Research & Stock Picks

Economic Reports

03 July 2025

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Samuel Daily Economic Insights 4 July 2025

Ikhtisar

Lanskap ekonomi Indonesia pada pertengahan 2025 mencerminkan sinyal yang beragam, saat negara ini menghadap tantangan dan peluang. Pembicaraan perdagangan dengan Amerika Serikat tetap krusial, dengan tarif AS yang masih menjadi perhatian, dan Indonesia menunggu respons akhir atas proposal tarif yang telah diajukan. Kebijakan fiskal negara berada di bawah tekanan akibat defisit anggaran yang semakin melebar dan penerimaan pajak yang mengecewakan. Meskipun demikian, Indonesia terus mengejar kemitraan strategis, dengan perjanjian senilai USD 34 miliar dengan Amerika Serikat dan berbagai investasi dari Arab Saudi. Sementara itu, Danantara, dana kekayaan negara Indonesia, telah membuat kemajuan signifikan dengan pinjaman sebesar USD 10 miliar dan rencana ambisius untuk merombak perusahaan milik negara (BUMN). Di tingkat regional, Indonesia terus maju dengan beberapa inisiatif infrastruktur dan pembangunan, termasuk perluasan sektor energinya dan program untuk meningkatkan pendidikan serta kesejahteraan sosial.

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