Bisnis.com, JAKARTA – Direktur Pelaksana Dana Moneter Internasional (IMF) Kristalina Georgieva menilai perekonomian dunia lebih tangguh dari perkiraan, namun belum cukup kuat untuk menjamin pertumbuhan ekonomi yang sehat dan berkelanjutan.

Georgieva menegaskan perekonomian dunia menunjukkan ketangguhan terhadap serangkaian guncangan, mulai dari tensi perdagangan hingga ketidakpastian geopolitik.

Ketangguhan tersebut didorong oleh sektor swasta yang dinamis serta penguatan kebijakan dan institusi selama beberapa tahun terakhir.

“Perekonomian global berjalan lebih baik dari yang kita khawatirkan, tetapi masih lebih buruk dari yang kita butuhkan,” ujarnya saat berbicara pada KTT G20 di Johannesburg, Afrika Selatan, dikutip Senin (24/11/2025).

Meski tetap tumbuh, IMF menilai ekspansi ekonomi global masih tertahan karena pertumbuhan yang rendah—di bawah tingkat pra-pandemi Covid-19—serta beban utang yang sangat tinggi, terutama di negara-negara berpendapatan rendah.

Georgieva menuturkan, lonjakan tensi geopolitik, perubahan teknologi dan demografi, serta meningkatnya kejadian iklim ekstrem juga terus menekan prospek pertumbuhan.

Dalam kondisi penuh ketidakpastian ini, Georgieva menekankan pembangunan ketangguhan harus dimulai dari dalam negeri masing-masing.

Dia menuturkan, pemerintah perlu menjalankan kebijakan yang kredibel dan berkelanjutan, memulihkan ruang fiskal, menjaga kekuatan institusi, serta mengatasi ketidakseimbangan domestik yang turut memperlebar ketimpangan global.

“Reformasi struktural menjadi krusial untuk memanfaatkan potensi sektor swasta sebagai pendorong pertumbuhan, sekaligus merapikan aturan yang sudah tidak relevan,” katanya.

Pada sisi lain, Georgieva juga mengatakan tindakan domestik saja tidak cukup. Georgieva mendorong negara-negara G20 memperkuat kerja sama kebijakan, terutama untuk memastikan perdagangan global tetap menjadi mesin pertumbuhan yang efektif melalui aturan yang lebih sesuai dengan era digital.

IMF juga mendorong peningkatan pembiayaan segar bagi negara-negara yang membutuhkan. Georgieva mengatakan, IMF kini tengah menaikkan sumber daya kuota permanen sebesar 50% untuk meningkatkan kapasitas dukungan kepada negara anggota.

Di sisi lain, isu utang global membutuhkan tindakan yang lebih tegas dan cepat. Dia mengapresiasi kemajuan yang dicapai melalui skema Common Framework, tetapi menilai restrukturisasi utang harus lebih cepat dan prediktif. Dia menuturkan, IMF sendiri telah mengubah kebijakan internal agar lebih aktif membantu negara-negara mengurangi beban utang.

Georgieva juga memuji kepemimpinan Afrika Selatan yang menghasilkan October Declaration on Debt, yang dinilai memberikan peta jalan jelas bagi penyelesaian isu utang di masa depan.

Dia melanjutkan, IMF saat ini menyalurkan pembiayaan pada tingkat tertinggi dalam sejarah, yakni melalui 50 program aktif, termasuk 21 program di Afrika Sub-Sahara.

IMF juga menegaskan komitmennya untuk memberikan rekomendasi kebijakan yang sesuai dengan kondisi masing-masing negara, disertai dukungan pengembangan kapasitas.

Bisnis.com, JAKARTA — The Jakarta Composite Index (JCI) posted the steepest decline among regional benchmarks since early 2026. Despite the slump, analysts assess the correction has opened opportunities for investors to hunt for bargains among undervalued stocks.

The JCI has fallen roughly 15% year to date (YTD) in 2026 through trading on Monday (3/9/2026), placing it last among 35 major indices tracked globally.

Bisnis.com, JAKARTA — Indonesia’s benchmark Jakarta Composite Index (JCI) is struggling after suffering two heavy blows at the start of 2026, following MSCI’s announcement and escalating geopolitical tensions between the US–Israel alliance and Iran that have soared crude oil prices.

According to IDX Mobile data on Monday (3/9/2026), JCI closed at 7,337, plunging 248.31 basis points, or 3.27%, from the previous trading session. Most of listed stocks or 744 in total declined, while 71 advanced and 141 were unchanged.

Bisnis.com, JAKARTA — Indonesia’s energy security has come under scrutiny as escalating conflict in the Middle East disrupts global oil supplies. The establishment of a national strategic energy reserve is increasingly viewed as urgent, particularly as the country remains heavily dependent on imported oil.

At present, Indonesia does not yet have a national strategic energy reserve (Cadangan Penyangga Energi/CPE) that could be deployed during energy crises or emergencies.

Bisnis.com, JAKARTA – Oil and gas producer PT Medco Energi Internasional Tbk. (MEDC) is emerging as one of the companies poised to benefit from the global crude oil surge.

Bloomberg data cited on Monday (3/9/2026) show that the weekly trading value of MEDC shares jumped sharply during the first week of March 2026.

Bisnis.com, JAKARTA — Shares of PT Aneka Tambang Tbk. (ANTM), widely known as Antam, rallied in Monday’s (3/2/2026) trading session, defying a sharp decline in the Jakarta Composite Index (JCI).

ANTM and other gold-focused issuers advanced in tandem with a rally in global bullion prices, fueled by escalating tensions involving the United States and Israel against Iran.

Bisnis.com, JAKARTA– Seasoned investor Lo Kheng Hong expressed his investment playbook as war tensions flared between the United States–Israel and Iran.

Geopolitical strains intensified after Washington and Tel Aviv carried out airstrikes on Iran on Saturday (2/28/2026), local time.

Bisnis.com, JAKARTA — Oil, gold, and maritime logistics stocks are poised to gain momentum as tensions between the United States, Israel, and Iran intensify.

The deteriorating security landscape has fueled a surge in commodity prices. West Texas Intermediate (WTI) crude climbed 2.78% to US$67.07 per barrel, while Brent advanced 2.87% to US$72.87 per barrel on Friday (2/27/2026).

Bisnis.com, JAKARTA — A number of listed gold producers has emerged as top stock picks as as bullion prices remain resplendent amid sustained geopolitical tensions, shifting global trade environment, and mounting expectations of interest rate cuts by the US Federal Reserve.

That assessment was outlined by analysts at NH Korindo Sekuritas Indonesia in a report released on Friday (2/20/2026). The brokerage continues to favor PT Aneka Tambang Tbk. (ANTM), widely known as Antam, and PT Merdeka Gold Resources Tbk. (EMAS) as its top picks within the gold sector.

Bisnis.com, JAKARTA — Global crude oil in 2026 are locked in a tug-of-war between escalating geopolitical tensions in the Middle East and South America against a fundamental oversupply that is expected to exert downward pressure on prices.

Earlier this year, oil prices rallied sharply amid instability in Iran and Venezuela. However, analysts caution that the bullish sentiment driven by political tensions is likely to be short-lived, as the global physical oil market is heading toward a sizeable surplus.

Bisnis.com, JAKARTA — Approaching the end of 2025, investors are increasingly challenged to determine which assets are most likely to deliver the sweetest gains in 2026.

Gold prices have continued their ascent this year, even as equity markets remain firmly entrenched in a bullish cycle. At the same time, the bond market is flashing positive signals, buoyed by expectations of monetary policy easing.