Video: Investment Boss Reveals Strategy Amid High Interest Rate Era

Ciptadana Asset Management Director Herdianto Budiarto sees the potential for a Bank Indonesia benchmark interest rate increase at the central bank’s Board of Governors Meeting in July 2027. This projection aligns with market consensus, which observes continued pressure on the Rupiah exchange rate, still touching the Rp 18,000 per US Dollar level, alongside inflation conditions that are nearly reaching the upper limit of Bank Indonesia’s inflation target. From the global financial market, the theme of the end of the low interest rate era is also drawing closer, which will influence investor perception of financial markets. Facing these conditions, Ciptadana AM has a number of investment management strategies. In the stock market, the firm selects shares that have already experienced deep corrections, such as banking and consumer sectors that are unaffected by global turmoil, as well as the tourism sector, which could benefit from a spillover effect from this situation.