Business Intelligence Monitor 210609

(Introduction)

[Markets]

•   Global: Dollar shuffles higher, shares bask near peaks

•   Metals: Copper ticks higher, but vulnerable to further losses

•   Grains: Midwest weather forecast supports gains in U.S. corn, soy futures

•   Cryptocurrency: Bitcoin, Ether, Dogecoin Prices Slump as Selloff Picks Up

•   한국: 코스피, 외인 매도에 소폭 하락…3,240대 마감

•   한국: 두산그룹주 약세, 두산중공업 20%대 두산인프라코어 12%대 급락

•   한국: ‘만년 저평가’ 지주회사가 떴다… 두산 올해 98% 상승

[Indicators]

•   US Apr. Job openings: U.S. Job Openings Reached Record Level This Spring

•   US Apr. Balance of trade: U.S. Trade Deficit Narrowed Amid Supply Chain Woes

•   US May NFIB Business optimism index: Small business optimism slips on hiring, inflation worries -NFIB

•   Eurozone Q1 GDP(final): Euro-Area Q1 GDP: Economy Shrinks Less Than Reported on Covid Recovery Rebound

•   Germany Apr. Industrial production: Supply bottlenecks throttle German industrial output in April

•   Germany Jun. ZEW economic sentiment: German investor morale falls but strong recovery still expected

•   China May New Yuan loans: China's May new yuan loans seen falling as c.bank scales back stimulus

•   JapanQ1 GDP(final): Japan GDP Shrinks Less Than Feared, Easing Double-Dip Worries

•   Japan May Economy Watchers sentiment: Japan economy watcher sentiment worsens as virus emergency expanded

•   South Africa Q1 GDP: South African Economy Still Down From Pre-Pandemic Levels

•   Taiwan May Balance of trade: Taiwan Factories Shrug Off Covid as Exports Surge to Record

•   한국 4월 경상수지: 4월 경상수지, '배당'에도 3년만에 흑자…수출·운임 덕

•   한국 4월 재정수지: 올들어 넉달새 세금 33조 더 걷었다…'슈퍼추경론' 거세질 듯

※   한경: 30조 추경의 민낯…재원 절반 16조7000억이 '일회성 세수'

[Trackers]

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

•   Worldometer: COVID Live Update

•   Bloomberg: Covid-19 Vaccine Tracker

•   NYT: Covid-19 Vaccine Tracker: Latest Updates

•   NYT: See Coronavirus Restrictions and Mask Mandates for All 50 States

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

•   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: Global Wealth Gap Likely to Widen as Major Economies Power Recovery, World Bank Says

※   World Bank: June 2021 Global Economic Prospects Report

•   WSJ: President Biden Ends Infrastructure Talks With Senate GOP Group

•   WSJ: Biden’s Capital-Gains Tax Proposal Puts Estate Planners to Work

•   WSJ: G-7 Tax Plan: What We Know About the Global Corporate Tax Deal

•   WSJ: A Commodities Crunch Caused by Stingy Capital Spending Has No Quick Fix

•   WSJ: Millions of J&J Covid-19 Vaccines Are at Risk of Expiring in June

•   WSJ: Covid-19 Vaccines for Young Children Move Ahead in Testing

•   WSJ: Kids and the Covid-19 Vaccine: Is It Safe and When Can They Get It?

•   WSJ: U.S. Report Found It Plausible Covid-19 Leaked From Wuhan Lab

•   WSJ: Live Wildlife Sold in Wuhan Markets Before Covid-19 Outbreak, Study Shows

•   WSJ: Colonial Pipeline Chief Says Recovery From Ransomware Hack Not Complete

•   WSJ: IRS Is Investigating Release of Tax Information of Wealthy Americans

•   WSJ: China Tests Out Intervening in Housing Market to Tame Prices

•   WSJ: Peru’s Leftist Candidate Leads Tight Presidential Vote

•   WSJ: U.S. Report Found It Plausible Covid-19 Leaked From Wuhan Lab

•   WSJ: The Pandemic’s Legacy of Financial Frailty in Emerging Markets

•   WSJ: AMC, Other Meme Stocks Turn Options Market Upside Down

•   WSJ: One Oil Company’s Rocky Path to Renewable Energy

•   WSJ: Tesla’s China Sales Bounce Back Despite Consumer Backlash

•   WSJ: Renault Charged in France in Emissions Fraud Probe

•   WSJ: Ship Orders Surge as Carriers Rush to Add Capacity

•   WSJ: The Big Changes Coming to Your iPhone, iPad and Mac This Fall

•   NYT: Biden Administration Moves to Fix Supply Chain Bottlenecks

※   White House: Readout of National Security Advisor Jake Sullivan and Director of the National Economic Council Brian Deese Meeting with Cabinet Members on 100 Day Supply Chain Reports

•   NYT: America Is Driving the Global Economy. When Does That Become a Problem?

•   NYT: China Moves to Tame Inflation Before Prices Rise Too Much

•   NYT: For Netanyahu, like Trump, Only ‘Fraud’ Can Explain His Defeat

•   NYT: Israel’s Parliament to Vote on New Government on Sunday

•   NYT: Make China 'Lovable,' Xi Said. But Don't Expect Softening.

•   WP: Delta variant accounts for 6 percent of new U.S. coronavirus infections

•   WP: The Daily 202: Biden heads to Europe as his domestic headaches multiply

•   WP: Delta variant spread puts Boris Johnson in a tough spot, as he weighs whether U.K. should fully reopen

•   WP: Internet outage hits Reddit, CNN, New York Times, Twitch

•   FT: Copper boom: how clean energy is driving a commodities supercycle

•   FT: Paris and Berlin lead fight to dilute Brussels’ stricter bank capital rules

•   FT: Emmanuel Macron slapped in face during walkabout in France

•   FT: Europe risks falling behind China and US in renewables, warn industry chiefs

•   FT: UK presses for City of London carve-out from G7 global tax plan

•   FT: Brussels pins hopes on Biden to calm Northern Ireland tensions

•   FT: UK says Brussels trying to ‘exploit’ Biden visit to exert Brexit pressure

•   FT: Big Tech will pay less tax in UK under G7 plan, says think-tank

•   FT: China’s boast of eradicating poverty challenged by new study

•   FT: Tokyo warned locals pose greater Covid risk to Olympics than visitors

•   FT: What does China’s coal shortage mean for trade?

•   FT: UAE resets a decade of muscular foreign policy

•   FT: Carmakers try to spark US love affair with electric pick-up trucks

•   FT: Taiwan’s Covid-19 outbreak spreads to chip companies

•   FT: Cheaper electric car batteries pose waste risk, warns supplier

•   FT: Big Oil stays the course after investors flex climate action muscle

•   Bloomberg: Problems at Biggest Vaccine Maker Leave World Short on Covid Shots

•   Bloomberg: U.S. and EU to End for Good Trump’s $18 Billion Tariff Fight

•   Bloomberg: U.S. Eases Travel Warning for Many Nations as Pandemic Eases

•   Bloomberg: Schumer Seeking Endgame on $200 Billion-Plus Anti-China Bill

•   Bloomberg: Small Business Cries Foul as States Tax Their Federal Bailouts

•   Bloomberg: Senators Start Moving on Democrat-Only Bill for Biden’s Agenda

•   Bloomberg: Former Fed Vice Chair Donald Kohn Worries Inflation Risks Are Rising

•   Bloomberg: Top U.S. Lumber Maker Sees Decade of Strong Building Demand

•   Bloomberg: Five Charts That Show How the U.S. Ran Out of Homes for Sale

•   Bloomberg: ECB Is Aligning With Fed in Double Act to Keep Stimulus Flowing

•   Bloomberg: Germany Faces EU Backlash a Year After ECB Court Ruling

•   Bloomberg: Italian Bond Sale Shows That ECB Taper Fears Are Overblown

•   Bloomberg: European Companies to Invest More in China After Pandemic

•   Bloomberg: Haldane Says U.K. Housing Market ‘On Fire’ and Feeds Inequality

•   Bloomberg: China Moves Forward With Law Aimed at Countering U.S. Sanctions

•   Bloomberg: Singapore Sequencing Reveals Delta Variant Crowds Out Others

•   Bloomberg: Biden’s Asia Czar Says China Is to Blame for Its Diplomatic Woes

•   Bloomberg: Iran’s Nuclear Program Is ‘Galloping Forward,’ Blinken Warns

•   Bloomberg: Iran Says Next President Won’t Change Course on Nuclear Deal

•   Bloomberg: China’s Wolf Warriors Are Turning the World Against Beijing

•   Bloomberg: Trudeau Urged by U.S., Canada Business to Open Border This Month

•   Bloomberg: Iraq Aims to Go Nuclear to Resolve Crippling Power Shortages

•   Bloomberg: Pandemic, Taxes Pinching Indian Consumers’ Pockets, Fitch Says

•   Bloomberg: China’s $862 Billion of Dollar Bonds Face Key Restructuring Test

•   Bloomberg: China Tells Banks to Stress Test Their Evergrande Exposure

•   Bloomberg: Asia’s Return to Pre-Virus Oil Demand Meets Several Speed Bumps

•   Bloomberg: Middle East Physical Oil Off to Strong Start on Demand Revival

•   Bloomberg: Biden’s Climate Chief Plans Oil-CEO Talk on Carbon Crackdown

•   Bloomberg: Most Coal Plants in Biggest U.S. Grid Are Becoming Money-Losers

•   Bloomberg: U.S. Company Bets on Solar Manufacturing Upturn With New Plant

•   Bloomberg: The G-7 Deal to Tax Corporations More Is Good Climate Policy

•   Bloomberg: Renewable Energy Boom Unleashes a War Over Talent for Green Jobs

•   Reuters: China says U.S. senators visiting Taiwan on military plane a 'vile provocation'

•   Reuters: World Bank opposes vaccine intellectual property waiver as WTO talks resume

•   Reuters: U.S. power use to rise in 2021 as governments ease lockdowns -EIA

•   Reuters: EU regulator to give verdict on Moderna COVID-19 shot for teens in July

•   Reuters: EU regulator does not expect approval for CureVac vaccine before August - source

•   Reuters: China’s Guangdong steps up COVID-19 testing as infections mount

•   Reuters: Group of EU states push back on using green finance rules in public spending

•   Reuters: Big tech supports global tax, but wants digital services levies axed

•   Reuters: Analysis: Climate change: Central banks’ new inflation puzzle

•   Reuters: Analysis: Remember me? With fast recovery, labour shortage haunts Eastern Europe

•   Reuters: Analysis: Big countries’ tax deal to reveal rift in Europe

•   AP: US increasingly unlikely to meet Biden's July 4 vax goal

•   CNN: Biden's global minimum tax rate would have just a 'small' impact on corporate profits, Goldman Sachs says

•   CNN: Economies in these states are actually stronger than they were before Covid

•   CNBC: Senate passes bipartisan tech and manufacturing bill aimed at China

•   CNBC: Fauci: U.S. must vaccinate more people before Delta becomes dominant Covid variant

•   CNBC: Emerging markets may be about to break out, and here's how to play it

•   CNBC: Nvidia's Arm acquisition may be delayed by Chinese regulators: Report

•   MarketWatch: Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.

•   Fox Business: Americans made $4B in bitcoin profits in 2020 – more than any other country, analysis shows

•   SCMP: Could business be caught in the crossfire of China’s ‘legal battle with the West’?

•   SCMP: China-Australia relations: trading relationship still strong with growing divide between ‘rhetoric and reality’

•   SCMP: China property: tax authorities’ enhanced oversight of land-sale revenue seen as ‘mixed bag’, and runaway prices may drop

•   Nikkei Asia: G-7 plans steps to defend academic research with eye on China

•   Nikkei Asia: Biden pushes Belt and Road rival 'Blue Dot' with Japan and Australia

•   reNews: US Q1 storage additions nudge 1GWh

•   OilPrice.com: Mega-Merger Creates A $5.7 Billion U.S. Shale Giant

•   Equipment World: What Will An Excavation Project in 2030 Look Like? Common Ground Alliance Takes a Look

•   DIGITIMES: Foxconn sees revenues rise on year in May

•   Robot Report: Cobots market to grow to $8B by 2030, report finds

•   매경(P1): 은퇴하니 벼락거지…66세이상 44% 月90만원으로 산다

•   매경: 노인 10명 중 3명만 국민연금…이마저도 월 평균 53만원

•   매경(P1): [단독] 태릉 골프장에 아파트 공급 좌초 위기…서울시 "불가" 노원구 "절반만"

•   매경(P1): "회사 이미지 망칠라"…쉬쉬하는 랜섬웨어 피해, 연 2조원 추정

•   매경: 직장 옮긴 근로자 3명 중 1명, 되레 월급 깎였다

•   매경: 삼성전자 "200단 낸드 개발중"…美마이크론 추격에 '메모리 초격차' 청사진 공개

•   매경: 현대로보틱스 강철호 대표·에너지솔루션 박종환 대표

•   매경: 손경식 "ILO협약 이행위해 노동법 개정돼야"

•   매경: "챗봇 없으면 일 못해"…주문 누락 오류까지 찾아낸다

•   매경: 네이버 "M&A 갈증 많아"…쇼핑·웹툰 공격투자

•   한경(P1): 몸값 100조 IPO 최대어… LG에너지솔루션, 상장 예비심사 청구

•   한경: 올 새내기株 예상 몸값 220조…전체 시총의 8% 달해

•   한경: 공모주 무조건 돈 번다?…기업들 '영끌' 공모가에 수익률 갈수록 떨어져

•   한경: 美 스팩 열풍도 급랭…주가 최고점서 40% '뚝'

•   한경(P1): [단독] 1주택자 시세차익 10억 넘으면 10년 실거주해도 양도세 2배로

•   한경(P1): 대학도 2학기부터 전면 등교

•   한경(P1): [단독] 회계의 타락…삼덕, 안진 보고서 베꼈다

•   한경: 가격체계 무너진 철근시장…건설사 "장마만 기다린다"

•   한경: "中企 ESG 도우려면…협력사와 상생 대기업에 파격 인센티브 줘야 "

•   한경: 세계는 재정감축 나서는데…한국 정부만 여전히 '無계획'

•   한경: IAEA "강선에서 핵 활동 정황"…블링컨 "北 인권특사 임명할 것"

•   한경: 문 대통령 "G7은 양자 정상외교 기회"…스가와 마주앉나

•   한경: AI가 리서치?…씁쓸한 애널리스트들

•   한경: '삼성전자 사랑' 식은 동학개미…순매수 1위서 '순매도 1위'로

•   한경: 韓증시는 시총 3위 전쟁중 5위에 투자하면 돈 번다?

•   한경: "구리 관련 ETF, 하반기에도 계속 달릴 것"

•   한경: 택배노조 "9일부터 파업 돌입"…일부 배송차질 예상, 대란 없을 듯

•   한경: 65세 이상 접종자에 '증명 스티커' 부여

•   서경(P1): [서울포럼 2021] "韓, 기술·인력 강점···수소 선도국 될것"

•   서경: "수소 대량 생산하려면 ··· 가장 빠르고 안정적인 원자력 활용을"

•   서경: '그린수소' 10년 뒤 가격 경쟁력 확보···장거리 운행車, 전기보다 수소가 우위

•   서경: [서울포럼 2021]"아르테미스(NASA 최우선 순위) 참여 한국, 달 탐사·화성 생존기술 배울 기회”

•   서경(P1): "한국형 SMR 예타 추진" 원전정책 궤도 수정하나

•   서경: 문승욱 "핵심산업 공급망 강화···7월 K배터리 전략 내놓겠다"

•   서경(P1): 반복되는 '퍼주기' 예산에 국고채 이자도 펑크날 판

•   서경: 국고채 금리 1%P 오를 땐 이자만 2조...더 찍어내면 상환 압박 커져

•   서경: 與野, 손실보상법 두고 연일 대립···與, 단독 의결 강행하나

•   서경: 글로벌 대기업 78% "2025년까지 탄소중립 미흡땐 거래중단"

•   서경: 두달 연속 12만 필지···토지거래 '경험 못한 역대급'

•   서경: 경사노위·최저임금 외면하고 거리로 나서는 민주노총

•   서경: 이번주 백신 1차 접종 1,000만명 넘어설듯

•   조선(P1): [NOW] 백신 맞고 해외 갈래… 항공권 예약 5배 급증

•   조선(P1): 33조 쏟은 일자리 사업… 정부도 부실 정책 인정

•   조선: 文정부 4년간 122조 들여놓고… 평가 내용 공개 안해

•   조선: 강의실 불끄기·쓰레기 줍기… “일자리 아닌 사실상의 돈 퍼주기”

•   조선: [단독] 태양광 민간 기업도 ‘세종시 특공 아파트’ 130여채 특혜

•   조선: 이번엔 화이자 예약 누락... 접종 대상자 등록 안돼 혼선

•   조선: 국내 온실가스 배출 2년 연속 감소

•   조선: 美가 준 얀센, 유효기간 대부분 이달 23일

•   조선: 시총 상위 30곳 봤더니... 현대차·한전, 10년전보다 주가 떨어졌네

•   조선: 항공운임도 사상 최고치… 수출 中企 “웃돈 줘도 자리 없어”

•   조선: “탈원전, 공론화위 구성해 논의하자”

•   조선: [단독] 직원 달래기 나선 카카오… “1억5000만원씩 주택대출”

•   조선: 文정부 4년간 서울 아파트 전셋값 44% 올라

•   조선비즈: 화이자 백신이 AZ보다 무조건 더 안전하다 X

•   조선비즈: 항원 만들고 몸속에 전달하는 방식에 따라 3종류로

•   조선비즈: 정부 “거리두기 조정안, 11일 발표… 7월 개편안은 다음주 공개”

•   조선비즈: [진단, 물가 불안]① 인플레이션, 시각이 달라졌다…韓 금리인상, 美 테이퍼링 빨라지나

•   조선비즈: 전경련, OECD에 “디지털세 과세대상 최소화 해달라”

•   조선비즈: 美 마이크론, EUV 없이 4세대 D램 양산…또 자존심 짓밟힌 세계 1·2위 삼성·SK

•   IT조선: 삼성D 장악 폴더블 시장에 LGD 도전장…애플이 변수

•   중앙(P1): 부동산 코너 몰린 여당, 의원 12명 내쳤다

•   중앙: "30년 된 아파트 새 집 됐다"···4억 들여 집값 15억 올린 비결

•   중앙: -2%, 동학개미 수익률은 왜 이래?

•   중앙: [Data & Now] ‘코로나 1년’ 불안 더 느끼는 한국인, 돈·주식 관심 급증

•   중앙: 이차전지·자동차 수출 내년까지 잘나간다

•   중앙: [Biz & Now] 기업 51% “백신휴가 부여”…86%가 유급

•   중앙: QR 체크인의 진화 “넌 클릭하니, 난 흔들고 당긴다”

•   JTBC: 백신 접종 1000만 돌파?…뜯어보니 접종자 아닌 접종 횟수

•   동아: [단독]탈원전 추진 정부, 전력정책 심의위원 대거 교체

•   문화(P1): <뉴스와 시각>“韓日청구권협정, 국제법상 인정되는 현실 받아들여야”

•   문화: <10문10답>‘노동당 규약 개정’으로 본 北 지도체제·對南전략 변화

•   서울: ESG 경영 휘몰이·형제리더십 든든… 두산그룹, 벼랑 끝 탈출 화려한 부활

•   머니투데이(P1): 네이버 직원들은 '블라인드'라도 있지…호소할 곳 없는 '스타트업 갑질'

•   머니투데이: 韓 조선, 기대 접었던 해양플랜트도 발주 쏟아진다

•   머니투데이: "한번에 600km·화재 0·배터리 재사용"…최고 기술 수놓는 K-배터리

•   머니투데이: [단독]증권사 신규계좌 만들려면 서류 40장 사인해야…이달부터

•   헤럴드경제(P1): 쌍용차 ‘2년 무급휴직’ 자구안 통과

•   헤럴드경제: 진격의 샤오미, 전기차 ‘거대한 꿈’ 품다 [글로벌 플러스-스마트폰 글로벌 3위 오른 샤오미]

•   파이낸셜뉴스: 외환보유액 너무 많다? IMF 적정선 안벗어나 한국 신용도에도 '약'

•   아시아경제(P1): [단독]공정위 '헛다리 과징금' 1조원

•   아시아경제: '반도체 보릿고개' 넘었다…현대차그룹 내달부터 가속페달

•   아시아경제: 韓美中 '뜨거운 감자' 매그나칩반도체 매각 장기화 조짐

•   디지털타임스(P1): 100대기업 해외자산 5년새 172조 늘었다

•   이데일리(P1): [단독]"미래 준비하자"..현대차, 단협기간 3년 연장 추진

•   연합: 오늘 600명대 예상…음식점-주점 집단발병에 변이 감염 지속 확산

•   YTN: "이라크, 한국· 러시아 등과 45조원 규모 원전 건설 논의"

•   이투데이: 두산중공업, 분할 전 변동성 관리 가능 시 매수 '목표가↑' -신한금융투자

•   e대한경제: 미분양관리지역 해제되니…신규 분양 ‘활활’

•   e대한경제: 이통3社, 메타버스 선점경쟁 불붙었다

•   뉴스웨이: [리포트 탐구]한 달 새 150%···증권가 “두산그룹 사라” 한 목소리

•   에너지경제: 갈라졌던 재생에너지업계, 위기 닥치자 다시 뭉쳐 한 목소리 냈다

•   전자신문(P1): 'ESG 열풍' 대기업, 친환경 스타트업에 꽂혔다

•   전자신문(P1): 주얼리 가공도 협동로봇과 함께

•   전자신문: [이슈분석]'나노융합2020사업', 韓 소부장 경쟁력 키웠다…사업화 매출 7000억

•   로봇신문: 中 서비스 로봇 시장, 2023년 13조원 규모로 성장

[Opinions]

•   Project Syndicate(이종화): Building an Inclusive Digital Future

•   Project Syndicate(Pascal Soriot): Vaccinating the World

•   Project Syndicate(Daniel Gros): The Great Lockdown and Global Trade

•   Project Syndicate(Efosa Ojomo, Lincoln Wilcox): Africa’s “Model T” Business Model

•   FT(Editorial Board): The world forgets Syria at its extreme peril

•   FT(Martin Wolf): The Fed risks reacting too slowly if inflation keeps rising

•   FT(Tabby Kinder): Hong Kong risks its global finance status over Covid isolation

•   FT(Anne Finucane): Carbon offsets can help in the transition to net zero

•   FT(John Redwood): Keep an eye on inflation risks

•   FT(Lex): Wuling: big hopes for mini-electric cars in China

•   WSJ(William A. Galston): What Drives GOP Resistance to Vaccines?

•   WSJ(Jason L. Riley): The Democrats’ Problem Isn’t Joe Manchin

•   WSJ(Marty Makary): The Power of Natural Immunity

•   WSJ(Bill Cassidy, Jeff Hoopes): Lawmakers’ Hypocrisy in Blasting ‘Loopholes’

•   NYT(Paul Krugman): Yellen’s New Alliance Against Leprechauns

•   NYT(Ross Douthat): Are We Destined for a Trump Coup in 2024?

•   NYT(Martin Heinrich): To Fight Climate Change, Replace Fossil Fuels at Home and Work

•   WP(David Von Drehle): China meddled in family planning. Now it faces a population crisis.

•   WP(Daniel W. Drezner): What a difference a year makes for the Group of Seven

•   Bloomberg(Liam Denning): Frackers and ESG Investors May Have a Common Goal

•   Bloomberg(Peter R. Orszag): Why Yellen May Be Right Not to Fear Inflation

•   Bloomberg(Faye Flam): ‘Faucigate’ Emails Prove Nothing About a Covid Lab Leak

•   CNN(Mitt Romney): It's unacceptable Microsoft censored Tiananmen Square images in America

•   MarketWatch(Satyajit Das): The worst of COVID-19 is over but maybe not for stock and bond investors

•   Reuters(Andy Home): World’s largest aluminium producer still short of metal

•   SCMP(Editorial Board): A smart move by Huawei to go it alone

•   서경(사설): 초격차 수소경제로 ‘제2의 반도체 신화’ 일궈내자

•   조선(김학주): 세계는 친환경 패권 다툼 중… 한국, ‘원자력’과 ‘전기차’ 지금 잡아야 한다

•   문화(정용훈): 빌 게이츠 ‘나트륨’과 탈원전 역주행

•   파이낸셜뉴스(주영섭): “ESG, 머선 129?”

•   헤럴드경제(박이담): 꺼지지 않는 ‘투자 광풍’의 결말은