Post-Trump Tariffs Logistics and Indonesia's Inflation Control Prescription

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The following is important information related to the development of the business universe that needs attention today based on the curation of the SUAR Team.

FedEx Survey: Due to Trump Tariffs, Logistics Industry Shifts to Surrounding Asia and Europe

A new Federal Express Corporation (FedEx) survey released Monday (21/10/2025) shows that more than 40% of companies are now considering moving the focus of cross-border trade to closer and more stable regions, such as intra-Asia and Europe. This is done as a business strategy in maintaining business sustainability amid global trade competition. Cost control and duty transparency are top priorities, with 25% of respondents stating the need for clarity on pre-shipment duties and taxes, including Delivered Duty Paid (DDP) fees.

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Indonesian-style Inflation Control Measures that Other Countries Claim to Want to Imitate

President Prabowo Subianto highlighted that one of the achievements of his one-year administration was being able to control inflation. On several occasions, the President even claimed that many other countries wanted to learn how to control inflation from Indonesia. Prabowo said that Indonesia has techniques to monitor and control inflation that are not taught by the world's economic faculties. Citing data from the Central Statistics Agency (BPS), the general inflation rate in September 2025 was at 2.65% on an annual basis. This is still within the target range of Bank Indonesia (BI) and the 2025 state budget, which is 1.5%-3.5%. Indonesia's inflation is lower than other countries, such as Turkey which reached 33.3% in the third quarter of 2025 and Argentina which amounted to 43.4% in the second quarter of 2025. Indonesia's inflation is also lower than Brazil's 5.4% and Russia's 9.8%.

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Japanese Elderly Nurse Candidates Prepare themselves in Tangerang

Fuji Academy Job Training Institute (LPK) is located at Biomedical Campus, BSD City, Tangerang. This LPK focuses on training and channeling prospective Indonesian migrant workers (PMI) in the care sector to Japan. Kaigo, as elderly nurses are called in Japan, can earn a net salary of Rp 17 million to Rp 18 million every month.

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Looking for JCI Fundamentals that Reach Records and are Predicted to Keep Climbing

The Composite Stock Price Index (JCI) had fallen from the psychological point of 8,000. However, now the JCI is back on the rise and is even expected to continue to rise due to a number of positive sentiments. The JCI last week showed a weakening of 2.57% to 7,906 at the close of trading on Friday (17/10/2025). This figure managed to rebound 2.19% to 8,115 at the opening of trading on Monday (20/10/2025) and Tuesday (21/10/2025) closed 1.84% higher at 8,238.08. Regarding this week's trading forecast, both Indri and Alfred said, JCI has the potential to strengthen due to the projected BI Rate cut and the release of important US economic data.

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Selected Videos: Molding Global Standard Welder at Kampuh Welding Indonesia

Additional Stimulus Strengthens Social Safety Net

The social protection program (Perlinsos) that has been budgeted for 2025 is getting an additional injection through the Economic Stimulus package. The budget of IDR 503.2 trillion is planned to be added up to IDR 16.23 trillion for the fourth quarter-2025 stimulus. The Perlinsos budget in the 2025 State Budget is set at IDR 503.2 trillion, an increase of 1.3% from 2024. This budget allocation is a government priority to alleviate poverty and reduce inequality. The main social protection programs include the Family Hope Program (PKH) for 10.0 million beneficiary families (KPM), Basic Food Assistance for 18.3 million KPM, Social Rehabilitation Assistance (Atensi), Disaster Emergency Response, and various subsidies such as fuel subsidies, LPG, Credit Interest Subsidies, and Village Direct Cash Assistance (BLT).
Based on the APBN KITA report as of 30 September 2025, the realization of Social Assistance (Bansos) expenditure alone has reached IDR 112.7 trillion, reflecting an absorption of 75.5% of the Outlook target. This figure shows a 1.0% increase compared to the previous year's realization, confirming the government's efforts to accelerate the distribution of assistance to the poor and vulnerable. Towards the end of the year, the absorption of the allocation of perlinsos funds through Social Assistance is relatively fast compared to the absorption of other sectors.

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The Bank Indonesia (BI) Board of Governors Meeting (RDG) which took place on October 21-October 22, 2025 will be announced on Wednesday, October 22, 2025 at 14:00 WIB. In this meeting, members of the Board of Governors of Bank Indonesia conducted a comprehensive evaluation of global and domestic economic, monetary, and financial system stability conditions. The results of the RDG are awaited by the market because they determine the direction of future monetary policy, including the determination of the benchmark interest rate (BI Rate) which has a direct impact on borrowing costs, inflation, the rupiah exchange rate, and national economic growth. The result announcement will be broadcast through Bank Indonesia's Instagram and YouTube social media channels.

The discussion entitled "Political Economy Lessons and Jokowi's Policy Legacy (How to Pay Fast Train Debt)" will be held by the Indonesian Center for Political Development (PPPI) in collaboration with the Institute for Development of Economics and Finance (Indef) on Wednesday, October 22, 2025, at 13.30 WIB, online via the Zoom Meeting platform. The event will begin with remarks from Prof. Didik J. Rachbini (Rector of Paramadina University) and present speakers who are experts in their fields, namely Muhamad Rosyid Jazuli (PPPI Researcher), Eisha M Rachbini (INDEF Program Director), and Handi Rizsa Idris (Vice Rector for Resource Management at Paramadina University), with Mishka Husen Balfas (PPPI Researcher) as moderator. Information on how to participate in the discussion can be accessed through INDEF's Instagram social media.

"In building a business, we can learn from sailors. First, we must know where we are sailing to. Second, we must know what our vision and mission is in building a business. After knowing the goal, the bigger the goal, the more important the ability to build a team that can sail together. Finally, we must not run out of fuel before the goal is reached." (Founder of Tokopedia, William Tanuwijaya)