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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