Business Intelligence Monitor 210429

(Introduction)

[Markets]

•   Global: Asian shares mixed as earnings fail to inspire before Fed

•   한국: 코스닥 다시 1,000선 하회…코스피도 3,200선 아래로

•   한국: 다시 1000선 내준 코스닥…시총상위株 줄줄이 급락

•   한국: 상속 지분 미공개에…삼성그룹株 혼조세

•   한국: "국민연금, 석탄 투자 발뺄라" 금호석유·OCI 타격

•   한국: 두산그룹주 등락 갈려, 두산 9%대 급등 두산퓨얼셀 5%대 급락

•   Metals: Copper rally pauses as Goldman forecasts record highs

•   Grains: Corn, wheat, soybeans end lower after mixed trade

[Indicators]

•   US Benchmark rates: Fed Holds Steady on Interest Rates, Bond Purchases

※   Fed: Federal Reserve issues FOMC statement

※   WSJ: Transcript: Fed Chief Powell’s Postmeeting Press Conference

•   North America Apr. Construction cost: Engineering and Construction Costs Climb for Sixth Consecutive Month in April

•   US Weekly Mortgage rates·applications: Mortgage demand falls even as interest rates drop

•   한국 2월 인구동향: 2월 출생아 수 또 역대최저치… 16개월 연속 인구자연감소

•   한국 4월 BSI·ESI: 수출호조·소비회복에 기업 체감경기 10년내 최고수준

•   Japan Mar. Retail sales: Japan's retail sales rise at fastest pace in five months

[Trackers]

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

•   Worldometer: COVID Live Update

•   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

•   Bloomberg: The Covid Resilience Ranking

•   WP: Tracking Biden’s political appointees

[News]

•   WSJ: Biden to Propose $1.8 Trillion Plan Aimed at Families, Tax Hikes for Wealthiest Americans

※   White House: Fact Sheet: The American Families Plan

•   WSJ: What’s in Biden’s American Families Plan? From Taxes to Child Care

•   WSJ: Some Democrats Not Sold on Biden’s Proposed Capital-Gains Tax Boost

•   WSJ: Biden Proposal Would Close Longtime Real-Estate Tax Loophole

•   WSJ: Vaccines Appear to Be Slowing Spread of Covid-19 Infections

•   WSJ: At-Home Covid-19 Tests Might Cost Too Much for Regular Use

•   WSJ: Brazil Covid-19 Variant Tears Through South America in Warning to World

•   WSJ: Mortgage Refinancing Initiative to Help Lower-Income Borrowers

•   WSJ: U.S. Warship Fires Warning Shots in Encounter With Iranian Vessels

•   WSJ: A Green Germany Could Pump Up Europe’s Fiscal Push

•   WSJ: When the EU’s Covid-19 Vaccine Drive Stumbled, It Turned to Mr. Fixit

•   WSJ: Apple Earnings, Revenue Surge

•   WSJ: Huawei’s Sales Drop Steepens Under Weight of U.S. Sanctions

•   WSJ: Verizon Explores Sale of Media Assets, Including Parts of Yahoo and AOL

•   WSJ: Facebook’s Ad Business Drives Surge in Revenue, Following Google’s Act

•   WSJ: Ford Posts Highest Quarterly Net Income in Years

•   WSJ: Elon Musk’s War on Regulators

•   NYT: Biden’s $4 Trillion Economic Plan, in One Chart

•   NYT: As Economy Rebounds, Manufacturers Face New Hurdles

•   NYT: How Europe Sealed a Pfizer Vaccine Deal With Texts and Calls

•   NYT: India Blames a Virus Variant as Its Covid-19 Crisis Deepens

•   NYT: India's Covid Crisis: How to Help Victims and Frontline Workers

•   NYT: The Exxon of Green Power: A Spanish Company and Its Boss Set Sky-High Goals

•   WP: Top 5 takeaways from Biden’s American Families Plan

•   WP: Senate votes to restore Obama-era limits on methane gas emissions

•   WP: Pfizer-BioNTech, Moderna vaccines are highly effective in keeping seniors out of the hospital, CDC finds

•   WP: Biden’s big bet: He can remake the economy without any negative side effects

•   WP: Boris Johnson's Downing Street refurbishment is under investigation

•   WP: India reports more than 360,000 new covid-19 cases, a global record

•   WP: Wingcopter is mass producing ‘triple-drop’ drones to deliver more packages, faster

•   FT: BioNTech chief confident Covid jab will work against Indian variant

•   FT: European financial supervisor warns of ‘tsunami’ of insolvencies

•   FT: Russia expels seven more European diplomats

•   FT: Europeans reassess the double-edged sword of trade with China

•   FT: No green recovery in eastern Europe

•   FT: MEPs brand Brexit a ‘historic mistake’ as they approve trade deal

•   FT: Johnson faces investigations over who paid for Downing St refurbishments

•   FT: UK woos sovereign wealth funds over green investments

•   FT: After a blistering start, Biden’s vaccine rollout faces new hurdles

•   FT: Republicans struggle to mount opposition in Biden’s first 100 days

•   FT: US has applied export controls in all but name

•   FT: China plots regional influence push as India battles Covid crisis

•   FT: Saudi crown prince says he wants to mend ties with Iran

•   FT: South Africa’s ANC allowed looting, president says

•   FT: Global IPOs begin 2021 at breakneck pace

•   FT: UMC agrees to expand mature chip capacity to address semiconductor shortage

•   FT: Semiconductor shortage to halt Mini production in Oxford

•   FT: Saudi Aramco and India’s Reliance discuss cash and share stake deal

•   FT: Biden’s global tax plan ‘breakthrough moment’, Canada’s Freeland says

•   Bloomberg: Asian Economies Recovering Fast But Paths Diverge, ADB Says

※   ADB: Asian Development Outlook (ADO) 2021: Financing a Green and Inclusive Recovery

•   Bloomberg: U.S., EU Race to Avoid June Escalation in Metals Tariff Dispute

•   Bloomberg: Supply Chains Latest: Vaccine Slowed in Global Race With Variants

•   Bloomberg: Joe Biden American Families Plan Targets Carried Interest Tax Break

•   Bloomberg: Biden Commerce Chief Pledges to Help Businesses Export to China

•   Bloomberg: U.S. Trade Chief Hopeful, Motivated to End Airbus-Boeing Dispute

•   Bloomberg: U.S. Concerned About Mexico Trade-Deal Performance, Commitment

•   Bloomberg: Big Government Is Set for a Rerun With Biden’s Economic Plan

•   Bloomberg: Stimulus, Reopenings to Fuel U.S. First-Quarter Economic Growth

•   Bloomberg: Rouhani Says Controversial Tape Leaked to Derail Iran Nuclear Deal Talks

•   Bloomberg: Supply Chain Initiative From Japan, India, Australia Under Way

•   Bloomberg: Scoring Saudi Arabia Vision 2030 Five Years After Launch

•   Bloomberg: China’s Post-Covid Travel Frenzy May Break Record This Labor Day

•   Bloomberg: China’s Sovereign Bonds Defy Expectations of an April Reckoning

•   Bloomberg: Qualcomm Gives Bullish Outlook on Strong Demand for Phones

•   Reuters: White House considering intellectual property waiver for COVID-19 vaccines

•   Reuters: Moderna says U.S. govt increased its COVID-19 vaccine contract to $1.25 bln

•   Reuters: UK survey finds rising unease about AstraZeneca COVID-19 vaccine

•   Reuters: ECB's Lagarde sees rapid rebound as vaccinations take off

•   Reuters: Britain says no surplus COVID vaccines available to give to India

•   Reuters: Japan's unused 14 mln doses of COVID-19 vaccines point to logistical hurdles

•   Reuters: Shut U.S. coal plants seen as potential sites for small reactors

•   Reuters: EXCLUSIVE Major Chinese investors in talks to take Aramco stake -sources

•   Reuters: Analysis: U.S. companies are worried about inflation, equity investors less so

•   AP: EXPLAINER: Capital gains tax hike targets wealthy investors

•   AP: AP analysis: The expected COVID baby boom may be a baby bust

•   CNN: Will Joe Biden stick with Jerome Powell at the Fed?

•   CNN: Microsoft president: This is what technology will be like in 2030

•   CNBC: Biden's 100 days: Former Obama official on market challenges ahead

•   CNBC: Israel's Netanyahu pushes to form government to prevent fifth election

•   CNBC: Saudi Arabia in talks to sell 1% of Aramco to a 'global energy' firm

•   CNBC: Tesla accused of environmental rule violations in U.S. and Germany

•   MarketWatch: There’s one looming question about Biden’s proposed tax changes, and investors are waiting for the answer

•   SCMP: Australia’s China debate gets more rancorous with harassment, threats and lawsuits

•   SCMP: Beijing considers China-US exchange after America declares easing of pandemic entry rules

•   SCMP: Chinese carmakers steal Tesla’s thunder at Shanghai Auto Show with compact EVs, 1,000km-range models

•   SCMP: China labels India, Australia, Japan supply chain plan as ‘artificial’ and ‘unfavourable’ to global economy

•   SCMP: China’s census expected to show population decline, spur debate on key policy issues

•   Global Times: Industrial digital transformation speeds up in China, e-currency expected to pilot in online B2B trading

•   Nikkei Asia: Japan approves world's largest free trade pact with China and ASEAN

•   Nikkei Asia: Renesas quarterly profit more than doubles despite fire

•   Nikkei Asia: Sony faces profit drop following record-breaking year

•   Nikkei Asia: Honda to suspend three Japanese plants in May due to chip shortage

•   Nikkei Asia: Olympic spectator decision delayed by Tokyo COVID emergency

•   Nikkei Asia: Japan to allow emergency vaccine rollouts without clinical trials

•   Nikkei Asia: No fun to be had over Golden Week as COVID rages through Japan

•   Nikkei Asia: Analysis: Xi muzzles ex-premier Wen Jiabao as political season nears

•   Mainichi: Toyota's March global auto sales hit record on US, China recovery

•   Mainichi: Hitachi logs record net profit in FY2020 on IT-related sales

•   Business Standard: Second Covid-19 wave heightens downside risks to India's GDP, says S&P

•   매경(P1): 이건희 재산 60% 국민에게…의료·예술 통큰 기부

•   매경: "상속세 절세는 없다"…개인재산 배당 대출 총동원 [이건희 상속세 12조]

•   매경: 삼성전자는 이재용, 삼성생명은 유족 지분 분할할 듯

•   매경(P1): 가을엔 해외여행? 백신접종 하면 자가격리 면제

※   보건복지부: 국내 예방접종을 완료한 분들에 대해 자가격리 조치를 완화합니다

•   매경(P1): [단독] 코인투자 직장인 절반 "손실중"…회사원 1855명 설문조사

•   매경: 코인에 빠진 朴대리 회의도 깜빡…"이러다 잘리나"

•   매경: 리또속 에어드랍 역프…이 말 모르는 당신은 코린이

•   매경(P1): "脫탄소에 맞춰…새만금을 신재생에너지 기지로"

•   매경: 정세균 "새만금이 그린뉴딜 최적지…한국의 성장동력될 것"

•   매경: 정부 저탄소 속도전…그린뉴딜 中企 지원

•   매경: 자율車·드론택시·수소열차…10년후 새만금은 '혁신교통 특구'

•   매경: "수소에너지 산업 키우려면 예비타당성조사 면제 필수"

•   매경: LG·SK·GS…신사업 기회 찾는 임원들 총출동

•   매경(P1): 더 비어가는 명동…상가 38%가 공실

•   매경: 민주당 보궐선거 참패로 '움찔'…4월국회 쟁점법안 무더기 보류

•   매경: 현대重그룹 계열사 9곳 ESG위원회 신설…"친환경 기술 개발에 집중"

•   매경: 삼성, 갤럭시북으로 애플과 맞짱뜬다

•   매경: SKIET 청약 첫날 22조…카겜도 SK바사도 다 넘었다

•   매경: 물 들어올때 노 젓는 현대중공업…이르면 7월 상장

•   매경: LG화학, 全사업부 '환상의 케미'로 영업익 1조 돌파

•   매경: "라임·옵티머스 불완전판매…증권사 CEO 중징계 과도"

•   매경: 오세훈, 與 구청장에 읍소…"9억 이하 재산세 부담 줄이자"

•   매경: SK건설, 無탄소 수소연료전지 구축

•   매경: [단독] "연차수당으로 온누리상품권 사라니" 공무원 부글부글

•   매경: 몸집 불리는 한노총…공공노총과 조직 통합

•   매경: 8년간 버틴 한국 조선, 실력발휘 때가 왔다 [Big Picture]

•   매경: [Biz Focus] 돈 모으고 싶다면, 주가 띄우고 싶다면…사모펀드도 ESG하라

•   한경(P1): 대선 1년 앞두고 '신용불량자 사면' 꺼낸 與 원내대표

•   한경: 고민 깊어진 소득주도성장특위…"고용 없는 경기회복 우려"

•   한경: 박범계 보좌하던 현직 검사도 업비트로 이직…"이례적인 일"

•   한경: "달라진 건 비트코인 값 뿐인데…" 2030 투자자 뿔났다

•   한경: 비트코인 1억달러 어치 사들인 넥슨…"현금가치 유지 목적"

•   한경: "한국 해외자원개발 고사위기 빠졌다"

•   한경: 홍남기 부총리 "SK하이닉스의 반도체 클러스터 조성 지원"

•   한경: "미국·중국·EU, 新제조업 전쟁 중…韓 뒤처지면 하청업체 전락"

•   한경: "新제조업 혁명은 AI와 데이터 융·복합이 핵심"

•   한경: 이성열 SAP코리아 사장 "설계·운영 등 전과정 네트워크化 중요"

•   한경: 오병준 지멘스DIS 대표 "제품 관리에 디지털 트윈 적용해야"

•   한경: 3D 프린팅, 제조 현장 대세로…"대량 맞춤형 생산 가능"

•   한경: '반도체 호황' SK하이닉스, 시설 투자 앞당긴다

•   한경: LG디스플레이, 3분기 연속 흑자

•   한경: 두산퓨얼셀 1분기 실적 부진에도…"수소산업 지원책 수혜 기대"

•   한경: [마켓인사이트]두산인프라코어 회사채, 벌써 우량채 취급...현대중공업 '후광'

•   서경(P1): 공시가 불복 5만건 ···'역대급’ 쏟아졌다

•   서경: 초유의 ‘반발’ 불러놓고 ··· 공시가 심의위 “인상률 적정”

•   서경: ‘깜깜이’에 공개한 공시가 산정자료···‘적정가격’ 등 핵심은 빠졌다

•   서경: 전국 13개 시도가 종부세 영향권···새로 편입된 곳 稅 부담 40% 늘어

•   서경(P1): 기업 95% "친환경 경영 필수···투자 늘릴 것"

•   서경: 에코경영, 기업 뿐 아니라 기관도 이제는 ‘필수’

•   서경: MS 10억弗 '기후펀드' 조성...애플은 성과급에 ESG 반영

•   서경(P1): [단독] 삼바 '고의 분식회계' 여부 전문가 의견 듣고 판단한다

•   서경(P1): '경영난' 자원 공기업에 자금 수혈

•   서경: S&P, 韓 신용등급 'AA' 유지···"3~5년간 견조한 성장할 것"

•   서경: 韓소부장 '역전의 명수'로...R&D 지원 1년 반만에 6,000억 경제효과

•   서경: 재계, 기업활동 위축 우려에도...與 당권주자, 노동이사제 찬성

•   서경: "암호화폐는 가상자산"...내년 1월 과세 쐐기박은 與

•   서경: "퇴출당할라" 뒤늦게 몸낮추는 암호화폐 거래소

•   서경: [단독]현대차, 반도체 부족에 내달 초 울산공장 휴업 검토

•   서경: 배터리 분쟁 벗어난 SK이노···3.6조 재투자 실탄 확보

•   서경: “비대면 시대의 新 매장 제시”···LG전자, 투명 올레드 사이니지 공급확대 나서

•   서경: 현대건설기계, 1분기 영업익 전년比 644.9% 증가한 797억···분기 최대 실적

•   서경: "美 등 반도체 명운 걸어···우리도 '차세대 반도체 특별법' 제정 서둘러야"

•   서경: 운동 뒤 코로나 백신 맞으면 항체 형성률 더 높다

•   서경: 코로나 바이러스 증식 막는 단백질 찾았다···치료제 개발 기대

•   서경: 토종 스타트업, 화재에 강한 ESS 개발 팔 걷었다

•   서경: 돈 번 '서학개미' 이렇게 많았나...증권사 양도세 신고 6배 폭증

•   서경: "금융 CEO 징계에만 집중하면 모험자본 공급 위축"

•   서경: 압구정 누르니··· 옆 동네 반포·대치 대형도 ‘평당 1억 클럽’

•   서경: 서울 아파트 전셋값 내려가나···'하락전망' 더 많아져

•   조선(P1): [NOW] 김병장도 박일병도 돌격! 코인 앞으로

•   조선(P1): 美국방 항의 두달만에 사드장비 추가 반입

•   조선: [차학봉 전문기자의 Special Report] 英 “그린벨트 풀자” 美 “고밀도 개발”… 집값 불끄기 나선 선진국들

•   조선비즈: 산업부, 탄소중립 가속화 위한 특별법 제정 착수…경제계 “원전 없는 온실가스 감축은 재앙”

•   조선비즈: [디스플레이 초격차]② OLED 넘어선 QNED…‘초격차’로 中 따라오면 한발 더 앞서간다

•   조선비즈: [단독] 직원 가족도 ‘외식 금지'?… 공기업 내부지침 ‘사생활 침해' 논란

•   조선비즈: [팬데믹 1년]① 예상치못한 초고속 백신 보급, 집단면역은 언제쯤?

•   중앙: "공장 200% 돌린다" 즐거운 비명…건설기계 빨아들이는 중국

•   중앙: 탈원전 정책에 울던 두산중공업…사우디서 적자 탈출구 찾았다 - 중앙일보

•   동아(P1): ‘백신 노쇼’로 남는 물량, 누구든 접종 신청 가능

•   동아: 임기말 줄잇는 낙하산… “생산성본부 임원에 민노총 출신 임명 압박”

•   동아: 與 종부세 혼선, 원내지도부끼리도 엇박자

•   문화(P1): 韓 대북제재 완화 요구에 美 “核개발겨냥 제한” 일축

•   문화: 자가진단 키트 1만∼1만2000원선…정확도 논란

•   문화: 코로나 여파… 대기업 작년 해외매출 33조 줄었다

•   데일리한국: 두산밥캣, 호황 사이클 진입…연간 호실적 지속-대신

•   국민: 고향 찾은 김동연 “어떤 지도자도, 미래 얘기가 없다” 쓴소리

•   쿠키뉴스: 삼성증권 “두산밥캣, 기대 이상 실적… 목표가 6만원 ↑”

•   경향(P1): 코로나19 백신 접종 후 이상반응 사례 4건에 첫 피해보상

•   머니투데이(P1): 윤호중 "이재용 사면, 박근혜와 연결…경제로만 판단할 사안아냐"

•   머니투데이: 두산밥캣, 1분기 이어 2분기도 호실적 전망..목표가 ↑-하이

•   더벨: 동박 기업 동남아·유럽 잇단 공장 증설 배경은

•   더벨: 두산인프라, 공모채 만기 늘리고 금리는 낮췄다

•   파이낸셜뉴스(P1): 韓 부동산 거래세 OECD 최고 수준

•   파이낸셜뉴스: '원통형’ 車배터리 수주 경쟁 뜨겁다

•   아시아경제(P1): 11년간 정부보조 80조원…밑빠진 건강보험재정

•   아시아경제(P1): 철광석·구리 사상최고치…또 경고음 커진 인플레

•   아시아경제: 10만원대 폰부터 폴더블까지…5G 스마트폰 슈퍼사이클 열린다

•   아시아경제: 봄 이사철인데…전세시장 '조용'

•   아시아경제: [클릭 e종목]두산퓨얼셀, 정책이 만든 계절성 "상저하고 기대"

•   디지털타임스(P1): 명품으로 몰리는 돈… `보복 소비` 움직임 커진다

•   디지털타임스(P1): 반도체 호황·소비재 수요 증가… 부품소재 기업 `어닝 서프라이즈`

•   디지털타임스: 공매도 대책 불신 여전… "외국인 빠진 대차거래, 반쪽대책 불과"

•   디지털타임스: 물량확보 나선 외국인·기관투자자… `고평가주` 노린다

•   디지털타임스: [공매도 부분재개 이후 전망] 기업 실적 개선돼 증시영향 미미… 고평가된 코스닥 종목 조정될 듯

•   이데일리: 한은 "비트코인 등, 화폐 아닌 가상자산..금융안전 위협요소"

•   이데일리: 역대급 호실적에도…은행, 예금금리 인상엔 딴청

•   이데일리: 두산중공업, 5월 13일 임시주주총회 개최

•   연합: 오늘 700명 안팎…정부, 확산세 거세지만 거리두기 격상엔 '신중'

•   연합: 바이오엔테크CEO "백신생산 30억회분으로↑…한국 공급 득볼것"

•   연합: 이천 화재참사 한익스프레스 '최악 살인기업' 오명

•   뉴시스: 美 바이든정부 출범 100일…"인프라 특수 활용 기회"

•   SBS: [단독] "한국을 백신 허브국으로"…한미정상회담 의제 추진

•   이투데이: 두산퓨얼셀, 수주 부진했지만 하반기 기대감은 유효 -메리츠증권

•   비즈니스포스트: 두산밥캣 목표주가 상향, "미국 주택 착공 늘어 건설기계 판매증가"

•   비즈니스포스트: 두산인프라코어 주가 상승 가능, “중국 이어 신흥국에서도 판매확대”

•   비즈니스포스트: 두산퓨얼셀 주식 매수의견 유지, “친환경정책에 연료전지 수주 늘어”

•   아시아타임즈: [단독] '철수는 없다'…한국지엠, 53만대까지 생산 케파 '확' 늘린다

•   아시아투데이: “두산밥캣, 북미 인프라 투자 기대…목표가 상향”

•   글로벌경제: 100여 년 재계史에 기록될 법한 두산중공업의 '3년 생환기'

•   WNN: Viewpoint: Advanced nuclear for the hydrogen economy

•   reNews: US solar power grows by 26% in 2020

•   reNews: Renewables push will pave way for green hydrogen

•   에너지경제: 산업부, 산업부문 탄소중립 위해 수조원 규모 예타 기획 착수

•   에너지경제: [탄소중립 결의] "경제성장·기후환경 두 마리 토끼 잡는다"…에너지 등 산업계 탄소중립 선도 다짐

•   에너지경제: [탄소중립 결의] 경제단체·에너지업계 탄소중립 실천 결의…화석연료 의존도 축소 등 5개항 채택

•   에너지경제: [에너지포럼 2021] "탄소중립, 지속 가능하고 경제성장 동반해야 의미"

•   에너지경제: [에너지포럼 2021] 조용성 원장 "탄소중립 길 위의 난제 해결 위해 새로운 접근방식 고안해야"

•   에너지경제: [에너지포럼 2021] 이유수 선임연구위원 "중앙집중식 통제는 한계…자율 경쟁 가능한 생태계 조성해야"

•   에너지경제: [에너지포럼 2021] "현 시스템으로는 재생에너지 확대 불가능…전력산업 전체적인 구조 개편 필요"

•   에너지경제: [에너지포럼 2021] 김재경 연구위원 "탄소중립에 수소역할 중요…천연가스 공과금 인하 필요"

•   에너지경제: [에너지포럼 2021] "탄소중립 달성 위한 수소경제 구체적 계획 마련 시급"

•   에너지경제: [에너지포럼 2021] "신재생에너지 확대 위해 국민 수용성 높여라"

•   이투뉴스: 발전공기업 5社 새 CEO "석탄 대체사업 시급" 이구동성

•   Equipment World: Caterpillar: O&O Costs Cut 20% with New MH3250, MH3620 Material Handlers

•   For Construction Pros: Economic Update: Tough Transition to Post-COVID Economy Ahead for Construction

•   대한경제: LH 혁신방안…유력한 3大 시나리오는

•   대한경제: 시흥거모3구역 재건축, DL이앤씨vs두산건설 ‘맞대결’

•   MINING.com: Commodities of the future: Most linked to green and digital transitions – report

•   전자신문(P1): [배터리 데이 2021] LG엔솔 "차세대 '리튬황·전고체 배터리' 2025년부터 출격"

•   DIGITIMES: LCD panels supply worsening

•   DIGITIMES: PCB, CCL makers under pressure from rising copper price

[Opinions]

•   Project Syndicate(Andrew Sheng, Xiao Geng): A One-Earth Balance Sheet

•   Project Syndicate(Mark Leonard): Germany’s Green Velvet Revolution?

•   Project Syndicate(Paul Polman, Eva Zabey): Building a Nature-Positive Economy

•   Project Syndicate(Daron Acemoglu): Climate Change vs. Techno-Utopia

•   Project Syndicate(Eric Parrado): Ending Latin America’s Economic Malaise

•   FT(Editorial Board): Joe Biden’s quest to fund a growing state

•   FT(Editorial Board): A new deal for the young: how to fix the housing crisis

•   FT(Ben Hall): EU’s legal tensions create space for autocrats to exploit

•   FT(Richard Milne): Danish companies take a lead in green technology

•   FT(Tiffany Wilding): Investors should see past inflation pick-up

•   FT(Pat Gelsinger): The EU must play a long game for semiconductor success

•   WSJ(Editorial Board): Biden’s Post-Trump Honeymoon

•   WSJ(Daniel Henninger): Joe Biden’s Art of the Non-Deal

•   WSJ(James Freeman): The IRS Is Biden’s Infrastructure

•   WSJ(Karl Rove): Joe Biden Is the Six Trillion Dollar Man

•   WSJ(Gerald F. Seib): Biden Gambles on His Feel for the Voters

•   NYT(Thomas L. Friedman): Is There a War Coming Between China and the U.S.?

•   NYT(Michelle Cottle): Biden Underpromises, Overdelivers

•   WP(Editorial Board): The vaccines are working. So is the virus.

•   WP(Editorial Board): The pros — and cons — of President Biden’s historic expansion of government

•   WP(Henry Olsen): The 2020 Census is bad news for progressive policy

•   WP(Paul Waldman): Why Republicans can’t convince America that Biden is a radical

•   WP(James Hohmann): Our generation’s ‘Sputnik moment’ has finally arrived

•   WP(Thet Htar Mya Yee San): I’m a Myanmar diplomat. Here’s why I refuse to recognize the coup.

•   WP(Sumit Ganguly): Modi sought to protect his image over stopping India's covid pandemic

•   Bloomberg(Tyler Cowen): Raising the Capital Gains Tax Would Be Un-American

•   Bloomberg(Brian Chappatta): Junk Bond Investors Should Embrace Reddit Mentality

•   Bloomberg(Brian Chappatta): FOMC Meeting: Fed’s Tone on Covid-19 Could Signal Its Shift

•   Bloomberg(John Authers): Markets Are Insulated From India's Agony, for Now

•   Bloomberg(Marcus Ashworth): Mario Draghi Is Relying on Some Old Friends

•   Bloomberg(Jonathan Bernstein): Are Democrats Too Woke for Voters?

•   Bloomberg(Ramesh Ponnuru): Housing Shortage Is Progressives' Problem to Fix

•   Bloomberg(Timothy L. O'Brien): Wisconsin’s Foxconn Blunder Is a Case Study for Biden

•   Bloomberg(Stephen L. Carter): Why Republicans Are Still Skeptical Trump Lost

•   Bloomberg(Tae Kim): Elon Musk’s Golden Age of Tech Innovation Is Coming

•   Bloomberg(Sam Fazeli): Britain and EU May Both Be Wrong on Astra's Vaccine

•   Bloomberg(Matthew Yglesias): America Needs to Grow Much Faster

•   CNN(Aaron David Miller): The main idea behind Biden's global strategy

•   MarketWatch(Peter Morici): It’s time to toss the unwieldy income tax and replace it with something far simpler

•   Fox News(Ted Cruz): Biden's State of the Union update – here's the truth you won't hear from the president

•   서경(현정택): 발등의 불 된 온실가스 감축 약속

•   에너지경제(노동석): 탈원전과 앞뒤 안맞는 원자로 기술개발

Business Intelligence Monitor 210428

(Introduction)

[Markets]

•   Global: Stock markets dip on caution before Fed, earnings

•   US: U.S. Treasury Yields Rise Ahead of Fed Statement

•   한국: 코스피 외인·기관 매도에 0.07% 하락…3,210선은 사수

•   한국: 두산그룹주 혼조, 두산밥캣 4%대 오르고 두산인프라코어 2%대 내려

•   Metals: Copper climbs towards record as market frets about supply

•   Iron ore: Iron ore hits record on China demand

•   Grains: Corn, wheat, soy step back after reaching new 8-year highs

[Indicators]

•   US Feb. Case–Shiller home price: U.S. Home Prices Continued to Climb in February

•   US Apr. Consumer confidence: Confidence in U.S. Economy Approaches Pre-Pandemic Level

•   US Weekly Oil Inventories(API) U.S. Oil Inventories Rise Beyond Expectations

•   China Mar. Industrial profits: China’s Industrial Profits Surge as Output and Prices Climb

•   한국 1분기 GDP: 1분기 경제성장률 1.6%…코로나 이전 경제 규모 회복

※   한국은행: 2021년 1/4분기 실질 국내총생산(속보)

※   한경: 경제, 코로나 이전 회복했지만…백신 차질 땐 언제든 '소비절벽'

•   한국 4월 소비자동향: 소비심리, 4개월 연속 개선…수출호조·백신접종 등 영향

•   Japan Mar. Benchmark rates: BOJ signals prolonged easing, offers gloomy price outlook

※   BOJ: Statement on Monetary Policy

[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: CDC Eases Face Mask Guidelines for Fully Vaccinated People Outdoors

•   WSJ: Do You Need to Wear a Mask Outside When Fully Vaccinated?

•   WSJ: U.S. Aims to Shape New Phase of WHO-Led Probe Into Origin of Covid-19

•   WSJ: Indian Covid-19 Variant Found in U.S., Across Globe as Foreign Help Arrives

•   WSJ: Biden to Sign Order Requiring $15 Minimum Wage for Federal Contractors

•   WSJ: Biden to Seek $80 Billion to Bolster IRS, Tax Enforcement

•   WSJ: Biden Administration to Finance $8 Billion in Power-Grid Improvements

•   WSJ: Lakeside Idaho City Is America’s Hottest Housing Market in New WSJ/Realtor.com Index

•   WSJ: See the Full Rankings for WSJ/Realtor’s Emerging Housing Markets Index

•   WSJ: The Pandemic Changed Where Americans Live

•   WSJ: India’s Covid-19 Agonies Highlight Growing Rich-Poor Gap in Vaccinations

•   WSJ: Saying Au Revoir to the Most Successful Policy in Federal Reserve History

•   WSJ: Ant IPO-Approval Process Under Investigation by Beijing

•   WSJ: Chinese Bad-Debt Manager Huarong Repays a $453 Million Bond

•   WSJ: Archegos Hit Tops $10 Billion After UBS, Nomura Losses

•   WSJ: GE Posts Lower Sales, Loss on Restructuring Moves

•   WSJ: Google Earnings Smash Sales Records as Digital Ad Market Booms

•   WSJ: Microsoft Sales Show Strong Growth in Gaming, Cloud

•   WSJ: CEOs Speak About the Economy, the World Reopening, Crypto and More

•   WSJ: Apple’s Privacy Changes Are Poised to Boost Its Ad Products

•   WSJ: Tesla Makes More Money Trading Bitcoin Than Selling Cars

•   WSJ: Ford Plans to Manufacture Its Own Batteries for Electric Vehicles

•   WP: The Fed helped fuel stock market boom — but deepened income inequality

•   WP: Coronavirus has crushed India’s health system. Patients are on their own.

•   WP: How did the coronavirus outbreak in India get so bad?

•   FT: China set to report first population decline in five decades

•   FT: France and Germany push for quick approval of EU states’ recovery plans

•   FT: Brussels prepares new rules to clamp down on foreign public subsidies

•   FT: France’s younger voters divided over voting for Macron or Le Pen

•   FT: Brussels warns Britain on Northern Ireland as MEPs vote on trade deal

•   FT: UK manufacturers’ profitability drops to decade low

•   FT: US factory troubles to delay shipments of AstraZeneca vaccine

•   FT: Shooting for the moon: can Biden transform the US economy?

•   FT: US post-pandemic boom overcomes market fears

•   FT: Federal Reserve meeting: four things to watch

•   FT: Is a new variant driving India’s coronavirus catastrophe?

•   FT: Indian security forces called in to bolster fight against Covid wave

•   FT: Russia criticises Brazil’s rejection of Sputnik V vaccine

•   FT: Hong Kong’s flight ban exacerbates global shortage of sailors

•   FT: US futures traders gorge on cheddar amid race to lock in supplies

•   FT: Tesla’s publicity nightmare in China comes at crucial juncture

•   FT: JPMorgan calls US bankers back to the office from July

•   FT: EU to charge Apple with anti-competitive behaviour this week

•   FT: BP commits to share buybacks after first-quarter earnings triple

•   FT: A family affair: can prosecutors flip Donald Trump’s ‘eyes and ears’?

•   FT: Anatomy of a hedge fund hack

•   FT: Chile: critical test looms on inequality

•   FT: Ballot puts Chile at constitutional crossroads

•   FT: A new dawn in Mapuche fight for equality

•   FT: Renewables inspire Chile’s dream of exporting green energy

•   FT: Chilean miners fear struggle to meet copper demand

•   Bloomberg: With 1.1% of People Vaccinated Against Covid-19, Japan Lags the Developed World

•   Bloomberg: Rich Countries' Vaccine Nationalism to Backfire as Covid Worsens in India

•   Bloomberg: China Vows to Step in as India Curbs Vaccine Supply to Neighbors

•   Bloomberg: OPEC+ Prepares for Meeting Amid Troubling India Covid Virus Surge

•   Bloomberg: U.S. Companies Bump Up Prices on Supply Squeeze, Demand Boom

•   Bloomberg: Split-Screen Recovery in U.S. Leaves Small Business Behind

•   Bloomberg: Richest Americans Fear Biden Will Close Their Favorite Tax Loopholes

•   Bloomberg: Inflation Expectations Hit Eight-Year High Amid Reopening Cheer

•   Bloomberg: France, Germany Support US Tax Plan for Corporations

•   Bloomberg: Draghi Bets 261 Billion Euros on Redesign for Italy Economy

•   Bloomberg: Brexit: France Warns UK of Retaliation on Banking Rules if Fishing Deal Not Met

•   Bloomberg: EU Threatens Fines and Merger Bans for Chinese State Firms

•   Bloomberg: Rising Inflation in India Risks Central Bank’s Monetary Easing

•   Bloomberg: India Stocks Set For Largest Foreign Outflows Since March 2020

•   Bloomberg: Myanmar’s Junta Rebuffs Asean Plan to End Months of Violence

•   Bloomberg: Investors Love Copper But Not The Cost of Building a New Mine

•   Bloomberg: Global Steel Boom Builds as Rampant Demand Overwhelms Supply

•   Bloomberg: Battery Boom Prompts Iron Giant Vale to Mull Base Metal Spin-off

•   Bloomberg: QuantumScape (QS) Stock Hit By a Short-Seller Attack. Its CEO Is Fighting Back

•   Bloomberg: How Batteries Work: Inside The Batteries Powering Your Car, Phone and More

•   Bloomberg: Saudis in Talks to Sell 1% of Aramco to ‘Leading’ Foreign Peer

•   Bloomberg: Carbon Offsets Come Into Focus as Part of EU Green Overhaul

•   Bloomberg: Carbon Restrictions Are Finally Here to Bend the Emissions Curve

•   Reuters: $15 trillion global hydrogen investment needed to 2050-research

※   ETC: Clean electrification and hydrogen can deliver net-zero by 2050, says global private-sector coalition

•   Reuters: India expects biggest share of U.S. doses of AstraZeneca vaccine -govt sources

•   Reuters: WHO steps up aid to India to stem COVID surge

•   Reuters: EXCLUSIVE U.S. watchdog mulls guidance to curb SPAC projections, liability shield -sources

•   Reuters: Brazil's Vale beats Q1 profit estimates, buoyed by iron ore demand

•   Reuters: Karen forces capture Myanmar army outpost - group's spokesman

•   Reuters: Explainer: Karen rebels step up attacks as Myanmar army struggles to rule

•   Reuters: GRAPHIC-New capacity needed to meet rapid copper demand growth

•   CNN: Gas shortages predicted this summer

•   CNBC: Jerome Powell is a heavy favorite on Wall Street to be renominated as Fed chair

•   CNBC: UK's Boris Johnson's alleged 'let bodies pile high' Covid comments

•   CNBC: Indian economy may shrink this quarter as Covid cases soar: Economists

•   CNBC: Jim Cramer slams market peak talk, says economy is at start of new cycle

•   Fox News: Biden cuts off press questions: 'I'm really gonna be in trouble' if I keep answering

•   Fox Business: Biden's proposed capital gains tax hike might hit wealthy Americans with 57% rate, study shows

•   SCMP: US opens to Chinese students and academics in easing of Covid travel bans

•   SCMP: How big is the ‘vaccination gap’ worldwide? A visual story

•   SCMP: As US and China offer coronavirus aid, India wary of hidden agendas

•   SCMP: China to mobilise its private companies to help India fight Covid-19 surge

•   SCMP: China’s digital economy surges in 2020 amid pandemic, making up nearly 40 per cent of country’s GDP

•   SCMP: China’s uneven coronavirus recovery inflames economic divide between north and south

•   SCMP: Xi Jinping tries to reassure China’s private firms of their place in nation’s economic development

•   SCMP: China food security: why the nation’s ‘food crisis’ is more of a livestock feed challenge

•   Nikkei Asia: Japan's 6G driven by former 'telegraph and telephone' family

•   Nikkei Asia: Japan highlights concern over China's military in diplomacy report

•   Nikkei Asia: Japan's K-shaped recovery emerges in home prices amid COVID crisis

•   Nikkei Asia: Kawasaki Heavy to roll out robot-conducted PCR tests for COVID

•   Nikkei Asia: Asia's migrants face uneven road back from COVID: ADB-led report

※   ADB: Labor Migration in Asia: Impacts of the COVID-19 Crisis and the Post-Pandemic Future

•   Nikkei Asia: Japan set to approve restart of 40-year-old reactors for first time

•   Mint: ‘Indian strain spreads faster, but little evidence of it being more lethal’

•   Mint: India Inc steps up effort to fight pandemic

•   매경(P1): 수수료 없앤 증권사로 퇴직연금 '밀물'

•   매경: 개인퇴직연금 증권사로 옮겨볼까…삼성 이어 미래에셋도 수수료 '0'

•   매경: "알아서 굴려주는 퇴직연금, 지금 골든타임"

•   매경(P1): 카카오 웹툰, 태국 상륙…1위 네이버와 정면승부

•   매경: "중산층 2억 동남아 잡아라"…네이버 이어 쿠팡·배민도 진격

•   매경: [단독] 국토부 내부 회의서도 "공시가 상승 속도 너무 빠르다"

•   매경: "올해 4%대 성장"…정부·민간연구소 전망치 줄상향

•   매경: 10개 정부기관 '핑퐁'할 때…코인거래소·은행, 자체규제 나섰다

•   매경: '백신휴가' 다 같이 외친 정부·국회…돈 얘기 나오자 딴 소리

•   매경: 오너家 편법증여 세무조사

•   매경: 진짜 소는 누가 키우나...농어촌인구 5년새 28만명 감소

•   매경: 기재부의 반성 "작년 부동산 정책 미흡"

•   매경: "1%p 더 준다고 적금 드나"…대출금리 올린 은행, 예금금리 낮췄다

•   매경: 탈원전 혹독한 구조조정…두산중공업 흑자전환

•   매경: 인도진출 韓기업 비상…사무소 폐쇄·가족 철수

•   매경: 삼성SDI 매출 역대최대…영업익 147% '쑥'

•   매경: 삼성전자 속도 2배 높인 서버용 SSD

•   매경: [단독] 한화, 美텍사스서 삼성물산과 태양광발전 격돌

•   한경(P1): "지금은 이재용 필요한 때…사면 어렵다면 가석방을"

•   한경: 형기 절반 채운 이재용 가석방 가능할까

•   한경: "반도체 위기 심각"…먼저 움직인 경제단체들

•   한경: "백신·반도체 난제, 이재용에 맡기자"…사면 호소한 경제계

•   한경(P1): AI發 '마의 벽'에 부딪힌 자율주행차

•   한경: '세계 최초 상용화'에만 목매는 정부…규제부터 풀어주고, 민간에 맡겨야

•   한경: 성능 못 따라가는데…'상용화 조급증'에 핸들 꺾인 자율주행차

•   한경: 차선 위 아이와 할머니…AI의 선택은?

•   한경(P1): 압구정·여의도 묶자 강북 재건축 들썩

•   한경: "우리한테 죽으라는 소리인가"…공공기관 주변 음식점 '비명'

•   한경: 백신 접종일정 '우왕좌왕'…혼선만 키운 방역당국

•   한경: '손실보상 소급' 갈등…黨·政 힘겨루기

•   한경: '2050 탄소중립委' 내달 출범…경제계 '과속' 우려

•   한경: '엔低=주가 상승'…日 30년 공식 깨졌다

•   한경: 여당·환경단체 반대에…삼척 석탄발전소 무산 위기

•   한경: 갚은 대출도 "취소해달라"…난감한 은행들

•   한경: 코로나 'K백신' 이르면 연내 인도네시아 수출

•   한경: 1분기 100억 이상 대형 투자 받은 벤처 23곳

•   한경: 공정위 '쿠팡 총수' 지정이 불러올 후폭풍

•   한경: '백신 부자' 美·英, 주가 급등했다는데…한국은?

•   한경: 탄소중립·ODA 확대·협력사 지원 강화…ESG 경영 '가속페달'

•   서경(P1): K조선 르네상스, 친환경 선박에 달렸다

•   서경: 차세대 미래선박 급증하는데···조선 빅3, R&D 인력은 되레 줄어

•   서경: 경기 회복·친환경·LNG선 기술력 ···삼박자 맞아 '수주 잭팟' 낭보 이어져

•   서경: 유가 상승에··· 기대감 커지는 VLCC·해양플랜트 수주

•   서경(P1): 정부, 노바백스 위탁생산 계약 1년 연장 추진

•   서경: SK바사, 내년까지 국내 물량 결정···백신 '안전판' 되나

•   서경(P1): [단독] 표류했던 초대형 개발 '잠실 마이스 사업' 재시동

•   서경(P1): [단독] 삼성전자도 MZ 세대 노조 바람···조합원 10명 중 8명이 2030

•   서경: "투쟁만 하는 노조는 가라"···MZ 가슴에 불 지른 '3不 관행'

•   서경: 여의도 '개별 개발'로 선회···압구정·강동 대형 재건축도 밑그림

•   서경: 전국 100만 가구 보유세 2배 뛰었는데···말 뿐인 '실수요자 보호'에 비판 고조

•   서경: 10조대 '이건희 상속세' 발표 앞두고···洪 "세율 인하 검토 안해"

•   서경: [단독] '5인 제한' 유지에도 카드 더 썼다···3월 일평균 2.58조로 작년 11월 수준 회복

•   서경: 가계부채 관리방안 29일 발표··· 무주택자 LTV 우대는 추후

•   서경: 줄줄이 '깜짝 실적'···코스피 3,600 노린다

•   서경: 치솟는 집값에 30평 못 사요···1분기 거래 10건중 4건 '소형'

•   조선(P1): 아마존·알리바바도 흔들… 영원한 온라인 제국은 없다

•   조선: 상품 찾으려 애쓸 필요 없는 ‘무노력 점포’ 등장

•   조선: 20년 쌓아올린 알리바바 제국, AI 무장 新生기업에 추월당했다

•   조선(P1): [NOW] “부장님, 회사 출근하고 싶어요”

•   조선: 임대차법 9개월... 강남 전세보다 노·도·강이 더 올랐다

•   조선: 압구정·목동 아파트 거래허가 시행 직전 수억원씩 크게 올라

•   조선: 文정부 예타면제 100조 육박… ‘예타 둑 허물자’ 법안 쏟아낸 與野의원들

•   조선: 운전석이 영화관·게임방으로… 車업계들 ‘디지털 콕핏’ 전쟁

•   조선비즈: '분양사고' 났던 아파트까지 다 팔린다… "지방 미분양도 급감"

•   조선비즈: 화이자 백신 추가 도착…총 100만명분 반입완료

•   조선비즈: [디스플레이 초격차]① LCD 삼키고 OLED 넘보는 中…점유율 99%지만 안심 못하는 韓

•   조선비즈: [전기차 빅뱅]① 올해 신차 100여종 출시… 2030년엔 4대중 1대가 전기차

•   조선비즈: [위기의 갤럭시]① 삼성 스마트폰, 10년 만에 매출 100조 붕괴…폴더블폰 구원투수 될까

•   조선비즈: 文대통령 지시에 정부 나섰지만, 차량용 반도체 수급난 해결책 없어…"공급난 연말까지"

•   조선비즈: 태양광·풍력 늘린다는데… 전기 끌어올 송전망 대란 어쩌나

•   IT조선: 美 바이든 '탈탄소' 정책, 韓 반도체·DP 불똥

•   인베스트조선: 반도체·해운·배터리 기여도 미미…공허한 지원안만 반복하는 정부

•   중앙(P1): [view] 문 대통령·바이든 자꾸만 어긋난다

•   중앙(P1): 동거·비혼출산도 가족 인정 추진

•   중앙: 군졸 의견도 귀기울인 이순신, 어명보다 현장 판단 따랐다

•   중앙: “롤러블 TV처럼 돌돌 마는 스마트폰? 원가 절감이 관건”

•   중앙: [단독]김종인의 '플랜B'는 김동연? 사석서 '尹 대안' 흘렸다

•   동아(P1): “종부세 완화 대책 내달 발표”… 하루만에 또 말바꾼 與

•   동아: 與 “종부세 대상 상위 1%로 줄이자”… 대선 위기감에 급선회

•   동아: 올해 종부세 대상 주택 52만채… 내년엔 더 늘어날 듯

•   동아: 부동산시장에 들어온 中가상화폐 자금… 환치기로 아파트 쇼핑

•   문화(P1): 南北·美北 얼어붙었는데…文 “다시 대화시간 오고있다”

•   문화: ‘신고리 5·6호기’ 인근마을, 이주지 놓고 10년째 진통

•   한국(P1): 가상화폐 두고 온도차... 민주 "세심한 정책 필요" vs 정부 "투자자 책임"

•   한국: [단독] 정부, 가계부채 규제책 먼저 내놓는다… "대출 완화는 다음 달"

•   국민(P1): [단독] 집값 급등·원전 기소·고용 폭망에도… 평가는‘우수’

•   국민(P1): [단독] 비트코인 최고가 찍은 날, 2030은 예·적금 통장 깼다

•   서울: SK건설, 세계 최고 성능 친환경 연료전지 국산화 돌입

•   세계(P1): 개별접촉·깜깜이 감염 급증… 방역 초비상

•   세계: 명암 엇갈린 배터리 3사 1분기 실적

•   머니투데이(P1): '서비스기본법'은 왜 10년째 국회를 떠돌고 있나

•   머니투데이: [단독]공정위 "김범석, 쿠팡 실질적 의결권 행사" 총수로 가닥

•   머니투데이: 韓 '코로나 회복력' 6위…싱가포르, 뉴질랜드 꺾고 첫 1위

※   Bloomberg: Coronavirus Pandemic: Ranking The Best, Worst Places to Be

•   더벨: 시행 22년, 변신 거듭하는 지주사들

•   헤럴드경제(P1): 與 “무주택 대출규제 완화 내달 발표”

•   헤럴드경제: 현대차의 모빌리티 데이터가 토요타로 흘러들어간다

•   헤럴드경제: “기다렸다 화이자로”…‘AZ 접종기피 확산’ 차단 팔걷은 정부

•   헤럴드경제: “국회로” “각 부처로”...기재부 ‘예타권한 이관’ 공청회

•   파이낸셜뉴스(P1): 부동산에 코인까지.. 표따라 널뛰는 세금

•   파이낸셜뉴스: 85兆로 불어난 코로나 대출 유예금...리스크 우려 vs. 연착륙 지원

•   파이낸셜뉴스: 두산 경영정상화 탄력 받는다

•   아시아경제(P1): "총리에 코로나19 백신 전권 줘라"

•   아시아경제: '쿼드 할게, 백신 다오' 안돼… 게임 체인저는 '노바백스'

•   디지털타임스(P1): "쿠팡 총수 지정은 규제 덫, 대기업집단制 자체 폐지를"

•   디지털타임스: 커지는 中 건설기계 시장… 중장비업계 기대감

•   디지털타임스: [파이낸스] 저축銀도 `친환경 경영`… "녹색 건물주 금리 깎아드려요"

•   이데일리(P1): '아메리칸 드림' 꿈꾸는 국내 유니콘…20년치 한달새 몰렸다

•   이데일리: '쿠팡따라 가즈아'…IPO 유망주 잇따라 뉴욕行 '정조준'

•   이데일리: '다 미국 가면 어쩌나'…국내 증시에 붙잡을 유인책은

•   이데일리: "내 눈이 맞았어"…美 상장 대어 베팅 국내 투자자들 '환호'

•   이데일리(P1): 오세훈-정부 엇박자에 집값 ‘껑충’…稅부담만 커질라

•   이데일리: 보복소비 시작됐다…명품 싹쓸이 쇼핑에 백화점 매출 78% '껑충'

•   이데일리: 중부발전, 2025년까지 ESG 경영 위해 매년 2000억 투자

•   이데일리: 쌍용차, 셧다운 악몽 반복 위기‥국내 협력업체 정부 지원 촉구

•   이데일리: “가전+가구 콜라보레이션”...가전테리어 뜬다

•   이데일리: KT, 로봇의 일상화 선언…“개인 위한 서비스로봇 선보일 것”

•   이데일리: 석탄투자 연일 비판받는 국민연금…'원칙적 투자배제' 검토

•   이데일리: 2차 신규택지 이번주 공개…기대감에 유력 후보지 '들썩'

•   연합: 확진자 다시 급증 오늘 700명대 중반∼800명선…변이확산 비상

•   연합: 첨단 드론산업 집결…'드론쇼 코리아' 29일 부산서 개막

※   산업부: 산업을 연결하는 드론의 무한한 확장

•   연합: 탄소중립 대응' 국제그린에너지엑스포 28일 개막

•   연합인포맥스: 서울채권시장의 확장재정 우려…정치권發 노이즈 현실화하나

•   뉴시스: 변전소 용량은 '바닥'…태양광발전 농지 확보는 '과열'

•   뉴시스: 대한상의 포럼 "미·중 갈등에 美 CPTPP 가입 예상보다 빨라질 수도"

•   뉴스핌: [단독] 국민연금, '국내주식 확대 회의록' 공개 안한다

•   뉴스1: 풍력발전 '강제멈춤' 일상화…제주, '총량제' 도입으로 보급속도 '제어'

•   뉴스웨이: [재벌家 후계자들⑦-1]두산그룹, 가족경영서 ‘사촌경영’ 안착

•   데일리안: [ESG공기업①] 세계는 지금 'ESG' 새바람…에너지공기업 체질 개선 나선다

•   Power Engineering: EIA: U.S. Coal-fired generation making 2021 rally so far

•   reNews: GE Renewables Q1 losses narrow

•   에너지경제: P4G 서울정상회의 6차 준비회의 진행…"기후행동 강화 의지 구체화"

•   에너지경제: 태양광사업 사기 기승…자가용 PPA 수익성 과장 피해 속출

•   에너지데일리: 남동발전, 발전공기업 최초 'ESG경영 심의체제' 구축

•   KHL: Caterpillar partners with low carbon energy business

•   대한경제: 서울 서부선 민간투자사업, 다음달 중 우선협상자 선정

※   서부선 도시철도에 단독 응찰한 두산건설 컨소시엄은 이날 서울시에 2단계 평가(기술 및 가격 평가) 서류를 제출

•   OilPrice.com: China Makes Big Move On Battery Metals In Africa

•   OilPrice.com: The 5 Most Influential Oil Companies In The World

•   OilPrice.com: Energy Secretary Urges Oil Industry To Not Become Kodak

•   OilPrice.com: Brazil Reports 6% Oil Output Decline In Q1

•   전자신문: '차량용 MCU' 품귀…토종 팹리스 지원군 뜬다

•   전자신문: [산업리포트] 그린뉴딜 핵심, 해상풍력

•   전자신문: 천연가스 직수입 민간기업 사업 여건 대폭 개선...14차 장기 천연가스 수급계획 확정

•   DIGITIMES: PCB supply chain eyeing replacement demand stoked by new server CPUs

•   DIGITIMES: China firms gearing up for new-gen 5G chip rollouts

•   Robotics Tomorrow: Emphasis on Quality Control Has Retail Distribution Centers Looking Like Automated Factories

•   Robot Report: Universal Robots names 4 integrators to deploy ActiNav

•   Dronelife: Wingcopter Triple Drop Delivery Drone

[Opinions]

•   Project Syndicate(Michael J. Boskin): There Will Be Boondoggles

•   Project Syndicate(Chris Patten): Defending the Free World Again

•   Project Syndicate(Sandra Breka, Brian Finlay): A European-Style United Nations

•   Project Syndicate(Adair Turner): Greta Thunberg or Bill Gates?

•   Project Syndicate(Maxwell Gomera): Measuring What Matters

•   FT(Martin Wolf): China is wrong to think the US faces inevitable decline

•   FT(Janan Ganesh): Republicans win too often to ever change

•   FT(David Gardner): Erdogan as Arab people’s choice reveals weakness of region’s leaders

•   FT(Sarah O'Connor): AI at work isn’t always intelligent

•   FT(Francesca Bria): The EU must be bold and defend its digital sovereignty

•   FT(Dan Fuss): Bond investing needs a complete rethink

•   FT(Helen Thomas): Why Covid should have a lasting effect on executive pay

•   FT(Lex): UK real estate: City is not just another mixed-use development

•   FT(Lex): Tesla: bitcoin and credits drive profits at electric car company

•   WSJ(Holman W. Jenkins, Jr.): The Joe Biden Mystery Dance

•   WSJ(William A. Galston): Biden’s First 100 Days—and the Next 100

•   WSJ(Crispin Sartwell): ‘Woke’ Corporations Use the Chinese Model

•   WSJ(Seth Cropsey): America’s Naval Strategy Is at Sea

•   WSJ(Tomas J. Philipson): A Tax Break for the Rich to Bail Out Profligate States

•   NYT(Paul Krugman): Biden's Climate Plan Won't Outlaw Meat

•   NYT(Michelle Goldberg): Marco Rubio’s ‘Woke Capital’ Tantrum

•   NYT(Aaron E. Carroll): When Can We Declare the Pandemic Over?

•   NYT(Oleg Kashin): Aleksei Navalny Is Russia’s True Leader

•   WP(Catherine Rampell): Republicans make Biden an infrastructure offer he has to refuse

•   WP(David Ignatius): Biden’s first 100 days in foreign policy have been about undoing. Here’s what comes next.

•   WP(Max Boot): Trump’s first 100 days were sheer craziness. Biden’s are sheer competence.

•   WP(Paul Waldman, Greg Sargent): The next Republican attack on Biden will boomerang on the GOP

•   WP(Greg Sargent): Bad news from census about our future gives Biden a big opening. Will he seize it?

•   WP(Jason Rezaian): Javad Zarif, Iran’s foreign minister, is playing a dangerous game

•   WP(Romita Saluja): In India, we’re trying not to die of covid-19

•   Bloomberg(Michael R. Bloomberg, David M. Solomon): Mobilize the Market to Fight Global Warming

•   Bloomberg(Conor Sen): How Atlanta Is Blazing the Trail of 15-Minute Cities

•   Bloomberg(Brian Chappatta): Fed Will String Traders Along on Its Taper Timeline

•   Bloomberg(John Authers): Recovery Profits Are Hot. So Is Inflation Chatter

•   Bloomberg(Liam Denning): Tesla Killed It on Bitcoin (and Also Sells Cars)

•   Bloomberg(Nir Kaissar): Corporate Tax Loopholes Matter More Than a Higher Rate

•   Bloomberg(Brooke Sutherland): Inflation Pressure Is Real and Other Earnings Nuggets

•   Bloomberg(Jonathan Bernstein): What to Expect From Biden’s Big Speech

•   Bloomberg(Lionel Laurent): Marine Le Pen Doubles Macron's Pandemic Pressure

•   CNN(Gad Levanon): The silver lining for workers after a hellish year? A jobs boom

•   CNN(Lincoln Mitchell): The census is a lucky break for Republicans

•   CNN(Scott Jennings): How the GOP can confront Biden's left-wing presidency (Opinion)

•   CNN(David Axelrod, et al.): What Biden did with his Trump inheritance

•   MarketWatch(Lawrence A. Cunningham): Biden’s tax reform should rely on the ‘Buffett Rule’ to make the rich pay their fair share

•   MarketWatch(Pinar Çebi Wilber): Biden’s plan to raise capital-gains taxes on the rich is good politics but bad economics

•   Fox News(Fred Fleitz): Kerry-Iran allegations – Biden must fire his climate czar if reports are true

•   Reuters(John Kemp): Who will pay for the energy transition?

•   Reuters(Clyde Russell): China copper price flip to discount vs LME raises red flag amid rally

•   Reuters(Andy Home): China ramps up tin exports as rest of the world runs dry

•   Nikkei Asia(Hiroyuki Akita): To prevent war in Taiwan Strait, Japan needs to unite with US

•   문화(사설): 국제公認 임박한 파이로프로세싱…탈원전 당장 접으라