突发“黑天鹅”事件，印尼股市一度大跌

Group 1 - Indonesia's stock index fell by 1.5% last Friday, leading declines among global indices, with further drops observed on Monday, including a peak decline of 3.6%, marking the largest drop since April 8 [1] - Analysts indicate that political risks in Indonesia are rising, leading to increased risk premiums in the stock market, with a low allocation stance due to valuations not reflecting potential economic issues [3] - Despite recent turmoil, Indonesia's economic growth has exceeded expectations, with Q2 growth returning above 5%, boosting market confidence [5] Group 2 - The Indonesian central bank is focused on maintaining exchange rate stability and ensuring sufficient liquidity for the rupiah, utilizing market mechanisms to reflect fundamentals [3] - Indonesia's stock market has seen a year-to-date increase of approximately 9.6% prior to recent events, indicating a strong performance despite current challenges [3] - The implementation of mandatory foreign exchange retention policies has significantly increased foreign exchange reserves, enhancing confidence in the rupiah and indirectly supporting the stock market [5]