China’s growth accelerated more than expected in the third quarter while home prices fell at a slower pace in September. Exports have helped offset weak spending at home, but trade tensions and AI doubts cloud its outlook. Key points and original sources are listed below.

• China’s growth accelerated more than expected in the third quarter while home prices fell at a slower pace in September. Maybank Macro Research Director Erica Tay discusses what it may mean for stimulus expectations. (Source: Bloomberg)S1

• Exports have helped offset weak spending at home, but trade tensions and AI doubts cloud its outlook.S2

• A prolonged housing crash, sluggish consumer spending and plunging investment have left China dependent on exports to keep the economy growing.S3