Research & Stock Picks

Economic Reports

04 September 2024

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Samuel Daily Economic Report 4 September 2024

Ikhtisar

Sektor manufaktur kembali mendapat pukulan dengan kembali menurunnya Purchasing Manager Index (PMI), yang menyebabkan meningkatnya potensi PHK dan menunjukkan kerentanan ekonomi Indonesia. Sementara itu, tingkat inflasi Indonesia turun ke 2.12% di bulan Agustus, membuka jalan bagi penurunan suku bunga oleh Bank Indonesia. Sektor pariwisata menunjukkan tanda-tanda pemulihan yang kuat, dengan kedatangan wisatawan asing mencapai titik tertinggi pascapandemi, dan banyaknya investasi baru mengalir ke sektor tersebut. Namun, keluarnya Ace Hardware dari Indonesia pada akhir tahun menimbulkan kekhawatiran terkait dunia ritel. Di sisi fiskal, Indonesia berhasil mengelola tingkat utangnya di tengah ketidakpastian global, menjaga kepercayaan investor. Secara strategis, pemerintah berupaya untuk memperkuat keamanan energi dengan mewujudkan cadangan minyak strategis pertamanya dan memperluas pengaruhnya melalui kesepakatan bisnis dengan negara-negara Afrika.

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