Business Intelligence Monitor 210316

(Introduction)

[Markets]

•   Global: Stocks rise, U.S. yields slip with Fed meeting on tap

•   한국: 코스피 0.28% 하락 마감…FOMC 앞두고 관망

•   한국: 52일만에…연기금 순매수했다

•   한국: 두산그룹주 등락 갈려, 오리콤 두산 내리고 두산퓨얼셀 두산밥캣 올라

•   한국: 美국채 따라… 국고채 10년물 금리 2.1% 돌파

•   Hong Kong: Xiaomi rallies on US trading ban reprieve

•   Metals: Copper gains in thin volume, aluminium jumps on China power cuts

•   Iron ore: Iron ore slips from highs as China’s pollution crackdown stirs worries

•   Grains: Corn rises to a one-week high on strong export data; soy, wheat firm

[Indicators]

•   US Mar. Empire State manufacturing index: New York Manufacturing Expands Most Since 2018 as Prices Climb

•   China Feb. Industrial production, etc.: China’s Economic Activity Soars but Jobless Rate Hits Ceiling Set by Beijing

•   China Feb. House prices: China's new home prices accelerate in Feb, property investment soars

•   China MLF rate: China cbank rolls over 100 bln yuan of medium-term loans, keeps rate unchanged for 11th month

•   한국 4분기 FDI: 기업 해외투자도 코로나 타격...6년 만에 감소

•   한국 1월 전력판매: 산업용 전기 사용량도 코로나 이전수준 회복

•   한국 2월 수출입물가: 유가 상승에 수입물가 3.8%↑…석달째 상승

•   한국 2월 고용행정 통계: 고용 한파에···'실업급여 지출' 5개월 만에 또 1조 넘었다

•   한국 2월 자동차산업 동향: 車 수출 두달연속 40% 증가.. 친환경차 2배 늘어난 7억弗

•   한국 2월 ICT 수출: ICT 수출 9개월 연속 증가.. 효자 ‘반·디·폰’이 견인했다

•   Japan Jan. Machinery orders: Japan's Jan. machinery orders down 4.5%, 1st fall in 4 months

•   India Feb. WPI: Wholesale inflation soars to 27-month high in Feb

※   Business Standard: Inflation woes: Here's how experts have interpreted CPI, WPI numbers

[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: Biden Says Covid-19 Stimulus ‘Already Doing What It Was Designed to Do’

•   WSJ: Is Travel Coming Back? Airports Have Busiest Days Since March 2020

•   WSJ: Biden Expected to Tap Gene Sperling to Implement Covid Relief Plan

•   WSJ: The Pandemic Ignited a Housing Boom—but It’s Different From the Last One

•   WSJ: New York City Covid-19 Cases Stagnate

•   WSJ: U.S. Outreach to North Korea Has Gone Unanswered, White House Says

•   WSJ: Demographic Differences Found in Inflation Expectations

•   WSJ: Junk-Loan Rally Cuts Company Borrowing Costs

•   WSJ: U.S. Banks Will Turn Last Year’s Fear Into This Year’s Profits

•   WSJ: Elon Musk Is the New ‘Technoking of Tesla’ and CFO Is Dubbed ‘Master of Coin’

•   WSJ: Beijing Asks Alibaba to Shed Its Media Assets

•   WSJ: Electric-Vehicle Startups Promise Record-Setting Revenue Growth

•   WSJ: Texas Power Retailer Griddy Heads Toward Bankruptcy Filing

•   NYT: How the U.S. Got It (Mostly) Right in the Economy’s Rescue

•   NYT: Uncounted in the Unemployment Rate, but They Want to Work

•   NYT: Brazil Needs Vaccines. China Is Benefiting.

•   WP: Yellen pushes global minimum tax as White House eyes new spending plan

•   WP: In Japan, top Biden administration officials attempt to set the tone on China

•   WP: The limits of Biden’s American exceptionalism

•   WP: Spain will experiment with four-day workweek, a first for Europe

•   FT: Countries across Europe suspend use of Oxford-AstraZeneca jab

•   FT: EU steps up effort to boost domestic production of jab raw materials

•   FT: EU launches Brexit legal action against UK

•   FT: Feeble growth and chunky debt piles hold back emerging economies

•   FT: Pablo Iglesias quits as Spain’s deputy PM to stand in regional elections

•   FT: Laschet blames CDU results on German government’s pandemic response

•   FT: Macron’s interior minister confronts Le Pen on her own territory

•   FT: UK adds hand sanitiser and loungewear to inflation basket

•   FT: Scottish Tory leader accuses SNP of abuses of power and cover-ups

•   FT: Why the UK inflation risk after lockdown is hard to assess

•   FT: Beyond the point-scoring on vaccine exports

•   FT: Problems mount for Bank of England governor after weathering Covid storm

•   FT: Is the US on the verge of an infrastructure boom?

•   FT: Michigan: a tale of US neglect

•   FT: Dozens killed and Chinese factories torched in Myanmar’s deadliest day

•   FT: India’s state bankers strike against Modi reform plans

•   FT: US retail investors poised to deploy stimulus cheques in stocks

•   FT: How the Biden $1.9tn stimulus has poured fuel on a global market shake-up

•   FT: Stripe valuation highlights pandemic-fuelled surge in ecommerce

•   FT: VW plans six European battery factories by 2030 as it bets on electric future

•   FT: Hydrogen-powered planes: pie in the sky?

•   Bloomberg: Powell’s Challenge: Reconcile Better Outlook, Ultra-Easy Policy

•   Bloomberg: Biden Eyes First Major Tax Hike Since 1993 in Next Economic Plan

•   Bloomberg: Biden Tax Hike: Income Levels of More Than $400,000 a Year Will Be Hit Hardest

•   Bloomberg: Senators Plan Bipartisan Revamp of National-Security Tariffs

•   Bloomberg: Astra Vaccine Woes Grow as Regulators Try to Ease Clot Fears

•   Bloomberg: Trump Gets Path to Revenge With Help From New Congressional Map

•   Bloomberg: Shipping Congestion at Los Angeles Ports Shows Signs of Easing

•   Bloomberg: Bailey Says Market Rate Rise Reflects Optimism in U.K.

•   Bloomberg: Russia Mulls Faster Rate Hikes This Year as Inflation Spikes

•   Bloomberg: China to Raise Retirement Age in Stages, State Researcher Says

•   Bloomberg: AstraZeneca Vaccine: Canada's Justin Trudeau Says All Approved Shots Are Safe

•   Bloomberg: Indonesia Delays Distribution of AstraZeneca Covid Vaccine

•   Bloomberg: Philippines Sees Limited Economic Impact From Virus Surge

•   Bloomberg: Argentine President Targeted by Mob Fighting to Keep Out Mines

•   Bloomberg: Treasury Market’s Bears Are Set for a Reality Check From Fed

•   Bloomberg: A $25 Billion Fund Manager Says Market is Wrong on RBI-Hike Bets

•   Bloomberg: U.S. Drivers Are Burning More Gas and This Time It Will Stick

•   Bloomberg: Tencent Loses $62 Billion, Wiping Out Value of Fintech Business

•   Bloomberg: Big Oil’s ‘Problematic’ ESG Claims Alienate Some Investors

•   Bloomberg: Where Climate Scientists See Danger, Russia Sees an Opportunity

•   Bloomberg: China's Geely to Invest $5 Billion To Build EV Battery Plant in Ganzhou

•   Bloomberg: Indonesia Offers More Aggressive Tax Perks for Electric Cars

•   Reuters: WHO urges world not to halt vaccinations as AstraZeneca shot divides Europe

•   Reuters: Exclusive: U.S. authorization of AstraZeneca vaccine could come in April, independent monitors assessing data - U.S. official

•   Reuters: Exclusive: Regular booster vaccines are the future in battle with COVID-19 virus, top genome expert says

•   Reuters: U.S. becomes India's second biggest oil supplier, Saudi plunges to No. 4

•   Reuters: Wary US farmers weigh up joining Biden's climate fight

•   Reuters: UK firms see sharper 2021 rebound than international peers - Accenture

•   Reuters: India to propose cryptocurrency ban, penalising miners, traders - source

•   Reuters: Analysis: China's ambitious COVID-19 vaccination plan to test its production capability

•   AP: EXPLAINER: Why countries are halting the AstraZeneca shot

•   AP: EXPLAINER: Myanmar using martial law to 'legitimize' tactics

•   CNN: How the new stimulus plan affects your 2020 tax bill. And what to do if you've already filed

•   CNN: The stimulus plan will keep America's economy humming for years, Goldman Sachs predicts

•   CNBC: Why this week's Fed meeting could be 'March madness' for markets

•   CNBC: Merkel's party fares badly in state elections, third Covid wave hits

•   CNBC: Toogood: Shift in U.S. spending emphasis ‘almost the end of Reaganomics'

•   CNBC: Austria, other EU countries complain over unequal vaccine distribution

•   CNBC: Dr. Scott Gottlieb: U.S. doing better on Covid vaccines so another case spike like Europe unlikely

•   MarketWatch: Billions poured into electric-vehicle companies, but much more will be needed before the auto industry changes

•   MarketWatch: European stocks extend winning stretch. Goldman Sachs strategists say value rally has more room to run.

•   Fox Business: Pompeo questions Biden rejoining Iran nuclear deal: It's a 'head-scratcher'

•   Fox Business: Biden energy policy having ‘positive impact’ on oil prices, ‘negative impact' on economy: Analyst

•   SCMP: China’s property market abuzz as authorities walk tightrope to recall illegal loans

•   SCMP: American Rescue Plan: China moves to counter ‘turmoil in financial markets’ as policy divergence widens with US

•   SCMP: Chinese scientists challenge Google’s ‘quantum supremacy’ claim with new algorithm

•   SCMP: Coronavirus vaccine: China can meet demand ‘at home and abroad’

•   SCMP: Covid-19: Beijing eases visa rules for some foreign workers injected with Chinese vaccine

•   Global Times: China approves fourth COVID-19 vaccine for emergency use

•   Global Times: BRI projects untouched amid attacks in Myanmar

•   Xinhua: China issues yellow alert for sandstorms

•   Xinhua: Xi Focus: Xi stresses healthy growth of platform economy, efforts for carbon peak and neutrality

•   Nikkei Asia: China employers bullish on hiring and pay as Hong Kong feels chill

•   Nikkei Asia: Japanese government weighs vaccine passport for overseas travel

•   Nikkei Asia: US and Japan take on China provocations with 'unbreakable' alliance

•   Nikkei Asia: Japan's silicon wafer latecomers turn to China for expansion

•   Nikkei Asia: Nissan chases car shoppers with one-stop online buying

•   Nikkei Asia: Erdogan swallows 'bitter pills' as inflation again rocks Turkey

•   Japan Times: COVID-19 pushes Japanese firms to overhaul supply chains

•   매경(P1): 아파트 공시가 19% 급등…52만가구 종부세 낸다

※   국토부: 2021년 공동주택 공시가격(안) 열람

•   매경(P1): 공시가 급등 충격…은퇴자 2만명 건보료 월 12만원 더 낸다

•   매경: 노원 34%·도봉 26%…서울 전역이 보유세 폭탄

•   매경: 서울 집값 3% 올랐다는 정부…공시가는 19% 올렸다

•   매경: 서울 아파트 73% 급등…문정부 4년간 공시지가 역대급 상승

•   매경: 공시가 14% 오른 래대팰, 보유세 96% 껑충…은퇴 1주택자 비명

•   매경: "공시가 올려 稅폭탄…조세법정주의 위배"

•   매경: 전국 공시가 1위는 163억원 'PH129'

•   매경(P1): 경기 여주 한 마을 외지 지주가 91%…허술한 농지법 'LH투기' 불렀다

•   매경(P1): 롯데·SK텔레콤도 '이베이 인수전' 참전

•   매경: SKT, 이베이 품으면 1위로…네이버·쿠팡과 '이커머스 삼국지'

•   매경: 쿠팡 상장 대박 등에 업고 더 높은 몸값 요구할 수도

•   매경: 정부, CPTPP 가입 잰걸음…수산보조금·미디어정책 점검

•   매경: 채권금리 오르는데 주담대 금리는 왜 떨어지지?

•   매경: 삼성전자 호황은 남의 일…적자 늪 빠진 韓 반도체 설계기업 '붕괴 위기'

•   매경: 삼성전자 17일 정기주총…"전자투표로 참여하세요"

•   매경: 두달반만에…K조선 수주액 10조

•   매경: [단독] SK바사, 기관 85% 의무보유…'따상상상' 바이오팜보다 유통물량 적네

•   매경: 팬데믹 1년만에 코스피 2배 오르며 'V자 회복'

•   매경: 美 SPAC 공매도 급증…서학개미 '조마조마'

•   한경(P1): '게임체인저' EUV 확보…삼성, TSMC에 뒤졌다

•   한경: 시스템 반도체도 선택과 집중을…대만과 환경 달라, 한국식 발전모델 만들어야

•   한경: 대만, 반도체 생태계 만들어 세계 호령

•   한경: "삼성 추격 따돌리자"…역대급 31조 쏟아붓는 TSMC

•   한경(P1): [단독] 주말농장 살 때도 농사계획서 낸다

•   한경(P1): "가치투자자들도 고성장 기술주 관심을"

•   한경: "주식형펀드로 기술주 장기 보유하라" 월가 투자 전설의 조언

•   한경: "6월 前 다주택자 일부 급매 내놓겠지만…세입자에 세금 전가해 버티기 나설 수도"

•   한경: 한국 AI 현주소는?…17일 AI미래포럼 첫 웨비나

•   한경: "車는 거대한 스마트폰…이동의 경험 뿌리째 바꿀 것"

•   한경: 여·야, 소상공인 전기료 감면 3개월→6개월…추경 2200억 증액하기로 합의

•   한경: 이낙연 "주택부 신설 검토"…투기 근절 핑계로 정부 몸집 키우나

•   한경: "대외 의존도 높은 한국 기업, ESG경영 서둘러 '新무역장벽' 돌파해야"

•   한경: '파우치형' K배터리 약진, 글로벌 판도 흔든다

•   한경: 형제·조카·소액주주의 난…'3%룰'이 만든 풍경

•   한경: 대동 '공업' 떼고, 빅히트는 '엔터' 지우고…과감하게 간판 바꾸는 기업들

•   한경: 종부세 '폭탄'…민간임대 4만 가구 좌초 위기

•   한경: 투기 잡겠다더니…서울·광역시 '갭투자' 오히려 늘어

•   한경: '바람의 도시' 해남에 해상풍력 기자재 단지 조성

•   서경: 대졸자도 건설현장으로···'하향취업' 내몰리는 청춘들

•   서경: 6월까지 확정 백신 889만5,000명 분···300만 명분은 어떻게

•   서경: "美에 전략자산 배치 등 요구···韓, 쿼드 가입 지렛대로 국익 극대화해야"

•   서경: 현금지원 확대·조세감면···첨단산업 투자 유치 늘린다

•   서경: 탈원전에도 원전 수출은 순항

•   서경: 국가채무 1,000조 육박하자···정부, 중장기 재정전략 짠다

•   서경: [단독]보복소비 폭발하나···백신 훈풍 타고 카드 결제액 24% 뛰었다

•   서경: 삼성 '1등 딜레마'···메모리 초격차 쫓기고 非메모리는 밀려

•   서경: "새 수익원 찾아라" 전기차에 꽂힌 종합상사

•   서경: 폭스바겐 "각형 통합셀 쓴다"···LG·SK 직격탄

•   서경: 아파트 분양가···서울 내리고 지방 올랐다

•   서경: 수소연료로 움직이는 지게차 등 물류 운반기계 상용화 '시동'

•   서경: [시그널] SK바사는 예고편...'1등 기업들' 몰려온다

•   조선: 美 “北인권 외면 한국, 실망스럽고 부끄러워”

•   조선: 코로나 경제충격 복원력, 한국은 美·日보다 못할 듯

•   조선: 일본 스마트폰, 애플이거나 저가 중국폰이거나

•   조선비즈: 삼성전자, 세계 유일 EUV 제조사 ASML 3000억 투자로 3兆 ‘대박’

•   한국(P1): LH 블랙홀' 빠진 문 대통령 "부동산 적폐청산" 5번 외쳤다

•   한국(P1): 75세 이상 4월부터 화이자 백신 맞는다... 교사·승무원도 상반기 접종

※   코로나19예방접종대응추진단: 어르신들 코로나19 예방접종을 시작합니다.

•   한국(P1): "한일관계 개선" 강조... 韓日 순방 나선 블링컨, 日에 힘 싣기?

•   서울(P1): [단독] ‘3기 신도시’4분의1… 서울부자 지갑 불렸다

•   세계(P1): 文대통령 부부 AZ백신 맞는다…"솔선수범 의미"

•   한겨레: 전기차, 열흘치 전력 저장 가능하다는데…정전때 활용 못하나

•   머니투데이(P1): [단독]공무원도 '영끌' 했나…지난해 공무원연금대출 사상 최대

•   머니투데이: 30년전 K-자율주행 개발했지만…"불필요" 정부에 막혔다

•   머니투데이: 올해 주총 키워드는 'WOW'

•   머니투데이: "동학개미 받아라"… 주총 의결권 새 변수되나

•   머니투데이: '1표라도 더'…경영권 분쟁 격화된 2021 주주총회

•   헤럴드경제(P1): “집값 급등 가입유지 손해”…주택연금 해지 67% 폭증

•   파이낸셜뉴스: 조선업계 ‘수주 행진’… 신조선가 올린다

•   이데일리: 실업률 1% 오르면 대졸 신입사원 연봉 4년간 500만원 깎인다

•   이데일리: '미래 성장 동력' 전장사업 박차 가하는 삼성·LG

•   이데일리: 두산, 30일 정기 주주총회 소집

•   연합: 휴일 영향 지속에 이틀째 300명대 예상…'3차 유행' 확산세 여전

•   연합: 한경연 "바이든 조세정책 맞춰 국외소득 과세체계 전환 필요"

•   뉴스핌: [세종시에서] 산업부 조직개편 코앞…에너지 차관은 누구?

•   더구루: 韓·中·日 해상풍력 기술 경쟁 '치열'

•   비즈니스포스트: 두산중공업에게 두산밥캣은 꼭 필요해, 매각에서 자유 아직 장담 못해

•   Power Engineering: 75-inch GE blade built for Hinkley Point C nuclear steam turbine in UK

•   에너지경제: [이슈분석] 업계의 '수소차 공방전'...폭스바겐 "미래 없다" vs. 현대차 "과감히 투자"

•   에너지경제: "탈원전·탈석탄 전력공백 뭘로 메우나"…도심 LNG발전소 건설 잇단 차질

•   에너지데일리: “수소경제, 2050 탄소중립 대응해 반드시 나가야할 길”

•   이투뉴스: "2050년까지 재생에너지 보급 500GW 필요"

•   KHL: Caterpillar launches Stage V dozer

•   OilPrice.com: Oil Bulls Beware: This Optimism Is Unjustified

•   OilPrice.com: The Big OPEC+ Gamble Appears To Be Paying Off

•   OilPrice.com: U.S. LNG Exports To Asia Surged By 67% In 2020

•   OilPrice.com: Middle East Producers Cash In On Oil Price Rally

•   MINING.com: Tier 2 Li-ion battery manufacturers’ gigafactories expanding capacity

•   DIGITIMES: Shortage of Nvidia GeForce RTX 30 series unlikely to ease by 3Q21

•   DIGITIMES: Automotive PCB makers see shipments hit by car chip shortages

•   DIGITIMES: PCB shipments for high-end notebooks ramping up

•   DIGITIMES: PC OEMs to increasingly adopt DRAM-less SSD in lower-end models

•   전자신문: 서부발전, 올해 R&D 투자계획 확정...디지털·그린뉴딜, 수소경제 집중 투자

•   전자신문: KETI, 물류 로봇용 자동 경로 수정 기술 개발…"경로 최적화·운용 비용 절감 효과"

•   전자신문: 전자·전기·전지 업계 탄소중립 동참...세액공제 확대 등 지원 요청

•   전자신문: LG이노텍, 'FC-BGA' TF 구성…반도체 호황에 기판 사업 확대

•   ZDNet Korea: 올해부터 본격화하는 SK하이닉스만의 파이낸셜 스토리

•   ZDNet Korea: TV 보면 눈 나빠진다?…삼성·LG, 눈 건강 챙긴다

•   Phone Arena: Huawei's former subsidiary Honor may launch a Snapdragon 888 flagship with Google services this July

•   Robotics & Automation News: 5 Ways Car Manufacturers Have Evolved Since the Pandemic

•   Robotics & Automation News: Chinese robotics sector files ‘44 percent of total global patents’

•   Robot Report: Deep learning, vision help exoskeleton adapt to its surroundings

[Opinions]

•   Project Syndicate(Melvyn B. Krauss): Vaccines Can Mend US-EU Ties

•   Project Syndicate(Elizabeth Drew): Can Biden Govern?

•   Project Syndicate(Oyeronke Oyebanji): COVAX Is Our Best Chance to Beat COVID

•   FT(Megan Greene): Emerging markets need support to avoid a ‘lost decade’

•   FT(Ben Hall): Macron lacks reformist zeal for replay of duel with Le Pen

•   FT(Alan Livsey): Accounting needs to be stepped up for climate change costs

•   FT(Gregory Whiteley ): Expect a taming of the bond market tantrum

•   FT(Nicholas Gruen): Fiscal policy should be freed of political tinkering

•   WSJ(Gerard Baker): Republicans Need to Get Their Story Straight on Deficits

•   NYT(Steven Greenhouse): What Biden and F.D.R. May End Up Having in Common

•   NYT(Alia Allana): India’s Covid Vaccine Roller Coaster

•   NYT(Kara Swisher): Stop Whining About Big Government

•   NYT(Mitt Romney): The Right Way to Boycott the Beijing Olympics

•   WP(Editorial Board): Myanmar’s bloody weekend demands a robust U.S. response

•   WP(John R. Bolton): What's at stake in the first big meeting of top Biden administration and Chinese officials

•   WP(Jennifer Rubin): Joe Biden’s new New Deal

•   WP(Greg Sargent): Biden and the Democrats’ body blows to conservatism must keep coming

•   WP(Michael Gerson): Biden’s stimulus is neither socialism nor a New Deal

•   WP(Richard Glover): 10 reasons for Australia’s covid-19 success story

•   WP(Peter Edelman, Indivar Dutta-Gupta): ‘Ending welfare’ was a mistake. The stimulus law is a step toward fixing it.

•   Bloomberg(Bloomberg Opinion): How Would Biden’s Tax Hike Work?

•   Bloomberg(Mohamed A. El-Erian): Don’t Let Covid’s Economic Surprise Eclipse Inequality

•   Bloomberg(Noah Smith): Raising Taxes Is No Way to Fund an Infrastructure Bill

•   Bloomberg(Brian Chappatta): With $350 Billion, States Won’t Hold America Back This Time

•   Bloomberg(John Authers): Inflation Obsession Is About to Pick Up Velocity

•   Bloomberg(Matthew A. Winkler): Why Bond Investors (and Wise Men) Got Inflation Wrong

•   Bloomberg(Andreas Kluth): Laschet Must Let Soeder Run For German Chancellor

•   Bloomberg(Lena Komileva): Public Debt Isn't the Problem, Soaring Deficits Are

•   CNN(Joseph Votel, Mark Gerencser): Covid relief bill is a good start, but what about the next national emergency?

•   MarketWatch(Brett Arends): A worry for retirees: Inflation forecasts hit 8-year high

•   MarketWatch(Therese Poletti): The Tesla bubble: Bets on electric cars and the rise of SPACs have led to a new version of the dot-com boom

•   Reuters(John Kemp): Hedge funds stay bullish as OPEC+ supports oil

•   Reuters(Clyde Russell): China's copper imports likely to rise, may not be bullish signal

•   Reuters(Randolph Donney): Dollar chart suggests recovery could have legs

•   매경(유승훈): 석탄발전의 질서 있는 퇴장

•   헤럴드경제(김민정): 일본의 탈탄소사회 실현 전략과 과제