Stock Markets February 4, 2026

Indonesia to Release Draft Market Rules After $80 Billion Selloff

Regulator opens 10-day consultation on changes including higher free-float requirement, targeting publication in March 2026

By Derek Hwang
Indonesia to Release Draft Market Rules After $80 Billion Selloff

Indonesia's financial regulator said it will publish a draft of new market regulations on Wednesday, including an amendment to raise the minimum free float of listed shares. The draft will be open for a 10-day public and industry consultation as authorities move to address investor concerns flagged by MSCI that sparked roughly $80 billion in market outflows and a steep fall in the Jakarta Composite Index.

Key Points

  • OJK will publish a draft of new market regulations on Wednesday and open it for a 10-day public and industry consultation.
  • The draft includes an amendment to increase the minimum free-float share requirement; the regulator aims to publish the regulation by March 2026.
  • The announcement follows an MSCI warning that led to about $80 billion in market outflows and a drop of up to 16.7% in the Jakarta Composite Index over two days, highlighting strain on Indonesia's equity market and investor confidence.

JAKARTA, Feb 4 - Indonesia's financial regulator announced that a draft of proposed market rules will be released on Wednesday, part of a rapid response to investor alarm that contributed to a large stock-market rout last week.

Officials said the package of rules will include an amendment to raise the minimum level of free-float shares for listed companies. The draft will be available for comment from market participants and the public for a 10-day period, allowing stakeholders to submit feedback ahead of further revisions.

Hasan Fawzi, interim chief supervisor of capital markets at OJK, said regulatory authorities are aiming to have the regulations published by March 2026. "The target for the publication of the regulation is March 2026," he said.

On the speed of follow-up, Hasan said OJK is committed to an expedited review process. "OJK are committed to move quickly to review and provide suggestions and guidance for revisions before we implement the proposed regulation," he said.

The move comes after a market shock last week when a warning from index provider MSCI precipitated a wave of selling. The Jakarta Composite Index fell as much as 16.7% over two days, and market exits tied to that warning amounted to roughly $80 billion in losses during the episode.

MSCI had cautioned that Indonesia, a G20 economy with about $1.4 trillion in economic size, could be downgraded from emerging market status to frontier market status, citing issues related to ownership and trading transparency. Indonesian authorities have pledged capital market governance reforms in response to the concerns raised.

Authorities say the consultation process will be used to refine the draft. Beyond the free-float amendment, OJK has not published further regulatory specifics in this release. The timeline set by OJK puts publication of a finalized regulation within a little over a year.


Context and next steps

Market participants and members of the public will have 10 days to provide feedback on the draft once it is released. OJK has indicated it will seek to incorporate stakeholder input during its review and guidance process before implementation.

Risks

  • MSCI's warning of a possible downgrade from emerging to frontier market status due to ownership and trading transparency issues could further pressure capital flows and market sentiment.
  • Continued investor withdrawals and volatility remain a risk until regulatory changes are finalized and perceived as effective, affecting equities and broader financial market stability.
  • Uncertainty over whether the consultation and revision process will fully address the transparency and ownership concerns could prolong market stress in the near term.

More from Stock Markets

Jakarta Stocks Tick Higher as Financials, Agriculture and Basic Industry Advance Feb 4, 2026 DCC Posts Strong Q3 Operating Profit Growth; Reiterates Full-Year Outlook Feb 4, 2026 European equities tick up as earnings roll in; UBS leads gains Feb 4, 2026 Lundbeck posts mixed Q4 results; issues 2026 outlook with FX and R&D headwinds Feb 4, 2026 Carlsberg Posts Full-Year Operating Profit Above Estimates, Cites Britvic Deal and Cost Cuts Feb 4, 2026