Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Bloomberg reported that China is building a network of tens of thousands of COVID-19 testing booths across the country. These booths will be no further away than 15 minutes from each person’s home, with tests as frequent as every 48 hours. Since it will take time to get the network up and running, it appears that China’s zero-COVID policy will stay in place for now.
Over the past week, I wrote a report on the Japanese railway operator and COVID-19 recovery bet Kyushu Railway and an update about my personal Asia-focused portfolio, linked to in the sections below.