Research & Stock Picks

Economic Reports

08 November 2024

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Samuel Daily Economic Insight 8 November 2024

Ikhtisar

Perekonomian Indonesia menunjukkan kekuatannya di tengah berbagai penyesuaian kebijakan. Cadangan devisa mencapai rekor baru di USD 151.2 miliar pada Oktober 2024, yang akan mendukung Indonesia menghadapi volatilitas ekonomi global. Pemerintahan Presiden Prabowo berfokus pada stimulasi pertumbuhan ekonomi di Q4 melalui kebijakan yang memperkuat belanja kelas menengah, yang menjadi fokus dalam pertemuan Prabowo dengan Dewan Ekonomi Nasional. Sejumlah perubahan struktural juga sedang berlangsung, dengan rencana untuk merestrukturisasi BUMN melalui entitas induk, Danantara, untuk meningkatkan potensi investasi. Sementara itu, target penjualan mobil diturunkan akibat harga yang tinggi dan pendapatan yang stagnan, serta banyaknya rumah tangga yang memilih memfokuskan pendapatan pada kebutuhan pokok seperti makanan. Pertumbuhan ekonomi digital tetap kuat, dengan nilai yang sudah mencapai IDR 1,420 triliun, dan pemerintah berencana memperluas jaringan gas alam guna menurunkan impor LPG. Indonesia memperkuat hubungan dengan Singapura dan menjadi anggota BRICS untuk memperkuat posisi geopolitiknya di kancah internasional. Namun, pemerintah menghadapi sorotan terkait kebijakan pembangkit listrik tenaga batu bara, dan penolakan terhadap program migrasi internal di Papua menunjukkan tantangan budaya dan sosial-politik yang sedang berlangsung.

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