Investor Presentaiton slide image

Investor Presentaiton

National Economic Growth Improved Strong GDP Growth¹ 8.0 % 6.0 4.0 QoQ - YoY 5.05 4.21 4.01 3.19 3.09 4.20 3.06 (1.81) (0.30) (1.7%.41) (1.690.52) 2.0 0.0 ANON -2.0 -4.0 -6.0 -8.0 3.83.27 0.04 (2.07) 3.73.31 (0.16) 4.01 3.14 (1.73) 0.36) 7.07 3.31 (1.742.41) (0.42 0.96) (419) 2014 2015 2016 2017 2018 2019 2020 Favourable GDP Growth Compared to Peers² 2021 9.50 • Indonesia's national economy in the second quarter of 2021 moved into positive territory for the first time since the Covid-19 outbreak at the beginning of 2020, achieving 7.07% (yoy) growth. Recent economic expansion builds on the previous improvements through to the first quarter of 2021 and represents the fastest pace of growth since the fourth quarter of 2004 (7.16% yoy). Consequently, real GDP in the second quarter of 2021 surpassed that recorded prior to the Covid-19 pandemic in the fourth quarter of 2019. All demand components and economic sectors have contributed to upward economic momentum. Moving forward, Bank Indonesia will continue to increase policy coordination with the Government and other relevant institutions, including monetary-fiscal policy coordination, export stimuli as well as economic and financial inclusion, to nurture further economic gains, while accelerating the vaccination rollout and adhering to stringent health protocols. • On the demand side, second-quarter economic performance was boosted primarily by higher exports, household consumption, investment and government consumption. In the reporting period, exports soared 31.78% (yoy) on the back of growing demand in Indonesia's trading partner countries. Furthermore, household consumption charged into a positive zone for the first time since the second quarter of 2020 at 5.93% (yoy), thus reversing the -2.22% (yoy) contraction recorded in the first quarter of 2021. Household consumption continues to increase in response to fewer mobility restrictions, ongoing stimuli in the form of a luxury tax holiday and macroprudential policy, as well as the seasonal boost afforded by recent national religious holidays (HBKN). Investment growth has also moved into an expansionary phase at 7.54% (yoy), underpinned by stronger non-building investment. Finally, government consumption expanded 8.06% (yoy) in the reporting period, driven by the accelerated realisation of fiscal stimuli in the form of procurement and capital spending, specifically relating to the national economic recovery program, as well as personnel expenditure. Consistent with higher exports and domestic demand, import growth also surged to 31.22% (yoy). 6.89⚫ All economic sectors expanded in the reporting period, primarily led by the Manufacturing Industry, Trade, Transportation and Storage as well as Accommodation and Food Service 5.40 Activities. Spatially, national economic momentum has been buoyed by all regions of the 5.15 archipelago, dominated by Sulawesi-Maluku-Papua (Sulampua), Java and Kalimantan. 10.00 % yoy 8.00 6.00 4.00 2.00 0.00 -2.00 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 -4.00 -6.00 -8.00 -10.00 Bulgaria Colombia India Indonesia Philippines 3.90 1. Source: Central Bureau of Statistics of Indonesia (BPS), ** Including non-profit household consumption Source: World Economic Outlook Database - July 2021; indicates estimated figure 2. Growth Prospect Institutions 2021 GDP growth (% YoY) 2021 Budget 5.0 Bank Indonesia 3.5-4.3 IMF (WEO, July 2021) 3.9 World Bank (Global Economic Prospects, June 2021) 4.4 ADB (ADO, July 2021) 4.1 Consensus Forecast (August 2021) 3.5 48
View entire presentation