Business Intelligence Monitor 210416

(Introduction)

[Markets]

•   Global: World stocks stay high, Russia’s rouble buckles under sanctions stress

•   US: U.S. Treasury Yields Fell Sharply

•   한국: 코스피 0.38% 상승 마감…외국인 사흘째 순매수

•   한국: 액면분할 '카카오' 날았다…첫날 7.6% 급등, 시총 5위로 껑충

•   한국: 두산그룹주 힘빠져, 두산중공업 오리콤 2%대 하락 두산 3%대 상승

•   Metals: Aluminium charges to near three-year high on supply concerns

•   Iron ore: Iron ore price jumps on big spread between spot cargoes and futures

•   Grains: Corn futures ease after topping $6; wheat, soybeans firm

[Indicators]

•   US Mar. Retail sales·Industrial production: U.S. Economy Ramps Up on Spending Surge, Hiring Gains

•   US Apr. NAHB housing market index: U.S. Homebuilder Confidence Increased Slightly in April

•   US Apr. Empire State·Philadelphia Fed manufacturing index: Philadelphia Manufacturing Surges, New York Strong on Optimism

•   US Weekly Jobless claims: Jobless Claims Fell to a New Pandemic Low Last Week

•   China Mar. FDI: China’s FDI inflows surge at fastest rate in 13 years during first quarter, surpassing pre-pandemic level

•   한국 기준금리: 한은, 기준금리 0.5%로 동결…"완화 기조 전환 일러"

※   한국은행: 통화정책방향(2021.4.15)

•   한국 주간 아파트 가격(부동산원): 강남 노원 재건축 단지 ‘쑥’…서울 10주만에 상승폭 키워

•   India Mar. WPI: March WPI inflation at 8-yr high; economists see it in double digits in May

•   India Weekly Employment: Fresh lockdowns push India jobless rate to over 8% in first two weeks of April: CMIE

•   Iran Mar. Oil exports: Iran Boosts Oil Exports Amid Nuclear Deal Talks

•   Turkey Benchmark rates: Turkey’s Central Bank Holds Rates After Erdogan’s Latest Shuffle

[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: Annual Covid-19 Vaccine Booster Shots Likely Needed, Pfizer CEO Says

•   WSJ: Blood Clots More Likely After Covid-19 Than After Vaccination, Study Finds

•   WSJ: CDC Identifies Small Group of Covid-19 Infections Among Fully Vaccinated Patients

•   WSJ: Jobs Creep Back in the New York Region as Covid-19 Restrictions Ease

•   WSJ: Sales Boom May Be More Than Fleeting Flurry

•   WSJ: U.S. Housing Market Is Nearly 4 Million Homes Short of Buyer Demand

•   WSJ: Afghanistan Braces for Renewed Conflict When America Departs

•   WSJ: Blinken Offers Assurances in Afghanistan, but Some Voice Skepticism About Withdrawal

•   WSJ: Islamic State Seeks Revival in Christian Countries

•   WSJ: The Dollar’s Sliding Share in Global Currency Reserves is a Red Herring

•   WSJ: TSMC Sets Up for Soaring Chip Demand

•   WSJ: Citigroup Reports Higher Earnings, Plans to Trim Consumer Businesses in Asia

•   WSJ: Bank of America Profit Doubles After It Releases Reserves for Bad Loans

•   WSJ: BlackRock Profit Jumps on Broader Pandemic Recovery

•   WSJ: Jeff Bezos Says Amazon Needs a Better Vision for Its Employees, Defends Work

•   WSJ: Read Amazon CEO Jeff Bezos’s Letter to Shareholders

•   WSJ: Electric-Vehicle Startup XPeng Bets on the Tech That Tesla Rejects

•   NYT: U.S. Imposes Stiff Sanctions on Russia, Blaming It for Major Hacking Operation

•   NYT: Biden Sanctions on Russian Debt Called a ‘First Salvo’ That Send a Message

•   NYT: Biden’s Afghan Pullout Is a Victory for Pakistan. But at What Cost?

•   NYT: Vaccines Won’t Protect Millions of Patients With Weakened Immune Systems

•   NYT: Voters Like Biden's Infrastructure Plan; Taxes Are an Issue

•   NYT: China’s Economy Is Booming. Shoppers Are Skittish Anyway.

•   WP: Russia sanctions: What are economic sanctions, and how did they become Washington’s foreign policy tool of choice?

•   WP: Spring wave of coronavirus crashes across 38 states as hospitalizations increase

•   WP: The U.S. doled out trillions in aid during the pandemic. Why wasn’t it enough to keep the lights on in Peoria? - Washington Post

•   WP: Japan bets on hydrogen to lift its ambitious carbon-neutral plans

•   WP: As Myanmar unravels after military coup, people flee cities for rural backwaters

•   WP: China’s Sinovac CoronaVac vaccine used to fight Brazil’s coronavirus outbreak

•   FT: Norway delays AstraZeneca vaccine ruling to further probe risks

•   FT: EU fund gives ‘Greece 2.0’ chance to reset economic model

•   FT: Putin’s sabre-rattling wins west’s attention and Biden summit

•   FT: Germany’s highest court strikes down Berlin rent freeze

•   FT: Talks aimed at Turkish-Greek detente trigger bickering instead

•   FT: Concerns rise about spread of coronavirus variant in London

•   FT: ‘Slow’ UK response to AstraZeneca side-effects alarms experts

•   FT: UK makes cars and whisky key targets in push for India trade deal

•   FT: MEPs back UK trade deal as efforts mount to ease Brexit tensions

•   FT: EU will struggle to shift euro clearing from London

•   FT: Sefcovic walks fine line in search for Northern Ireland breakthrough

•   FT: SNP manifesto promises fresh independence push and free dentistry

•   FT: Poll tracker: how will SNP fare in Scotland’s May elections?

•   FT: US signals new approach to war with Afghan withdrawal

•   FT: Brazil’s military police caught in debate over Covid restrictions

•   FT: China’s crackdown reaches Hong Kong classrooms: ‘It feels like there is a noose over my head’

•   FT: Hedge fund Elliott builds up multibillion-pound stake in GSK

•   FT: US oil drillers ‘dying on the vine’ on funding drought

•   FT: Iran: nuclear talks intensify domestic power struggle

•   FT: The vanishing billionaire: how Jack Ma fell foul of Xi Jinping

•   FT: China GDP: five things to watch

•   FT: Paris agreement spells ‘terminal decline’ for oil prices

•   FT: Online focus creates lockdown winners in South Korea

•   Bloomberg: Russia Shrugs Off US Sanctions as Putin Looks to Summit

•   Bloomberg: CureVac’s mRNA Covid Vaccine Looks Just in Time After J&J Snag

•   Bloomberg: Biden Confronts Decades of Union Decline in Bid to Boost Pay

•   Bloomberg: Italy Budget Deficit Target of 11.8% to Keep Economy Afloat Amid Covid

•   Bloomberg: Euro Area’s $714 Billion Boom Hope Hinges on Senior Savers

•   Bloomberg: Latin America Rebound Imperiled by Resurgent Virus, IMF Says

•   Bloomberg: Iran Demands U.S. Identify Sanctions to Be Lifted to End Impasse

•   Bloomberg: Covid Is Much Deadlier in Brazil Than India and No One Knows Why

•   Bloomberg: India’s Second Wave Gathers Pace With Record 200,000 Covid Cases

•   Bloomberg: Lula’s 2022 Bid Gets Boost as Brazil Court Drops His Convictions

•   Bloomberg: China Should Lift Birth Restrictions, Promote Savings, PBOC Says

•   Bloomberg: South Africa Central Bank Governor Still Sees Room for Accommodative Stance

•   Bloomberg: China’s Holdings of Treasuries Hit Highest Since July 2019

•   Bloomberg: Coinbase ($COIN) Gains as Cathie Wood (ARKK) Funds Make Purchases

•   Bloomberg: China’s Very Bad Bank: Inside the Huarong Debt Debacle

•   Bloomberg: China’s Digital Yuan Won’t Topple the Dollar, BOJ Official Says

•   Bloomberg: Walmart (WMT) Invests in Cruise, the GM-Backed Autonomous-Car Startup

•   Bloomberg: Huawei Improperly Helping CFO Meng Fight Extradition, U.S. Says

•   Bloomberg: China’s Record Coal Prices Turn Dangerous With Mining Deaths

•   Bloomberg: Tracking Carbon Emissions Becomes Harder When Big Oil Isn’t Involved

•   Bloomberg: New York Reaches Deal on Decommissioning Indian Point Nuclear Plant

•   Bloomberg: Biden Trade Chief Katherine Tai Says U.S. Committed to Tackling Climate Change

•   Bloomberg: Central Banking’s Green Limits Spark Legal Debate in Sweden

•   Bloomberg: The Battery-Powered Future Depends on a Few Crucial Metals

•   Reuters: Global COVID-19 vaccine supply "incredibly tight", COVAX needs funds - Gavi

•   Reuters: WHO expects decision on emergency listing for Chinese vaccines soon

•   Reuters: Economy far from central bank's goals but outlook brightening, Fed's Mester says

•   Reuters: U.S. House committee approves blueprint for Big Tech crackdown

•   Reuters: EXCLUSIVE EU agrees to sanction two companies close to Myanmar military, diplomats say

•   Reuters: Fears of vaccine exclusion as India uses digital ID, facial recognition

•   Reuters: Big business seeks unified, market-based approaches ahead of climate summit

•   Reuters: Analysis: Biden’s migrant strategy clouded by Central American graft

•   AP: US opens more distance in worldwide race against coronavirus

•   AP: EXPLAINER: What are the Iran nuclear talks all about?

•   AP: Analysis: Biden takes a risk pulling troops from Afghanistan

•   CNBC: Oil could plummet to $10 by 2050 if Paris climate goals are achieved, energy consultancy says

※   Wood Mackenzie: Action to achieve Paris climate goals will upend oil and gas prices

•   CNBC: CNBC survey shows support for infrastructure spending much less than previous stimulus

•   CNBC: EU considers ban on AI for mass surveillance, social credit scores

•   MarketWatch: Yields are sliding but U.S. economic indicators are improving. Here’s what’s driving the bond market ‘datapathy’

•   MarketWatch: Intel faces a costly and uncertain road back to glory, analyst warns of ‘pain’ ahead

•   Fox Business: Wall St made record $2.9B political contributions in 2019-2020 cycle: Here's who received donations

•   SCMP: China tried to wage ‘undeclared war’ against India through cyberattacks, New Delhi’s military chief says

•   SCMP: Xinjiang cotton ban uncertainties weigh on Chinese farmers, smaller textile firms

•   SCMP: Hong Kong-Singapore travel bubble: ‘mid-May’ target for long-awaited deal amid coronavirus pandemic

•   SCMP: Carmaker Geely enters China’s packed electric-vehicle arena with the long-range Zeekr 001

•   SCMP: China trade: B2B e-commerce booms as world looks to get back outside and resume ‘normal life’

•   SCMP: China’s company finance chiefs see business improving in 2021 as world emerges from pandemic, Deloitte survey finds

•   SCMP: China GDP: first quarter growth tipped to jump above 20 per cent following historic contraction last year

•   SCMP: China population: birth control policies should be scrapped to retain economic edge over US, says central bank

•   SCMP: Growing China human rights concerns risk curbing foreign investment needed to support economy

•   SCMP: China’s aviation capabilities stuck at ‘low-end’ as military-civil fusion weighs on innovation: official report

•   Nikkei Asia: Japan aims to supercharge interregional power grid

•   Nikkei Asia: Taiwan, climate and chips on the agenda of Suga-Biden summit

•   Nikkei Asia: Can Biden and Suga bolster ties? Two analysts explain

•   Nikkei Asia: Canceling Tokyo Olympics is an 'option,' ruling party's No. 2 says

•   Nikkei Asia: Japan to co-host COVID-19 vaccine fundraising summit in June

•   Nikkei Asia: China summons Japan's envoy to protest Fukushima water release

•   Nikkei Asia: Four more Japanese prefectures to adopt stricter virus measures

•   Nikkei Asia: How the chip shortage got so bad -- and why it's so hard to fix

•   Mainichi: BOJ cuts view on 2 areas, keeps others unchanged as recovery fragile

•   Mint: US, India to launch hydrogen task force under Strategic Energy Partnership

•   Mint: Covid-19 fourth wave: Delhi imposes weekend curfew

•   Mint: Why lockdowns rather than vaccines remain weapon of choice even in second wave

•   매경(P1): [단독] '年 90% 이자'에 불나방 투자…코인예금에 달려든 7000억

•   매경: 예금보호 안되는 코인…금융당국 우물쭈물하다 투기판 키워

•   매경: "집도, 취직도 가망없어"…MZ세대에게 믿을건 '떡상'

•   매경(P1): 6천만원 넘는 전세 신고해야

※   국토부: 「부동산거래신고법」 하위법령 개정안 입법예고

•   매경: '부동산 빅브라더' 현실화되나…"정부가 임대료 기준까지 정할라"

•   매경: 부동산 분노 확인하고도…'월 35만원' 원룸까지 전월세 신고의무

•   매경(P1): [단독] 미래에셋 1조 펀드 조성…국내외 물류센터 투자

•   매경: 미래에셋, 대체투자 재시동…물류·병원·항공 '정조준'

•   매경(P1): 씨티銀, 17년만에 한국서 소매금융 철수

•   매경: 겹규제에 수익악화…씨티銀 한국서 손들어

•   매경: 민간硏도 성장률 줄상향…한경연 3.4% LG연 4% 제시

•   매경: 삼성전자 반도체 기술선도 이어…삼성전기 'MLCC 초격차' 나선다

•   매경: 노사갈등 한국GM 7년간 무려 3조4000억 적자봤다…반도체 대란에 공장도 가동중단

•   매경: 와신상담 4년…현대차그룹, 中시장 탈환 가속

•   매경: 경총·한진칼·GS건설…잇달아 ESG委 신설

•   매경: "국민연금 대형주로 더 쏠려…시총 톱10 비중 50% 육박"

•   매경: 여의도아파트 두달새 3억 껑충…'오세훈 한강 르네상스'에 들썩

•   매경: 서울시, 한강변 50층으로 상향 추진

•   매경: [株머니 주요산업 증시기상도] 好실적 포문 열렸다…증권·화학·유통업종 주목

•   한경(P1): 문 대통령 "K반도체 벨트 만들어 초격차 유지"

•   한경: "반도체 키울 특별법 제정…R&D·시설투자 세액공제도 늘릴 것"

•   한경: 문 대통령 "기업이 고용 확대하면 정부는 모든 지원하겠다"

•   한경: 문 대통령 "방역 안정되면 과감한 소비활성화 방안 준비"

•   한경: 수주 늘어난 조선업…퇴직한 숙련인력 복귀 지원

•   한경(P1): CEO들이 뭉쳤다…"ESG는 위기 아닌 블루오션"

•   한경: CEO 난상토론…"ESG 잘하려다 적자나도 투자해주실 겁니까"

•   한경: "부담스러워도 반드시 가야할 길…'무늬만 ESG'는 가려내야"

•   한경: 머리 맞댄 국가대표 CEO들…민간 주도 'ESG 표준' 해답 찾는다

•   한경: "한국형 ESG지수 만들 때 정치·이념적 요소 배제해야"

•   한경: 카카오뱅크 이르면 7월 상장

•   한경: 시작부터 제동 걸린 '용진이형'의 청라 돔구장

•   한경: 부동산에 혼쭐난 與…당권주자 3人 "규제 완화" 한목소리

•   한경: 대통령 정책위의 반성문 "수요만 틀어막다 집값 급등"

•   한경: 中도 탄소중립…수소산업 키운다

•   한경: LG전자, 유럽 업체와 양자컴퓨팅 기술개발

•   한경: 고화질 영화 1초면 저장…기업용 SSD 양산

•   한경: "中企 대출 매달 8조원씩 늘어…경기 회복 내년이나 가능"

•   한경: "전문가의 시간 온다"…개미들 주식서 돈 빼 옮겨놓은 곳이?

•   한경: 3200 찍은 코스피…예전과 다르다

•   한경: 은성수 금융위원장 "공매도 재개는 정상화로 가는 것"

•   한경: 건설현장 위험 작업 로봇이 한다

•   서경(P1): 바이든 '투자 청구서'에···LG, 2.6조 배터리 공장 짓는다

•   서경: 바이든 '가치 동맹' 맞춰 잇따라 증설···LG 세탁기·삼성SDI도 추가 투자 검토

•   서경(P1): SK, 전기차 시장 가속페달...충전기 제조사 3,000억에 인수

•   서경: "도·농 격차 줄이자"···이통3사 농어촌 5G망 공동구축

•   서경: 오세훈發 서울 집값 상승세에 홍남기 "시장 불안 매우 우려"

•   서경: LG전자 자회사 ZKW, 협동로봇 '코봇' 생산라인에 투입

•   서경: 쪼개면 오른다?···증시 달구는 키워드 ‘분할’

•   조선(P1): “민관 네트워크 총동원, 바이든을 움직여라”

•   조선(P1): 오늘 5개 부처 개각, 총리에 김부겸 유력

•   조선(P1): 文, 내달 하순 방미… 바이든과 첫 회담

•   조선: 법정 최고금리 20%로 낮추지만… ‘대출 낭인’ 더 늘어날 우려

•   조선: 7㎏ 빠진 이재용… 다시 구치소로

•   조선: 최저임금 위원 자리 배분 놓고… 한노총·민노총 “우리가 더 많이”

•   조선: [Mint] 제품 생산부터 폐기까지 배출되는 온실가스 총량… 표기하는 기업이 늘고 있다

•   조선: [Mint] 위기 대응과 혁신, 두 마리 토끼 다 잡아야 선도 기업

•   조선: [Mint] 해외 파견·출장이 엘리트 직장인 코스? 요즘은 보내준대도 “싫다”

•   조선비즈: 삼성전자, 美 20조 투자 상반기 결정…텍사스·뉴욕 유치전 치열

•   조선비즈: "플랜트 사업부 인원 또 줄었대요"… 해외 건설 축소하는 건설업계

•   조선비즈: 글로벌 반도체 합종연횡 본격화…삼성·UMC 제휴로 소니·TSMC 맞서

•   조선비즈: 중국에서 현대차 무너지자… 동반 진출한 부품사 '곡소리'

•   조선비즈: "집값 상승, 정부 조세정책 영향" 이주열, '유동성 탓'한 청와대 정면 반박…왜?

•   중앙(P1): 2700만명 움직이는 그들…吳이어 이재명·박형준도 “독자방역”

•   동아(P1): ‘코로나 3苦’에 절규하는 청춘들

•   동아: 자영업 무너지자 알바마저 잘리는 청년들… 경제고통지수 최악

•   동아: “경력 없네요” “30대는 좀…” 66곳 중 63곳 알바 면접도 못봐

•   동아(P1): 당장 백신 부족한데… 정부는 “8월 위탁생산”

•   동아: 없던 개념 급조한 정부 “고령층 백신 다 맞으면 ‘1단계’ 집단면역”

•   동아: 한미 ‘백신 디바이드’ 촌극… 美주재원-교민들 사이 “부모님 초청, 맞고 가게 할까”

•   동아: 역대최대 수출 이끈 반도체, 中 비중이 40%

•   국민(P1): 중앙은행 비판에도 제도권 든 암호화폐

•   국민(P1): “북한 인권 증진 방해”…美, 대북전단법 압박

•   서울: 불가능은 없다, 드론씨와 함께라면

•   머니투데이(P1): 카카오 모델 '경고등' 켜졌나, 터져 나오는 플랫폼 갈등

•   머니투데이: 카카오 계열사수 105개로 '국내 2위'…재벌 뺨때리는 무한확장

•   머니투데이: "타다 막았더니 카카오에 먹힌다" 플랫폼 먹이된 택시기사들

•   머니투데이: 30조원 평가 카뱅, 혁신보다 규제 특혜 값?

•   머니투데이: 공정위, 카카오T 이르면 올해 결론...‘플랫폼 갑질’ 법으로 막는다

•   머니투데이: [단독]경총 만난 野 '다중대표소송' 고친다…'완전자회사'만 허용

•   머니투데이: "해외서 해봤다" 한전, 해상풍력 노하우 국내기업과 나눈다

•   머니투데이: 네이버도 반한 '로봇치킨'…반죽부터 튀김까지 알아서 '뚝딱'

•   더벨: 두산, 英 수소 생산공장 구축사업 참여

•   더벨: 두산은 왜 '퓨얼셀'을 끝내 놓지 않았나

•   더벨: 힘 실리는 두산퓨얼셀, 임원진 확대

•   헤럴드경제(P1): 삼성 평택 ‘파운드리 생산라인’ 6월 조기가동

•   헤럴드경제: ‘새벽배송’도 늦다 이젠 ‘1시간배송’...라스트마일, 속도가 생명

•   헤럴드경제: 확장일로 배달시장...일자리 늘고 로봇까지 투입

•   헤럴드경제: “중대재해처벌법 등은 과잉 규제” [재계 ‘이젠 규제 족쇄 풀자’ 한목소리]

•   헤럴드경제: ‘시중금리+α’...자금, 국내채권형 펀드로

•   파이낸셜뉴스(P1): 회생이냐, 파산이냐.. 쌍용차 M&A에 희망

•   파이낸셜뉴스: “반도체 기옥시아 지분 탐나서” 美·英 투자사 ‘도시바 쟁탈전’ [도쿄리포트]

•   이데일리(P1): [단독]공장 화재보험료 1년새 5배 '껑충'…'기업들 어쩌나'

•   이데일리: 유통가는 보상세일, 소비자는 보복소비…식당가·명품관 긴 줄

•   이데일리: 살아난 소비심리에 투심도 '뿜뿜'…"유통주 당분간 더 간다"

•   이데일리: "'보복소비'는 남일"…중저가 브랜드·지방 유통업체 '울상'

•   연합: 사흘째 700명 안팎 예상…4차 유행 우려속 거리두기 조정 어떻게

•   뉴스1: [단독]LG 신제품 TV인데…삼성도 'QNED' 상표권 확보

•   뉴스토마토: LG, 애플과 손잡나…마그나의 이유있는 '깜짝' 선언

•   아주경제: ​한화・SK・두산그룹, 부정적 등급전망 기업 다수 포진

•   더구루: 두산밥캣, AI 기술 접목…제조과정 정확성·효율성↑

•   이뉴스투데이: [단독] 연료전지 거래량 태양광 앞섰다…“정부 지원 정책 실효성 의문”

•   채널예스: 기업인 박용만 "공감하지 못하면 배려가 된다"

•   reNews: Nordex books 1.2GW of wind orders in Q1 2021

•   에너지경제: 정부, RPS 경쟁입찰 투명성 논란에 '룰' 개편…사업내역서 평가 배점 세분화

•   에너지경제: 에너지 차관 신설, 與 4·7선거 참패 영향받나…6개월째 '헛바퀴'

•   에너지경제: 산업부, 친환경 수송용 연료 개발 나서…‘e-fuel’ 논의 본격화

•   전기신문: (차세대 원전 SMR 톺아보기) 시장 패권 두고 세계 각국 ‘속도전’…두산 발빠른 대응

•   KHL: Covid threatens construction’s recovery in India

•   Equipment Journal: Cat’s 815 soil compactor cuts costs with new tech

•   Equipment World: Kobelco to lay off 75% of workers at excavator plant | Equipment World

•   Construction Equipment: AEM Releases "ReBuild With Purpose" Infra. Report

※   AEM: AEM Announces Commitment to Transformational Investment in U.S. Infrastructure

•   For Construction Pros: Democratic Senator Says the Future of Infrastructure Investment is User Fees

•   대한경제: 올 들어 상장사 사명변경 33건…부실기업 '주의'

•   대한경제: 지난해 보급용량만 1.1GW…급증하던 건물 위 태양광 사업 제동 걸리나

•   OilPrice.com: Will Russia’s Oil Production Ever Return To Record Highs?

•   OilPrice.com: The Permian Will Never Face A Pipeline Shortage Again

•   OilPrice.com: U.S. Refiners Are Desperate For A Gasoline Demand Boom

•   OilPrice.com: Are Car Giants Right To Bet On The EV Revolution?

•   MIT News: A method to assess Covid-19 transmission risks in indoor settings

•   전자신문: [이슈분석]5G 디지털 격차 해소·망 구축비용 절감 위해 이통사 '의기투합'

•   전자신문: [이슈분석]5G 공동이용 제안부터 계획 수립까지

•   ZDNet Korea: '화웨이 안녕~'...비보 vs 오포, 中 스마트폰 1위 다툼 치열

•   Phone Arena: Apple iPhone manufacturer seeks return to normalcy after night shift destroys millions in equipment

•   DIGITIMES: China PCB maker Shennan facing headwinds

•   DIGITIMES: Notebook PCB makers to enjoy strong 1H21

•   DIGITIMES: TSMC suspends part of mature-node chip production due to power outage

•   DIGITIMES: ICs play bigger role in Taiwan exports

•   Robotics & Automation News: Cleveron unveils new unmanned semi-autonomous last mile delivery vehicle

•   Robotics Tomorrow: Grasping Static Electricity for Revolutionary Robotics - Nike-backed Start-up Automates the Impossible

•   로봇신문: 2026년 전세계 클라우드 로보틱스 시장, 275억 달러

•   로봇신문: '2021 로봇플러스 세미나'(2021 반도체 산업 전망과 주요 이슈)

[Opinions]

•   Project Syndicate(Gordon Brown et al): The G7 Must Act to Vaccinate the World

•   Project Syndicate(Alan J. Auerbach): A Commonsense Corporate Tax

•   Project Syndicate(Mariana Mazzucato): Build Back the State

•   Project Syndicate(Melvyn B. Krauss): The Macron Factor by Melvyn B. Krauss

•   FT(Editorial Board): Toshiba takeover tests corporate Japan

•   FT(Philip Stephens): Biden will not change Putin but is right to talk to him

•   FT(Gillian Tett): Wall Street banks are pulling ahead of the Europeans again

•   FT(Martin Sandbu): Building back better must address regional inequality

•   FT(Chris Giles): To save the planet, focus on corporate-tax free riders

•   FT(John Thornhill): Flying cars finally prepare for take-off

•   FT(Simon Kuper): Forget identity politics: economics is what matters now

•   FT(Michael Stott): Populism’s ride to victory in Peru spells trouble for Latin America

•   FT(Anjli Raval): Oil companies are now a more complex foe for environmentalists

•   WSJ(Editorial Board): Down With Big Business, Again

•   WSJ(Editorial Board): Biden’s Strange New ‘Bipartisanship’

•   WSJ(Editorial Board): A Climate Back Door to Watch

•   WSJ(Sadanand Dhume): Is India Still a Democracy? The Answer Isn’t So Clear

•   WSJ(Jeffrey Sonnenfeld): CEOs Lead America’s New Great Awakening

•   NYT(Michael Friedrich): Affordable Housing Forever

•   WP(Editorial Board): Everyone should pay the taxes they owe. Could there be bipartisan agreement on this?

•   WP(Editorial Board): Biden sanctions Russia — but pulls punches. Putin will not be deterred.

•   WP(Catherine Rampell): The GOP settles on a nonsense corporate tax argument to oppose Biden’s infrastructure plan

•   WP(Jennifer Rubin): Biden is finally pivoting foreign policy to bigger threats

•   WP(Jennifer Rubin): Polling shows Biden is winning — and that Republicans should be nervous

•   WP(Marc A. Thiessen): Biden is making an al-Qaeda mastermind’s prophecy come true

•   WP(Greg Sargent): Why Democrats shouldn’t sweat GOP attacks on Biden’s jobs plan

•   WP(Michael Gerson): Healthy and refusing a covid vaccine? Shame on you.

•   WP(Asli Aydintasbas): Erdogan’s insane canal project is set to trigger the biggest fight in Turkish politics

•   WP(Bernie Sanders, Ro Khanna): Withdrawing from Afghanistan is the right decision

•   WP(James Waller): Why the hope for peace is waning in Northern Ireland

•   Bloomberg(Daniel Moss): Turkey's Erdogan Is Made to Wait for Cherished Rate Cut

•   Bloomberg(Conor Sen): Labor, Not Lumber, Will Drive Inflation

•   Bloomberg(Justin Fox): Are Millennials Finally Ready to Binge on Housing?

•   Bloomberg(Brian Chappatta): What’s Behind the Big Bond Rally? It’s Counterintuitive.

•   Bloomberg(Shuli Ren): Why Didn’t Wall Street See Archegos and China Huarong Coming?

•   Bloomberg(Timothy L. O'Brien): Are You Really Going to Fight for Voting Rights, Corporate America?

•   Bloomberg(Clara Ferreira Marques): Vladimir Putin Is Tempting Fate

•   Bloomberg(Bobby Ghosh): Biden’s Afghanistan Withdrawal Is a Blow for China

•   Bloomberg(Tim Culpan): TSMC Is On Fire. Just Beware of the Flames

•   Bloomberg(Tae Kim): Microsoft's Runner-Up Prize? Multitrillions in Value.

•   Bloomberg(Lisa Abramowicz): $877 Billion in Checks Won’t Automatically Fuel Inflation

•   CNN(Frida Ghitis): Putin and Biden are circling each other warily (opinion)

•   CNN(Kent Sepkowitz): The mystery of Michigan's overwhelming Covid surge

•   CNN(Mark Hertling): Biden made the right call on Afghanistan (opinion)

•   CNBC(Daniel Yergin): Supply chain slowdown hits at key pillars of economy and will likely get worse

•   MarketWatch(Barry Eichengreen): How Big Tech’s disruption of finance is a threat to us all

•   MarketWatch(Michael Brush): Here are the big ESG mega trends across the world, and the best stocks that fit the bill

•   Fox News(David Bossie): Biden the green radical – 'infrastructure' spending binge tells you this about who's in charge

•   Fox News(Cynthia Lummis): Stop Dems' spending binge – here's how US can address its deficit now

•   Reuters(John Kemp): Oil prices find new equilibrium

•   조선(김승범): 5년 정권이 흔든 에너지 미래

•   아시아경제(정동욱): 탄소중립 위한 RE100의 오해와 진실