The link below des not directly relate to BSX- but it is indirectly beneficial for BSX that Vietnam is seeling closer ties to the West..US Foreign Secreatary A. Blinken visited Vietnam on 14.4.23.
Chinese naval ships have been ramming Vietnamese fishing vessels in internationally-recognised Vietnames sovereign waters, in the "Eastern Sea", sinking some.
Wall Street Journal W. Mauldin15.4.23 said "trade between them [USA & Vietnam] reached US 140b in 2022"; & many western countries have huge investments in Vietnam, inc. Apple & Nike etc.
Maudlin also said"Political analysts say Hanoi is wary of alienating Beijing, but that it is also concerned about its giant neighbor’s growing military might. Vietnam faces pressure from China in the South China Sea, where the countries have overlapping territorial and maritime claims.
“Vietnam is trying to do many things at the same time,” to balance against threats posed by China, said Bich Tran, a post-doctoral fellow at Singapore’s Lee Kuan Yew School of Public Policy. That includes modernizing its military and deepening defense cooperation with the U.S., Japan and India, she said.
In December, Vietnam held an arms expo that it said was aimed at diversifying where it sourced weapons. Before 2014, almost all of Vietnam’s arms imports came from Russia. Since then, Vietnam has for the first time in decades bought some U.S. equipment, including reconnaissance drones and electronics.
In 2016, Washington lifted a ban on lethal weapons sales to the country and has since twice transferred coast guard cutters to Vietnam".
https://www.wsj.com/articles/antony-blinken-tries-to-draw-vietnam-closer-with-an-eye-on-china-c3788adb
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