{"id":5110,"date":"2025-02-26T02:10:15","date_gmt":"2025-02-26T02:10:15","guid":{"rendered":"https:\/\/himdasun.or.id\/?p=5110"},"modified":"2025-02-26T02:10:17","modified_gmt":"2025-02-26T02:10:17","slug":"badai-masih-berlanjut-was-was-rupiah-rawan-melemah","status":"publish","type":"post","link":"https:\/\/himdasun.or.id\/en\/2025\/02\/26\/badai-masih-berlanjut-was-was-rupiah-rawan-melemah\/","title":{"rendered":"Badai Masih Berlanjut, Was-Was Rupiah Rawan Melemah!"},"content":{"rendered":"

Jakarta, CNBC Indonesia –<\/strong> Banyaknya tantangan dari eksternal membuat pasar keuangan Tanah Air masih tertekan di zona merah.<\/p>\n\n\n\n

Berdasarkan data Refinitiv, rupiah ditutup melemah 0,43% ke level Rp16.340\/US$ pada Selasa (25\/2\/2025), mengakhiri tren penguatan tiga hari berturut-turut.<\/p>\n\n\n\n

Tekanan terhadap rupiah terjadi setelah Trump menegaskan akan melanjutkan tarif impor besar-besaran terhadap Kanada dan Meksiko. Dalam konferensi pers di Gedung Putih pada Senin (24\/2\/2025), Trump menyatakan bahwa penundaan tarif selama sebulan akan segera berakhir, dan kebijakan tersebut tetap berjalan sesuai jadwal.<\/p>\n\n\n\n

“Tarif tersebut akan dilanjutkan sesuai rencana,” ujar Trump, dikutip dari CNBC International. Ia juga menegaskan kembali kebijakan tarif timbal balik (reciprocal tariff), dengan alasan bahwa AS telah terlalu lama dimanfaatkan oleh negara-negara lain.<\/p>\n\n\n\n

Pernyataan ini kembali memicu ketidakpastian global, menekan pasar mata uang, termasuk rupiah, yang akhirnya terkoreksi.<\/p>\n\n\n\n

Selan itu, Morgan Stanley resmi menurunkan peringkat saham Indonesia dalam indeks Morgan Stanley Capital International (MSCI) dari posisi equal-weight (EW) menjadi underweight (UW). Langkah ini diambil seiring dengan melemahnya prospek pertumbuhan ekonomi domestik serta meningkatnya tekanan terhadap profitabilitas sektor siklikal.<\/p>\n\n\n\n

Dalam laporan terbarunya, Morgan Stanley menyoroti pergeseran tren return on equity (ROE) yang kini lebih menguntungkan China dibanding Indonesia. Analis mencatat bahwa ROE saham-saham di China mulai menunjukkan pemulihan, didorong oleh perbaikan kinerja operasional serta efisiensi neraca keuangan di sektor-sektor dengan bobot besar dalam indeks MSCI.<\/p>\n\n\n\n

Sebaliknya, Indonesia menghadapi tantangan akibat perlambatan ekonomi yang berdampak negatif pada sektor siklikal domestik. Tim analis Morgan Stanley tetap berhati-hati terhadap prospek pemulihan dalam waktu dekat dan lebih memilih eksposur ke pasar Asia lainnya yang dianggap lebih menjanjikan.<\/p>\n\n\n\n

Downgrade rating tersebut menjadi salah satu tantangan bagi pasar saham, termasuk rupiah lantaran bisa memicu tekanan keluar dana asing semakin deras.<\/p>\n\n\n\n

Sebagai catatan saja, sejak awal tahun, dari pasar saham masih mengalami tekanan jual asing mencapai Rp16,78 triliun.<\/p>\n\n\n\n

Teknikal Rupiah<\/strong><\/p>\n\n\n\n

Pergerakan rupiah dalam melawan dolar AS masih cenderung dalam tren sideways meskipun ada pelemahan dalam beberapa hari.<\/p>\n\n\n\n

Bisa diperhatikan support di Rp16.170\/US$ sebagai area penguatan terdekat, adapun support tersebut didapatkan dari low candle intraday 29 Januari 2025.<\/p>\n\n\n\n

Sementara itu, patut diantisipasi jika ada pelemahan terdekat ke resistance di Rp16.375\/US$ yang didapatkan dari high candle intraday 11 Februari 2025.<\/p>","protected":false},"excerpt":{"rendered":"

Jakarta, CNBC Indonesia – Banyaknya tantangan dari eksternal membuat pasar keuangan Tanah Air masih tertekan di zona merah. Berdasarkan data Refinitiv, […]<\/p>\n","protected":false},"author":15,"featured_media":5111,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[],"class_list":["post-5110","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-informasi"],"_links":{"self":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/5110","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/comments?post=5110"}],"version-history":[{"count":1,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/5110\/revisions"}],"predecessor-version":[{"id":5112,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/posts\/5110\/revisions\/5112"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/media\/5111"}],"wp:attachment":[{"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/media?parent=5110"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/categories?post=5110"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himdasun.or.id\/en\/wp-json\/wp\/v2\/tags?post=5110"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}