JPMorgan Is Bullish on Thai Baht, Indonesian Rupiah

The video discusses the concept of currency overshoot, focusing on Dollar Asia, particularly the Philippine peso and Korean won. It highlights the overshoot in these currencies due to factors like Chinese recovery and changes in hedging practices. The video also presents a bullish outlook on the Thai baht and Indonesian rupiah, noting their potential for growth despite current overshoot levels.

What potential recovery percentage of 2019 tourist arrivals is mentioned in relation to the Thai baht?

Why is the Indonesian rupiah considered a tactical stance rather than a strategic one?