The survey, which was carried out in the first semester – prior to the exchange volatility that is currently experienced – was made between 257 managers of partner companiesshows that the 58% provides that the situation will be “moderately better” and a 24% “far better”. Only one 10% Wait for a deterioration and a 8% There are no changes.
Inflation ceases to be the main concern
For the first time in a decade, the Evaluation of the current situation coincides with previous expectations. The President of Idea, Santiago MignoneHe stressed that “the concern about inflation has yielded to the tax burden and still excess regulations.”
In the survey, inflation appears only in the fourth place of business concerns (18%), behind the Tax pressure (75%), excess regulations and difficulties in attracting talent.
Investment and employment, in positive field
The recovery trend initiated in 2023 remains. He 52% of entrepreneurs He affirmed that his company’s situation improved last year. The vision is more favorable in services (58%) than in the industry (45%).
As for the forward strategy, a 50% plans to increase investment and a 33% projects to generate more employmentwhile a 42% It plans to maintain the current endowment.
In relation to their own companies, the 52% of executives He said the current situation is better than that of a year ago. Optimism is greater in the sector services (58%) and more moderate in the industry (45%).
The chief economist, Santiago BulatHe stressed that for the first time in ten years the expectations were aligned with the observed results. However, he warned of “the stagnation of consumption and the unequal impact between sectors”, which are among the main concerns of the managers.
The survey also reflects a slight setback in the Use of installed capacity: 36% of companies operate with more than 86%, compared to 41% in 2024.
Facing the future, the 74% of those consulted Wait one Strong deceleration of inflation: 21% believe that “it will decrease significantly” and 53% that will do it in a “moderate” way. As for the dollar, 70% estimate that it will move upwards, but gradually.
Executives recognize advances in the macro plane, but warn that challenges linked to consumption stagnation and al unequal impact between sectors. Mignone said that the current level of interest rates is “conjunctural” by the electoral process and will have a “temporary” impact on the activity.
The survey, conducted in June, included both Large companies (65%) as SMEs (35%)and 58% of the responses corresponded to service companies.
He 61 ° Idea Colloquium It will be held mid -October 2025 in Mar del Platamaintaining the tradition of the institution. The motto of this edition will be “Play Argentina” And, unlike previous years, the axis will not be placed exclusively in macroeconomy, but also in Cases of the private sector that achieved improvements in productivity and competitiveness.
Source: Ambito
