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Indonesia Economics: Equities Avoid Market Downgrade, Revised Law Creates More Governance Risks

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Indonesia Economics: Pressures Are Accumulating After Short-Term Reprieve

Heteronomics

Heteronomics represents a different kind of economics. We believe analysis should delve into the details of what is really going on, rather than using overly simplistic assumptions to quick-sell stories. Independence from myopic institutional pressures allows us to focus on the realities underlying your asset allocation decisions, without the conflicts of the old market structures. Heteronomics targets the themes driving UK asset prices, offering the benefits of depth, independence and ultimately price.

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<ul>
<li>Bank Indonesia hiked by 25bp to 5.75% in a widely expected follow‑up to June’s surprise move, cementing a more restrictive policy stance.</li>
<li>Focus now is on rupiah stability and imported inflation risks, suggesting a “higher for longer” bias before any easing is considered.</li>
<li>Further hikes remain possible if global yields, commodity prices, or capital outflows renew pressure on the rupiah and inflation expectations.</li>
</ul>


Bank Indonesia hiked by 25bp to 5.75% in a widely expected follow‑up to June’s surprise move, cementing a more restrictive policy stance.
Focus now is on rupiah stability and imported inflation risks, suggesting a “higher for longer” bias before any easing is considered.
Further hikes remain possible if global yields, commodity prices, or capital outflows renew pressure on the rupiah and inflation expectations.


Indonesia Doubles Down on Rupiah Defence