Research & Stock Picks

Economic Reports

12 November 2024

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Samuel Daily Economic Insight 13 November 2024

Ikhtisar

Indonesia secara proaktif terus memperkuat hubungan ekonomi global dan strategi investasi di bawah Presiden Prabowo Subianto, yang telah secara aktif melibatkan sejumlah pemimpin korporasi Amerika untuk menarik investasi AS, di tengah potensi adanya perubahan kebijakan AS-Tiongkok di bawah Presiden terpilih Donald Trump. Selain menyelesaikan ICA-CEPA dengan Kanada dan menjalin kemitraan yang besar dengan Tiongkok, Indonesia terus mengembangkan sektor-sektor strategisnya, seperti energi dan mineral, dengan komitmen dari perusahaan-perusahaan Tiongkok untuk mendukung swasembada energi dan produksi nikel untuk kendaraan listrik. Di dalam negeri, pemerintah mempromosikan kerangka kerja “Prabowonomics”, memprioritaskan UMKM untuk ketahanan ekonomi, serta merencanakan investasi besar dalam infrastruktur digital, yang didukung oleh USD 500 juta dari Tencent. Meski demikian, pemerintah tetap berhati-hati dalam membuat kebijakan fiskal, meskipun tingkat utang Indonesia masih jauh di bawah ambang batas yang aman. Pemerintah terus memperluas program-program sosial, termasuk inisiatif makanan bergizi senilai IDR 71 triliun. Selain itu, komitmen lingkungan Indonesia, yang ditunjukkan di COP29, mencakup rencana proyek energi terbarukan senilai USD 235 miliar, meskipun dampak ekologis dari ekstraksi sumber daya, khususnya nikel, tetap menjadi masalah kritis.

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