Independent Strategy

GlobalCovid-19: Vaccination rates picking up but Delta variant pushing up cases

Covid-19 Database Weekly Update: Vaccinations, Daily Infections, Fatalities and Active Cases for regions and countries covering the last 7 days, up to 30 June 2021. Key investor relevance: 
  1. The data shows a sharp split between developing countries, doing better, and developed countries still mired in the pandemic, but now with rising vaccinations from a low base
  2. The major risk is that the Delta variant spreads in developed countries that have opened up.  Of course, there is now a greater tolerance for “just living with acceptable levels of Covid-19”.  But there are limits.

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