SharpFokus Brief – Wednesday, April 23, 2025
Macro: Imports Steady, Even as Shares Dropped
Indonesia’s imports in March held steady—the same level as February, which had already risen from January.
That means cashflow activity in the domestic economy is not getting worse, even if growth isn’t strong.
In contrast, share prices have dropped sharply—suggesting the reaction may have been too pessimistic.
At SharpFokus, we focus more on imports than exports, because:
Imports reflect cashflow inside the domestic economy,
while exports are cashflow from other countries.
So stable imports signal that cash is still moving internally, which supports the early signs of a market recovery.
⸻
But as always, it comes down to the companies.
We track cashflow performance company by company—because that’s what really drives long-term value.
Want to understand how?
Check out our short intro to the SharpFokus cashflow approach:
SharpFokus Cashflow Lesson Intro
Macro: Imports Steady, Even as Shares Dropped
Indonesia’s imports in March held steady—the same level as February, which had already risen from January.
That means cashflow activity in the domestic economy is not getting worse, even if growth isn’t strong.
In contrast, share prices have dropped sharply—suggesting the reaction may have been too pessimistic.
At SharpFokus, we focus more on imports than exports, because:
Imports reflect cashflow inside the domestic economy,
while exports are cashflow from other countries.
So stable imports signal that cash is still moving internally, which supports the early signs of a market recovery.
⸻
But as always, it comes down to the companies.
We track cashflow performance company by company—because that’s what really drives long-term value.
Want to understand how?
Check out our short intro to the SharpFokus cashflow approach:
SharpFokus Cashflow Lesson Intro