Geopolitics Alpha

Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP

Published . Updated .

Key takeaways

  • ING's Asia week ahead covers China's October activity data and loan prime rates, Taiwan's export orders, and Japan's Q3 GDP, trade and inflation figures.
  • Exposed: SMH, SOXX, ITA, AAXJ, FXI
  • Market reaction: price tracking starts with the next trading session.

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Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics

ING's Asia week ahead covers China's October activity data and loan prime rates, Taiwan's export orders, and Japan's Q3 GDP, trade and inflation figures.

Directly affected

  • No company is named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF

    iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.

  • XLF Financial Select Sector SPDR

    Financial Select Sector SPDR: it holds banks. Linked by “loan” (banks) in this story.

  • KWEB KraneShares CSI China Internet ETF

    KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.

  • AAXJ iShares MSCI All Country Asia ex Japan ETF

    iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”).

  • FXI iShares China Large-Cap ETF

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • BWX SPDR Bloomberg International Treasury Bond ETF

    SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Asia

  • EFA iShares MSCI EAFE ETF

    iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Asia

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SMH+0.14%+4.23%baseafter closeafter closeafter closeafter close
SOXX-1.72%+4.04%baseafter closeafter closeafter closeafter close
XLFNo price data for this ticker———————
KWEBNo price data for this ticker———————
AAXJ+0.03%+2.01%baseafter closeafter closeafter closeafter close
FXI+3.46%+1.27%baseafter closeafter closeafter closeafter close
BWXNo price data for this ticker———————
EFANo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics IndexBox

Source: IndexBox

Price since this story was published: Vaneck Etf Trust (SMH)

CompanyWhenMoveStatus
Ishares Msci Asia Ex-Japan (AAXJ)three days earlier+2.01%final price
Ishares Msci Asia Ex-Japan (AAXJ)five days earlier+0.03%final price
Ishares China Large-Cap Etf (FXI)three days earlier+1.27%final price
Ishares China Large-Cap Etf (FXI)five days earlier+3.46%final price
Vaneck Etf Trust (SMH)three days earlier+4.23%final price
Vaneck Etf Trust (SMH)five days earlier+0.14%final price
Ishares Tr (SOXX)three days earlier+4.04%final price
Ishares Tr (SOXX)five days earlier-1.72%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Vaneck Etf Trust (SMH)

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    For “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story

  • SOXX Ishares Tr

    In “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story

  • ITA IShares U.S. Aerospace & Defense ETF

    IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “taiwan” (defense) in this story

  • AAXJ Ishares Msci Asia Ex-Japan

    Ishares Msci Asia Ex-Japan (AAXJ) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics.” Reason on file: iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)

  • FXI Ishares China Large-Cap Etf

    Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics.” Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)

  • TSM Taiwan Semiconductor Manufacturing

    Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 15 Nov 2026 story “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story

  • AVGO Broadcom

    In “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story

  • ASML Asml Holding

    For “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story

Vaneck Etf Trust (SMH)

On 15 Nov 2026, “Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics” is the story that connects Vaneck Etf Trust (SMH) to this story.

The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story

Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story

Dates and price levels for Vaneck Etf Trust (SMH)

ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.

What the saved facts support for Vaneck Etf Trust (SMH)

46 out of 100

“Asia Week Ahead: China Data, Taiwan Export Orders, Japan GDP - News and Statistics” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.