Wow … Indonesia Terbaik

Majalah Economist terbaru yang terbit kemarin (19Februari 2016) dalam Global Stock Markets menunjukkan kinerja pasar saham Indonesia adalah yang terbaik per 17 Februari 2016 (year-to-date). Dalam US$ terms kinerja pasar saham Indonesia naik 5,9 persen dibandingkan dengan indeks akhir tahun 2015.

globa_stock_markets

Sampai kemarin, bursa saham Indonesia (dalam rupiah) tumbuh positif 4,04 persen (year-to-date). Pertumbuhan positif yang lebih tinggi dalam US$ terms dibandingkan dengan dalam rupiah disebabkan oleh nilai tukar rupiah yang menguat (apresiasi).

idx

Secara tahunan (year-on-year) index saham Indonesia masih negatif 11,35 persen dalam rupiah dan dalam US$ minus 16,7 persen per 10 Februari 2016. Namun, jika dibandingkan dengan kebanyakan negara berkembang atau emerging markets dan beberapa  negara maju, posisi Indonesia masih lebih baik.

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Pasar saham Indonesia pernah menghasilkan kinerja terbaik seperti sekarang pada 2 April 2014.

saham-2014

Kinerja pasar saham Indonesia sangat dipengaruhi oleh investor asing. Perkembangan positif dalam dua minggu terakhir diharapkan berlanjut. Tidak hanya di pasar saham, tetapi juga diharapkan terjadi di pasar obligasi, dan terutama penanaman modal asing langsung.

Arus modal masuk asing sangat menentukan stabilitas makroekonomi karena defisit perdagangan barang dan jasa (current account) diperkirakan bakal meningkat. Kinerja ekspor barang (merchandise exports) masih terus tertekan hingga Januari lalu. Lihat Kinerja Ekspor Indonesia Terus Melemah.

Harus pula diantisipasi risiko arus modal keluar dari emerging markets yang diperkirakan bakal terjadi cukup besar walaupun tidak sebesar tahun lalu.

About faisal basri

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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