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Indonesia memasuki Q2 2025 dengan hati-hati di tengah ketegangan perdagangan global, melemahnya sentimen konsumen, dan fragmentasi kebijakan domestik. Meski penjualan ritel Maret tetap stabil dengan perkiraan kenaikan YoY sebesar 0.5% pada bulan Maret, kepercayaan konsumen anjlok ke level terendah dalam lima bulan, yang menunjukkan rapuhnya sektor rumah tangga di tengah kerentanan lapangan pekerjaan dan tekanan inflasi. Janji impor energi dari AS senilai USD 10 miliar, dikombinasikan dengan diplomasi FTA, menjadi upaya untuk melunakkan dampak tarif Trump, meski risiko pelaksanaannya tetap tinggi. Di saat yang sama, investasi energi, meningkatnya hubungan strategis dengan Qatar dan Rusia, dan poros ekonomi hijau menawarkan pendukung potensial untuk mengimbangi tekanan eksternal. Namun, masih ada kekhawatiran pasar terkait tata kelola—terutama pengaruh Danantara atas BUMN—dan kenaikan royalti pertambangan bisa mengganggu margin di saat Indonesia membutuhkan keamanan energi jangka panjang. Meski cadangan devisa dan instrumen fiskal memberi Indonesia ruang kebijakan, koordinasi yang lemah dan sinyal yang tidak konsisten dari pemerintahan Prabowo bisa mempengaruhi kepercayaan investor di bulan-bulan mendatang.
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.
