印尼：地缘政治压力下的谨慎重启 – 星展银行

印尼：地缘政治压力下的谨慎重启 – 星展银行

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星展集团研究部经济学家拉迪卡·拉奥（Radhika Rao）讨论了印尼境内市场在开斋节假期后重新开放，背景是地缘政治不确定性和全球情绪波动。

星展集团研究部经济学家拉迪卡·拉奥（Radhika Rao）讨论了印度尼西亚在莱巴兰假期后重新开放的境内市场，背景是地缘政治不确定性和全球情绪波动。她指出，印尼盾资产可能会谨慎交易，预算可能重新分配并采取效率措施，通胀压力上升，以及今年印尼进一步货币宽松的前景减少。

印尼盾资产面临假期后谨慎重启

“印度尼西亚境内市场将在长达莱巴兰假期后重新开放，投资者将面临依然不确定的地缘政治环境。”

“全球市场在敌对行动短暂缓和的迹象与关键参与者的相互矛盾声明之间摇摆不定，充满希望与失望交替。”

“据当地媒体报道，地方当局正考虑在能源成本上升和供应短缺的情况下采取风险缓解措施，包括推行居家办公政策，限制非必要车辆/交通工具使用，以及实行混合式学校课程以节约燃料。”

“价格稳定的风险和金融市场波动加剧可能会抑制市场对今年额外货币宽松的预期。”

（本文借助人工智能工具撰写，并由编辑审核。）

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