Business Intelligence Monitor 210907

(Introduction)

[Markets]

•   Global: Shares lifted by prospect of rates staying low for longer

•   India: Indian shares hit all-time highs on Reliance, Asian markets boost

•   Metals: Guinea turmoil pushes aluminium to 10-year high

•   한국: 코스피, 강보합 3,203.33 마감…외국인 5거래일 순매수

•   한국: “글로벌 투자 재개됐다”···5G 장비주 '꿈틀'

•   한국: 두산그룹주 소폭 상승 많아, 두산 두산퓨얼셀 1% 안팎 올라

[Indicators]

•   Germany Jul. Factory orders: German Factory Orders Boosted by Foreign Demand for Ships

•   UK Aug. Construction PMI: UK builders face rising costs as materials and labour shortages bite

[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

•   FT: Pandemic crisis: Global economic impact tracker

•   CNN: Tracking America's recovery

•   Bloomberg: Global PMI Tracker

•   Bloomberg: The Covid Resilience Ranking

[News]

•   WSJ: Biden Seeks to Shift Focus to Domestic Issues After Afghanistan Exit

•   WSJ: Why a Covid-19 Vaccine for Children Is Taking So Long

•   WSJ: College-Town Economy Hopes for a Boost, if Delta Variant Can Be Held at Bay

•   WSJ: Delta Variant Trips Up NYC Labor Day Return to Normal

•   WSJ: Action on Climate Change Is Urged by Medical Journals in Unprecedented Plea

•   WSJ: Taliban Claim to Have Conquered Last Pocket of Resistance in Afghanistan

•   WSJ: Directors of Hong Kong’s Apple Daily Publisher Quit, Citing National-Security Crackdown

•   WSJ: Traders Return to London Metal Exchange’s 144-Year-Old Ring

•   WSJ: Covid-19 Resurgence Clouds Business Travel Rebound

•   WSJ: Big European Banks Get Prodded on Climate Promises

•   WSJ: Big Boeing Customer Says It Is Walking Away From New MAX Order

•   NYT: Biden to Visit Northeast Flood Zones as Demand Grows for Climate Action

•   NYT: From Cradle to Grave, Democrats Move to Expand Social Safety Net

•   NYT: Unemployment Benefits Expire for Millions Without Pushback From Biden

•   NYT: Why You Might Not Be Returning to the Office Until Next Year

•   WP: Here’s what we know about the unfolding coup in Guinea

•   WP: Brazil suspends use of millions of doses of China’s Sinovac coronavirus vaccine

•   FT: Germany protests to Russia over wave of cyber attacks

•   FT: China’s Sinopharm seeks to develop its own mRNA Covid vaccine

•   FT: Electricity and gas prices in UK and Europe hit records

※   Squeeze compounded by lower-than-expected power generation from wind

•   FT: EU policies await German election outcome

•   FT: ECB weighs slower bond purchases as economy rebounds

•   FT: Johnson to unveil £10bn a year tax rise to fund NHS and social care

•   FT: Rishi Sunak must act to avoid ‘baked-in’ inequalities in UK society, reports warn

•   FT: UK recovery expected to withstand autumn surge in Covid cases

•   FT: UK employers plot return of office workers

•   FT: UK faces two years of labour shortages, CBI warns

•   FT: UK extends Northern Ireland ‘grace periods’ for third time

•   FT: Delta surge is test for US schools as classrooms reopen

•   FT: The Chinese control revolution: the Maoist echoes of Xi’s power play

•   FT: El Salvador becomes a crypto laboratory with bitcoin gamble

•   FT: Hungary’s opposition bets on unity as drive to oust Viktor Orban begins

•   FT: Belarus activists given decade-long jail terms for roles in Lukashenko protests

•   FT: US retail investors drive summer surge in stocks

•   FT: Chinese government funds invest in ride-hailing rival to Didi

•   FT: Auto chip giant says Covid outbreaks will become ‘business as usual’

•   FT: Consumer demand must ease to end supply chain crisis, says Maersk executive

•   FT: Businesses, not bureaucrats, are the focus of trade

•   Bloomberg: China’s Vice Premier Liu Reassures Businesses Amid Crackdowns

※   “The principles and policies for supporting the development of the private economy have not changed,”

•   Bloomberg: Goldman Cuts U.S. Growth Forecast as Consumer Sees ‘Harder Path’

※   Forecast for economic expansion in 2021 cut to 5.7% from 6%

•   Bloomberg: What’s Happening in the World Economy: Stagflation Threatens to Upend Economy

•   Bloomberg: World Has Two ‘Decoupling Engines’ at Work, Ex-WTO Chief Says

•   Bloomberg: Pandemic Shreds Logistics Textbooks as Global Supply Tangles Worsen

•   Bloomberg: Hiking Taxes, Cutting Benefits: Sunak Faces 5 Key Fiscal Choices

•   Bloomberg: Johnson’s Brexit First Strategy Collides with Empty Shop Shelves

•   Bloomberg: BOE’s Mann Says Global Inflation Today is Different from 1970s

•   Bloomberg: U.K. Power Supply Crunch Set to Keep Prices Near Record Levels

•   Bloomberg: South African Scientists Say New Covid Variant Slows Its Spread

•   Bloomberg: South Africa Extends Deadline to Register Election Candidates

•   Bloomberg: China to Expand Shenzhen’s Qianhai Zone, Eyeing H.K.

•   Bloomberg: Chile Approves Sinovac Vaccine for Children as Young as Six

•   Bloomberg: Singapore Won’t Exclude Tighter Curbs as It Confronts Covid Jump

•   Bloomberg: New Zealand Lifts Lockdown Outside Auckland as Outbreak Wanes

•   Bloomberg: Bangkok Among More Thai Tourist Spots Set for October Reopening

•   Bloomberg: Brazil Economists See Higher Key Rate and Slower Growth in 2022

•   Bloomberg: Argentina Needs 10-Year Plan in IMF Deal, Opposition Leader Says

•   Bloomberg: Vaccine Minnow Medigen Targets Taiwan’s Allies for Growth

•   Bloomberg: Green Energy Stocks Surge in Japan on Bets for Anti-Nuclear PM

•   Bloomberg: Run-it-Hot Eurozone Economy Robs Junk Bond Market of Real Yield

•   Bloomberg: Guinea Coup Poses Supply-Chain Risks for China’s Aluminum Sector

•   Bloomberg: China’s M&A Kings Cash Out of Overseas Bets at Near-Record Pace

•   Bloomberg: World’s Biggest Wealth Fund Steps Up ESG Focus in Real Estate

•   Bloomberg: Banks Warn They’re Not Ready for ECB’s Historic Climate Test

•   Bloomberg: Coal Plants in Southeast Europe Killing Thousands, Report Says

•   Reuters: G20 urges COVID help for poor states, but short on new commitments

•   Reuters: Sinovac booster shot reverses drop in antibody activities against Delta-study

•   Reuters: Over 80% of oil output in Gulf of Mexico still offline a week after Ida

•   Reuters: Flash floods threaten U.S. Southern states deluged by Hurricane Ida

•   Reuters: Life after the ECB? The tapering debate begins

•   Reuters: German far left courts SPD and Greens for three-way coalition

•   Reuters: India asks "captive" coal mines to increase output as power demand rises

•   Reuters: Myanmar junta agrees to ASEAN call for ceasefire to distribute aid -Kyodo

•   Reuters: India's Hetero gets emergency use nod to make Roche's COVID-19 drug

•   Reuters: Vietnam's capital ramps up testing after extending COVID-19 curbs

•   Reuters: China to push on with opening capital markets to foreign investors

•   Reuters: Tiny chips cast big shadow over Munich car show

•   Reuters: ANALYSIS-Europe's electric car revolution risks job loss backlash, unions warn

•   AP: EU regulator evaluating if COVID vaccine booster is needed

※   it’s considering whether a third dose of the vaccine should be given six months after people age 16 and older have received two doses

•   AP: Shortages of supplies and workers will delay Gulf rebuilding

•   CNN: The US workforce has gotten older, more diverse

•   CNN: India farmers protests: Despite Covid-19 pandemic, Modi's farmer problem hasn't gone away

•   CNBC: Major auto makers fear the global chip shortage could persist for some time

•   CNBC: As COP26 approaches, experts talk tech, carbon pricing and what governments should do next

•   CNBC: Correction may strike stocks after a record September, says market bull Tom Lee

•   CNBC: UK seeing a ‘massive adjustment’ in labor market, LSE director says

•   CNBC: UAE announces 50 initiatives to expand its economy, but businesses await more details

•   CNBC: The Indian rupee has had a stable run this year, but UBS expects it will be ‘short-lived’

•   SCMP: How the Taliban’s success in Afghanistan could threaten China’s interests in Africa

•   SCMP: China-Australia relations: as demand for coal surges, how long can Beijing keep banning Australian supply?

•   SCMP: What is the Mu coronavirus variant, and should Hong Kong be worried?

•   SCMP: China warns of ‘malicious’ capital outflows as financial markets brace for US tapering

•   Nikkei Asia: With crowdless Tokyo Olympics over, debate looms on covering financial loss

•   Nikkei Asia: Japan's Ishiba balks at running in party race, in boon for Kono

•   Nikkei Asia: Japan business lobby wants quarantine exemption for the vaccinated

•   Nikkei Asia: Honda and GM to share EV platform for lower-cost North American models

•   Economic Times: Business resumption falters but still above pre-pandemic levels: Nomura

•   DIGITIMES: SK Hynix foundry biz posts profit surge in 1H21

•   DIGITIMES: PCB makers guardedly optimistic about shipments for new Apple devices in 2H21

•   DIGITIMES: Global semiconductor sales increase in July

•   Robotics & Automation News: Webinar: Artificial intelligence and 3D vision for robotics

•   매경(P1): "대출 줄여라" 정부 압박에…은행 대출금리 무섭게 오른다

•   매경: 금리인상發 금융부채 3대 뇌관은…①2030 ②저소득층 ③자영업자

•   매경(P1): [단독] 美中갈등 악화 속…왕이 외교부장 내주 방한

•   매경(P1): "2040년 한국서 내연차 생산 안한다" 현대차 승부수 던졌다

•   매경: 부품사 77% "미래차 대비 아직"…탄소중립 '과속' 우려도

•   매경: "종부세 절약 공동명의가 답?"…13억 아파트 60세부부 15년 보유땐 단독이 유리

•   매경: '6인식사 가능' 저녁 식당가…"동네상권은 아직 냉랭"

•   매경: [단독] '탈석탄 충격' 석탄·석유공사, 5년 후 부채 1조원 더 늘어

•   매경: 삼성전기·LG이노텍 '코로나 반사이익'

•   매경: "전기차 불 나기 쉽다던데 괜찮나?"…내연차 10만대당 10대 보다 낮은 2.7대 꼴

•   매경: 영세기업 덮친 코로나 거리두기…87% "매출부진, 올 추석 자금난"

•   매경: 5일 연속 사들이는 외국인들 무슨 종목 샀나봤더니

•   매경: "너도나도 사자 주문 낸다"…기관 자금만 1130조 몰렸다

•   한경(P1): 재건축 '부담금 폭탄' 올 것이 왔다

•   한경: "가구당 5억씩 토해낼 판"…강남 재건축 집주인들 '공포'

•   한경(P1): "텐센트도 적수가 못 된다"…올 주가 333% 뛴 중국 기업

•   한경: 황금기 부활 꿈꾸는 獨…수소에만 11조 투자

•   한경: 감염위험 4배 높은 실내만 모임인원 확대…의료계 "상식에 안 맞는 거리두기 완화"

•   한경: 前 산업부 고위 관료, 中 에너지기업行 논란

•   한경: 해운업계 "운임 공동행위는 합법" vs 공정위 "규정 안 지켜 제재"

•   한경: 폐업 자영업자 실업급여, 코로나 전보다 2.4배

•   한경: 삼성중공업 "자율운항 선박 내년 상용화"

•   한경: 솟아오른다, 수소 경제… 불꽃 랠리 이끌 종목은

•   한경: 코스피 8% '찔끔' 오를 때 20% 뛰었다…요즘 뜨는 투자처

•   한경: [마켓인사이트]두산퓨얼셀, BBB급 신용등급 회사채 흥행할까

•   서경(P1): '공동부유' 늪 빠진 中경제···'문혁 그림자'도 어른

•   서경: 기업에 빈곤 책임묻는 '習 대수술'···"일자리 줄어 가난 악순환"

•   서경: 韓기업 中매출 4년새 6.9%↓···이익률·점유율도 뚝 '삼중고'

※   전경련: 최근 5년 기업의 중국비즈니스 동향과 과제

•   서경: 中, 금융권도 '네거티브 리스트'로 손본다

•   서경: 국회 계류된 ESG법안 조항 80%가 '규제·처벌'

•   서경: "ESG는 선택 아닌 필수"···금융지주, 석탄대출 끊고 수십조 친환경 투자

•   서경: SK, 中 공급망 진입...삼성은 美 진출 속도

•   서경: "자율주행 차 안에서 영화 즐겨요"···카카오모빌리티, 얼라이언스 구축해 상용화 박차

•   서경: 두산인프라코어 뿔난 주주들의 집단행동···무상감자 뒤집힐까

•   조선(P1): “곳간 비어간다… 상당히 어려워”

•   조선(P1): 원하는 인재 뽑는 기업은 20%뿐

•   조선(P1): [NOW] 뮌헨 모터쇼, 전시관 8개 중 7개가 전기차

•   조선: 자영업자들 “접종 확인 일일이 어떻게 하나”

•   조선: 대기업 3040도 투잡 바람… 돈 쓰던 취미를 돈 버는 부업으로

•   조선: 삼성전자·현대차 하반기 대규모 채용 나서

•   조선: 2분기 영업이익률 두 자릿수 기업 28곳… 작년보다 10곳 늘어

•   조선비즈: “TV 가격 20% 올랐네”… 반도체·LCD 가격 급등 탓

•   조선비즈: [단독] 내년 법인세 감면액, 사상 최초 10兆 돌파…'증세’로 시작한 文정부 ‘大반전’

•   조선비즈: 베트남 총리, 삼성 공장 찾아 “韓 정부가 백신 확보 도와달라”

•   조선비즈: 수출기업 10곳 중 7곳 “원자잿값·해상 운임 상승에 수출 차질”

•   중앙(P1): "새 방역 모색" 文의 한마디···내달초 위드 코로나 전환 급부상

•   중앙: [단독] 한수원이 탈원전 단체에 지급한 용역대금 25억…왜 논란인가

•   중앙: [View & Review] 끝 안 보이는 차 반도체 품귀, 벤츠 CEO “2023년까지 갈 수도”

•   동아(P1): [단독]軍, SLBM 개발 사실상 완료… 8번째 보유국

•   동아: [단독]현대차 GBC 터파기 공사 내년 7월로 미룬다… 105층 대신 50~70층 2, 3개동 추진 가능성

•   동아: “北 영변 원자로 재가동, 삼중수소 생산 위한 것”

•   동아: 빨라진 TV시장 세대교체… ‘OLED’ 1500만대 팔렸다

•   문화(P1): 1000원에 갈린 희비… 직장인, 지원금 분통

•   문화(P1): 사회적기업은 ‘5년 시한부 기업’… 지원금 끊기면 대부분 ‘폐업’

•   문화(P1): ‘낙하산’ 본부장에 불안한 뉴딜펀드, 예산은 늘었다

•   문화: 대기업 89.5% “벤처 인수의향 없다”… 韓, M&A시장‘역주행’

•   한국(P1): "BTS 지민 생일" 비행기 광고 아미 계정 중지... K팝, 중국서 무슨 일이

•   한국(P1): 베일 벗은 송영길표 '누구나집'…집값 10%로 10년 거주·분양권 준다

•   한국: "연매출 1조 이상 수출기업도 디지털세 사정권”… 81개 국내 기업 영향받을 듯

•   국민(P1): 재난지원금 11조 풀리는데… 경제성장률엔 큰 도움 안될 듯

•   국민: 접종률 70% 이룬 뒤 나머지는?… 정부, 접종 의무화 가능성

•   국민: 삼성, 美 새 반도체공장 결단땐… 이재용이 직접 챙긴다

•   서울: 소비 진작·양극화 완화 효과 있겠지만… 물가 더 자극 가능성

•   서울: “올 하반기 취업자 44만여명 증가할 것”

•   세계(P1): “집값 폭등 시켜놓고 징벌적 규제만”… 국책연구원마저 정책 비판

•   한겨레: 미 검찰, 원전 건설 중단업체에 보상 명령? 실제로는 원전 조기 중단 안 해 기소

•   경향: “국내 신규 석탄발전 6기, 재무적 가치는 ‘0원’ 이하”

•   머니투데이(P1): 오세훈-시의회 갈등 격화…'제2뉴타운' 추진 막히나

•   머니투데이(P1): 철강·조선 1등 韓 기업들은 왜 수소탱크 개발 손잡았나

•   머니투데이: 이달 중순 코로나 정점? "정부가 또…" 날 세운 전문가들

•   머니투데이: '주문 넘쳐' 한국 패싱하는 글로벌 선사들…HMM "손해봐도 부산항"

•   머니투데이: 대출 증가율 관리의 함정...전세난민은 누가 구제하나

•   더벨: 'DICC 사태'가 남긴 작지 않은 성과

•   헤럴드경제(P1): 文정부 5년은 한국 금융 ‘상실의 시대’

•   헤럴드경제(P1): 적자살림에 물가까지...‘벼랑끝 서민’

•   헤럴드경제: “2배 위약금 물어도 이익”...아파트값 치솟자 계약파기 속출

•   헤럴드경제: 머쓱해진 정부...‘집값 통계’ 민간쪽으로 수렴

•   파이낸셜뉴스(P1): 中, 한국제품 외면… 국가대표기업도 힘못쓴다 [현장르포]

•   파이낸셜뉴스: 부품이 없다… 글로벌 완성차업체, 멈추거나 줄이거나

•   파이낸셜뉴스: CP 찍은 기업들, 불어난 이자에 ‘비상’

※   비우량 CP 잔액을 살펴보면 두산중공업(5043억원), 현대삼호중공업(1800억원), 현대로템(1800억원), 두산(1755억원), SK텔레시스(1330억원), JT캐피탈(1262억원), 리드코프(1186억원), 농심캐피탈(920억원), 키움캐피탈(900억원) 순

•   파이낸셜뉴스: '7층 규제' 풀리면 사업성 충분… 주민들 "이번 기회 잡자" [현장르포]

•   아시아경제: 반도체 이어 車·전자마저…핵심품목 경쟁력이 사라진다

•   디지털타임스(P1): 백약처방에도 꿈쩍않는 `집 사고보자`

•   디지털타임스(P1): 미국 "NDAA 수정에 주한미군 감축 의도 없다"

•   이데일리(P1): 수박·대파·우유, 매년 `농산물 가격대란`…유명무실한 수급안정책

•   이데일리(P1): [단독]삼성 '경영전략+준법경영' 새 틀 짠다

•   이데일리: "원전 늘릴 이유 없다…저렴해지는 재생에너지로 탄소중립 실현"

•   이데일리: "내년부터 탄소세 도입안 마련…어떤 정권도 큰 흐름 못 바꿔"

•   연합: 오늘 1천500명 안팎…정체국면속 '수도권 재확산세' 새 변수로

•   뉴스1: [단독]국산 코로나 백신 이름은?…SK바사 '스카이코비드19' 상표등록

•   e대한경제: 국내 기업‘법인세 폭탄’ 주의보…1년 만에 2배 급증

•   에너지경제: "文정부, 탈원전하면서 한수원 등 사업자 안전관리 부담금 늘려"

•   에너지경제: 에너지차관 "산업·에너지 탄소중립 R&D 전략 11월 발표"

•   에너지경제: "중국, 2060 탄소중립 이루는데 2경 4000조원 필요"

•   에너지경제: 가스공사, 세계 최초 LNG냉열 활용 '액화수소' 생산·공급한다

•   전자신문(P1): "반도체 융합 시대 열린다"…글로벌 테크 코리아 2021 개막

•   전자신문: 대만 HTC도 국내 재진입 준비... 모토로라 등 5G 중저가폰 수요 공략

•   전자신문: 5G 중저가 잡자...'외산폰 무덤' 韓 시장 재도전

•   전자신문: [이슈분석]공공부문 필두로 클라우드 전환 확대…기술·인력 다 키운다

•   전자신문: [이슈분석]클라우드 데이터센터 키운다…생태계 기반 조성

•   전자신문: [이슈분석]세계 각국도 클라우드 퍼스트 정책 올인

•   전자신문: 산업부, '뿌리산업' 체질 개선 추진…"소부장 연계 생태계 강화"

•   전자신문: 남부발전, 국내 5대 금융기관과 ESG 채권 발행

•   디지털데일리: OLED·마이크로LED ‘부상’…LCD, ‘제2의 PDP’ 될까 [IT클로즈업]

[Opinions]

•   Project Syndicate(Joseph S. Nye, Jr.): What Difference Did 9/11 Make?

•   Project Syndicate(Angela Huyue Zhang): Data Privacy Chinese-Style

•   Project Syndicate(Kevin Watkins): Ending “Trickle-Down” Vaccine Economics

•   Project Syndicate(Ian Buruma): The Colonial Trap

•   Project Syndicate(Giulio Boccaletti): When the Political Levee Breaks

•   FT(Editorial Board): The problems with UK social care proposals

•   FT(Editorial Board): Justin Trudeau’s shot at a majority risks backfiring

•   FT(Tony Barber): An awkward path to power opens for Germany’s Social Democrats

•   FT(Patti Waldmeir): Fleeing Afghans revive US memories of Vietnam’s ‘babylift’

•   FT(Rebecca Patterson): Markets seem to be missing the risks on US inflation

•   WSJ(Editorial Board): Our Friends the Taliban

•   WSJ(Editorial Board): ‘We Once Again Urge . . . ’

•   WSJ(George Soros): BlackRock’s China Blunder

•   WSJ(Gerard Baker): Does Joe Biden Have Any Core Principles?

•   WSJ(Blake Masters): Reclaiming Our Independence From Big Tech

•   WSJ(Marc Siegel): Is Moderna the Tortoise in the Vaccine Race?

•   WP(James Hohmann): Joe Manchin would be foolish to indefinitely hold up the reconciliation bill

•   Bloomberg(Daniel Moss): China's Slowdown Is Just as Important as the U.S. Jobs Shocker

•   Bloomberg(Liam Denning): Teslas and Other Electric Cars Could Learn From the Mule

•   Bloomberg(Therese Raphael): Boris Johnson Can’t Afford to Keep Tax Promises and Ignore U.K. Social Care

•   Bloomberg(Clara Ferreira Marques, David Fickling): Guinea Can’t Shake the Resource Curse Despite Bauxite Deposits, China Exports

•   Bloomberg(Lena Komileva): After Jackson Hole, Federal Reserve Faces Its Greatest Pandemic Test Yet

•   Global Times(Hu Xijin): What drives China-US game: Washington believes being poor is Chinese people’s fate

•   Nikkei Asia(Tobias Harris): Suga's exit deals a major blow to Japan's opposition

•   매경(사설): 원전건설 중단은 주민에 피해주는 중대범죄라는 미국의 판단

•   서경(사설): “원전 중단은 중대 범죄”라는 美, 사법처리 지지부진 韓

•   중앙(정태용): 에너지 전환, 원칙부터 세우자

•   문화(사설): 美선 원전건설 중단 重범죄, 文정부 탈원전은 더 큰 범죄

•   파이낸셜뉴스(사설): 탄소중립 과속, 기업은 속이 탄다

•   헤럴드경제(류기정): 2050 탄소중립, 소통과 불확실성 해소가 우선이다.