The Global Point

This weekly report covers Citi's investment outlook across Asia, CEEMEA, Latin America, and Western Europe. Key themes include the structural AI-driven optical interconnects upcycle, challenges in the PRC solar sector, and bank sector upgrades in Chile.

Key Takeaways

• 1.The AI infrastructure buildout is driving a structural upcycle in optical interconnects, with the global market projected to reach US$92bn by 2028E.
• 2.PRC solar capacity additions are projected to decline significantly due to oversupply and ASP pressures.
• 3.Chilean bank recommendations upgraded due to inflation-linked NIM benefits and medium-term growth prospects.

Table of Contents

• Top Call
• Asia
• CEEMEA
• Latin America
• Western Europe
• Key Rating and Target Price Changes

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