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.
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- Macroeconomic Analysis
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Authors
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Álvaro Ortiz
BBVA Research - Head of Analysis with Big Data
GD
Gonzalo De Cadenas Santiago
SC
Sonsoles Castillo
BBVA Research - Chief Economist for Financial and Economic Analysis
CV
Cristina Varela
BBVA Research - Principal Economist
JC
Julián Cubero
BBVA Research - Lead Economist
SB
Sara Baliña