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Flows & Assets Report, First Quarter 2015

  Author: BBVA Research
 April, 2015
  Price: 0.00


Divergent monetary policy paths and US dollar appreciation have​driven capital flows during the period. Our models suggest that flows moderated further and the re-allocation process ​is still​ alive. Global factors ​remain key drivers, but local factors are emerging. Flows will still adjust but more moderately than before. Russian assets recovered but risks remain.


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