Mirae Asset Expects External Factors to Shape Indonesia's Market Sentiment in the Second Half of 2026
PT Mirae Asset Sekuritas Indonesia believes that Indonesia’s external sector conditions will be a key driver of market sentiment in the second half of 2026. Amid persistent global economic uncertainty, investors are expected to become increasingly selective, focusing on companies with strong fundamentals. Head of Research & Chief Economist of Mirae Asset Sekuritas Indonesia, Rully Arya Wisnubroto, said that a company’s ability to maintain performance amid evolving macroeconomic conditions and a high interest rate environment will become one of investors’ key considerations. "We believe investors will place greater emphasis on corporate fundamentals. As macroeconomic conditions continue to evolve, companies with strong liquidity, sound asset quality, and sustainable earnings performance will likely be more attractive than those that are more vulnerable to changes in market conditions," said Rully.
PT Mirae Asset Sekuritas Indonesia believes that Indonesia’s external sector conditions will be a key driver of market sentiment in the second half of 2026. Amid persistent global economic uncertainty, investors are expected to become increasingly selective, focusing on companies with strong fundamentals.
Head of Research & Chief Economist of Mirae Asset Sekuritas Indonesia, Rully Arya Wisnubroto, said that a company’s ability to maintain performance amid evolving macroeconomic conditions and a high interest rate environment will become one of investors’ key considerations.
"We believe investors will place greater emphasis on corporate fundamentals. As macroeconomic conditions continue to evolve, companies with strong liquidity, sound asset quality, and sustainable earnings performance will likely be more attractive than those that are more vulnerable to changes in market conditions," said Rully.
