Tuesday, January 21, 2020

What we know about the Wuhan Virus

It is less deadly than SARS.  SARS caused death through a severe immune response, which is why it killed healthy people, but not children.  The Wuhan Virus has mostly killed older people: out of 6 deaths to date, their ages were 61, 69, ??, 89, 66 and 48.

The incubation period is believed to be 2 weeks.

Most infected people have mild symptoms.  Its possible that some people have no symptoms.

We don't know how transmissible it is.  Can it be spread by casual contact (eg: touching a doorknob, sneezing), or does it require close contact?

My best guess is that it is already entrenched a large enough population to remain.  Hard to stop it spreading because of the long incubation, mild symptoms and CNY nationwide migration.  As viruses spread throughout a population (six months or a year?), they usually evolve to show less symptoms and become less deadly.  Eventually this becomes like the normal flu, maybe slightly deadlier.

What do I guess for the stock market?
  • Probably get a spiking number of cases 2-3 weeks after CNY.  Maybe the Asian markets sell off a bit more.
  • I think they will recover from this issue between today and the next two weeks.
So I think the impact will be a lot smaller than SARs.

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