泰国大城银行研究中心：从东盟投资热土到资本顾虑：印尼正处于发展十字路口（2026）（英文版）（12页）.pdf

1、CoverFrom ASEAN Darling to Investor Concern:Indonesia at a CrossroadResearch IntelligenceJune 2026Krungsri ResearchContentsSubscribe UsContentsDisclaimerUnless explicitly stated otherwise,this publication and all material therein is under the copyright of Krungsri Research.As such,the reuse,reproduc

2、tion,or alteration of this text or any part thereof is absolutely prohibited without prior written consent.This report draws on a wide range of well-established and trustworthy sources,but Krungsri Research can make no guarantee of the absolute veracity of the material cited.Moreover,Krungsri Resear

3、ch will not be held responsible for any losses that may occur either directly or indirectly from any use to which this report or the data contained therein may be put.The information,opinions,and judgements expressed in this report are those of Krungsri Research,but this publication does not necessa

4、rily reflect the opinions of Bank of Ayudhya Public Company Limited or of any other companies within the same commercial group.This report is an accurate reflection of the thinking and opinions of Krungsri Research as of the day of publication,but we reserve the right to change those opinions withou

5、t prior notice.For research subscription,Executive Summary3Introduction4Key Policy Development under President Prabowo 5Impacts on Financial Markets,Real Economy,and Policy Responses 7Root Causes and Economic Implications10Krungsri Research View11From ASEAN darling to investor concern:Indonesia at a

6、 crossroadSince President Prabowo Subianto took office in 2024,Indonesias increasing reliance on populist,state-interventionist,and nationalist policies has raised concerns over governance standards,fiscal discipline,and policy credibility.Meanwhile,the Middle East conflict and the governments conti