{"id":10731,"date":"2022-06-07T00:00:00","date_gmt":"2022-06-06T17:00:00","guid":{"rendered":"http:\/\/mandiri.test\/uncategorized-id\/bond-market-commentary-mei-2022\/"},"modified":"2026-01-19T16:35:37","modified_gmt":"2026-01-19T09:35:37","slug":"bond-market-commentary-mei-2022","status":"publish","type":"post","link":"https:\/\/beta.toffeedev.com\/mandiri-new\/artikel\/bond-market-commentary-mei-2022\/","title":{"rendered":"Bond Market Commentary : Mei 2022"},"content":{"rendered":"

Energy subsidies<\/strong><\/h2>\n

 <\/p>\n

Pasar global sedang mengamati dengan cermat perkembangan ekonomi AS dimana inflasi menunjukan sedikit penurunan yang diikuti oleh tingkat pertumbuhan upah dan Pengeluaran Konsumsi Pribadi (PCE) yang moderat. Breakeven rate 2 \u2013 tahun menurun menandakan ekspektasi inflasi yang lebih rendah dibandingkan sebelumnya. Sehingga, yield dari US Treasury 10 \u2013 tahun bergerak cukup stabil di kisaran 2,75% – 2,95%. Investor asing masih menjual kepemilikan obligasi Indonesia sepanjang bulan Mei22. Selain itu, terjadi, terdapat obligasi yang jatuh tempo pada Mei 2022.<\/p>\n

Kami melihat dua alasan positif mengapa kelas aset pendapatan tetap bisa memberikan manfaat positif untuk beberapa bulan mendatang. Salah satunya adalah pemerintah mengusulkan rencana penambahan subsidi energi dan kompensasi dalam menghadapi kenaikan harga minyak. Inflasi telah menjadi isu utama bagi banyak negara dan Indonesia perlu mengantisipasi kenaikan harga di tengah pemulihan ekonomi saat ini. Pemerintah menjaga momentum pertumbuhan domestik tetap baik dengan menjaga kestabilan administered price (harga yang diatur pemerintah). Menurut kami, pemerintah memiliki kemampuan untuk mengambil langkah subsidi karena adanya peningkatan signifikan pada penerimaan negara namun belum disertai dengan kenaikan belanja negara yang terlalu besar sepanjang tahun ini. Selain itu, bank sentral telah mencoba menarik ekses likuiditas dengan memberlakukan GWM yang lebih tinggi hingga 9% (vs 6,5% pada rencana sebelumnya) pada September 2022. Kebijakan tersebut diambil untuk menjaga stabilitas Rupiah dan mencegah inflasi yang terlalu tinggi. Kami melihat kebijakan fiskal atau moneter yang dipersiapkan untuk menghadapai tekanan inflasi terhadap perekonomian domestik, dapat menguntungkan obligasi Indonesia. Meskipun mungkin terdapat resiko pada tahun 2023, saat ini menurut kami investor dapat menambahkan lebih banyak obligasi ke portofolio secara keseluruhan.<\/p>\n

 <\/p>\n

Rekomendasi Produk<\/h2>\n

 <\/p>\n\n\n\n\n\n
PRODUK<\/th>\n<\/tr>\n<\/thead>\n
MIDU<\/a><\/td>\nReksa Dana MIDU berinvestasi pada Instrumen Obligasi dengan segmen Jangka Menengah
\ndan dikategorikan berisiko Rendah – Menengah. Investor memiliki risiko atas Portofolio Obligasi tersebut.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

\n

<\/h3>\n

Info Lebih Lanjut<\/h3>\n

Hubungi Mandiri Investasi –\u00a0(021) 526 3505<\/a>
\nWhatsapp Mandiri Investasi – 0816 86 0003
\nEmail Mandiri Investasi – cs@mandiri-investasi.co.id
\nMandiri Investasi –\u00a0www.mandiri-investasi.co.id<\/a>
\nMoinves –\u00a0www.moinves.co.id<\/a><\/p>\n

 <\/p>\n

\n

 <\/p>\n

DISCLAIMER<\/em>
\n
\nPendapat yang diungkapkan dalam artikel adalah untuk tujuan informasi umum saja dan tidak dimaksudkan untuk memberikan saran atau rekomendasi khusus untuk individu atau produk keamanan atau investasi tertentu. Ini hanya dimaksudkan untuk memberikan edukasi tentang industri keuangan. Pandangan yang tercermin dalam konten dapat berubah sewaktu-waktu tanpa pemberitahuan. Seluruh data kinerja dan return investasi yang tertera di artikel ini tidak dapat digunakan sebagai dasar jaminan perhitungan untuk membeli atau menjual suatu efek. Data tersebut merupakan catatan kinerja berdasarkan data historis dan bukan merupakan jaminan atas kinerja suatu efek di masa mendatang. Investasi melalui reksa dana mengandung risiko. Investor wajib membaca dan memahami prospektus sebelum memutuskan untuk berinvestasi melalui reksa dana.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Pasar global sedang mengamati dengan cermat perkembangan ekonomi AS dimana inflasi menunjukan sedikit penurunan.<\/p>\n","protected":false},"author":2,"featured_media":6541,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[351,367],"tags":[346],"class_list":["post-10731","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artikel","category-market-insights","tag-bahasa-indonesia"],"acf":[],"yoast_head":"\nBond Market Commentary : Mei 2022 - Mandiri Investasi<\/title>\n<meta name=\"description\" content=\"Pasar global sedang mengamati dengan cermat perkembangan ekonomi AS dimana inflasi menunjukan sedikit penurunan.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"id_ID\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bond Market Commentary : Mei 2022 - 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