June Trade: Orders Reaccelerate Amid Resilient Export Growth-20260721
摩根士丹利·2026-07-21 22:20
July 21, 2026 11:53 AM GMT Taiwan | Asia Pacific June Trade: Orders Reaccelerate Amid Resilient Export Growth While export growth in June undershot expectations, export orders reaccelerated sharply, pointing to resilient demand ahead. Strong AI and data center demand continued to support ICT shipments, and the robust order pipeline points to another solid print in July alongside faster import growth. Data: Export orders accelerated to 59.4%Y in June, reaching US$95.3bn (our estimate: 49.5%; consensus: 49.7% ...