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Economic Reports

28 October 2024

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Samuel Weekly Economic Report 28 October 2024

Highlights

  • Disiplin Fiskal dan Pendekatan Hands-On: Keputusan Presiden Prabowo Subianto untuk langsung membawahi Menteri Keuangan Sri Mulyani semakin memperkuat kontrol presiden atas kebijakan fiskal. Pendekatan hands-on ini bertujuan untuk mempercepat keputusan anggaran dan meningkatkan efisiensi dalam alokasi anggaran, yang menandakan komitmen Indonesia terhadap pengelolaan fiskal yang baik di tengah meningkatnya utang dan tekanan eksternal.

 

  • Optimisme Terkait Pertumbuhan Ekonomi Meski Proyeksi Cenderung Hati-hati: Pertumbuhan ekonomi Indonesia di tahun 2024 diperkirakan akan mencapai 5.1%, terutama didorong oleh belanja terkait pemilu dan konsumsi liburan. Meskipun sedikit di bawah target (5,.2%), investasi di proyek infrastruktur dan energi diperkirakan akan menstabilkan pertumbuhan, meskipun ada ketidakpastian eksternal, seperti volatilitas ekonomi global dan ketegangan geopolitik.

 

  • Proyek Energi Terbarukan: Pergerakan Indonesia dalam pemanfaatan energi hijau berlanjut dengan sejumlah proyek besar dalam bidang hidrogen hijau dan tenaga panas bumi. Kemitraan seperti antara Sembcorp dan PT PLN untuk produksi hidrogen dan proyek ekspansi panas bumi Toshiba mencerminkan komitmen pemerintah terhadap energi terbarukan. Namun, masih ada PR terkait menggaet investasi dan memberikan kejelasan regulasi untuk ekspor energi masa depan.

 

  • Ekspansi Ekonomi Digital dan Konektivitas Pedesaan: Proyek satelit SATRIA-1 bertujuan untuk meningkatkan akses internet bagi daerah-daerah terpencil di Indonesia, menjembatani kesenjangan digital, dan mendukung inklusi ekonomi. Inisiatif ini, bersama dengan ekspansi layanan keuangan digital, sejalan dengan visi Indonesia untuk transformasi digital yang komprehensif, yang akan menjadi infrastruktur penting untuk pertumbuhan pedesaan dan dukungan UKM.
  • Inisiatif Ketahanan Pangan dan Dukungan Pedesaan: Pemerintahan Prabowo telah menargetkan terwujudnya swasembada pangan, menargetkan produktivitas pertanian dan dukungan pedesaan melalui pemutihan utang bagi petani dan nelayan. Timeline pemerintah yang agresif untuk swasembada dan peningkatan akses kredit pedesaan menunjukkan komitmen pemerintah untuk meningkatkan ekonomi pedesaan, mengurangi kemiskinan, dan meningkatkan ketahanan pangan nasional.

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