Held on 17 Jun 2025 in Ritz Carlton Pacific Place Jakarta, this event unpacked global uncertainty from geopolitics, US tariffs, and shifting growth policies with 3 top experts in the banking & finance industry.
DBS Regional Expert Maynard Arif explored how Indonesia stands relatively shielded from the direct blows of US reciprocal tariffs compared to ASEAN peers, while benefiting from a stabilizing rupiah and a central bank that cut rates by 25bps in May, with room for another 50bps cut this year.
Reza Darma from Eastspring underlined the case for a core allocation to Fixed Income Mutual Funds to anchor portfolios amid global uncertainty, leveraging Indonesia’s supportive liquidity environment. He advocated maintaining a neutral to slight underweight in equities, seeing market pullbacks as opportunities for phased accumulation, supported by multi-asset products to smooth returns across cycles.
Heryanto Irawan of Verdhana highlighted asymmetric upside potential driven by Indonesia’s fiscal stimulus, pro-business deregulation, and SOE transformation themes that could attract foreign capital back into equities.
Together, they outlined an approach that blends income stability from bonds with tactical, selective equity exposure, allowing investors to harness long-term growth drivers while cushioning against near-term volatility.
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