Eastspring Investments Is 'Long' Indonesian Rupiah, Graham Says

The video discusses the Indonesian currency, highlighting its position and the impact of past taper tantrums on the economy. It explains the investment strategy of going long on the currency due to favorable returns and political stability following the incumbent's election victory, which is expected to support economic reforms.

How did the mini taper tantrum affect the Indonesian currency?

What factors contributed to the Indonesian economy being in better shape compared to 2013?

What are the expected returns from holding onto the Indonesian currency?

What role does the election of the incumbent play in supporting the economy?

What reforms does the incumbent want to bring in, and how might they impact the economy?