Wednesday, 2 June 2021

VIETNAM HAS SO FAR ESCAPED COVID SHOULD I INVEST?

The track n trace works well in Vietnam. A population of 97m, only 6,000 cases and 49 deaths.

With those small numbers, they can reach out to F3. That's contact-of three removes and takes you to 200,000 people to track and quarantine. This is manageable.

And it does loads of sequencing, so it can know the characteristics of emerging top-dog strains, much more than would be expected for a lower to middle income.

It has a 4,500km border with Laos, Cambodia and China, that it has plugged. And flights in, almost none. 

It was the first country to get a case outside China, last 20 Jan 2020. So what an achievement.

It switched from French to American English in 1975 after the war and ditched its trad alphabet for a 24 letter roman alphabet. This let it make use of computers early on and join the Internet when it started. I'm sure this is part of it.

Emerging Markets are risky at the moment, but Vietnam looks like a good placement.

0 comments:

Post a Comment

Keep it clean, keep it lean