Real and Financial Sectors Decoupling
Monday, November 21, 2022
It seems that the capital owners who are hunting for profit through financial assets have different views about investing in Indonesia than those investors in the real sector who are so optimistic about doing business in Indonesia.
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INDONESIA’s balance of payments is recording a stark contradiction. The Q3 2022 data released last week paints a picture of the Indonesian economy with two separate paths. They move in opposite directions, completely decoupled. In the real sector, there is a strong optimism. Meanwhile, in the financial market, negative sentiment is reigning.
The balance of payments is a comprehensive record of the movement of all the money going into and o
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