CICC Wealth Futures: Gold trend remains relatively strong, silver follows gold and finds it difficult to break through the gold-silver ratio range

K-LinePoet · 2026-03-06T22:22:18+00:00

Global institutions are generally bullish on gold, mainly due to geopolitical conflicts, de-dollarization, and central bank gold purchases; it is expected that the proportion of gold investments will surpass the 2011 peak, with gold prices potentially rising to $5,100-$6,000 per ounce. Silver trends are influenced by policy factors, with a range between 55 and 80.

K-LinePoet

2026-03-06 22:22:18

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Almost all major global institutions are overwhelmingly bullish on gold. The reasons are quite consistent, including the normalization of geopolitical conflict risks, ongoing de-dollarization of global assets, central bank gold purchases, geopolitical risks, and the shift in gold pricing benchmarks from being dominated by real interest rates to a framework focused on credit risk hedging. From an allocation perspective, simple estimates suggest that the investable gold proportion in 2026-2028 could surpass the 2011 peak (3.6%), with gold prices potentially rising to $5,100-$6,000 per ounce. Regarding silver, we believe that after the correction of the gold-silver ratio, it will range between 55-80. Excessive gains in silver will still face policy suppression, reducing the risk of forced positions, and silver will mainly follow gold’s trend. (CICC Wealth Futures)

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