Research & Stock Picks

Economic Reports

06 November 2024

By

Samuel Daily Economic Insight 7 November 2024

Ikhtisar

Kemenangan Donald Trump dalam pemilu presiden AS dapat berdampak signifikan terhadap ekonomi Indonesia, khususnya perdagangan, fiskal, dan mata uang. Dalam jangka pendek, sikap agresif Trump terkait perdagangan dengan Tiongkok dan kebijakan pajak dapat memperkuat dolar AS, yang menyebabkan arus keluar modal dari pasar berkembang dan meningkatkan biaya pembayaran utang berdenominasi dolar. Dalam jangka panjang, strategi "Make America Great Again" Trump dapat menyebabkan dolar AS terdepresiasi, yang menguntungkan rupiah dan meredakan tekanan mata uang. Selain itu, preferensi Trump terhadap perdagangan bilateral bisa menguntungkan Indonesia. Di dalam negeri, Indonesia tetap fokus pada target pertumbuhan 5% di tengah perlambatan ekonomi global, dengan menerapkan langkah-langkah fiskal untuk merangsang konsumsi dan menstabilkan rupiah. Berbagai upaya tengah dilakukan untuk meningkatkan infrastruktur digital, memperkuat perdagangan regional, mendukung manufaktur lokal, dan mengatasi masalah lingkungan. Sementara itu, protes buruh dan penyesuaian kebijakan, khususnya sebagai respons terhadap Undang-Undang Cipta Kerja, menjadi masalah sosial ekonomi yang dapat memengaruhi stabilitas di masa mendatang.

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