Business Intelligence Monitor 210504

(Introduction)

[Markets]

•   Global: Stocks gain as investors eye economic recovery, gold shines

※   MSCI's all-country world index gains, off record peak

※   German yields hit highest since March 2020

※   UK, Chinese, Japanese markets closed for holidays

•   한국: 공매도 재개 첫날 코스닥 '쇼크', 코스피는 큰 영향 없어

•   한국: 공매도 표적된 바이오…셀트리온 3형제·신풍제약 급락

•   한국: 삼성생명 '상속 효과'에 장중 52주 신고가

•   한국: 두산그룹주 약세, 두산퓨얼셀 10%대 두산중공업 8%대 급락

•   Grains: Corn hits 8-year high on tight supply, unfavorable dryness in Brazil

•   Cryptocurrency: Ethereum breaks past $3,000 to quadruple in value in 2021

[Indicators]

•   Asia Apr. Manufacturing PMI: Asia Manufacturing Powers Ahead, Even as China PMI Cools

•   US Mar. Construction spending: U.S. construction spending rebounds less than expected in March

•   US Apr. Manufacturing PMI(ISM): Supply chain bottlenecks amid roaring demand slow U.S. manufacturing

•   Eurozone Apr. Manufacturing PMI(final): Booming factories and resurgent retail fuel hopes for eurozone recovery

•   Germany Mar. Retail sales: German retail sales jump in March as lockdown measures ease

•   한국 4월 신용대출 잔액: 공모청약 '빚투' 때문에…지난달 신용대출 6.8조 급증

•   India Q1 Home sales: Virus resurgence slows home sales

•   India Apr. Employment: India’s virus surge leaves another 7 million people jobless

•   Brazil Apr. Manufacturing PMI: Brazil manufacturing PMI falls to 10-month low in April -IHS Markit

•   Turkey Apr. CPI: Turkish Inflation Rose for a Seventh Month Amid Lira Slide

[Trackers]

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

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   CNBC: Covid-19 cases, deaths, and vaccinations

•   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

•   Bloomberg: The Covid Resilience Ranking

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Next Generation of Covid-19 Vaccines Could Be Pill or Spray

•   WSJ: New York, New Jersey Lift Covid-19 Capacity Limits on Businesses

•   WSJ: Moderna to Deliver Covid-19 Vaccine to Hard-Hit Developing World

•   WSJ: Covid-19 Vaccinations Are Slowing, So Officials Target Markets, Schools

•   WSJ: Treasury Expects to Borrow $1.3 Trillion Over Second Half of Fiscal 2021

•   WSJ: Powell Says Low-Income Lending Rules Should Apply to All Firms Offering Consumer Credit

•   WSJ: New York Fed’s John Williams Says Fed Far From Achieving Job, Inflation Goals

•   WSJ: Private Effort to Aid Launch of Fed Digital Dollar Accelerates Work

•   WSJ: Yellen to Appoint Senior Fed Official to Run Top Bank Regulator

•   WSJ: EPA Proposes Rules to Curb Coolant Emissions From Air Conditioners and Refrigerators

•   WSJ: Bidenomics Takes Root in Europe’s Economically Fragile South

•   WSJ: Asia’s Lopsided Economic Booms Store Problems for the Future

•   WSJ: Auto Makers Retreat From 50 Years of ‘Just in Time’ Manufacturing

•   WSJ: Some Countries Threaten Citizens With Jail if They Return From India

•   WSJ: Brazil Defends Decision to Reject Russia’s Covid-19 Vaccine, Citing Safety and Efficacy

•   WSJ: What We Know About India’s Covid-19 Variant B.1.617

•   WSJ: Lumber Prices Break New Records, Adding Heat to Home Prices

•   WSJ: Record Share of Companies Are Beating Earnings Estimates

•   WSJ: Berkshire Chooses Greg Abel as Warren Buffett’s Successor in CEO Role

•   WSJ: Warren Buffett Says Bad Leaders Pose Biggest Risk to Companies

•   WSJ: Fidelity Halves Its Ant Group Valuation After Beijing’s Clampdown

•   WSJ: Apple and ‘Fortnite’ Maker Epic Games Trade Arguments Over App Store

•   WSJ: Apple Has Two Trillion Reasons to Fight for the App Store

•   WSJ: Verizon to Sell Yahoo, AOL for $5 Billion to Apollo

•   WSJ: Dell Reaches Deal to Sell Boomi to TPG, Francisco Partners

•   WSJ: Bill and Melinda Gates to End Marriage

•   NYT: Reaching ‘Herd Immunity’ Is Unlikely in the U.S., Experts Now Believe

•   NYT: The F.D.A. is set to authorize the Pfizer-BioNTech vaccine for those 12-15 years old by early next week.

•   NYT: Widespread Commodity Shortages Raise Inflation Fears

•   NYT: Deaths Mount at an Indian Hospital After Oxygen Runs Out

•   WP: Biden to lift refugee cap to 62,500

•   WP: E.U. proposal would allow vaccinated American tourists by the end of June

•   FT: Germany to loosen Covid restrictions for vaccinated people

•   FT: Covid vaccines spur global fight over intellectual property

•   FT: Denmark drops J&J Covid vaccine over blood clot concerns

•   FT: France’s Les Républicains in turmoil over election ‘betrayal’

•   FT: Europe to crank up regulatory pressure on China

•   FT: Europe’s largest banks plan joint attack on US payments giants

•   FT: Brussels signals flexibility on post-Brexit rules for N Ireland

•   FT: Johnson optimistic but cautious on reopening foreign travel

•   FT: Pro-UK parties fight for second place in Scotland

•   FT: The protectionist president who’s good for trade — for now

•   FT: EU and India set to revive talks on trade deal

•   FT: Collapsing yields on risky US debt test investors’ limits

•   FT: Dollar under pressure as investors turn optimistic on growth

•   FT: Broad commodities price boom amplifies ‘supercycle’ talk

•   FT: Credit Suisse made just $17.5m in Archegos fees in year before $5.4bn losses

•   FT: LME nears verdict on Ring closure after trader uproar

•   FT: Most big investors sceptical over oil majors’ green ambitions

•   FT: Japan’s ambitious carbon target sparks bureaucratic panic

•   FT: Climate change: Australia wrestles with its coal mining dilemma

•   Times: BP seeking second wind off Scotland

•   Bloomberg: Biden Open to Options on Spending as Congress Takes Over

•   Bloomberg: White House Backs Pfizer’s Move to Begin Vaccine Exports

•   Bloomberg: Fed Rate Dips to Lowest in a Year, Fueling Debate About Tweaks

•   Bloomberg: Europe Is Casting Aside Double-Dip Slump as Growth Restarts

•   Bloomberg: Macron to Fine-Tune Stimulus Six Months Before French Elections

•   Bloomberg: Scottish Independence: U.K.'s Future May Be in Hands of Rebel Youth

•   Bloomberg: It’s Not Just India. New Virus Waves Deluge Developing Countries

•   Bloomberg: Modi Resists Pressure to Lock Down India as Virus Deaths Rise

•   Bloomberg: Philippines’ Duterte Says China Still a Benefactor Amid Tensions

•   Bloomberg: Argentina Wealth Tax Fought by the Rich Raises $2.4 Billion

•   Bloomberg: Latin American Cargo Hits Snags Amid U.S. Port Backlog

•   Bloomberg: A Summer of Sold-Out Ships Awaits as Sea Cargo Chaos Intensifies

•   Bloomberg: S. Africa Virus Resurgence May Be Cut by Previous Infection Rate

•   Bloomberg: IMF Sees Saudi Non-Oil Growth Rebounding as Economy Recovers

•   Bloomberg: India Due to Receive 220 Million Serum Shots in Coming Months

•   Bloomberg: Iraq Sees Steady Oil Prices and Considers Buying Exxon Stake

•   Bloomberg: Chipmaker Drop Clashes With Transport Stocks as Market Signals

•   Bloomberg: Corporate America Rides Wave of Inflation to Record Profits

•   Bloomberg: Amazon, Facebook Lobby Groups Urge Digital-Tax End, OECD Deal

•   Bloomberg: Ford’s German Plants Face Lengthy Outages on Chip Shortage

•   Bloomberg: Kroger Joins Drone Delivery Race With Pilot From Ohio Store

•   Bloomberg: Intel to Invest $3.5 Billion to Upgrade New Mexico Site

•   Reuters: EXCLUSIVE Novavax plans to ship COVID-19 vaccines to Europe from late 2021 - EU source

•   Reuters: India's vaccinations plummet as coronavirus infections soar

•   Reuters: WHO seeks to fill COVID-19 vaccine gap left by India suspending exports

•   Reuters: WHO seeks to fill COVID-19 vaccine gap left by India suspending exports

•   Reuters: Brazil looks to new Pfizer contract to speed up vaccinations

•   Reuters: OPEC's share of Indian oil imports plunges to two decade low - trade

•   Reuters: EXCLUSIVE Tesla, under scrutiny in China, steps up engagement with regulators

•   Reuters: EXCLUSIVE Ford, BMW lead $130 mln investing round in solid-state battery startup

•   Reuters: U.S. approves massive solar project in California desert

•   Reuters: Analysis: Biden, Powell paddling in same direction on policy front

•   Reuters: Analysis: Virus, poverty and vaccines: Argentina's Peronists face storm in election year

•   Reuters: Analysis: Prospects fading, Turkey hopes lockdown rescues tourism season

•   AP: AP FACT CHECK: Biden overstates how many Americans immunized

•   AP: EXPLAINER: COVID-19, far-right are top themes in Madrid vote

•   CNN: The economy is finally booming, but millions of Americans can't feel it -- yet

•   CNBC: WHO is closely monitoring 10 Covid variants as virus mutates around the world

•   CNBC: Why investors should ignore the old Wall Street adage ‘Sell in May’

•   CNBC: How Biden’s real estate tax plan may hit smaller property investors

•   CNBC: Fed's Barkin sees higher inflation this year, but a reversal in 2022

•   CNBC: Wealthy may face up to 61% tax rate on inherited wealth under Biden plan

•   CNBC: Energy lags in April. What traders are watching in 2021’s top sector

•   CNBC: What small business financial help is available during Covid recovery

•   CNBC: India's Covid crisis: Charts show the severity of the second wave

•   CNBC: Paris climate accord leaders: What we do between now and 2030 will impact life on Earth for hundreds of years

•   MarketWatch: The stock market is ‘inching toward euphoria’, warn analysts at BofA

•   SCMP: China population: coronavirus pandemic fuels decline in migrant labourers amid fears about ageing workforce

•   SCMP: China-Australia relations: ripping up Chinese firm’s Darwin Port lease could cost Canberra

•   SCMP: The back room calculations adding up to China’s next envoy to the US

•   SCMP: Official Chinese social media accounts forced to delete posts mocking India’s Covid-19 death toll

•   Nikkei Asia: Japan scientists urge use of PCR tests to detect COVID superspreaders

•   Nikkei Asia: Japan devises first homegrown PCR tests for Indian COVID strain

•   Nikkei Asia: Asian startups jump into developing vaccine passports

•   Nikkei Asia: China and Russia's authoritarian challenge hangs over G-7 meeting

•   Nikkei Asia: Japan urges strategic companies to appoint 'economic security chief'

•   Nikkei Asia: Japanese companies ditch Chinese drones over security concerns

•   Nikkei Asia: COVID purgatory: Variants and other risks complicate Asia's escape

•   매경(P1): 상하이 상점 2만곳 "디지털위안화 받아요"

•   매경: "북핵보다 위협적"…美 긴장하는 中 디지털위안화가 뭐길래

•   매경: 검은거래 차단 쉬워지지만…감시 수단으로 악용될수도

•   매경: 韓銀 "디지털화폐 급하지 않아"…전문가 "골든타임 놓칠수도"

•   매경: "디지털화폐가 가상화폐 대체"…"비트코인, 금처럼 계속 거래"

•   매경: 시중銀, 미술품 소유권 쪼개팔고 '코인 금고' 서비스

•   매경: 청춘들의 '대출 돌려막기'…3곳이상 빚진 20대 급증

•   매경: [세종 인사이드] 정부에 할말 다하는 KDI…원장 없을때 존재감 과시?

•   매경: 가상화폐 석학'의 경고…"기술 발전없이 코인값만 뛰면 거품 곧 꺼진다"

•   매경: "美 최저세율 도입땐 韓 5조 타격"

※   한국경제연구원: 하반기 국제조세체계 개편, 기업 세부담 가중 우려

•   매경: '동박 1위' 솔루스첨단소재…룩셈부르크 공장 설비 증설

•   매경: 이재용, 상속세 납부 위해 삼성 계열사주식 법원 공탁

•   매경: 중국 폴더블 시장 접수한 한국 투명 필름

•   매경: "한국 배터리 중국에 역전당했다"…점유율 7%P 급락

•   매경: "수출규제 피하자" 韓생산 늘리는 日기업들

•   매경: "생존까지 위협" 르노삼성, 노조 파업에 부분 직장폐쇄 '맞불'

•   매경: 셀트리온, 코로나19 자가검사 키트 조건부 허가받아

•   매경: 상계주공 2.6억 껑충…재건축 시동건 노원 '들썩'

•   매경TV: 두산중공업, 이번에는 인도 자회사에 '턴어라운드' 발목 잡혀…코로나19 확진자 속출로 5년 연속 '적자늪' 못 벗어날 듯

•   한경(P1): 서울시, 남산·한강변 등 50년 넘은 '높이 규제' 푼다

•   한경: "수출규제 우회해 韓서 만들자"…日 반도체소재 기업 몰려온다

•   한경: "내 주식 공매도에 쓸라"…'주식 대여' 앞다퉈 해지

•   한경: 믿을 건 실적株…"공매도發 조정을 저가매수 기회로"

•   한경: 지주사의 재발견…"저평가·신성장 동력 매력"

•   한경: '포스트 팬데믹' 유망 대체자산…세계 투자大家들에게 듣는다

•   한경: "기업 경쟁력, 인재에 달렸다"…S급 인재 유치전 후끈

•   한경: '보복 소비' 터지자…해운운임 역대 최고치

•   서경(P1): 韓 탈원전 강행 때, 美는 원전 90% 수명연장

•   서경: 佛·英 이어 日도 원전 확대···롤모델 獨은 '에너지 섬' 韓과 달라

•   서경: "탈원전·탄소중립 둘다 좇는 건 허상"

•   서경: 60년 키운 원전인력 버리고···'신재생 8만 양병' 외치는 정부

•   서경: 수소차 앞서지만 선박·드론은 열악···"UAM 특별법 서둘러야"

•   서경: '수소 충전소 = 안전' 적극 알리고 인센티브 병행을

•   서경: "수소가 미래다"...현대차 '모빌리티 동맹' 가속·SK 18조 '베팅'

•   서경: "수소연료전지 부품, 수입의존 높아...무역분쟁에 취약"

•   서경: 해외선 수소 스타트업 급증...유니콘 꿈꾼다

•   서경(P1): 4년 새 4억 껑충···서울 서민 아파트도 8억

•   서경: [세종시돋보기] '하반기 경제정책방향' 앞당긴 홍남기···술렁이는 기재부

•   서경: 부동산 규제 풀자는 송영길, 親文과 충돌하나

•   서경: 스마트폰 접은 LG전자 "전장 합작법인 4년내 매출 2조"

•   조선(P1): 즉석밥·맥주값도 뛴다, 원자재發 인플레 조짐

•   조선(P1): 65~74세 27일부터 아스트라 백신 접종

•   조선: 전국 곳곳서 “화이자 동났다” “아스트라 아슬아슬”

•   조선: 국립의료원 “70%가 백신 맞아도 집단면역 어렵다”

•   조선: 文대통령 “계획 이상으로 백신 접종 원활”… 정은경은 “송구”

•   조선: AZ 접종 3명 중환자실행… 경찰 “병력 언급말라” 입단속

•   조선: 런던서 만난 한미 외교장관, 백신·쿼드 협력 논의

•   조선: 갤럭시 폴드·플립3 어떻게 나올지 다 안다… 유출됐으니까

※   SamMobile: Massive leak confirms new details about the Galaxy Z Flip 3

•   조선: [단독] 오세훈, 서울시 조직도에서 ‘도시 재생’ 지운다

•   조선비즈: 난징공장 투자한다는 TSMC에 견제구 날린 中…삼성전자에는 기회

•   조선비즈: 수장 교체·조직 통합·M&A까지…車 전장 재정비 나선 삼성

•   조선비즈: ‘8만 전자’ 갇힌 이유 있었네… 외국인 4월 한 달 삼성전자 가장 많이 팔았다

•   조선비즈: 삼성 상속 마무리됐지만… ‘이재용 체제’는 첩첩산중

•   조선비즈: ‘코로나 번아웃’ 가장 심한 한국…10명 중 6명 “지친다”

•   IT조선: 바이든·스가 반도체 공급망 동맹…유럽도 자립 속도

•   중앙: [현장에서] ‘4월 안에 300만명’ 목표 목맨 정부, 2차분 백신 당겨 써 접종 뒤죽박죽

•   중앙: [단독]5월9일 자정? 10일 자정? 아무도 모르는 文 퇴임날짜

•   중앙: 스마트폰, 이유있는 보랏빛 대결

•   동아(P1): ‘한국의 40대’ 월소득 468만원에 자산 4억… 44%가 무주택

※   하나은행: 100년 행복연구센터 ‘대한민국 40대가 사는 법 –4대 인생과제편-’ 발간

•   동아: 국내 화이자 2차접종 50명, 100% 항체 생겨

•   동아: 예비명단 위한 ‘백신 노쇼’ 알림 앱 나온다

•   동아: [단독]中서 美직행 화물기 모자라… 한국서 ‘환승 배송’

•   문화: 내수 살아나면 수출 줄여야 하는…‘전기차 딜레마’

•   문화: 5G폰 4위 밀린 삼성… 폴더블·중저가 폰으로 반격

•   문화: 중소기업에도 ‘ESG 경영’ 불똥

•   국민(P1): 코로나가 빚은 고통… 단기 알바도 재택 초과근무도 늘었다

•   세계(P1): "마지막 남은 계층 사다리"…가상화폐 매달리는 2030

•   한겨레: 삼성가 1~4위 독점…상속이 바꾼 주식 부자 판도

•   머니투데이(P1): 車반도체 쇼크에도…현대차·기아, 해외서 오히려 잘팔렸다

•   머니투데이(P1): [단독]공정위, '민간입찰 담합' 정조준···전담 조사팀 만든다

•   머니투데이(P1): [단독]GTX '반경 40km' 기준 손 본다…평택·춘천 연장 길 열리나

•   머니투데이: "기름값 80불 간다"…'적자' 에너지공기업들, 올해는 흑자?

•   머니투데이: "이젠 거의 자포자기"....경기회복? 자영업 체감경기 더 나빠졌다

•   머니투데이: "두산퓨얼셀의 수소연료전지, 세계 선박시장 변화 주도할 것"

•   더벨: [단독] LG전자, 폭스콘에 스마트폰 생산장비 92대 매각

•   더벨: 두산밥캣, 두산重 구조조정 키 플레이어 재차 입증

•   더벨: 시련의 두산중공업, 사회(S)부문 'A+' 배경은

•   헤럴드경제(P1): [단독] LG전자 ‘배터리 분리막’ LG화학으로 넘긴다

•   헤럴드경제(P1): 당국 엄포 비웃듯...가상자산 시총 다시 급등세

•   헤럴드경제(P1): 부동산·세제·가상자산...비틀거리는 ‘정부 정책’

•   헤럴드경제: 與, 부동산정책 ‘갈지자 행보’...정부·민간 “신속결정” 아우성

•   헤럴드경제: 표 눈치보는 세제...가상화폐 과세도 ‘오락가락’

•   헤럴드경제(P1): “불법 공매도, 최고한도 제재”…금융위, 시장교란 적극 대처

•   헤럴드경제: 해외 투자·고용 속도 올리는 ‘반도체 빅2’...시동도 못 건 한국

•   헤럴드경제: 세금폭탄 그늘...제 값 못하는 ‘스톡옵션’

•   파이낸셜뉴스(P1): 국경 넘은 K유니콘 제2 벤처붐 이끈다

•   파이낸셜뉴스: 개척자금 3억·특별보증 100억 지원.. 정부, 될성부른 ‘K-유니콘’ 키운다 [한국경제 성장동력 'K-유니콘']

•   파이낸셜뉴스: 글로벌 VC 투자·대기업 동맹… ‘유니콘 육성’ 생태계 커졌다 [한국경제 성장동력 'K-유니콘']

•   파이낸셜뉴스(P1): 나라 먹거리 배터리 2명이 챙긴다

•   파이낸셜뉴스(P1): 최태원 ESG 승부수… 해외에 3000억 투자

•   파이낸셜뉴스: 공정위, 불공정 하도급거래 들여다본다

•   파이낸셜뉴스: 쿠팡이 쏘아올린'대기업 총수'지정 논란… 與도 개선 목소리

•   파이낸셜뉴스: 이달 발표되는 LH 혁신안… 컨트롤타워 은근슬쩍 국토부로?

•   파이낸셜뉴스: 아세안+3 회원국, 위기때 외화유동성 서로 돕는다

•   아시아경제(P1): [속수무책 기술유출]美 첨단산업 견제에 궁지 몰린 中…韓 기술 호시탐탐

•   아시아경제(P1): '슈퍼사이클' 들어섰나…세계 1분기 반도체 매출 역대 최대

※   SIA: Q1 Global Semiconductor Sales Increase 3.6% Over Previous Quarter

•   아시아경제(P1): 두 달 앞둔 52시간제…"5인 미만 사업장으로 쪼개기할 판"

•   아시아경제: 스타트업부터 뿌리기업까지 '주 52시간제 유예' 아우성

•   디지털타임스(P1): 요동치는 글로벌 산업재편, 합작·제휴 줄잇는다

•   이데일리: 수출·투자·소비 위한 수입 급증세..'경기회복' 속도 빨라진다

•   이데일리: '반도체 부족' 완성車, 4월까진 버텼다‥ 5월 `마른수건 짜기`

•   이데일리: 판 커지는 美 ESS 시장, 삼성SDI·LG엔솔 공략 가속

•   이데일리: '넥스트 소재' 놓고 심화되는 '배터리 삼형제의 난'…투자 전략은?

•   연합: 오늘 500명대 예상…가족모임·변이 바이러스 재확산 변수 우려

•   뉴시스: 하이투자證 "두산, 재무구조 개선에 불확실성 해소"

•   뉴스토마토: (화재의배터리①)한국 배터리는 왜 자주 불이날까

•   뉴스토마토: (화재의배터리②)'미궁' 속 화재 원인…규명 왜 어렵나

•   뉴스토마토: (화재의 배터리③)'불안·불신'이 '안심'으로 바뀌려면

•   이투데이: 다시 날개 펴는 두산건설, 10대 건설사 재진입 ‘눈앞’

•   이뉴스투데이: [단독] 정부가 밀어주는 신재생 ‘태양광’, 이용률은 ‘밑바닥’

•   아시아타임즈: [단독] "LG 윙, 5만원만 내세요"…LG전자 매장서 '폭탄 보조금'

•   영남일보: 대구서 규제 벽 깨는 '이동식 협동로봇'

•   에너지경제: "탄소중립은 원전 포함 에너지믹스로 접근할 때 가능한 일"

•   에너지경제: RPS 계약 입찰 소형태양광 우대 크게 줄었다…"입찰 차별화 전략 필요"

•   에너지경제: "글로벌 탄소중립 계획에도 올해 배출량 소폭 감소에 그칠 듯"

•   이투뉴스: [긴급좌담회] ESS, 이대로 방치할 것인가

•   이투뉴스: [이슈와 현장] 전 재산 ESS에 투자, 남은 건 11억원 대출 뿐

•   Equipment Journal: Bobcat issues limited release of M3-Series compact loaders

•   For Construction Pros: Heavy Trucks Drive Toward Hydrogen Future

•   대한경제: 반도체가 끌고, 조선ㆍ철강ㆍ車가 밀고… 굴뚝산업 부활 ‘날갯짓’

•   OilPrice.com: Oil Investment Lags Jump In Crude Prices

•   OilPrice.com: Are Big Oil’s Renewable Investments Paying Off?

•   OilPrice.com: Could Oil Prices Hit $80 Per Barrel?

•   OilPrice.com: China Gas Demand Set To Accelerate

•   OilPrice.com: Iran Aims To Raise Oil Exports To 2.5 Million Bpd Once U.S. Sanctions Are Lifted

•   MINING.com: World’s top miner warns against Chile’s mining tax - MINING.COM

•   MINING.com: CME starts trading lithium futures to tap EV demand - MINING.COM

•   MIT News: Can US states afford to meet net-zero emissions targets by 2050?

•   전자신문(P1): 이마트, AI 카메라·라이다로 고객동선 분석…'데이터 마케팅' 첫 시도

•   전자신문(P1): 일진머티리얼즈 “전고체 배터리용 '고체 전해질' 이르면 2025년 상용화”

•   전자신문: 수수료 확 낮춘 '애플페이'...국내 기대감 '솔솔'

•   전자신문: "28GHz 5G 공동구축, 투자부담 완화 대안 주목"

•   전자신문: IC인사이츠 "지난해 팹리스 업계 24% 성장"

※   IC Insights: Fabless Suppliers Held a Record 33% of the 2020 IC Market

•   디지털데일리: 내년부터는 운전면허증도 스마트폰 속에··· 행안부, 6일 구축사업 발주

•   Phone Arena: Newly discovered tech expected to dramatically improve your phone's battery

•   DIGITIMES: TSMC ramping 28nm chip output despite cutback in orders from Sony

•   DIGITIMES: Global server shipments slip 1.6% in 1Q21, but to grow over 10% in 2Q21

•   DIGITIMES: Taiwan IC substrate suppliers negotiating new deals with AMD

•   DIGITIMES: Taiflex to raise FCCL capacity by 15-20% in 2021

•   DIGITIMES: Global notebook shipments to surpass 62 million units in 2Q21

•   Robotics & Automation News: Path Robotics raises $56 million to ‘lead American manufacturing into the future’

•   Robot Report: The field of the future

•   Robot Report: AGVs: The solutions for logistics? - The Robot Report

•   Robot Report: The future is AGV - The Robot Report

•   로봇신문: 中 산업용 로봇 신설기업 2016년 이후 감소세

[Opinions]

•   Project Syndicate(Anne O. Krueger): The Promise and Peril of Central Bank Digital Currencies

•   Project Syndicate(Victor Galaz): Will the Fourth Industrial Revolution Serve Sustainability?

•   Project Syndicate(Pranab Bardhan): Organized Labor After COVID

•   Project Syndicate(Shang-Jin Wei): How Will the Digital Renminbi Change China?

•   FT(Editorial Board): The EU recovery fund cannot be rushed

•   FT(Ruchir Sharma): A broken state is failing India under Modi too

•   FT(Gideon Rachman): Lousy demographics will not stop China’s rise

•   FT(Mohamed El-Erian): Fed framework holds central bank hostage

•   FT(Robert Armstrong): Who will pay for a rise in US corporate taxes?

•   FT(Jude Webber): López Obrador flouts constitution in battle against Mexico’s institutions

•   FT(Lex): Electric vehicles: charging shares are starting to buzz

•   WSJ(Walter Russell Mead): Cheer Up About the Middle East

•   WSJ(Elliot Kaufman): ‘Woke’ CEOs: Risky Business or the Next Great Awakening?

•   NYT(Gail Collins, Bret Stephens): Joe Biden Was No One’s Idea of a Historic Figure

•   NYT(Walden Bello): The West Has Been Hoarding More Than Vaccines

•   WP(Editorial Board): How to help the poorest countries get vaccinated

•   WP(John R. Bolton): John Bolton: The Zarif tape shows why Biden should abandon reviving the Iran nuclear deal

•   WP(Max Boot): The Cold War pitfalls that Biden’s China policy should avoid

•   WP(Jennifer Rubin): Republicans have no standing to give advice on tax policy

•   WP(Alexandria N. Ruble): The two big risks for Biden’s American Families Plan

•   WP(Kara Swisher): Can Pete Buttigieg Deliver Joe Manchin?

•   Bloomberg(Editorial Board): Waiving Covid-19 Vaccine Patents Won’t Be a Panacea

•   Bloomberg(John Authers): Age of Excess Renders ‘Sell in May’ Redundant

•   Bloomberg(Barry Ritholtz): The Pandemic Accelerated Existing Real Estate Trends

•   Bloomberg(Ramesh Ponnuru): Getting Personal on Biden Won’t Work for Republicans

•   Bloomberg(Andreas Kluth): Leaderless Europe Is All Process, Little Substance

•   Bloomberg(Mark Buchanan): Climate Crisis Can't Be Solved Without Africa

•   Bloomberg(Bhaskar Chakravorti): Biden’s Plan for Broadband Isn’t Bold Enough

•   MarketWatch(Alicia H. Munnell): To what extent will working from home continue?

•   Reuters(John Kemp): Inflation-tolerant Fed will boost commodity prices

•   Reuters(Clyde Russell): COLUMN-China seeks to cool red-hot steel sector, and aims at Australia

•   서경(사설): 美日은 원전 재가동하는데 韓은 재승인 ‘제로’

•   서경(이철균): 에너지는 '左右'가 없다

•   중앙(성태윤): 나랏돈 많이 풀수록 빚 많은 기업·가계 더 힘들어져