Today, we will discuss the performance of the market that is heating up, especially after the news of the government’s plan to launch the second volume of economic stimulus that will boost people’s purchasing power ahead of the school holidays around June-July 2025. Prepare yourself, because this is going to be an interesting discussion!

🚀 Recent Market Performance

This week, the financial industry dared to step up again after the government’s announcement on how to strengthen people’s purchasing power. This good news came directly from the Coordinating Minister for Economic Affairs, Airlangga Hartarto, who stated that there will be six stimulus packages that are being finalized.

So, what are the contents of the package? Let’s break down:

1. Ticket Discounts: There are discounts on train, air, and sea freight tickets during school holidays.
2. Toll Road Fare Discounts: Especially for 110 million users in June and July 2025.
3. Electricity Tariff Discount: 50% for 79.3 million households with up to 1,300 VA power.
4. Basic Food Card: Food assistance for 18.3 million beneficiary families.
5. Wage Subsidy Assistance: For workers with an income below 3.5 million rupiah.
6. Work Accident Insurance Contribution Discount: Especially for workers in the labor-intensive sector.

Interested in traveling? The government also urges regions to be active in creating local tourism activities so that people are more mobile during the holidays.

📊 The Impact of Stimulus on the Economy

This stimulus package is seen as an emergency measure from the government to address the potential for a deeper decline in economic growth. Yusuf Rendy Manilet from Core Indonesia argued that this step is very necessary, especially in the midst of a decline in household consumption which could slow down in the second quarter of 2025. Indonesia’s economic growth is projected to grow only around 4.87% YoY, which is lower than the government’s target of 5.2% YoY.

💡 What to Remember?

The launch of this stimulus package is believed to increase public consumption, especially in the lower middle segment. This is certainly a positive signal for issuers in the consumer goods sector. Some of them are worth noting, including $ICBP, $MYOR, and $AMRT.

Conclusion: This upcoming stimulus could be a turning point for an economy that had faltered. Let’s monitor its development and prepare your investment strategy. In this challenging time, stay optimistic and be aware of every opportunity that exists!