Business · Markets · 1 day ago
Commodity gains could support Indonesia, but rate and currency risks remain
Higher coal and crude palm oil prices could increase Indonesia’s income because the country produces these commodities.
Investment Director Dimas Yusuf said this could benefit Indonesia amid global geopolitical tensions.
He also pointed to a government policy requiring some export earnings to be kept in Indonesia, which he said could strengthen the country’s foreign-exchange reserves.
But US interest-rate policy and a stronger US dollar could put pressure on the rupiah.
Investors are also watching a possible cabinet reshuffle under President Prabowo, though Yusuf said political stability matters more to foreign investors.
The competing pressures are important for Indonesia’s currency and financial markets.
The discussion did not specify which investment sectors investors would favor or what policy steps might come next.
Rising coal and crude palm oil prices could increase Indonesia’s income as a commodity-producing country.
Investment Director Dimas Yusuf said the gains could have a positive impact on Indonesia.
Indonesia’s policy on export proceeds is also helping strengthen its foreign-exchange reserves, he said.
Bank Indonesia still needs to watch interest-rate policy and a stronger US dollar, which can weaken the rupiah.
Domestic political stability remains a key concern for foreign investors, while a cabinet reshuffle is not expected to have a significant effect.
- Who
- Dimas Yusuf, investment director at Sucor Asset Management, discussed the outlook.
- What
- Rising commodity prices could benefit Indonesia, but interest-rate and currency risks remain.
- When
- Yusuf’s discussion aired on Friday, 9 October 2026.
- Where
- Indonesia.
- Why
- Higher coal and crude palm oil prices could lift income for Indonesia as a commodity producer. Interest-rate policy and a stronger US dollar could pressure the rupiah.
This story does not have two clearly opposing sides.
positive impact for Indonesia
Commodity prices rose, including coal and crude palm oil.
Dimas Yusuf discussed the impact of domestic and external factors on Indonesia’s financial markets on CNBC Indonesia.
- Coal and crude palm oil
- Rising prices
- Export proceeds policy
- Intended to help strengthen Indonesia’s foreign-exchange reserves
- Currency risk
- A stronger US dollar could weaken the rupiah
- Interview date
- 9 October 2026











