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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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Report (PDF)

Flow_and_Assets Report_Q22015

English - August 4, 2015

Authors

Alvaro Ortiz
Alvaro Ortiz Head of Economic Analysis with Big Data & AI
BBVA Research
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Gonzalo De Cadenas Santiago
Sonsoles Castillo
Sonsoles Castillo Head of Economic & financial analysis
BBVA Research
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CV
Cristina Varela
Julián Cubero
Julián Cubero Lead economist for Climate change economics
BBVA Research
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Sara Baliña
Sara Baliña Principal economist for Global economics
BBVA Research
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