Flows & Assets Report | Second Quarter 2015
Publicada el martes, 4 de agosto de 2015 | Actualizada el martes, 4 de agosto de 2015
Flows & Assets Report | Second Quarter 2015
Resumen
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.
Geografías
- Etiquetas de Geografía
- Global
Temáticas
- Etiquetas de Temática
- Análisis Macroeconómico
- Mercados Financieros
Autores
Alvaro Ortiz
BBVA Research - Responsable de Análisis con Big Data
Gonzalo De Cadenas Santiago
Sonsoles Castillo
BBVA Research - Economista Jefe para el Análisis Económico y Financiero
Cristina Varela
BBVA Research - Economista Principal
Julián Cubero
BBVA Research - Economista Líder
Sara Baliña