Research & Stock Picks

Economic Reports

01 October 2024

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Samuel Daily Economic Report 1 October 2024

Ikhtisar

Perekonomian Indonesia terus menunjukkan momentum positif; R&I menegaskan peringkat kredit negara Indonesia di BBB+, dan pemerintah saat ini berfokus pada pertumbuhan sektor swasta dan pembangunan infrastruktur, diantaranya lebih dari 1,700 km rel kereta api. Meskipun demikian, masih ada sejumlah tantangan, termasuk kekhawatiran atas potensi masalah birokrasi dari perluasan kabinet dan negosiasi dengan UE terkait CEPA. Sementara itu, Indonesia membuat langkah maju dalam reformasi pasar modal, energi terbarukan, dan kolaborasi internasional, termasuk proyek eksplorasi panas bumi dengan Petroleum Energy Corporation (PGE) dan proyek pembangunan dengan Korea Selatan dan Belanda. Dari dunia politik, Presiden terpilih Prabowo Subianto berfokus pada pembentukan kabinet yang berlandaskan integritas, kompetensi, dan loyalitas sambil menangani isu-isu seperti tuntutan upah minimum dan tinjauan yudisial izin pertambangan. Terkait ekonomi digital, pemerintah sedang mempersiapkan peluncuran INA Digital untuk merampingkan layanan publik dan menyelesaikan regulasi terkait perlindungan data. Di sektor lingkungan, Indonesia melaporkan kemajuan signifikan dalam mengurangi penggundulan hutan dan berencana untuk meningkatkan kapasitas tenaga angin pada tahun 2030. Selain itu, upaya regional seperti vaksinasi rabies di Bali dan penyelesaian masalah keberlanjutan MotoGP di Sirkuit Mandalika mencerminkan pendekatan komprehensif terhadap pembangunan nasional.

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