Published on Tuesday, August 4, 2015 | Updated on Tuesday, August 4, 2015

Flows & Assets Report | Second Quarter 2015

Summary

Global reallocation from EM to DM now fueled by growth concerns and Chinese woes. Risk to Emerging Market flows are tilted to the downside if global recovery looses steam and/or the Chinese relapse spils-over. Global Exposure Risk to a possible Chinese financial impairment only relevant in the Banking system. Its size however, falls below a systemic case.

Geographies

Authors

Álvaro Ortiz BBVA Research - Head of Analysis with Big Data
Gonzalo De Cadenas Santiago
Sonsoles Castillo BBVA Research - Chief Economist for Financial and Economic Analysis
Cristina Varela BBVA Research - Principal Economist
Julián Cubero BBVA Research - Lead Economist
Sara Baliña

Documents and files


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Report (PDF)

Flow_and_Assets Report_Q22015

English - August 4, 2015

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