觀點新型冠狀病毒

Vietnam’s status as manufacturing powerhouse is shaken by Covid surge

The Delta variant is causing havoc in Ho Chi Minh City, disrupting business and supply chains of global brands

When coronavirus first reached Vietnam in January 2020, its communist leadership undertook one of the world’s most successful containment policies. Officials likened the campaign to quash Covid-19 to fighting a war — a powerful metaphor in a country with a recent history of winning them. 

By introducing strict quarantines and an exhaustive track-and-trace system — aided by the tools and personnel of a police state — the country was by mid-year able to wipe out local infections and quash any new outbreaks. Vietnam’s apparent success in restoring business as usual bolstered its pitch to foreign investors as a less geopolitically fraught alternative to China.

A year later, the more contagious Delta variant of coronavirus is bringing new infections to record levels at more than 10,000 a day, raising doubts over the future of one of Asia’s premier manufacturing centres. Nikkei Asia now ranks Vietnam joint last, in 120th place tied with Thailand, on its Covid-19 Recovery index, whose criteria includes countries’ infection management and rollout of vaccines — an area in which Vietnam failed to plan adequately.

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