Satu lagi yang sangat disayangkan dari kebijakan mobil “murah” adalah dampaknya terhadap pemburukan transaksi perdagangan luar negeri (ekspor minus impor), lalu berlanjut terhadap akun semasa (current account), neraca pembayaran, cadangan devisa, dan nilai tukar rupiah.
Padahal, sumber utama yang membuat perekonomian Indonesia mengalami tekanan berat dan akhirnya mengerek turun pertumbuhan ekonomi adalah memburuknya keseimbangan eksternal.
Tanpa kehadiran mobil “murah” (LCGC) saja, peningkatan produksi dan penjualan mobil sudah terbilang luar biasa.
Karena nilai kandungan lokal industri otomotif di Indonesia tergolong rendah, maka tak pelak lagi nilai impor kendaraan bermotor dan komponenya juga ikut melambung. Oleh karena itu industri otomotif bisa dikatakan ikut menyumbang cukup signifikan terhadap pemburukan keseimbangan eksternal perekonomian Indonesia.
Tekanan semakin bertambah karena peningkatan penjualan otomotif mengerek impor BBM yang tahun lalu sudah mencapai 28,7 miliar dollar AS. Impor kendaraan bermotor dan komponennya ditambah dengan impor BBM mencapai 20 persen dari impor total tahun 2012.
Dengan kehadiran LCGC, hampir bisa dipastikan sumbangan industri otomotif terhadap tekanan keseimbangan eksternal bakal semakin besar.
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Faisal Basri is currently senior lecturer at the Faculty of Economics, University of Indonesia and Chief of Advisory Board of Indonesia Research & Strategic Analysis (IRSA). His area of expertise and discipline covers Economics, Political Economy, and Economic Development.
His prior engagement includes Economic Adviser to the President of Republic of Indonesia on economic affairs (2000); Head of the Department of Economics and Development Studies, Faculty of Economics at the University of Indonesia (1995-98); and Director of Institute for Economic and Social Research at the Faculty of Economics at the University of Indonesia (1993-1995), the Commissioner of the Supervisory Commission for Business Competition (2000-2006); Rector, Perbanas Business School (1999-2003).
He was the founder of the National Mandate Party where he was served in the Party as the first Secretary General and then the Deputy Chairman responsible for research and development. He quit the Party in January 2001. He has actively been involved in several NGOs, among others is The Indonesian Movement.
Faisal Basri was educated at the Faculty of Economics of the University of Indonesia where he received his BA in 1985 and graduated with an MA in economics from Vanderbilt University, USA, in 1988.
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