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Investor Presentaiton

Economic Performance • Global credits have got off strong start since early 2012 buoyed by the news of a deal in the US Congress to avoid the fiscal cliff supported by manufacturing data from some Asian countries. IMF World GDP (%) Economic Actual Projected • • . . Global investors are keen to increase their exposure to the world's fastest growing economies, especially in the emerging Asia Indonesia economy slowed for the 4th consecutive quarter to 5.81% yoy in 2Q-2013 down from 6.02% yoy recorded in the 1Q-2013 as government spending is not enough to offset the slowing private sector consumption and investment. The growth rate is mainly driven by 11.5% expansion in transport and communication sector, 8.07% in financial and real estate, 6.88% in construction, 6.6% in electricity, gas and water and 6.5% in trade, hotel and restaurants and 5.9% in manufacturing. Foreign reserve decreased to $98 billion by June 2013 from $112.8 billion at the end of 2012. The exchange rate of IDR against USD keeps depreciating from IDR8,991 (2010) to IDR8,768 (2011), IDR9,638 (2012) and further down to IDR9,929 by June 2013 and IDR 11,461 by end of September 2013 The Central Bank increased BI rate to 7.25% in September 2013 after having raised it by 50bps in August. The central bank attempts to stabilize the currency, control the inflation rate and the current account. Source IMF World Economic Outlook, July 2013 Outlook 2012 ||2013 2014 Asia 6.5 6.9 7.0 Japan 1.9 2.0 1.2 China 7.8 7.8 7.7 India 3.2 5.6 6.3 ASEAN-5 6.1 5.6 5.7 United 2.2 1.7 2.7 States Euro Area -0.6 -0.6 0.9 Russia 3.4 2.5 3.3 Latin America 3.0 3.0 3.4 APEI 3
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