Weekly Brief

The week's highlights as spotlit in D-Advisory's Weekly Brief.

Economy: Rupiah weakened under pressure with IDX composite shooting to record high, meanwhile market reception tests Central Bank's policy outlook ahead of its Deputy Governor nomination.

Energy: Higher 2026 non-tax state revenue targets under pressure from production cuts and RKAB uncertainty.

Industry & Labor: Revision to Civil Procedure Code transferred to House of Representatives to accelerate legal processes whilst upcoming AI Presidential Regulation will shape corporate compliance and strategies.

Politics & Governance: E-voting discussions remain at early-stage, while CPO export corruption case underscores importance of governance for regulatory certainty and investor trust.

The week's highlights as spotlit in D-Advisory's Weekly Brief.

Economy: The 2026 budget tightens fiscal space through spending reallocation and lower regional deficits while globally, pervasive "Sell America" lifts capital flow volatility and FX risk.

Energy: Indonesia plans to cut 2026 coal production target to stabilize prices but may pose risks to producers.

Regulatory: Centralized export proceeds may boost FX liquidity but pressures exporters' cash flow, with new mandate for Minister of Finance to manage recomposition between rupiah and foreign currencies.

Politics & Governance: The Chromebook procurement case raises governance scrutiny while upcoming challenge against IKN Law reopens legal uncertainty over Indonesia's capital relocation.

The week's highlights as spotlit in D-Advisory's Weekly Brief.

Economy: Indonesia–US tariff negotiations are entering the legal drafting stage, while the government shifts

stimulus transmission from weak credit growth toward direct fiscal intervention.

Energy: The United States’ military action against Venezuela has the potential to generate indirect impacts on

Indonesia through China as a strategic investment partner.

Industry & Labor: New rules on idle imported goods are being implemented alongside the 2026 manufacturing

growth and export targets.

Politics & Governance: The discourse on the fifth amendment to the 1945 Constitution has resurfaced among

political elites and the Climate Change Bill has been included in the 2026 Prolegnas.

The week's highlights as spotlit in D-Advisory's Weekly Brief.

Economy: The 2026 National Budget prioritizes food and energy sovereignty, with expenditure financed by agile short-term debt and wider digital bond distribution.

Energy: Eight new working areas launched with flexible, investor-friendly, fiscal contracts.

Industry & Labor: EV incentive sunset beginning Jan 2026, coinciding 1.55-point industrial confidence dip which triggers cautious “wait-and-see” phase amid protest for Jakarta’s minimum regional wage for 2026.

Politics & Governance: The 2026 Election Law and revised Criminal Code synchronize electoral stability with modernized, elite-centric procedural legal standards.