2021年上半年全球IPO市场观察和分析报告-投资策略.pdfVIP

Global IPO Watch Q2 2021 A PwC Global IPO Centre publication Q2 2021 in review and outlook for the remainder of 2021 Q2 2021 in review Outlook for the remainder of 2021 Global indices end the first half with gains as economies recover Global recovery to remain on track, inflation is a growing concern Global equity markets delivered yet another strong quarter in Q2 2021, with indices in the US and Whilst the signs are pointing towards global economies staying on the recovery path, inflation and Europe reaching a number of record highs and closing H1 with double digit gains. Reopening of a resurgence of COVID-19 remain potential sources of volatility. The key for central banks will be global economies boosted by the rollout of the vaccination programmes, strong macroeconomic to navigate between these two risks and this path will have a fundamental bearing on equity indicators and accommodative monetary policies, all contributed to the strong equity markets markets in H2 2021. If inflation begins to take off, an increase in interest rates could put the sentiment. However, as the second quarter progressed, investors’ focus was shifting towards the brakes on the equity markets bull run. However, there is a view that the current inflation spike is pace of the recovery and inevitable implications for inflation including potential interest rates temporary and that the major central banks are still years away from raising interest rates, hikes, as demonstrated by the hawkish tone from the Federal Reserve. especially with COVID-19 remaining a risk to the downside for economies – if this is the case, the