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Pertumbuhan ekonomi Indonesia melambat secara signifikan pada Q1 2025 ke 4.87% YoY, menandai pertumbuhan terlemahnya dalam tiga tahun dan lebih rendah dari ekspektasi pasar dan SSI Research. Perlambatan ini menunjukkan kerapuhan yang mengakar—konsumsi rumah tangga yang menurun meskipun ada musim liburan, kontraksi investasi di tengah suku bunga tinggi dan ketidakpastian kebijakan, serta pengeluaran fiskal yang lemah. Penurunan PMI April ke 46.7 dan kebijakan tarif baru AS menambah tekanan lebih lanjut, yang semakin mempersulit pencapaian target ambisius Prabowo sebesar 8%, bahkan asumsi bawah pemerintah di 5.2% bisa saja gagal tercapai. Meskipun ada optimisme dari adanya kerja sama bilateral melalui ASEAN+3, RCEP, dan MoU AS-Indonesia, semuanya masih perlu waktu untuk membuahkan hasil. Sementara itu, PHK meningkat, kepercayaan industri memudar, dan ketegangan perdagangan geopolitik memperparah tekanan ke bidang ekspor. Kendati demikian, faktor pendorong seperti percepatan belanja modal pemerintah pada semester kedua, investasi nuklir dan kendaraan listrik, serta pelonggaran kebijakan dari Bank Indonesia dapat membantu meredam dampak tersebut—meski tampaknya tidak akan cukup untuk sepenuhnya mengimbangi tekanan siklus dan struktural.
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.
