Research & Stock Picks

Economic Reports

28 November 2024

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Samuel Daily Economic Insights 29 November 2024

Ikhtisar

Pemerintah kemungkinan akan menunda kenaikan PPN 12% serta merestrukturisasi subsidi listrik untuk membantu masyarakat kelas menengah dan memperkuat stabilitas ekonomi. OECD memuji pemulihan pascapandemi Indonesia, dan menunjuk hilirisasi industri dan transformasi pertanian sebagai faktor penting untuk mencapai status negara berpendapatan tinggi pada tahun 2045, di samping keterlibatan Indonesia di BRICS dan OECD. Ditolaknya rencana investasi Apple senilai USD 100 juta dan kekhawatiran terkait prosedur bea cukai yang rumit menunjukkan sikap tegas Indonesia terhadap persyaratan investasi yang adil serta perlunya reformasi regulasi. Sementara itu, inisiatif swasembada energi, rencana konsolidasi BUMN, pertumbuhan sektor pertambangan, dan aktivitas pasar kripto yang kuat menggambarkan strategi Indonesia yang berwawasan ke depan, meskipun ada tekanan dari arus keluar pemodal asing di tengah pengetatan moneter global.

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