Research & Stock Picks

Economic & Fixed Income

04 July 2024

By

Samuel Daily Economic 4 July 2024

Ikhtisar

Dunia perekonomian Indonesia sedang menghadapi perubahan signifikan dengan diberlakukannya bea masuk yang tinggi terhadap barang-barang buatan Tiongkok untuk melindungi industri lokal, meskipun ada kekhawatiran mengenai kenaikan biaya bahan baku dan potensi ‘pembalasan’ dari Tiongkok. Masalah regulasi telah diidentifikasi sebagai faktor utama yang melemahkan sektor manufaktur, yang tercermin dari penurunan PMI. Pada saat yang sama, pemerintahan mendatang sedang memprioritaskan anggaran program makan siang gratis, berkolaborasi dengan FrieslandCampina untuk inisiatif uji coba senilai USD 4 miliar. Investasi di bidang infrastruktur berlanjut dengan pembukaan pabrik baru Frisian Flag, sementara Hyundai bersama LG meluncurkan pabrik baterai EV pertama di Indonesia. Sektor pertambangan mendapat momentum positif dengan meningkatnya harga ekspor dan ekspansi operasional Freeport Indonesia. Di sektor keuangan, upaya bank sentral untuk menstabilkan rupiah di tengah fluktuasi mata uang sangatlah penting, begitu pula dengan komitmen investasi baru, seperti pembangunan jalan tol senilai USD 1 miliar oleh Metro Pacific dan GIC. Pemerintah juga berencana untuk menerapkan kembali restrukturisasi pinjaman UKM untuk membantu pemulihan ekonomi, bersamaan dengan inisiatif swasembada pangan dan peningkatan layanan kesehatan. Sementara itu, perekonomian digital dan ekonomi hijau bersiap untuk maju melalui langkah-langkah keamanan siber baru dan dorongan yang ditargetkan untuk proyek-proyek CCS/CCUS, yang menunjukkan komitmen Indonesia terhadap pembangunan berkelanjutan.

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