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Overview
Indonesia enters March 2026 facing a more complex macro landscape, shaped by rising inflation, a narrowing trade surplus, and heightened geopolitical tensions in the Middle East. While domestic manufacturing activity remains expansionary, external buffers have softened, reflecting weaker commodity momentum and import normalization. Inflation has re-accelerated sharply above Bank Indonesia’s target corridor, largely due to base effects but nonetheless altering short-term policy dynamics. At the same time, oil price risks are resurfacing, with Brent approaching USD 80 per barrel and upside risks toward USD 100 if tensions escalate further. Global risk-off sentiment following US–Iran conflict developments has pressured emerging market currencies, prompting BI to intensify stabilization efforts. Shipping disruptions around the Strait of Hormuz and Suez Canal add another layer of supply-chain risk, potentially lifting freight costs and imported inflation. Domestically, governance of the Free Nutritious Meals (MBG) program remains under scrutiny amid quality control issues. Overall, Indonesia’s growth momentum remains intact, but external vulnerability and inflation risks are becoming more pronounced heading into 2Q26.
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
The company offers a variety of financial services, including equity, debt and derivative securities brokerage services, research and portfolio management, asset management and capital market services, as well as a range of other investment solutions. Samuel Sekuritas Indonesia is also a leader in providing financial education and training, and has established itself as a leading provider of investor relations services.
The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
In addition to its financial services, Samuel Sekuritas Indonesia also offers a range of other services, such as corporate finance and advisory services, mergers and acquisitions, and venture capital.
