- Tangible assets have been recording stronger growth than paper assets such as sovereign debts over the past year, highlighting a shift in investors’ preferences amidst widespread concerns over global debt sustainability.
- Heightened geopolitical uncertainty and inflation concerns mean that the current global landscape may remain supportive for tangible assets relative to paper assets.
- Continued uptrend in gold prices may skew some of Indonesia’s economic indicators upwards, adding to the challenge in observing the domestic aggregate demand condition.
