印度尼西亚:周期性复苏前景 – 渣打银行
根据标准 Chartered 的阿尔迪安·塔洛普特拉的报告,印度尼西亚经济有望在扩张性宏观经济政策的推动下实现周期性反弹。随着进一步货币宽松的空间缩小,财政政策预计将发挥更大作用

根据标准 Chartered 的阿尔迪安·塔洛普特拉的报告,印度尼西亚经济有望在扩张性宏观经济政策的推动下实现周期性反弹。随着进一步货币宽松的空间缩小,财政政策预计将发挥更大作用。报告预计印尼央行将在第一季度降息25个基点至4.5%,同时由于财政风险和地缘政治担忧,建议对印尼盾保持谨慎。

经济展望与财政政策变化

"印度尼西亚的经济可能会在扩张性宏观经济政策下实现周期性反弹。随着进一步货币宽松的空间缩小,财政政策可能会发挥更大作用。"

"取消预算赤字上限的风险上升,因2025年赤字增加并纳入国会的优先项目。"

"我们预计印尼央行将保持宽松立场,第一季度降息25个基点至4.5%。"

"我们对印尼盾保持谨慎,因财政风险和地缘政治担忧。"

(本文由人工智能工具生成,并经过编辑审核。)

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