{
    "success": true,
    "data": {
        "id": 1634511,
        "msgid": "us-iran-war-shakes-ihsg-analyst-investors-starting-to-return-to-indonesias-market-1774439483",
        "date": "2026-03-25 17:55:51",
        "title": "US-Iran War Shakes IHSG, Analyst: Investors Starting to Return to Indonesia's Market",
        "author": "",
        "source": "VIVA",
        "tags": "bisnis",
        "topic": "Finance",
        "summary": "The US-Iran conflict has pressured Indonesia's Composite Stock Price Index (IHSG) for nearly a month due to heightened global economic and geopolitical uncertainties, high interest rates, and oil price volatility, prompting investors to shift towards defensive assets like gold and bonds. Following the Eid al-Fitr holiday, the IHSG showed signs of recovery, gaining 2.75% to close at 7,302.12, driven by a technical rebound, improving global sentiment, and fund rotation into energy and non-primary consumer goods sectors. Analyst Reydi Octa notes that while foreign investors are cautiously accumulating positions, market movements remain sensitive to conflict escalations and inflation, with potential for further rebounds if tensions ease.",
        "content": "<p>The prolonged Middle East conflict has triggered various sentiments\nthat pressured the Composite Stock Price Index (IHSG), subjecting it to\npressure for nearly a month. After the long Eid al-Fitr holiday, the\nindex began showing signs of recovery as investors returned to the\ndomestic stock market.<\/p>\n<p>Capital market analyst Reydi Octa assesses that global economic and\ngeopolitical uncertainties remain high. According to him, high interest\nrates and oil price volatility stemming from the conflict between the\nUnited States (US) and Iran temporarily triggered selling actions in the\nstock market.<\/p>\n<p>Market players diversified into defensive assets such as gold and\nbonds, while avoiding risky assets. Reydi also warns that capital flows\nwill be highly sensitive to developments in the conflict and\ninflation.<\/p>\n<p>Reydi observes that investors are starting to return gradually to the\nIndonesian stock market (capital inflow). Although they remain selective\nand cautious.<\/p>\n<p>\u201cForeign investors are not yet aggressive, still in a phase of\nlimited accumulation while awaiting certainty on global directions and\nmacroeconomic stability,\u201d Reydi stated, quoted from Antara on Wednesday,\n25 March 2026.<\/p>\n<p>The return of investors aligns with the IHSG\u2019s recovery alongside the\nstrengthening of Asian stock exchanges. At the close of trading on\nWednesday, 25 March 2026, the IHSG rose 2.75% or 195.28 points to break\nthrough the 7,302.12 level.<\/p>\n<p>Meanwhile, regional Asian stock exchanges, including the Nikkei\nindex, rose 1,474.72 points or 2.82% to 53,727.00; the Shanghai index\nrose 50.56 points or 1.30% to 3,931.84; the Hang Seng index rose 217.79\npoints or 0.87% to 25,281.50; and the Straits Times index rose 34.54\npoints or 0.71% to 4,896.97.<\/p>\n<p>Reydi explains that the IHSG\u2019s rise was driven by a combination of a\ntechnical rebound after the long Eid holiday, improving global\nsentiment, and fund rotation into the energy and non-primary consumer\ngoods sectors.<\/p>\n<p>Additionally, the easing of geopolitical tensions and the decline in\noil prices have provided room for the IHSG to rebound.<\/p>\n<p>Furthermore, Reydi projects that global interest rates are still\nlikely to remain high for a longer period (higher for longer).\nMeanwhile, oil prices are expected to continue fluctuating in line with\ngeopolitical escalations, making the US-Iran conflict the main driver of\nthe market at present.<\/p>\n<p>\u201cIf tensions ease, the market could rebound. However, if escalations\nincrease, pressure will once again dominate,\u201d Reydi said.<\/p>",
        "url": "https:\/\/jawawa.id\/newsitem\/us-iran-war-shakes-ihsg-analyst-investors-starting-to-return-to-indonesias-market-1774439483",
        "image": ""
    },
    "sponsor": "Okusi Associates",
    "sponsor_url": "https:\/\/okusiassociates.com"
}