Research & Stock Picks

Economic Reports

03 December 2024

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Samuel Daily Economic Insights 12 December 2024

Ikhtisar

Dunia ekonomi Indonesia menunjukkan sinyal yang beragam; PMI Manufaktur naik tipis ke 49.6 di bulan November, meski masih tertahan di zona kontraksi selama lima bulan berturut-turut, yang mencerminkan permintaan yang lemah dan tekanan di sektor ketenagakerjaan. Inflasi mereda ke level terendah dalam tiga tahun sebesar 1.55%, didorong oleh melambatnya pertumbuhan harga pangan dan melemahnya konsumsi, meskipun kenaikan biaya transportasi dan akomodasi menyiratkan adanya pemulihan mobilitas. Proyeksi pertumbuhan PDB Bank Indonesia sebesar 4,8%-5,6% untuk tahun 2025 berpotensi mendapat tekanan dari ketidakpastian global, termasuk ketegangan perdagangan AS-Tiongkok dan masalah geopolitik. Momentum investasi tetap kuat di sektor infrastruktur, energi, dan pariwisata, dengan proyek-proyek besar seperti taman hiburan Jakarta Utara dan inisiatif energi hijau yang menunjukkan daya tarik Indonesia. Upaya untuk mendiversifikasi ekspor, menurunkan biaya logistik, dan mendorong transformasi digital sangat penting untuk mempertahankan pertumbuhan. Sementara itu, komitmen lingkungan Indonesia, termasuk peluncuran biodiesel B40 dan perjanjian perdagangan karbon, membuktikan adanya pergerakan menuju keberlanjutan, meski masih ada hambatan dalam implementasi. Dinamika politik, seperti rendahnya partisipasi pemilih di Jakarta dan diplomasi proaktif Prabowo, menunjukkan peluang dan tantangan dalam tata kelola dan kerja sama regional.

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