Research & Stock Picks

Economic & Fixed Income

05 June 2024

By

Samuel Daily Research 5 June 2024

Ikhtisar

Bank Indonesia menghimbau masyarakat untuk waspada terhadap dampak penguatan dolar AS terhadap rupiah dan mata uang global. Pertumbuhan jumlah uang beredar Indonesia di bulan April sedikit menurun ke 6.9%, sementara inflasi bulan Mei turun ke 2.8%, di bawah ekspektasi pasar. Meskipun angkanya turun ke level terendah tahun ini, PMI Manufaktur Indonesia masih bertahan di zona ekspansif seiring dengan membaiknya kondisi manufaktur ASEAN. Kenaikan tarif AS untuk barang-barang dari Cina telah mengalihkan sumber impor AS ke Asia Tenggara, meningkatkan kekhawatiran perekonomian. Prabowo Subianto ingin mengembangkan ekonomi halal. Presiden Joko Widodo mendorong penyelesaian permasalahan pertanahan di Nusantara, sementara ExxonMobil dan BP memajukan proyek penangkapan karbon. Namun, ekspansi pembangkit listrik berbahan bakar gas mengancam ketahanan energi. Perpanjangan izin ekspor mineral mentah dan perpanjangan izin Freeport menunjukkan focus pemerintah pada pertambangan meskipun terdapat masalah lingkungan dan regulasi. Permintaan yang tinggi telah mendorong pertumbuhan kredit perbankan, dan Indonesia mengalami lonjakan wisatawan asing, meskipun belanja wisatawan asing menurun. Dari dunia politik, Jokowi berencana untuk pindah ke ibu kota baru Nusantara, sementara pergeseran internal dan potensi konflik seperti ketegangan Tiongkok-AS masih menjadi sorotan.

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