Confirmation of President Lula's election victory sent Tokyo-traded Brazilian assets lower on the 26th: the NEXT FUNDS Brazil Stock Index Bovespa-linked Listed Investment Trust fell as much as 16% intraday versus the prior close in morning trade on the Tokyo Stock Exchange.

A MOFCOM circulation official said China’s wholesale and retail sector value added reached 11.1 tln yuan in Jan–Sep, up 4.4% YoY and 0.7ppt faster than H1, accounting for 10.4% of GDP. Since the start of 2026 appliance trade-ins have exceeded 100.99 mln units and purchases of new digital and smart products have topped 120.6 mln units. Jan–Sep retail sales of communications equipment at enterprises above designated size were 812.3 bln yuan, up 18.1% YoY; September alone rose 31.1% YoY, the fastest among 16 categories and the highest since June 2025. Retail sales of wearable smart devices and high-efficiency appliances continued to grow rapidly.

Guotai NASDAQ ETF said it will suspend trading from market open on Oct. 26, 2026 until 10:30 that day.