International
1. Bank of America: Gold prices are expected to reach $6,000 within the next 12 months.
2. Citigroup: Emerging markets are poised to become the most favored trading markets this year.
3. ING: Investors fleeing the AI turmoil may turn to Eurobonds.
4. JPMorgan Chase: The Bank of Thailand may be entering a long-term policy wait-and-see period.
Domestic
1. CITIC Securities: Zimbabwe's suspension of lithium exports could lead to a surge in the sector.
2. Huatai Securities: The US's designation of phosphorus-based agricultural inputs as strategic resources has far-reaching implications.
3. CITIC Securities: The non-ferrous metals bull market has a long way to go; periodic pullbacks present buying opportunities.
4. CICC: Shanghai's reduction in housing purchase restrictions may help stabilize local housing prices.
5. Galaxy Securities: The real estate sector's valuation may see an overall recovery.
6. CITIC Securities: Optimistic about the balance sheet recovery of outstanding real estate companies.