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  • Covid-19 On Indonesia Market: Macro Industry Analysis

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    Ilse Ford
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    The document discusses the impact of COVID-19 on the Indonesian economy and capital markets. It recommends: Fiscal policies like tax relief and accelerated social programs. Monetary policies like extending repo operations, increasing FX swaps, and reducing reserve requirements. If the Rupiah is expected to depreciate dramatically, investing in healthcare industries may be preferable to other sectors. However, it is wise to wait and see how the economy recovers in a year before making major investment changes. Healthcare and packaged food & drink industries gained during the outbreak due to increased demand for medical supplies and packaged foods. Other industries faced difficulties as their products were not essential during the pandemic.

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    Exercise_29118420

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    The document discusses the impact of COVID-19 on the Indonesian economy and capital markets. It recommends: Fiscal policies like tax relief and accelerated social programs. Monetary policies like extending repo operations, increasing FX swaps, and reducing reserve requirements. If the Rupiah is expected to depreciate dramatically, investing in healthcare industries may be preferable to other sectors. However, it is wise to wait and see how the economy recovers in a year before making major investment changes. Healthcare and packaged food & drink industries gained during the outbreak due to increased demand for medical supplies and packaged foods. Other industries faced difficulties as their products were not essential during the pandemic.

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    Download as PPTX, PDF, TXT or read online from Scribd
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    8 views4 pages

    Covid-19 On Indonesia Market: Macro Industry Analysis

    Uploaded by

    Ilse Ford
    The document discusses the impact of COVID-19 on the Indonesian economy and capital markets. It recommends: Fiscal policies like tax relief and accelerated social programs. Monetary policies like extending repo operations, increasing FX swaps, and reducing reserve requirements. If the Rupiah is expected to depreciate dramatically, investing in healthcare industries may be preferable to other sectors. However, it is wise to wait and see how the economy recovers in a year before making major investment changes. Healthcare and packaged food & drink industries gained during the outbreak due to increased demand for medical supplies and packaged foods. Other industries faced difficulties as their products were not essential during the pandemic.

    Copyright:

    © All Rights Reserved
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    of 4

    MACRO INDUSTRY ANALYSIS

    COVID-19 ON INDONESIA MARKET


    CAPITAL MARKET ANALYSIS
    DEVY DZIKYAN FAUZIA (29118420)
    1. WHAT MONETARY AND FISCAL POLICIES MIGHT BE
    PRESCRIBED FOR AN ECONOMY IN THE CASE OF COVID19
    OUTBREAK?

    Fiscal Monetary
    • Relaxation of Tax (Article 21, 22, • Extend SBN Repo, provide daily
    25, and PPn) auctions
    • Acceleration of Pre-Employed • Increasing the frequency of FX
    Card swap tenor
    • Simplification of Export • Strengthen the Term Deposit
    • NPL Relaxation instrument in foreign currencies
    • Reducing GWM
    • 7DRR cut
    • Quantitative Easing by central
    bank
    2. IF YOU BELIEVE THE INDONESIAN RUPIAH WILL BE DEPRECIATED MORE
    DRAMATICALLY THAN DO OTHER INVESTORS, WHAT WILL YOU STANCE ON THE
    INVESTMENT IN INDONESIAN COMPANY?

     If I believe that the Indonesian Rupiah will be depreciated


    more dramatically, I will move my investment to
    healthcare industry.
     However, it is wiser to wait and see first whether the
    Indonesian Rupiah is able to get its feet back in a year
    before moving all the investments as the economy may
    heal from the impact of the epidemic.
    3. PLEASE ANALYZE THE INDUSTRY THAT GAINED AND LOSS
    BECAUSE THE COVID19 OUTBREAK AND EXPLAIN WHY.

    Healthcare The epidemic causes the demand of medical


    mask and hand sanitizer going upward. It
    Packaged
    Food & makes the healthcare company receive gain
    Drink by producing and consumed more.

    Majority Packaged food and drink industry will also


    except receive gain as people will start to provide
    healthcare and save food for the time epidemic is
    and happening and prevent them to go out.
    packaged
    food &
    drink Other than these two industries will face
    difficulties as their product is not the

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