Menu
Strength
In 2025, Indonesia’s strong point will be its resilient GDP growth of c.5% versus other economies which may see greater economic slowdown; Prabowo's consensus approach through the formation of majority parties creating greater political stability; potential increased FDI from BRICS member countries
Weakness
Recent UST yield rally driven by the Fed’s cautious monetary easing, may continue to weaken the IDR, causing persistent foreign outflows from bonds and equity markets; Weak Chinese economy to dampen commodity prices, lowering farmer incomes and worsening Indonesia’s twin deficits
Opportunity
With the index down 2.7% in 2024 and net foreign outflow of IDR 29 tn (USD 1.9bn), valuations have become more reasonable at 2025 P/E of 11.9 (-1.1 sd), paving the way for improved market performance
Threat
Potential Yuan depreciation to stimulate Chinese exports on the back of Trump’s trade war is likely to drag down other regional currencies including the IDR, resulting in investors exiting the JCI
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.
