Research & Stock Picks

Economic Reports

04 March 2025

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Samuel Daily Economic Insights 5 March 2025

Ikhtisar

Perekonomian Indonesia tetap dinamis, dengan PMI Manufaktur bulan Februari mencapai titik tertinggi dalam 11 bulan di angka 53,6, yang mencerminkan pertumbuhan industri yang kuat menjelang Ramadan. Namun, deflasi dan kehilangan pekerjaan meredam belanja konsumen, meskipun pemerintah telah memberikan stimulus bonus Idul Fitri sebesar $3 miliar untuk pegawai negeri sipil. Reformasi struktural terus berlanjut, dengan Danantara mendanai 21 proyek strategis dan restrukturisasi PT. Pertagas di tengah skandal korupsi besar-besaran. Sementara itu, industri nikel menghadapi tantangan kelebihan pasokan, dan Indonesia memperluas sistem perdagangan karbonnya untuk menegakkan pengendalian emisi. Ketegangan politik meningkat saat protes massa menantang Presiden Prabowo, sementara KPK mengintensifkan penyelidikan korupsi. Di bidang teknologi, Apple dan Cisco meningkatkan lanskap digital Indonesia, dan infrastruktur keamanan siber menguat. Secara lingkungan, Indonesia memajukan transisi batu bara ke energi terbarukan, sementara pemerintah menindak polusi Jakarta. Di tingkat lokal, inisiatif koperasi desa Prabowo berupaya memberdayakan ekonomi pedesaan, dan Jakarta mendorong strategi mitigasi banjir baru.

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