Research & Stock Picks

Economic Reports

04 November 2024

By

Samuel Daily Economic Insight 5 November 2024

Ikhtisar

Indonesia terus aktif mencari investasi asing untuk mendukung sektor padat karya, dengan target perusahaan-perusahaan yang tertarik melakukan relokasi, demi memposisikan Indonesia sebagai pusat manufaktur untuk mendorong penciptaan lapangan kerja dan memperkuat rantai pasokan. Inisiatif ini muncul di tengah meningkatnya PHK dan stagnannya sektor manufaktur, yang mendorong upaya pemerintah untuk menstabilkan pasar tenaga kerja. Dengan meningkatnya inflasi karena kenaikan harga emas, pemerintah juga bergerak untuk menahan pendapatan ekspor lebih lama di dalam negeri, mempertimbangkan insentif untuk EV dan perumahan, dan mereformasi subsidi energi yang selama ini cenderung menguntungkan orang kaya. Untuk mendukung inklusi ekonomi, bank-bank BUMN telah mencairkan pinjaman mikro yang cukup besar, sementara investor muda semakin banyak yang memasuki pasar saham. Di sektor ekonomi digital, investasi teknologi senilai USD 1.2 miliar telah direncanakan untuk mengembangkan lanskap digital Indonesia, sementara kebijakan TKDN telah menyebabkan larangan masuk untuk beberapa smartphone asing.

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