Research & Stock Picks

Economic Reports

07 September 2025

By

Samuel Weekly Economic Insights 8 September 2025

Highlights

  • Inflasi Domestik Terkendali, namun Tekanan Harga Beras Menghantui: Inflasi Agustus tetap terkendali di 2.31% YoY, mencerminkan manajemen harga pangan BI yang efektif, tetapi kenaikan harga beras dari penggilingan (+6.15% YoY) mengancam stabilitas jangka menengah dan daya beli rumah tangga.

 

  • Sektor Manufaktur Kembali ke Mode Ekspansi: PMI melonjak ke 51.5 pada Agustus, angka ekspansi pertama dalam lima bulan, didukung oleh kenaikan pesanan ekspor, penumpukan inventori, dan pemulihan perekrutan tenaga kerja.

 

Surplus Perdagangan Berlanjut di Tengah Dinamika Front-Loading: Juli mencatat surplus USD 4.18bn, di atas proyeksi SSI, didorong lonjakan permintaan ekspor sebelum penyesuaian tarif AS–Indonesia.

 

  • Protes dan Isu Tata Kelola: Kerusuhan terkait gaji DPR mengakibatkan 10 korban jiwa, 1,042 luka-luka, dan 20 orang hilang.

 

  • Danantara Mendorong Transformasi Infrastruktur Hijau: Danantara sedang memfinalisasi perannya dalam pembiayaan proyek waste-to-energy (PLTSa), menargetkan kapasitas 20 MW di berbagai wilayah. Opsi pendanaan termasuk ekuitas, joint venture, dan model pembiayaan terstruktur bersama pengembang swasta. Keterlibatan Danantara mendukung Indonesia untuk memanfaatkan arus modal eksternal, mendiversifikasi risiko pendanaan, dan mempercepat transformasi struktural tanpa membebani anggaran.

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