Analisis Makroekonomi Imbal Hasil Saham LQ45 dalam Membentuk Fortopolio Investasi pada Masa Pandemi Covid-19

Abstract

The Covid 19 pandemic that occurred on a scale that crossed international borders, including Indonesia, had an impact on stock movements. As for the Indonesian Stock Exchange (IDX), apart from having the Composite Stock Price Index (IHSG) it also has an index called LQ45. The LQ45 index is an index that contains 45 selected stocks that have high liquidity and are easy to trade. The purpose of this study was to analyze macroeconomic returns on LQ45 shares in forming a macroeconomic investment portfolio during the COVID-19 pandemic. The method used is a descriptive qualitative method with a comparative study of the sample determined by the purposive sampling researcher. The results show that in macroeconomics, the monetary aspect is more dominant in the movement of LQ45 stock prices, but there is also a role for the fiskal aspects related to the policies taken by stakeholders in overcoming this pandemic.