Research & Stock Picks

Economic Reports

03 December 2024

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Samuel Daily Economic Insights 4 December 2024

Ikhtisar

Kesepakatan CEPA yang baru ditandatangani dengan Kanada diharapkan dapat meningkatkan peluang perdagangan dan investasi, serta memberikan Indonesia akses yang lebih baik ke pasar Amerika Utara. Sementara itu, dukungan AS untuk program Astacita memperkuat fokus Indonesia pada pembangunan berkelanjutan melalui teknologi dan infrastruktur. Meskipun Indonesia memiliki fundamental yang kuat, dibuktikan oleh inflasi dan rasio utang terhadap PDB yang rendah, sektor manufaktur terus mengalami kontraksi, dan masih ada kekhawatiran terkait rencana kenaikan PPN pada tahun 2025. Inisiatif seperti pabrik metanol senilai USD 1.2 miliar dan lelang migas bertujuan untuk mendorong pertumbuhan industri, sementara pariwisata menunjukkan tanda-tanda pemulihan dengan peningkatan kedatangan turis asing sebesar 20%. Namun, langkah-langkah regulasi, termasuk aturan TKDN untuk smartphone dan upaya untuk mengembangkan energi panas bumi, menunjukkan kompleksitas dalam mempertahankan momentum ekonomi jangka panjang.

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