{"id":3144,"date":"2022-11-28T10:46:13","date_gmt":"2022-11-28T03:46:13","guid":{"rendered":"https:\/\/star-am.com\/?p=3144"},"modified":"2023-08-21T09:42:46","modified_gmt":"2023-08-21T09:42:46","slug":"star-insight-market-update-28-nov-22","status":"publish","type":"post","link":"https:\/\/star-am.com\/id\/2022\/11\/28\/star-insight-market-update-28-nov-22\/","title":{"rendered":"STAR Insight, Market Update 28 November 2022"},"content":{"rendered":"

The Fed akan memperlambat kenaikan suku bunga, S&P 500 naik 1.5%<\/b><\/p>\n

Pasar saham Amerika Serikat S&P 500 ditutup hijau dengan kenaikan 1.53% sepan-jang perdagangan pekan lalu. Pekan lalu dimulai dengan sentimen negatif mengenai kemungkinan China memperpanjang kebijakan zero-Covid policy. Para pelaku pasar kemudian mendapatkan berita baik dari The Fed yang mensinyalir bahwa kenaikan suku bunga akan segera melambat. Kedepannya, kenaikan suku bunga akan dilakukan dalam skala yang lebih kecil, sehingga mendorong sentimen positif. Dalam berita ekonomi lainnya, pesanan pada durable goods meningkat lebih tinggi dari ekspektasi, angka pengangguran kembali meningkat ke level tertinggi selama 3 bulan terakhir, dan angka penjualan rumah meningkat diikuti dengan kenaikan pengajuan KPR sebanyak 2.2%. Seluruh sektor pada indeks S&P 500 ditutup hijau, dengan kenaikan tertinggi pada sektor Utilities sebanyak +3%, Material sebanyak +2.9%, serta sektor Financials sebanyak 2.1%.<\/p>\n

UMP 2023 diumumkan naik 10%, Inflasi November diperkirakan 5.6%<\/b><\/p>\n

Kementerian Ketenagakerjaan mengumumkan dalam peraturan yang baru dirilis pada Permenaker 18\/2022 mengenai regulasi kenaikan upah minimum +10% untuk tahun 2023. Peraturan ini dibuat atas pertimbangan untuk mempertahankan daya beli masyarakat. Berdasarkan pengujian Kemnaker, peraturan ini akan meningkatkan upah minimum rata-rata di Indonesia ke level 2.98 juta rupiah.<\/p>\n

Bank Indonesia memprediksi inflasi pada bulan November meningkat sebanyak 0.3% dibandingkan bulan sebelumnya ke level 5.6%. Peningkatan ini berasal dari kenaikan harga transportasi, terutama harga tiket pesawat dari peningkatan permintaan masyarakat selama musim liburan, serta kenaikan harga bahan bakar pesawat. Selain itu inflasi juga terdampak dari kenaikan harga makanan. Harga bawang merah ter-pantau mengalami peningkatan sebanyak 3.5% dari bulan sebelumnya, dan harga beras meningkat 0.3% dibandingkan bulan sebelumnya. Nilai tukar rupiah telah terdepresiasi sebanyak 10.2% sejak awal tahun, dimana level depresiasi ini telah mengejar depresiasi mata uang negara berkembang lainnya seperti India Rupee, Ma-laysia Ringgit, serta Thailand Baht.<\/p>\n

Rangkuman Acara G20 di Bali, Indonesia<\/b><\/p>\n

Pada acara G20 lalu, salaman antara presiden Amerika Joe Biden dengan presiden Tiongkok Xi menjadi sorotan publik. Hal ini ditangkap publik atas keinginan kedua belah pihak untuk memperbaiki hubungan antar dua negara tersebut. Menurut ana-lis, hal ini dapat mensinyalir berakhirnya perang dingin ekonomi AS-Tiongkok yang dapat meredakan ketegangan politik di kawasan Asia Pasifik sehingga merupakan berita baik untuk pandangan pertumbuhan ekonomi kedepannya. Selain itu, Presiden Jokowi menyorot beberapa aksi konkrit selama pertemuan G20 antara lain:<\/p>\n

    \n
  1. Pembentukan simpanan pandemi, yang sejauh ini telah mengumpulkan US$1,5 miliar dari anggota G20 dan lembaga filantropis.<\/li>\n
  2. Pembentukan Resilience and Sustainability Trust di bawah IMF sebesar US$81,6 miliar untuk membantu negara-negara yang sedang mengala-mi krisis.<\/li>\n
  3. Program Mekanisme Transisi Energi senilai US$20 miliar bagi Indonesia untuk mempercepat transisi dari pembangkit listrik tenaga batu bara.<\/li>\n
  4. Komitmen Global Biodiversity Framework (GBF) yang mencakup upaya untuk memastikan konservasi 30% lahan global dan setidaknya 30% lautan dan lautan global pada tahun 2030, termasuk pengurangan<\/li>\n<\/ol>\n

    Key Takeaways:<\/b><\/p>\n

    Indeks saham pasar Amerika Serikat S&P 500 ditutup lebih tinggi sebanyak 1.5% sepanjang perdagangan pekan lalu didukung oleh <\/span>sinyal dari The Fed yang akan memperlambat kenaikan suku bunga <\/span>kedepannya, sehingga mendorong sentimen positif para investor.<\/span><\/p>\n

    Untuk ekonomi dalam negeri, Kementerian Ketenagakerjaan merilis Permenaker 18\/2022 mengenai regulasi kenaikan upah minimum <\/span>+10% untuk tahun 2023. Peraturan ini dibuat atas pertimbangan <\/span>untuk mempertahankan daya beli masyarakat. Dalam berita <\/span>ekonomi lainnya, Bank Indonesia memprediksi inflasi untuk bulan <\/span>November pada level 5.6%. Peningkatan ini berasal dari meningkatnya <\/span>harga tiket pesawat atas permintaan yang lebih tinggi selama <\/span>musim liburan serta naiknya harga bahan bakar pesawat, juga <\/span>oleh kenaikan harga makanan seperti bawang merah dan beras, <\/span>masing-masing sebanyak 3.5% dan 0.3%.<\/span><\/p>\n

    Sorotan dari acara G20 lalu antara lain adalah intensi perbaikan hubungan antara AS dan Tiongkok yang mengindikasikan meredanya <\/span>perang dingin ekonomi antar kedua negara tersebut. Hal ini juga <\/span>dapat meredakan ketegangan politik di kawasan Asia Pasifik sehingga <\/span>merupakan berita baik untuk pandangan pertumbuhan ekonomi <\/span>kedepannya.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div>

    <\/span><\/div><\/div><\/div>
    <\/span><\/div><\/div><\/div>
    <\/span><\/div><\/div><\/div><\/div><\/div>

    ANALYSTS CERTIFICATION<\/b><\/p>\n

    The views expressed in this research report accurately reflect the analysts\u2019 personal views about any and all of the subject securities or issuers; and no part of the research analyst’s compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressed in the report.<\/p>\n

    DISCLAIMERS<\/b><\/p>\n

    This research is based on information obtained from sources believed to be reliable, but we do not make any representation or warranty nor accept any responsibility or liability as to its accuracy, completeness or correctness. Opinions expressed are subject to change without notice. This document is prepared for general circulation. Any recommendations contained in this document does not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. This document is not and should not be construed as an offer or a solicitation of an offer to purchase or subscribe or sell any securities. PT. Surya Timur Alam Raya or its affiliates may seek or will seek investment or other business relationships with entities in this report.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":1090,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3144","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-update"],"acf":[],"yoast_head":"\nSTAR Insight, Market Update 28 November 2022 - Star Asset Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/star-am.com\/id\/2022\/11\/28\/star-insight-market-update-28-nov-22\/\" \/>\n<meta property=\"og:locale\" content=\"id_ID\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"STAR Insight, Market Update 28 November 2022 - 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