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Overview
Indonesia enters early 2026 with a mixed macro backdrop, where improving sentiment and consumption signals coexist with rising external and institutional risks. Consumer confidence has strengthened to its highest level in a year, reflecting optimism supported by social assistance programs and easier credit conditions. Growth expectations for 1Q26 have turned more upbeat, underpinned by labor absorption and seasonal consumption momentum. At the same time, global factors are becoming more intrusive, particularly through geopolitical spillovers tied to sanctions and energy trade. Capital market uncertainty has resurfaced as global index providers delay Indonesia-related decisions amid free-float and reform concerns. Household behavior is showing a more cautious tilt, with higher savings and debt repayments crowding out consumption. Transport and travel indicators suggest strong seasonal demand ahead of Lebaran, reinforcing near-term activity. However, weaknesses in policy targeting, especially in health insurance subsidies, highlight ongoing execution gaps. Overall, the picture suggests solid cyclical momentum, but with rising structural and external vulnerabilities that require careful policy calibration.
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.
