Macro Overview
Australia Day holiday provides reflective backdrop for 2026 investing thesis. Tech sector shows resilience with earnings growth offsetting valuation concerns. RBA officials signal remaining cuts plausible with inflation trajectory favorable.
ASX Stocks to Watch
Reliance Worldwide (RWC)
RWC climbed on plumbing and heating product demand strength and US market expansion. Building sector recovery supports volumes. At $3.15, the infrastructure supply play offers growth exposure.
Seek Limited (SEK)
SEK advanced on employment market strength and advertising spend acceleration. Online recruitment pricing power improves with market concentration. At $24.80, the digital services play offers earnings visibility.
IOOF Holdings (IFL)
IFL climbed on wealth management fee momentum and client acquisition. Digital advice adoption accelerates with demographic tailwinds. At $5.80, the financial services play offers turning-point opportunity.
Property Signal
Late January property market shows continuation of buying momentum with strong buyer-seller balance. Year-to-date property sales volumes tracking well above previous year.
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