

※   전경련: 주요국 에너지정책 국제 비교

•   이투데이: [공시] 한국가스공사, 두산중공업 등 16개사에 1659억 규모 손배소송 청구

•   아주경제: [​2021 대기업집단 변동] ①GS는 거절당한 동일인 변경, 현대차・효성은 될까

•   reNews: UK plans floating offshore wind innovation scheme

•   reNews: Offshore wind hails 'gamechanger' UK Budget

•   reNews: EU green hydrogen group highlights policy needs

•   FuelCellsWorks: The Future of Fuel Cell-Powered Drones

•   에너지경제: 한전, 3년 만에 흑자 내고도 4년만에 임원 보수 깎는 이유는?

•   에너지경제: 4차 재난지원금 수령 태양광 사업자도 크게 늘 듯…"정책 실패 물타기 하냐" 논란 증폭

•   이투뉴스: "한전 발전사업 참여, 4대강처럼 국민부담될 것"

•   대한경제: 건설현장 62곳, 건설자재 없어 공사 멈췄었다

•   대한경제: KT, 진짜 5G ‘28㎓ 무선국’ 한곳도 없다

•   Verge: Artificial intelligence research continues to grow as China overtakes US in AI journal citations

•   MIT News: Helping soft robots turn rigid on demand

•   전자신문(P1): 이통 3사 '28GHz 대역 5G 공동망' 만든다

•   전자신문: 28GHz 대역 5G 공동망 협의체' 서비스 모델 발굴할까

•   전자신문: 발전공기업도 LNG 직수입…"배관망 공동이용 정보 개방을"

•   전자신문: [이슈분석] 조선업계, 자율운항 개발 경쟁

•   전자신문: [이슈분석]조선업계, 친환경·고효율 선박 기술력도 배가

•   전자신문: 포스텍·UNIST, 연료전지 촉매 'PBMO' 용출 메커니즘 밝혀

•   전자신문: LIG넥스원·DMI, 수소드론 앞세워 물류 시장 두드린다

•   헬로티: 산업연구원, CES 2021을 통해 드러난 국내 디지털 전환과 과제

•   Robotics & Automation News: Omron releases new 3D vision sensor for robot arms

•   Robotics & Automation News: Denso and KDDI begin testing 5G networks for autonomous vehicles

•   Robotics Tomorrow: You’re Never Too Small for Industrial Robots

•   Dronelife: Drone Delivery of COVID Vaccines: Zipline Begins

•   Economic Times: India Inc may offer 7.9% salary hike in 2021, up from 6.9% last year

•   Economic Times: IEA chief backs India on coal, says no exit without financial support

•   Mint: Over 1.63 cr COVID-19 vaccine doses administered in India, says Centre

•   Jakarta Post: Conservative forces thwart Indonesia's plan to boost booze investment

•   Jakarta Post: Pandemic loan restructuring scheme inches toward $70.5 billion

[Opinions]

•   Project Syndicate(William R. Rhodes, Stuart P.M. Mackintosh): The Threats to Recovery

•   Project Syndicate(Anders Åslund): Potemkin Putin

•   FT(Editorial Board): The EU’s vaccination rollout badly needs a revamp

•   FT(Editorial Board): A tactical Budget that spends today and taxes tomorrow

•   FT(Martin Wolf): If Heating Goes Electric, We're Going to Need a Better Grid

•   FT(Robert Shrimsley): Sunak’s Budget hammers home the Tory Covid narrative

•   FT(Tony Barber): The first task of democracies is to put their own house in order

•   FT(David Gardner): US failure to act against Saudi Arabia will embolden Iran

•   FT(Merryn Somerset Webb): Sunak’s tax freezes are not as harmless as they seem

•   FT(David Lubin): Will ‘copycat economics’ in emerging markets have to end?

•   FT(Kevin P. Gallagher): The IMF’s surcharges are unfit for purpose

•   FT(Peggy Hollinger): Business needs a more unified approach to vaccine passports

•   FT(Pamela Starr): Energy is the spark that blows up López Obrador’s Mexico plans

•   FT(Lex): China/commodities: blue steel

•   FT(Lex): UK Budget/corporate tax: Sunak’s £17bn City raid

•   WSJ(Holman W. Jenkins, Jr.): Big Oil ‘Friends’ the Carbon Tax

•   WSJ(Robert Doar, Matt Weidinger): Democrats’ Stealth Plan to Enact Universal Basic Income

•   WSJ(Edwin J. Feulner): Hong Kong Is No Longer What It Was

•   NYT(Thomas L. Friedman): Israel, the U.A.E. and a New Middle East

•   NYT(Spencer Bokat-Lindell): The Case for Covid Optimism

•   NYT(Jane Coaston): Trumpism Has No Heirs

•   NYT(Abraar Karan): How to Protect Yourself Against Coronavirus Variants

•   WP(Jennifer Rubin): Why are we ‘bailing out’ Texas’s reckless decisions on covid-19?

•   WP(Paul Waldman): Democrats won’t gain anything from scaling back stimulus checks

•   WP(Greg Sargent): The minimum wage fiasco will hit red states hardest

•   Bloomberg(Mark Gongloff): Warren Buffett Has the Cash America’s Infrastructure Needs

•   Bloomberg(Daniel Moss): Policy Credibility Is Hard to Earn and Easy to Lose

•   Bloomberg(Conor Sen): Now Could Be Buffett's Moment to Lend America a Hand

•   Bloomberg(Justin Fox): If Heating Goes Electric, We're Going to Need a Better Grid

•   Bloomberg(Tyler Cowen): When It Comes to Vaccinations, More Is More

•   Bloomberg(Brian Chappatta): Junk Bonds Prove to Be a Shelter From the Rates Storm

•   Bloomberg(John Authers): We're Worried About Bubbles. That's a Good Thing

•   Bloomberg(Chris Hughes): London Goes Radical to Take On New York and Amsterdam

•   Bloomberg(Jonathan Bernstein): Democrats Don’t Need Virus-Relief Compromise

•   MarketWatch(Lawrence A. Cunningham): Quality shareholders were ESG-friendly long before it was fashionable

•   MarketWatch(Michael Brush): The inflation tantrum scared investors — here are eight tech stocks to buy when it happens again soon

•   Fox News(Mike Crapo): Democrats' $1.9 trillion COVID relief bill deserves debate. Let's get this right

•   Reuters(Mike Dolan): 'Excess' savings - accelerant or mirage?

•   Reuters(John Kemp): Global manufacturing surge accelerates goods inflation

•   Reuters(Karen Braun): U.S. dominance in global grain markets has faded despite robust exports

•   서경(현정택): 거위 털을 안 아프게 뽑을 순 없다

•   조선(유승훈): LNG 발전의 장점 적극 활용하자

•   중앙(이종화): 정부의 돈 풀기와 ‘짖지 않는 개’

•   중앙(류권홍): 에너지 전환시대 석탄의 재발견

•   중앙(손해용): 날씨 변덕에 속수무책 태양광·풍력

•   문화(김상협): 탈원전으로 ‘우주 꿈’ 마저 꺾는 文

•   정책브리핑(정재훈): 백신 접종 선두 이스라엘은 왜 바로 환자가 줄어들지 않을까