Research & Stock Picks

Economic Reports

29 April 2025

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Samuel Daily Economic Insights 30 April 2025

Ikhtisar

Indonesia terus meningkatkan diplomasi ekonomi di tengah tekanan perdagangan global, khususnya dari kebijakan tarif AS, yang mengancam momentum pertumbuhan. Presiden Prabowo telah meluncurkan tiga satuan tugas untuk menangani dampak tarif, pengangguran, dan reformasi regulasi, sementara negosiasi teknis dengan AS akan segera dimulai dalam beberapa minggu. Meskipun perkiraan pertumbuhan Bank Dunia diturunkan (4.7%), Indonesia mendapat investasi asing baru dari Korea Selatan dan mengembangkan industri strategisnya melalui Danantara, dana kekayaan negara yang kini mengelola 844 BUMN. Aktivitas bisnis tetap stabil, meskipun arus keluar dari pasar obligasi, kenaikan royalti pertambangan, dan meningkatnya risiko kecukupan modal menunjukkan rapuhnya kepercayaan pasar saat ini. Sementara itu, kemajuan dalam tata kelola digital, pasar karbon, dan proyek hijau yang didukung asing mencerminkan upaya untuk mempertahankan daya saing jangka panjang di tengah ketidakpastian global.

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