Ikhtisar
Bank Indonesia memproyeksikan pertumbuhan PDB akan melebihi 5 persen, didukung oleh inflasi yang stabil dan permintaan domestik yang kuat. Namun, intervensi kebijakan, termasuk aturan retensi valuta asing, telah menimbulkan kekhawatiran di kalangan eksportir, mendorong pemerintah untuk membebaskan sektor migas dari kebijakan tersebut dan memperkenalkan instrumen keuangan BI baru untuk mengoptimalkan arus valas. Pajak minimum global (GMT) sebesar 15% mendorong pemerintah Indonesia untuk meningkatkan insentif investasinya, sementara pembiayaan wajib untuk proyek hilir menandakan pengawasan pemerintah yang lebih ketat di industri-industri utama. Arus masuk FDI tetap kuat; ExxonMobil menginvestasikan USD 15 miliar di sektor penangkapan karbon dan petrokimia, sementara Bharat Petroleum menginvestasikan USD 121 juta di sektor migas. Di pasar modal, XL Axiata dan Indosat menggantikan ACES dan PGEO di indeks IDX30, yang mencerminkan pergeseran sektoral. Angka pinjaman fintech telah mencapai IDR 978 triliun, di tengah penerapan model penilaian kredit OJK baru yang mengintegrasikan data e-commerce dan tagihan utilitas. Sementara itu, sektor pertambangan mencatat sejumlah perkembangan, termasuk rencana pemberian izin kelola tambang untuk universitas, sementara harga nikel tertekan di tengah kelebihan pasokan. Di sektor ekonomi hijau, Indonesia menargetkan pengurangan emisi sebesar 23% pada tahun 2035, memberlakukan langkah-langkah antideforestasi baru, dan mengintegrasikan tanggul laut raksasa senilai USD 7.4 miliar dengan proyek sanitasi. Sektor digital mendapat sorotan karena unicorn Indonesia efishery tengah menghadapi tuduhan penipuan sementara Alibaba Cloud memperkuat kehadirannya di dunia AI Indonesia. Strategi geopolitik Indonesia terus berkembang, di tengah usaha menyeimbangkan hubungan dengan AS, Tiongkok, dan ASEAN. Prabowo menandai 100 hari masa jabatannya dengan fokus pada pemotongan biaya dan transformasi ekonomi.
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.
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