Research & Stock Picks

Economic Reports

11 February 2025

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Samuel Daily Economic Insights 11 February 2025

Ikhtisar

Afmosfer perekonomian Indonesia cukup optimis saat ini, didukung oleh arus masuk investasi asing yang kuat, reformasi kebijakan, dan target pertumbuhan PDB ambisius sebesar 8% pada 2029. Kekhawatiran Bank Dunia terkait proses pendaftaran bisnis yang berbelit-belit di Indonesia mendorong pemerintah untuk berkomitmen memperbaiki iklim usaha. Upaya penyederhanaan regulasi terus dilakukan guna mengurangi dampak ketegangan perdagangan global, terutama akibat dinamika AS-Tiongkok. Meskipun investasi dari AS dan Australia menunjukkan peningkatan, konsolidasi fiskal melalui pemotongan anggaran sebesar IDR 306.7 triliun menimbulkan pertanyaan mengenai dampaknya terhadap infrastruktur, ketahanan pangan, dan layanan publik. Pasar keuangan menunjukkan sentimen yang beragam; saham konstruksi mendapat tekanan, sementara Rupiah cukup stabil dan imbal hasil obligasi terus berfluktuasi di tengah pengetatan fiskal. Indonesia terus mendorong pertumbuhan energi terbarukan dan ekonomi digital, meskipun masih ada risiko lingkungan dan masalah tata kelola. Pengaruh militer dalam sektor sipil serta masa depan proyek Ibu Kota Nusantara (IKN) tetap menjadi perhatian, yang dapat memengaruhi persepsi investor terhadap stabilitas kebijakan dalam jangka panjang.

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