Research & Stock Picks

Economic Reports

05 August 2026

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Samuel Morning Macro Monitor 5 August 2026

Overview

Indonesia’s latest developments highlight strong momentum in investment, regional trade, tourism, and financial activity, alongside continued expansion of strategic industries. The US$350 million EV battery investment, stronger state-bank credit growth, and the planned mineral exchange support Indonesia’s down streaming and industrial development agenda. Cooperation with Thailand, higher foreign tourist spending, and growth opportunities in sportswear and electric mobility also provide positive signals for trade and domestic demand. However, the high cost of the MBG program, continued governance reforms, and the food-poisoning incident in Semarang show that implementation quality and public accountability remain major concerns.

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