Research & Stock Picks

Economic Reports

05 November 2024

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Samuel Daily Economic Insight 5 November 2024

Ikhtisar

Pertumbuhan PDB Indonesia di Q3 2024 melambat ke 4.95%. sedikit di bawah ekspektasi pasar. Konsumsi swasta yang melemah dan melonjaknya impor menekan neraca perdagangan meskipun pertumbuhan ekspor stabil. Pemerintahan Prabowo kini dihadapkan pada tantangan untuk merangsang pertumbuhan di tengah pelemahan ekonomi struktural dan tekanan eksternal, yang mungkin memerlukan kebijakan fiskal dan subsidi tepat sasaran untuk mempertahankan stabilitas. Upaya untuk menarik investasi melalui perpanjangan tax holiday dan langkah-langkah perlindungan di sektor teknologi bertujuan untuk mendukung sektor manufaktur dan teknologi, sementara revisi terbaru terkait regulasi upah minimum dapat menyeimbangkan kepentingan tenaga kerja dan biaya operasional. Selain itu, kekhawatiran tata kelola muncul dengan penunjukan sekutu politik Prabowo di jajaran kepemimpinan Pertamina, yang dapat memengaruhi kepercayaan investor. Untuk mendorong keberlanjutan ekonomi, pemerintah memperkuat inisiatif energi terbarukan dan meninjau kembali subsidi agar selaras dengan tujuan iklimnya.

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