Ikhtisar
Di bulan April 2025, dinamika ekonomi Indonesia diwarnai oleh arus masuk FDI yang kuat, penyesuaian prospek pertumbuhan, dan perubahan dinamika industri di tengah tekanan perdagangan global. Aliran FDI di Q1 naik 12.7% YoY menjadi IDR 230.4 triliun—dengan Singapura sebagai kontributor terbesar—, yang mengisyaratkan masih kuatnya kepercayaan investor meskipun IMF menurunkan proyeksi pertumbuhan ekonomi RI ke 4.7% dan meningkatnya risiko eksternal dari perang tarif AS-Tiongkok. Bank Indonesia mempertahankan suku bunga acuannya di level 5.75% dan merevisi turun proyeksi pertumbuhan global, menandakan pendekatan yang lebih hati-hati di tengah volatilitas Rupiah. Sektor kendaraan listrik terus berkembang; Huayou (Tiongkok) disebut akan menggantikan LG di proyek baterai EV, dan BYD menduduki puncak penjualan EV domestik, meskipun masalah regulasi dan resistensi lokal masih menghambat kemajuan. Di saat yang sama, upata nasionalisme sumber daya Indonesia—tercermin dalam divestasi wajib dan kenaikan royalti—memicu kritik dari AS. Kesenjangan dalam penegakan hukum masih ada di pasar ritel dan tembakau, yang menjadi penghambat modernisasi ekonomi. Meskipun demikian, momentum industri digital, investasi infrastruktur, dan kemitraan lintas batas seperti Danantara-Qatar memberikan pendorong bagi pertumbuhan.
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.