Business Intelligence Monitor 210402

(Introduction)

[Markets]

•   Global: Global equities surge on factory data, stimulus hopes

•   한국: 코스피 외인 매수에 3,080대로 상승…6주만의 최고치

•   한국: ‘스마트폰 철수說’ LG전자 또 6% 급등···지분투자 로봇株도 동반 강세

•   한국: 샤오미도 폴더블폰 가세…국내 부품주 '랠리'

•   한국: 두산그룹주 하락 많아, 두산인프라코어 6%대 두산밥캣 3%대 빠져

•   Metals: Copper touches lowest in nearly a month on China demand worries

•   Grains: Corn pares gains after 7-1/2 year high; deferred contracts climb

[Indicators]

•   US Mar. Manufacturing PMI(ISM): Even Suez Canal Blockage Can’t Hold Back Red-Hot Global Trade

•   US Feb. Construction spending: U.S. construction spending drops 0.8% in February

•   US Mar. Car sales: Auto Makers Start 2021 Strongly Despite Supply Constraints

•   US Mar. Job openings: U.S. Small-Business Job Openings Rise to Record in March

•   US Weekly Jobless claims: U.S. Jobless Claims Remain Near Lowest Levels of Covid-19 Pandemic

•   US Weekly Rig count: Oil Drillers Rebound With Biggest Jump Since Pandemic Began

•   US Q2 Equipment manager confidence Index,: Equipment Manager Confidence Remains Steady

•   Germany Feb. Retail sales: German Retail Sales Recover In February

•   China Mar. Manufacturing PMI(Caixin): China's March factory activity growth lowest in almost a year: Caixin PMI

•   한국 3월 무역수지: 3월 수출 훨훨 날았다…반도체도 석유화학도 선전

•   한국 3월 자동차 판매: 완성차 5社 3월 67만2643대 판매

•   한국 3월 제조업PMI: 한국 제조업 PMI 55.3…11년만의 최고 수준 지속

•   한국 3월 건설기업 경기실사지수: 건설경기 살아난다… 5년8개월만에 최고

•   한국 주간 아파트 가격(부동산원): 강남구 이어 마포·강동구도 하락…서울 전셋값 오름세 주춤

•   Japan Q1 Tankan index: Japan big manufacturer sentiment regains pre-COVID level: BOJ Tankan

•   India FY2022 Electricity demand: India's annual electricity usage falls first time in 35 years

•   India Mar. GST collections: GST collections jumped 27% in March at a record ₹1.24 lakh crore

•   India Mar. Balance of trade: India's exports jump 58% to hit all-time high of $34 billion in March

•   Brazil Feb. Industrial production: Surprise Brazil industrial output fall in Feb highlights deeper GDP funk

•   Brazil Mar. Balance of trade: Brazil posts $1.5 billion trade surplus in March, smaller than expected

•   Russia Q4 GDP: Russian GDP Continues Climb From Covid Slump After Lockdown

[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: OPEC, Allies Agree to Boost Output, Betting on Demand Rebound

•   WSJ: OPEC+ Caution Comes at a Cost

•   WSJ: Pfizer’s Covid-19 Vaccine Is Still Highly Effective Six Months After Second Dose

•   WSJ: Covid-19 Vaccine Requirements Ease, Creating Even More Demand

•   WSJ: Biden Infrastructure Plan Faces Test in Congress

•   WSJ: Biden’s Infrastructure Plan: Which Sectors Would Benefit?

•   WSJ: Biden’s Big Infrastructure Plan Would Further Boost Renewable Energy

•   WSJ: Biden Infrastructure Plan Aims to Boost Economy’s Productivity Over Time

•   WSJ: Biden’s Infrastructure Plan Visualized: How the $2.3 Trillion Would Be Allocated

•   WSJ: Biden’s $2 Trillion Corporate Tax Plan Tears Up Republicans’ 2017 Blueprint

•   WSJ: Biden Trimming Forces Sent to Mideast to Help Saudi Arabia

•   WSJ: U.S. Growth Stirs Fears of New ‘Taper Tantrum.’ This Time May Be Different.

•   WSJ: Derby’s Take: Regional Fed Chiefs Dispute Idea Easy Policy Drives Inequality

•   WSJ: Kim Jong Un’s Long Game Starts With Short-Range Missiles

•   WSJ: Archegos Blowup Puts Spotlight on Gaps in Swap Regulation

•   WSJ: TSMC to Invest $100 Billion to Increase Semiconductor Output

•   WSJ: China Approves Merger of Chemical Giants, Creating $150 Billion Company

•   NYT: As Nation Speeds to Vaccinate All, Maryland’s Path Shows Challenges Ahead

•   NYT: Biden’s Big Bet: Tackling Climate Change Will Create Jobs, Not Kill Them

•   NYT: As Virus and Economic Woes Ravage Brazil, Bolsonaro Improvises and Confounds

•   NYT: Myanmar Soldiers, Aiming to Silence Protests, Target Journalists

•   NYT: Japan Is Finding It Harder to Stay Quiet on China’s Abuse of Uyghurs

•   NYT: That Spotty Wi-Fi? There’s $100 Billion to Fix It.

•   WP: Infrastructure plan calls for $80 billion for rail. It could transform passenger service.

•   WP: White House could attempt to advance $2 trillion infrastructure package without GOP votes

•   WP: The infrastructure bill is Biden politics at its purest

•   WP: White House unveils $2 trillion infrastructure and climate plan that seeks to remake U.S. economy

•   WP: How close are states to herd immunity?

•   FT: EU cuts Austria, Slovenia and Czech Republic from extra vaccine deal

•   FT: Orban plots new populist alliance for European parliament

•   FT: Italy first in Europe to make jabs mandatory for health workers

•   FT: Alex Salmond demands place for Alba on TV election debates

•   FT: Irish PM calls on UK and EU to ‘reset’ relations

•   FT: US to begin processing worker visas suspended under Trump

•   FT: Biden administration maintains Trump policy on Hong Kong

•   FT: Hong Kong court convicts veteran activists over 2019 protests

•   FT: Indian health experts warn of Covid surge as millions flock to Ganges

•   FT: Long-term US government bonds endure worst quarterly fall since 1980

•   FT: New financial forum fails to hide deep EU-UK divisions

•   FT: Boskalis: the go-to company when you ground your ship in the Suez Canal

•   FT: Western brands caught between US and China over human rights

•   FT: ‘A big and heavy lift’: Biden plans infrastructure spending spree

•   FT: From Tokyo to Bordeaux — the future of work takes shape

•   FT: China manoeuvres near Taiwan fuel concerns of potential attack

•   FT: Blood clots and the AstraZeneca Covid vaccine: is there a link?

•   Bloomberg: Hotter U.S. Economy Risks Faster Cooldown as Biden Pushes Plan

•   Bloomberg: U.S. Commerce Head Says Metal Duties Imperfect, But Level Field

•   Bloomberg: IMF Warns of Social Unrest, Trust Erosion as Inequality Worsens

•   Bloomberg: Euro Zone’s Crunch Quarter for Crisis Recovery Is Starting

•   Bloomberg: Asia’s Surging Exports Show a World Economy Weathering Covid Headwinds

•   Bloomberg: Asian Manufacturing Is Surging on Strong Global Goods Demand

•   Bloomberg: Biden’s Top Economic, Security Aides Set Summit on Chip Shortage

•   Bloomberg: U.S. Homes Remain Affordable Despite Sharp Price Rise: Chart

•   Bloomberg: U.S.-Style Fiscal Boost Isn’t Answer for Europe, Weidmann Says

•   Bloomberg: Britain’s Slow Return to Travel at Risk in Europe’s Covid Surge

•   Bloomberg: U.S.-Saudis Discuss Energy Affordability Before OPEC+ Talks

•   Bloomberg: Iran, China and EU to Discuss a U.S. Return to Nuclear Deal

•   Bloomberg: China Slams Foreign Correspondents Club as “Illegal Organization"

•   Bloomberg: While Asia Wants a Baby Boom, Indonesia Says Enough Is Enough

•   Bloomberg: Turkey Central Bank Chief Sahap Kavcioglu Flags Tight Policy, Continuity

•   Bloomberg: Coal India’s Shipments Sink to Four-Year Low Amid Covid Crisis

•   Bloomberg: Saudi Arabia Mohammed Bin Salman Turns Sights on Local Firms for Transformation

•   Bloomberg: Why IMF Help for Poor Nations Will Benefit Rich Ones: QuickTake

•   Bloomberg: A $27 Trillion Challenge Looms as Clock Ticks on Yen Libor Shift

•   Bloomberg: Brexit Latest: EU-U.K. Financial Services Cooperation Gets a Boost

•   Bloomberg: New BOJ Board Member Signals He Won’t Push for Extra Easing Now

•   Bloomberg: White House Wants Nuclear in Clean Energy Mandate, McCarthy Says

•   Bloomberg: Auto CEOs See EV Profit Potential After Years of Discouragement

•   Bloomberg: Biden’s Rust Belt Revival Plan Risks Luring More Foreign Steel

•   Bloomberg: Toyota Quarterly U.S. Sales Jump 22% as Car Buyers Storm Back

•   Reuters: German experts say under 60s should not get second AstraZeneca vaccine

•   Reuters: White House knew of J&J vaccine contamination problems last week

•   Reuters: Exclusive: EU seeks 10 million AstraZeneca vaccines from India to meet shortfall - Indian source

•   Reuters: Exclusive: White House asks EPA to study how EVs can generate renewable fuel credits

•   Reuters: China leads global green-bond sales boom but faces headwinds

•   Reuters: U.N. special envoy tells Security Council to act to avoid 'bloodbath' in Myanmar

•   Reuters: Analysis: Poorest countries will follow a tricky path back to debt markets

•   Reuters: Ford and Mahindra to end collaboration on all projects in India

•   Reuters: Analysis: Can Joe Biden recreate the U.S. economy he grew up with?

•   CNN: 'Decades overdue.' Transportation industry cheers Biden's infrastructure plan

•   CNN: US is still in crisis -- but can grow faster than China, St. Louis Fed president says

•   CNN: Jobs in these industries are already back to pre-pandemic levels

•   CNBC: China's central bank warns of financial risks, including defaults

•   CNBC: Myanmar violence escalates. What to know

•   CNBC: U.S. working with IMF to provide $650 billion in currency aid to countries hit by pandemic

•   CNBC: The West waits for Putin’s next move as Russia-Ukraine tensions rise

•   CNBC: AstraZeneca Covid vaccine: Europe's changing rules prompts confusion

•   CNBC: Biden’s infrastructure plan will bolster the U.S. semiconductor industry, Commerce Secretary says

•   CNBC: Manufacturing boom brings more signs that inflation is building rapidly

•   CNBC: Economic boom expected in the second quarter, a boost for stocks

•   CNBC: Orsted to link a huge offshore wind farm to ‘renewable’ hydrogen production

•   MarketWatch: ‘Increasingly euphoric’ stock-market sentiment on verge of sending ‘sell’ signal

•   Fox Business: Biden corporate tax hike could hit middle-class Americans – here's how

•   SCMP: US-China relations: trade chief Katherine Tai lays out hardline approach with ‘world’s leading offender’ label

•   SCMP: Chinese coronavirus vaccines’ efficacy data ‘meets WHO requirements’

•   SCMP: China’s expat tax reform could see more than a third of American firms leave Shanghai, AmCham says

•   SCMP: G7 pressure on China over subsidies ‘doomed to fail’ even as Biden administration gathers coalition

•   SCMP: China, Asia to fill bulk of surging US demand for goods in 2021 as global trade rebounds from coronavirus, WTO says

•   Nikkei Asia: Nissan on path to cobalt-free EV batteries by mid-2020s

•   Nikkei Asia: China powers global trade boom but COVID still looms: WTO

•   Nikkei Asia: Panasonic aims to clean house with revival plan under new CEO

•   Nikkei Asia: Beijing lashes out against Japan: 'Stop slandering China'

•   Economic Times: How India can target 5 million vaccinations a day

•   Economic Times: Covid-19: More Indian cos could begin manufacturing Sputnik vaccine

•   Economic Times: Is ‘centralisation’ limiting vax drive?

•   매경(P1): 쌍용차 투자유치 실패…법정관리 수순

•   매경: 법원, 쌍용차 M&A 추진한다지만…악성 부실·고비용 구조 걸림돌

•   매경: 産銀 "법원에 일임…투자의향서 없인 지원 못해"

•   매경(P1): 여성 주린이 148만명 급증

•   매경: 1인 평균 주식보유액 7245만원…5060은 1억 이상 투자했다

•   매경: 동학개미가 좋아한 주식, 네이버·삼성SDI 첫 진입

•   매경: 국민株主 시대엔 과도한 규제 어려워…기업 불법행위도 자연스레 줄어들 것

•   매경: 한국도 이달부터 백신여권 발급

•   매경: "금감원을 행정기관 만들라" 전문가 의견 묵살한 정부

•   매경: 韓銀, 뉴스 분석해 경제심리 실시간 진단

※   한국은행: [보도참고자료] 뉴스심리지수(NSI) 시험공개

•   매경: 변양호 "기본소득 보다 '마이너스 소득세' 신설하자"

•   매경: 中·러 해커에 털리고도 6개월간 깜깜…美 사이버패권 '흔들' [글로벌 이슈 plus]

•   매경: 가상화폐 노린 북한…한국 빗썸에도 200억 요구했다

•   매경: 탈석탄 대안' LNG발전소…1호 사업은 좌초, 2~6호는 표류

•   매경: 포스코, 철강에 수소·배터리 장착…100년기업 간다

•   매경: 부도보다 무서운 실직…'직장인 파산' 늘었다

•   매경: 손웅희 로봇산업진흥원장 취임

•   한경(P1): 삼성전자 稅부담, TSMC의 2.5배

•   한경: "이러다 반도체 1등 빼앗긴다"…'세금주머니' 달고 뛰는 삼성

•   한경: '글로벌 500대 기업' 수, 中·日 늘고 한국은 줄어

•   한경(P1): 코로나 전국 재확산…부산·전주 거리두기, 4월2일 2단계로 격상

•   한경: 국토부 "공시가 급등 稅부담 보완책 마련"…선거용 립서비스?

•   한경: 은성수 금융위원장 "농지 투기 대출, 회수하라"

•   한경: "ESG가 기업이익 줄이는 '굴레' 안되게…성과지표 표준화 서둘러야"

•   한경: 485조 굴리는 '큰손' 한은, ESG 부실기업 투자 중단 검토

•   한경: 843일…최장수 경제 사령탑 홍남기 부총리, 윤증현 장관 기록 넘어서

•   한경: ESG 경영·임금 이슈에 대응…경총 조직개편

•   한경: 美 마이크론이 쏜 낸드 재편…경쟁사 SK하이닉스도 호재

•   한경: 미래차 올라탄 車부품사 자금조달 '러시'

•   한경: 소상공인 "재난지원금 생색만 낸다"

•   한경: 식당 "손님 전원 명부는 탁상행정"

•   한경: "재산등록? 범죄자 취급하나" 들끓는 공직사회

•   서경(P1): 내연車서 전기車 전환때 '인력조정' 허용 검토

•   서경: 전기차 부품·공정 확 줄지만···勞 '인력 유지' 고수땐 미래차 뒤처질 수도

•   서경(P1): 글로벌 테크기업 격전장 된 韓···구글-우버 '모빌리티 대리전'

•   서경: "韓, IT인프라 탄탄 최적의 환경"···구글-우버 '모빌리티 맞짱'

•   서경(P1): TSMC 113조·美 56조···'반도체 錢쟁' 한국은 없다

•   서경: 美 '통큰 베팅' 보란 듯 대만 '재반격'···K반도체는 투자 시계제로

•   서경: "수주량 줄인다"···가전·디스플레이도 '반도체 대란 비상 플랜'

•   서경(P1): 삼성 금융계열사 '통합 플랫폼' 만든다

•   서경(P1): 이번엔 SK 손 들어준 美 ITC

•   서경: '바이든 거부권' 기대 커진 SK···LG "특허와 영업비밀은 별개"

•   서경: '초장기' 50년물 국고채, 4월부터 매달 발행

•   서경: "한미동맹, 북핵 넘어 에너지·기후변화 대응 등으로 확장해야"

※   전경련: 전경련, 美전략국제문제연구소(CSIS)와 웨비나 개최

•   서경: 삼성 반도체 사업장 태양광 시설 도입···탄소 저감효과 UP

•   서경: 한국앤컴퍼니, 두산 출신 안종선 사장 영입

•   서경: "폴더블폰 대중화 나섰다" 삼성 '갤Z폴드2' 출고가 100만원대로 인하

•   서경: "내가 위너" 효성의 재발견···수소경제 타고 그룹시총 70% '점프'

•   서경: 로봇 프로세스 자동화 기술···대우건설, 현장에도 적용

•   서경: 노후 국가산단 5곳, 미래산업 기지로 거듭난다

•   조선(P1): [NOW] 노조 갑질 못참겠다, MZ세대 반란

•   조선: 정부, 유엔 對北제재위 자료 요청 거부

•   조선: 3주 밀린다던 아스트라 도입 앞당겨… 물량은 34만→21만명분으로 줄어

•   조선: 삼성SDI는 배터리 사업에 올인 안한다?

•   조선비즈: 국세청, 투기의혹 일반인 165명 세무조사...LH직원·국회의원 조사는 생략하나?

•   조선비즈: "임금 더 올려달라" 삼성전자 노조, 7.5% 인상안 거부, 10% 요구 추진...LG 노조도 9%인상 합의안 백지화 절차

•   조선비즈: 박주민 '내로남불'에 전·월세 전환율 규제 재조명… “시행 6개월 지났지만 효과 없어”

•   중앙: “중국 선박, 북한산 석탄 운송…간접적으로 북핵자금 대는 것”

•   중앙: ‘글로벌 500 기업’ 한국 2곳 줄었다…중국은 첫 미국 추월

•   중앙: 코스피 상장사 8곳 코스닥 41곳 상장폐지 위기

•   중앙: 3개월에 한 번씩 보너스…분기배당 늘어난다

•   중앙: ‘월성원전 자료 삭제’ 구속 공무원 2명, 보석 석방

•   동아(P1): 106세 할머니 “백신, 나 아닌 주변 위해 맞았지”

•   동아(P1): [단독]서훈, 블링컨 방한때 ‘북-중 정상회담 준비중’ 알려

•   동아: 변창흠표 공공개발, 주민 갈등 불씨로… “LH 못믿어” vs “신속 추진”

•   동아: 조지 프리드먼 “美-中, 말싸움선 동등해 보이지만… 실제 파워는 美가 中 압도”

•   동아: 올 2분기 전국 아파트 입주물량, 9년만에 최저

•   문화(P1): 유엔 “北 핵탄두 탑재 능력 갖춰… 김일성 대학선 核무기 연구 계속”

•   문화: 정의용 ‘韓·日국장급 협의’ 일방 공개… 양국 신뢰에 큰 타격

•   문화: <코로나19 충격, 新산업& 新인재로 돌파한다>친환경·자율운항 선박개발에 ‘1조 투자’… 신사업 + ESG ‘쌍끌이’

•   한국(P1): 되는 일 없는 정부... '백신도입TF'에 '자가진단 키트' 카드도 꺼냈다

•   한국: [에너지의 정치경제학] 폐금속 재사용, 자원외교만큼 중요하다

•   세계(P1): 여당 부동산 정책 선회에… 靑 “일관성 중요”

•   한겨레(P1): 3기 새도시 땅 거래 들춰보니, 편법증여·불법전매 탈세 수두룩

•   머니투데이(P1): "'이윤'에 대한 오해가 기업 규제로" 쏟아진 '반기업 정서' 우려

•   머니투데이(P1): [단독]1조 투입 한전공대…교육부 '패싱' 당했다

•   머니투데이: 권칠승 장관 "자동화가 일자리 줄이지만…늦으면 더 큰 비극"

•   머니투데이: 얀센 백신, 중앙약심 검증 문턱 넘었다

•   더벨: 팬데믹 지속에도 M&A 거래규모 예년수준 되찾았다

•   헤럴드경제(P1): LG전자 스마트폰 완전철수 결정

•   헤럴드경제: “공공재개발 겨우 피했는데”...LH사태·땅주인 동의 ‘산넘어 산’ [도심 고밀개발 후보지 선정, 그 후]

•   헤럴드경제: “내년에도 공시가격 많이 오르면 세금부담 줄일 세제보완책 필요” [도심 고밀개발 후보지 선정, 그 후]

•   헤럴드경제: 15년만에...은평구 재건축 ‘大프로젝트’ [도심 고밀개발 후보지 선정, 그 후]

•   파이낸셜뉴스(P1): 미얀마 내전 위기감.. K금융·건설'셧다운'

•   파이낸셜뉴스: 국내 친환경·ICT 기업 '후방효과'… 반덤핑 규제는 걸림돌 [바이든 2조달러 경기부양책]

•   파이낸셜뉴스: 홍남기 "전력반도체 부품 상용화" 전기차 전문정비소 3300개 확충

•   파이낸셜뉴스: 은성수 "이달 중순 가계부채 방안...50년 모기지 연구해 볼만"

•   파이낸셜뉴스: "더 가볍게 더 많이"… 수소 저장·운송기술 선점경쟁 ‘후끈’

•   파이낸셜뉴스: 서울 주택공급 확대에 지방 울상 "수도권 쏠림 더 심화될것"

•   아시아경제: "수급 꼬인 백신 풀려면 예약 기준일 12주로 늦춰야"

•   이데일리(P1): 선거 급하다고…빚 내 집사라는 정부와 여당

•   이데일리: 코로나19 회복 올 3.1% 성장…"인구절벽 韓경제 최대 악재"

※   국회예산정책처: 2021 경제전망

•   이데일리: 한·중 폴더블폰 전쟁…삼성 앞서가고 中제조사 뒤쫓는다

•   이데일리: 4월 코스피 '숨고르기'…주도주에 만들어진 매물벽

•   이데일리: 잇따른 폴더블 스마트폰 출시…수혜株는?

•   연합: 오늘도 500명대 중후반…중심집단 없이 전국서 동시다발 확산

•   연합: 기계업계도 '2050 탄소중립' 동참…공동선언 발표

•   뉴시스: 한화그룹, 김승연 회장 7년만에 복귀…신규사업에 집중

•   뉴스토마토: 중국 배터리 약진은 '테슬라 효과'…불안한 K-배터리 미래 전략은

•   일요신문: 여·야·3지대 골라골라~ ‘포스트 재보선’ 김동연 몸값 급등의 비밀

•   WNN: US scientists introduce new fusion reactor concept

•   에너지경제: [단독] 발전 5사, 작년 창사 20년만 첫 전원 순손실…모회사 한전 2조대 흑자와 대조

•   에너지경제: [단독] 일반기업 참여 REC 거래시장 내달 본격 개막…월 개장 횟수 늘어날 듯

•   For Construction Pros: Industry Responds to Biden Infrastructure Plan

•   대한경제: ‘천정부지’ 치솟는 D램價…글로벌 점유율 70% ‘코리아 반도체’ 함박웃음

•   대한경제: ‘대산임해 해수담수화’ 3년만에 본궤도

※   GS·포스코건설·두산重 ‘3파전’

•   OilPrice.com: Saudi Aramco's Falling Profits Put Vision 2030 In Jeopardy

•   OilPrice.com: The Real Ramifications Of China's LNG Deal With Qatar

•   MINING.com: How the US top coal-producing state is moving to net-zero emissions

•   MINING.com: Germany to shut down 1.5 GW of coal generation by December

•   MIT News: A robot that senses hidden objects

•   MIT News: Encouraging solar energy adoption in rural India

•   MIT News: A streamlined approach to determining thermal properties of crystalline solids and alloys

•   전자신문(P1): "2025년까지 주력 10개 업종 '디지털전환 정착'에 5조 투입"

•   전자신문: [이슈분석]5G 상용화 2주년···완벽한 5G 향한 노력 지속

•   전자신문: [이슈분석]28GHz, 5G SA 등 신기술 진화 본격화

•   전자신문: [이슈분석] ESG 체계 완비한 5대 금융지주, ESG 투자 속도

•   전자신문: [이슈분석]"세계 ESG 투자 증가세...국내 금융권 전반 대응력 높여야"

•   전자신문: '가전특수' 날개 단 삼성·LG, 1분기 어닝 서프라이즈 예고

•   DIGITIMES: Chip shortage may ease as early as 1H22, says Arm Taiwan

•   Robotics & Automation News: Yaskawa launches new Motoman industrial robot for small component processing

•   Robot Report: Optimize workflows with mobile robotics

•   Robot Report: The business case for robotics in distribution centers

•   Cobot Trends: Breakthrough robotics empowering distribution centers

•   IEEE Spectrum: Bipedal Robots Are Learning To Move With Arms as Well as Legs

•   로봇신문: 스위스 ABB, 올여름 신형 협동 로봇 2종 일본 출시

[Opinions]

•   Project Syndicate(이종화): Is the Asian Century Really Here?

•   Project Syndicate(Anne-Marie Slaughter, Samm Sacks): Changing the Face of Sino-American Relations

•   Project Syndicate(Sharon Ikeazor): A Just Climate Transition for Africa

•   Project Syndicate(Adair Turner): Food, Not Steel, Is Our Biggest Climate Challenge

•   FT(Gillian Tett): Archegos avalanche shows cracks are hidden under the surface

•   FT(Chris Giles): Banks should fear a stealth tax in a post-pandemic boom

•   FT(Simon Kuper): How to vaccinate the world

•   FT(James Max): Rich People’s Problems: Cutting the cost of grooming is a false economy

•   FT(Stephanie Butcher): Europe’s chance to lead the green technology race

•   WSJ(Editorial Board): Biden Defines Infrastructure Down

•   WSJ(Editorial Board): Here Come the Biden Taxes

•   WSJ(Kimberley A. Strassel): Corporate America’s ‘Big Lie’

•   WSJ(Peggy Noonan): Biden’s Multitrillion-Dollar Gamble

•   WSJ(Marty Makary): U.K. Vaccination Puts U.S. to Shame

•   NYT(Gail Collins): Biden and His Trillions

•   NYT(Ezra Klein): Are We Much Too Timid in the Way We Fight Covid-19?

•   NYT(Maya Goodfellow): Boris Johnson’s Government Is Built on Cruelty

•   WP(Editorial Board): Why Alexei Navalny’s hunger strike should raise alarms worldwide

•   WP(Catherine Rampell): How Biden’s tax pledge undercuts his own initiatives

•   WP(Jennifer Rubin): The galling hypocrisy of corporate America

•   WP(E.J. Dionne Jr.): Biden is transforming the nation’s political assumptions

•   WP(Paul Waldman): Republicans are so weak that they can barely fight a tax increase

•   WP(Greg Sargent): How the coming war over infrastructure will reveal even deeper divisions

•   WP(Abdul El-Sayed): Here’s why Michigan’s covid spike is so scary

•   Bloomberg(Editorial Board): Don’t Scrap the Filibuster. Mend It.

•   Bloomberg(Conor Sen): Big Spending Makes Financial Markets Matter Less

•   Bloomberg(Justin Fox): It’s Important to Be Like Ike, FDR and Maybe Joe Biden

•   Bloomberg(Noah Smith): FDR Had the Great Depression, But Biden Has Big Data

•   Bloomberg(John Authers): Gold Is Getting That Inflation Feeling Again

•   Bloomberg(Marcus Ashworth): Archegos Carries a Warning For Europe's Financial Ambitions

•   Bloomberg(Jonathan Bernstein): Five Thoughts About the Politics of Infrastructure

•   Bloomberg(Timothy L. O'Brien, Nir Kaissar): Note to Biden on Infrastructure: Be Like Ike

•   Bloomberg(Andreas Kluth): What’s Better in a Pandemic: Federalism or a Central State?

•   Bloomberg(Clara Ferreira Marques): Defusing Myanmar Requires More Than Western Sanctions

•   Bloomberg(Zev Chafets): Could This Be the Most Important Man in Israel Now?

•   Bloomberg(Timothy Kaldas): Egyptian Can-Do Helped Unclog the Suez Canal

•   CNN(Carrie Sheffield): Biden's new plan is an unfocused spending spree

•   CNN(Matthew M. Kavanagh): How to solve the mystery around Covid-19's origin

•   MarketWatch(Therese Poletti): Huge demand for memory chips remains, so what is Micron doing about it?

•   MarketWatch(Michael Brush): Top money mangers expect these green-energy companies to benefit most from Biden’s infrastructure plan

•   Reuters(Clyde Russell): Prolonged OPEC+ output cuts will confirm bearish outlook

•   매경(조환익): ESG, 기업 필요조건 넘어 충분조건 돼야

•   헤럴드경제(곽지혜): 2050년 탄소중립은재생에너지 확대로부터