Flows & Assets Report | Second Quarter 2015
Published on Tuesday, August 4, 2015 | Updated on Tuesday, August 4, 2015
Flows & Assets Report | Second Quarter 2015
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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