雅加达骚乱后，出海印尼的“淘金梦”要醒了吗？

Group 1 - The unrest in Jakarta was triggered by a housing subsidy proposal for lawmakers, highlighting the stark contrast between the elite's benefits and the struggles of the average citizen [2][7] - The economic disparity is significant, with lawmakers earning over $6,000 monthly compared to an average citizen's $190, exacerbated by government budget cuts in healthcare and education [7][8] - The protests quickly escalated, leading to arson at government buildings, a complete traffic shutdown in Jakarta, and a drop of over 3.6% in the stock market [8][9] Group 2 - Indonesia's economy, with a GDP of $1.45 trillion and a population of nearly 280 million, presents substantial growth opportunities, particularly in consumer markets [4][5] - The "Golden Indonesia 2045" vision aims for the country to become a developed economy and the fourth-largest consumer market globally by 2030, with a middle-class population of 75.8 million [5][6] - Chinese companies view Indonesia as a significant growth market, with bilateral trade expected to reach $147.8 billion in 2024, reflecting an annual growth rate of approximately 15% since 2001 [6] Group 3 - Despite the unrest, opportunities in industrial equipment and building materials are emerging, driven by local manufacturing needs and infrastructure projects [12][13] - The demand for building materials is fueled by large-scale infrastructure and real estate projects, as well as rising consumer spending due to urbanization and an expanding middle class [14][15] - The market is evolving, favoring companies that can integrate supply chains and provide B2B services, indicating a shift away from short-term speculative players [17][19]