Context
Global trade tensions—especially tariffs targeting China—create structural shifts in supply chains. Indonesia can seize this opportunity by positioning itself as an alternative hub for manufacturing, processing, and raw material supply.
Strategic Mechanism
1. Capitalized Feeder – PagarHijau
PagarHijau serves as an ESG-aligned capital vehicle that:
•Channels investments into critical industries displaced by China-targeted tariffs.
•Provides early-stage, de-risked funding with a green and inclusive development mandate.
•Reframes BILD projects as part of Southeast Asia’s sustainable re-industrialization.
2. Deployment – Macker SPVs
Macker executes feeder-backed capital through sectoral SPVs:
•Macker AgriProducts: Captures agro-export share (e.g., coffee, coconut, spices) shifted from China.
•Macker Energy/Industries: Scales downstream mineral refining and circular waste-to-energy systems.
•Macker Artisan: Absorbs labor-intensive exports (e.g., furniture, textiles) diverted from China.
3. Investment Flow
[PagarHijau Capital Pool]
↓
[Feeder Investment – ESG-Aligned]
↓
[Assigned to Macker SPVs – Sector Execution]
Impact & Advantage
•Trade Diversion: Indonesia uptakes role as supplier for tariff-affected goods.
•FDI Attraction: Captures manufacturing flight from China.
•Export Growth: Builds capacity for U.S./EU export under tariff-free status.
•Job Creation: Sector-targeted hiring across Indonesia.
•ESG Leverage: Attracts green capital under measurable, low emission impact
Conclusion
By combining PagarHijau’s capital discipline with Macker’s decentralized execution, Indonesia can structurally benefit from global supply chain realignment and position itself as a long-term winner in the post-China tariff era.