Japanese exports grew just 16.7% in September, well short of expectations, while imports rose 18.9%, also missing the 19.6% consensus forecast, pointing to softer external demand alongside domestic consumption.
China’s third-quarter economic data released on October 19, 2026 surprised markets to the upside as artificial-intelligence-related exports accelerated sharply. Manufacturing, services and external demand indicators all strengthened, with AI-related hardware and cross-border services trade emerging as the standout drivers. Analysts say the print confirms that technology upgrading is once again anchoring China’s economic trajectory, and that global demand for compute and intelligent terminals is keeping Chinese manufacturing competitive.
China’s National Bureau of Statistics released Q3 GDP data on October 19 showing 4.5 percent year-on-year growth, unchanged from Q2. Exports and industrial output supported the figure, while retail consumption and property investment continued to weigh on the headline number.
China’s September exports surged on AI-driven demand, with mechanical and high-tech products as main contributors, reflecting sustained Chinese manufacturing competitiveness amid tech supply chain restructuring.
China reported record-high export and import figures for April, with the trade surplus widening further, signaling economic resilience despite tariff headwinds.