Inflation Control and Financial Facilities Strategy slide image

Inflation Control and Financial Facilities Strategy

0 -50 -100 -150 Jan-19 Feb-19 50 100 Domestic Capital Market Performance Amid Global Challenges Stock Index Performance as of 5 Nov 20 (compared to 5 Oct'20) WORLD 3.15 THAI 1.72 S KOREA 2.37 INDO HKN SIN PHIL CHIN MAL -0.72 JPN EU -1.27 US -1.07 BRAZ TURK -3 -1 1 2.49 3.17 3.40 Better than-expected growth in advanced economies and China during the 2nd quarter of 2020 and signs of more rapid recovery in the 3rd quarter drive confidence in domestic financial market... Asian stock markets are rising but on a heightened volatility as investors await the outcome of the US presidential election JCI is strengthening following the latest announcement of Indonesia's economic improvement in the 3rd quarter compared to the 2nd 1.66 3 Non-resident portfolios' on gov't bonds in Oct-20 has recorded a net buy of IDR 21.8 Tn Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Source: Bloomberg and Ministry of Finance ■Gov't Debt Securities Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 320 Comp Bond Index 300 6.08 8.11 280 11.88 260 240 220 4.85 (% MTM) 200 T T 5 7 9 11 13 Oct-19 Equity Sep-20 Oct-20 4 Nov'20 Mar-18 Dec-19 Feb-20 Apr-20 Jun-20 Comp Stock Index (rhs) 7000 302 6500 6000 5500 5000 5,260 4500 4000 3500 3000 Aug-20 Oct-20 Gov't bond yields continue to strengthen back to the pre-pandemic level followed by stable rupiah against US$ Yield (%) 5-yr Yield 10-yr Yield 20-yr Yield IDR (rhs) 18,000 10 16,000 9 14,000 7077 12,000 8 10,000 -3.59 8,000 7 6,000 6 4,000 2,000 5 Apr-18- May-18 Jun-18- Jul-18 Aug-18 Sep-18- Oct-18- Nov-18 Dec-18 Jan-19 Feb-19- Mar-19 Apr-19- May-19- Jun-19- Jul-19- Aug-19 - Sep-19 Oct-19 Nov-19 Dec-19- Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 150
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