Jakarta, IDN Times – The Composite Stock Price Index (IHSG) is projected to reach a new psychological milestone this year, defying the shadows of global geopolitical uncertainties and the policies of former US President, Donald Trump.
Hans Kwee, Director of Anugerah Mega Investama, expressed his profound optimism regarding the IHSG’s ascent to the 10,000 level, even amidst numerous negative external sentiments. He firmly believes that the robust fundamentals of the domestic market are increasingly independent of foreign capital, positioning them as a primary pillar supporting the index’s trajectory this year.
“We remain quite confident that our index can breach the 10,000 level this year, and potentially even surpass it,” Hans stated during a journalist education session focused on the IHSG’s direction amidst geopolitical tensions and the potential AI bubble, held on Friday, January 23, 2026.
1. Hans Kwee’s Portfolio Strategy 
During the event, Hans also meticulously outlined several sectors that he considers possess strong resilience and solid profit growth potential. Among the prominent big-cap stocks, Hans highlighted banking and telecommunications as enduring mainstays within investment portfolios.
“Big-cap stocks such as BCA, Astra, and Telkom continue to be quite attractive,” Hans noted, pointing to their stability and market leadership.
Furthermore, Hans identified several compelling issuers within the consumer sector, including Cimory, Mayora, MAPI, ICBP, and AMRT, citing their consistent demand and growth prospects.
2. Energy and Technology Stocks: Not to Be Missed 
Beyond the aforementioned sectors, energy stocks should not be overlooked, given the potential for rising gold prices as a reliable safe-haven asset, coupled with consistently high energy demands. For those eyeing opportunities in precious metals and mining, Hans recommended ANTAM, BRMS, and MDKA. In the coal sector, ITMG, AADI, and PTBA were highlighted, while ADMR and ADRO were suggested for broader mining exposure, all deemed “still attractive.”
Hans also observed the relentless evolution of the technology sector, propelled by declining interest rates and the accelerating adoption of artificial intelligence (AI). According to Hans, AI has not yet formed a speculative bubble, instead acting as a powerful catalyst for enhancing issuer productivity.
“So, the technology sector remains appealing, but we must diligently seek out companies poised to become champions within this transformative space,” he advised, emphasizing selective investment.
3. Hans’s Advice to Investors 
Finally, Hans offered a crucial reminder to investors: maintain composure and resist panic during significant market corrections. He underscored the cyclical nature of markets and the importance of a disciplined approach.
“My message is simple: do not panic, and avoid excessive euphoria. The market operates in cycles; what truly matters is understanding fundamentals, practicing diligent risk management, and maintaining discipline in your investment strategy,” he concluded, advocating for a steady and informed approach to navigating market fluctuations.
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