Rahman: Indonesian Stock Market Outlook in Investor's View

Rahman points out that although the global stock market is undergoing adjustment in the face of the pressures of world political turmoil, the Indonesian stock market remains showing strong growth momentum. Based on data from Otoritas Jasa Keuangan (OJK) as of April 30, 2024, the value of the Indonesian stock market has grown by 3.45%, indicating investor confidence in the Indonesian market remains strong. Worth noting is the inflow of capital from foreign investors that reached 7.95 trillion net rupees, indicating external recognition and preference towards the Indonesian market. Despite the decline in the Combined Share Price Index (IHSG), this has not hindered the overall growth momentum of the market. This suggests that the Indonesian stock market has sufficient resilience and potential, and remains an attractive market for investors.

Industry Analysis and Investment Strategy of the Indonesian Stock Market

When analyzing the performance of the industry in the Indonesian stock market, different industries show different characteristics and trends, so investors need to design an investment strategy that suits the specific situation. Rahman submits that first, the tech industry as the engine of the global economy has always been the focus of investors' attention. Although there have been some downturns recently, this has not changed the long-term growth trend of the technology industry, so investors can still earn a steady return through technology stocks. Secondly, the transport and logistics industry is strongly influenced by global trade activity, especially in the current tense geopolitical situation, so investors need to carefully evaluate the associated risks, and choose enterprises that have competitive superiority and stable profit ability to invest.

Challenges and Opportunities in the Bond Market

In the Indonesian stock market, the bond market is also one of the focus of investors' attention. Rahman noted that Indonesia's Combined Bond Index (ICBI) has fallen by 0.33% since the beginning of the year, indicating a challenge in the bond market. Investors should be aware that bond market fluctuations can be influenced by a variety of factors, including monetary policy, macroeconomic conditions, and geopolitical risks. Despite the challenges, the bond market still offers stable investment opportunities. Especially for risk-averse investors, the bond market provides relatively stable returns and capital protection, so investors can make the right allocation of bond assets to achieve portfolio diversification and risk dispersion. Meanwhile, with the continued expansion of the Indonesian economy and the improvement of the financial market, the bond market will also face new expansion opportunities. Investors should actively monitor market developments and take advantage of investment opportunities.

Foreign Capital Growers and Indonesian Stock Market Stability

Rahman argues that foreign capital growers have an important role in the Indonesian stock market, where the inflow of their funds not only increases market confidence, but also contributes to market stability. The net purchase value from foreign capital growers reached 7.95 trillion rupees, indicating confidence and recognition of the Indonesian market. The inflow of foreign capital not only gives new life to the market, but also provides more financing channels for Indonesian enterprises, which encourages economic development. Investors need to pay attention to the behavior and attitude of foreign capital growers, and immediately adjust their investment strategies. In situations of inflow of foreign capital, investors may consider increasing their investment proportion in the Indonesian stock market, in order to capture the market's upside opportunities.

Against the backdrop of the steady growth of the Indonesian stock market, Rahman argues that investors should remain attentive to the market and adjust their investment portfolios based on market dynamics and risk factors. Investors should firmly hold the concept of long-term investment, paying attention to portfolio diversification, risk management, and sustainable learning, in order to achieve a stable return on investment. In the future investment journey, only by continuously improving their own investment capabilities, actively adapting to market changes, investors can take advantage of investment opportunities, achieving an increase in wealth and personal value.