Research & Stock Picks

Economic Reports

15 January 2025

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Samuel Daily Economic Insights 15 January 2025

Ikhtisar

Pendapatan bea dan cukai Indonesia mencapai USD 18.44 miliar pada 2024, melampaui ekspektasi. Diskusi pembiayaan infrastruktur dengan Asian Development Bank menunjukkan prioritas pertumbuhan masa depan Indonesia. Namun, masalah dalam sistem pajak terbaru dan ketergantungan pada impor minyak menunjukkan adanya inefisiensi struktural. Investasi energi terbarukan oleh Masdar UEA dan rencana untuk memproduksi bahan bakar penerbangan berkelanjutan menunjukkan berjalannya transisi hijau Indonesia, meskipun kebijakan produksi batu bara dan nikel mendapat sorotan di tengah perubahan pasar global. Upaya untuk mengurangi Rasio Output Modal Inkremental (ICOR) melalui pengembangan Kawasan Ekonomi Khusus (KEK) menunjukkan fokus Indonesia pada peningkatan efisiensi ekonomi, sementara perkembangan ekonomi digital, termasuk regulasi AI dan peluncuran Pusat Data Nasional, memperkuat posisi Indonesia sebagai pusat teknologi Asia Tenggara. Dari dunia politik, langkah-langkah antikorupsi, peningkatan peran Indonesia di BRICS, dan reaksi beragam terhadap inisiatif kepemimpinan Prabowo Subianto menjadi bentuk dinamika politik Indonesia saat ini. Strategi lingkungan, seperti tanggul laut senilai USD 50 miliar di Jawa dan produksi bahan bakar penerbangan berkelanjutan, di samping isu-isu regional seperti keterjangkauan perumahan dan penambangan liar, menjadi isu-isu hangat lainnya yang masih berkembang di negara ini.

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