Research & Stock Picks

Economic Reports

06 May 2025

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Samuel Daily Economic Insights 7 May 2025

Ikhtisar

Prospek ekonomi Indonesia masih berada di bawah tekanan menyusul pertumbuhan PDB Q1 yang mengecewakan sebesar 4.87%, di bawah target pemerintah sebesar 5.2% dan ekspektasi pasar. Pemerintah telah beralih ke program sosial untuk menghidupkan kembali momentum ekonomi, sementara masalah struktural—termasuk kontraksi manufaktur dan pengangguran kaum muda yang tinggi—masih membebani prospek pemulihan. Sementara itu, Presiden Prabowo secara aktif mengonsolidasikan inisiatif kebijakan di bidang kesejahteraan, pertahanan, dan hubungan internasional, yang menunjukkan ambisinya untuk membawa Indonesia menuju status berpendapatan tinggi. Arus investasi tetap sehat, terutama di sektor EV dan sektor hijau, tetapi risiko ketenagakerjaan dan inflasi masih terus membayangi.

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