Veteran National Development University Jakarta (UPNVJ), through its Capital Markets Study Program at the Faculty of Economics and Business (FEB), held the Grand Investment Outlook 2025. This event took place in a hybrid format at Building A of the Ministry of Education, Culture, Research, and Technology (Kemendikbudristek), Jakarta, and via Zoom on Saturday, October 11, 2025.
The event, themed "How Politics, Economics, and Mega Projects Reshape Indonesia's Investment Landscape," attracted the participation of university students from across Indonesia. Sponsored by Syailendra Capital, the event featured a talk show featuring three speakers: Rizki Jauhari Indra, CFA (Head of Research Analyst at Syailendra Capital), Muhammad Farras Farhan (Senior Equity Research Analyst at Mirae Asset Sekuritas Indonesia), and Rizky Adhi Ramadhan (Equity Research Analyst at Segara Research Institute).
The talk show discussed the influence of politics, economics, and megaprojects on Indonesia's investment climate, particularly the capital market. Rizki Jauhari highlighted government initiatives such as the Free Lunch Program (MBG), which has the potential to create jobs and increase purchasing power, thus supporting the consumer sector and related stocks.
"Policy implementation needs to be strengthened so that its impact is tangible in the real sector and capital markets," he said.
Muhammad Farras emphasized the challenge of weak consumer demand. He stated that MBG could boost demand for food products, benefiting issuers like PT Japfa Comfeed Indonesia Tbk (JPFA) and PT Charoen Pokphand Indonesia Tbk (CPIN). However, he emphasized the need for regular evaluation to ensure the program's sustainability.
Rizky Adhi added that low domestic consumption needs to be boosted through economic stimulus. He believes the MBG is effective in creating a productive economic chain, provided it is supported by transparency and accountability. "Increased consumption will strengthen macroeconomic fundamentals and the stock market," he said.
The event continued with a Focus Group Discussion (FGD), which divided participants into small groups to analyze investment challenges. The FGDs honed participants' analytical and critical thinking skills in understanding investment dynamics.
The conclusion of the Grand Investment Outlook 2025 successfully provided in-depth insights into the investment prospects and capital markets in Indonesia. This event is expected to spark interest in investment literacy among the younger generation and support the development of an inclusive and sustainable capital market.