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ASX 2026 Performance: Early Trends & Opportunities – January 2026

January 22, 2026Investment Analysis Team
Early 2026 market trends
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January 2026 Market Performance

ASX 200 gaining momentum in early 2026 as rate cuts support valuations. Technology and growth stocks leading rally, with defensive sectors lagging. Strategic positioning suggests continued strength through Q1.

Current Themes: Growth leadership continues, earnings revisions positive, interest rate relief supporting valuations
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