ASX Stocks in Focus: Real Assets, AI and Selective Defensives

Markets in early 2026 are not moving in one direction. They are splitting.

On one side, hard assets such as copper and gold are benefiting from structural demand and policy uncertainty. On the other, domestic sectors tied to interest rates are navigating a higher-for-longer environment. Meanwhile, artificial intelligence infrastructure is reshaping global capital flows, with downstream impacts reaching everything from industrial property to consumer electronics.

This “5 ASX Stocks in Focus” is built around roles, not noise. Each name serves a defined function inside a diversified portfolio.

BHP Group (ASX: BHP) - The Core. . .

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