Contributor of Tempo and former spoke person of Vice President Boediono
Konten
Year-on-Year Deflation: Sign of a Slowing Economy
Indonesia needs fiscal stimulus and a better business climate to prevent a prolonged economic slowdown. Instead, Prabowo opts for deep budget cuts.
Market Pulse Edisi : Monday, March 10, 2025
Prabowo Instigating a Potential Financial Crisis
Negative sentiment is dominating Indonesia’s financial market. A major financial crisis is imminent if there is no change in government policy.
Market Pulse Edisi : Monday, March 3, 2025
Danantara Effect: Political Risk Surges
The launch of Danantara triggers a market sell-off in key SOEs and casts doubt on its mission to boost valuations.
Market Pulse Edisi : Monday, February 17, 2025
Investment Boom, Economic Slowdown Looms
Surge in investment failed to boost Indonesia’s economic growth. Fundamental and structural reforms are needed.
Market Pulse Edisi : Monday, February 10, 2025
Reversing Course: Prabowo First 100 Days in Economic Policy
The gap between Prabowo’s ambition and reality leads to policy inconsistencies.
Economy Edisi : Monday, February 3, 2025
Two Safety Buoys Supporting the Rupiah
The government launched an austerity program and tightened its grip on foreign exchange movements. Effective implementation will be key.
Market Pulse Edisi : Monday, January 27, 2025
BI Cuts Rates to Put Rupiah Under More Pressure
A surprising rate cut rattle the rupiah. Bank Indonesia takes a risky about-face.
Market Pulse Edisi : Monday, January 20, 2025
How Long Can Bank Indonesia Hold the Line on the Rupiah?
Bank Indonesia’s aggressive intervention failed to support the rupiah. Indonesia’s macroeconomic management turned imprudent.
Market Pulse Edisi : Monday, January 13, 2025
VAT Flip-Flop Rattles Market
Uncertainty in the government’s policy on VAT increases risks in Indonesia’s financial markets. It could erode investor confidence.
Market Pulse Edisi : Monday, January 6, 2025
The Danger of a Surge in Youth Unemployment
The rate of youth unemployment has potential to soar. Job creation needs to be a priority.
Market Pulse Edisi : Monday, December 30, 2024
Major Risks Loom for Indonesia in 2025
The coming year, 2025, poses significant risks to Indonesia. The government and Bank Indonesia are exacerbating the situation by adopting the risky policy of debt monetization.
Market Pulse Edisi : Monday, December 23, 2024
Bracing a Trade War on Autopilot
The trade war between the US and China is poised to create significant challenges for the global economy. However, the Indonesian government appears indifferent.
Market Pulse Edisi : Monday, December 16, 2024
Prabowo’s Contradictory Economic Policies
The government’s economic policies fail to inspire investor confidence, leading to a turbulent time in the market ahead
Market Pulse Edisi : Monday, December 9, 2024
Economic Slowdown, Stimulus Unlikely
No countercyclical stimulus is forthcoming from Bank Indonesia or the government, even as Indonesia’s economy slows. There is no new hope on the horizon.
Market Pulse Edisi : Monday, November 25, 2024
Daunting Economic Condition Under Trump 2.0
The most significant factors behind Trump’s victory were Covid-19 and the Federal Reserve’s response. Life is likely to become harder for Americans—and for much of the rest of the world.
Market Pulse Edisi : Monday, November 18, 2024
Trump Wins: Will BI Dare to Cut Rates?
BI faces a dilemma over cutting rates amid the global volatility stirred by Trump’s victory.
Market Pulse Edisi : Monday, November 11, 2024
Market Confidence Begins to Falter
Capital outflow becomes increasingly clear at the outset of Prabowo’s administration. The large cabinet undermines investors’ confidence.
Market Pulse Edisi : Monday, November 4, 2024
Mounting Pressure for Rupiah Globally and Domestically
The rupiah is weakening amid the power transition, with global factors also exerting heavy pressure.
Market Pulse Edisi : Monday, October 28, 2024
Jokowi’s Legacy: An Inefficient Economy
Prabowo Subianto is inheriting an inefficient economy. Yet his new administration is likely to follow Jokowi’s economic model.
Market Pulse Edisi : Monday, October 21, 2024
No New Hope in the New Government
The market showed no positive reaction ahead of Prabowo Subianto's government, which was held back by the high amount of debt.