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Economic Reports

30 August 2024

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Samuel Daily Economic Report 30 August 2024

Ikhtisar

Menteri Keuangan Sri Mulyani mengatakan bahwa pertumbuhan ekonomi sebesar 5% tidak cukup bagi Indonesia untuk mencapai status berpendapatan tinggi pada tahun 2045, yang menekankan perlunya peningkatan sumber daya manusia dan lingkungan bisnis yang lebih baik untuk menarik investasi asing langsung. Masih berlangsung diskusi mengenai potensi kenaikan PPN menjadi 12%, yang bertujuan untuk meningkatkan pendapatan fiskal, meskipun dampaknya terhadap pertumbuhan ekonomi dan inflasi cukup mengkhawatirkan. Menurunnya jumlah kelas menengah, yang sangat penting bagi konsumsi domestik, mendorong pemerintah untuk mempertimbangkan insentif yang ditargetkan untuk merevitalisasi segmen ini. Selain itu, pemerintah mencari tambahan IDR 20 triliun untuk mendanai pembangunan Nusantara, ibu kota masa depan Indonesia. Proposal investasi strategis Bank Indonesia di Forum Bisnis AS-Indonesia menjadi salah satu upaya untuk memperdalam hubungan ekonomi dengan AS, sementara rencana untuk membatasi penjualan bahan bakar bersubsidi dan meningkatkan subsidi listrik merupakan bentuk usaha pemerintah untuk menyeimbangkan antara keberlanjutan fiskal dan kesejahteraan sosial. Sementara itu, Pertamina tengah menjajaki kemitraan strategis di AS untuk memperluas portofolio energi terbarukannya, dan akuisisi kepemilikan smelter nikel oleh Antam sejalan dengan strategi Indonesia untuk mendominasi rantai pasokan nikel global. Stagnasi dalam investasi panas bumi dan pesatnya kemajuan proyek gas Geng North milik ENI menunjukkan kemajuan yang beragam di sektor energi. Terakhir, fokus pemerintah pada sektor ritel sebagai penggerak ekonomi dan upaya berkelanjutan industri minyak sawit dalam melawan regulasi Uni Eropa menjadi beberapa dari sejumlah strategi ekonomi yang dipakai di tengah ketidakpastian global.

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