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Sep 4, 2021 12 tweets 6 min read Read on X
Updating for 1st week of Sept, with the risk of sounding like a broken record:

* This week overtook last week as the best week ever.
* First ever instance of >50 million in a week, finishing with 53.6M

1/
Updating the bucket chart of daily number classification shows just how much the recent performance has accelerated, with multiple >10M days interspersed between >6M days.

All data is at intervals between PIB 7pm data.

2/
I’ve summarized the month of August itself separately and written an article about it:



Three months of successively outdoing projections culminated in a record 185m doses in August, vs 150m projected.

3/
The following chart reports monthly vaccination dose performance so far. A mere 4 days in, September already has almost 33 million doses, enough to vaccinate the eligible population of Canada, or Aus+NZ combined.

4/
I had stopped showing vaccine availability with states data as it was briefly stopped being reported.

Tl;dr - It has now resumed and the trend is again visible.

The float is higher now, but 45-50m is reasonable given it is less than a weeks inventory now:

5/
Let’s step back and look at how vaccination coverage numbers look vs major regions .

Half a billion people (well past 50%) adults with at least a dose, adding ~1% a day peak rate.

Note the slope of various entities as it matters in subsequent posts on this thread.

6/
The 7DMA data now looks a little comical, with the Indian rate exceeding combined rates of others, whose combined population exceeds India’s.

As a result, Indian rate per person also exceeds them. The “but we have more people” argument doesn’t quite work well now.

7/
In my article on @SwarajyaMag summarizing August, I described the pronounced acceleration in Indian supply vs EU/US.

Vaccine prod faces scaling problems. @SerumInstIndia struggled earlier and @BharatBiotech is working hard now. They need support, not backseat criticism.

8/
This is the prior quarter (June-August) performance vs Europe and North America.

Europe = entire continent incl UK, not merely EU
NA = US + CA + Mex

From almost matching Europe, to exceeding 2 continents combined, in 3 months. That is the acceleration seen from India.

9/
Many artifacts are visible in the previous picture:
1. Dramatic growth in supply and daily vaccination in India
2. Moderation in the west - both production and consumption.

A simple explanation is ‘well they’re almost done, we have a long way to go’. Let us examine:

10/
Projections come with caveats:
* previous table doesn’t count booster doses etc.
* simply projects forward September vaccination rate estimates.
In short, disclaimers apply.

Bottomline: Indian completion timeline currently aligns with western ones.

11/
For September, known data are:
52-55m doses carried over from Aug
200m SII est
35m BB est

Thats ~250M doses + float. Month-end total ~900M.

The estimated 100M second doses will take fully vaccinated pop over 250M.

Congrats @PMOIndia @MoHFW_INDIA and the producers!

12/12

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More from @surajbrf

Apr 26
@virendersehwag is just stating reality.

The IPL is by a distance the richest T20 league in the world, over 5x bigger than the BBL, probably moreso today:



The Big Bash League is not a peer of the IPL, but of of the Caribbean Premier League.

1/ en.wikipedia.org/wiki/List_of_p…

Image
The IPL is also far more lucrative in revenue per game, despite the fact that with a mere 74 games, it’s in the bottom 5 of sports leagues by number of games played per season.

Each of those games is a money spinner. Let’s look at how much.

2/ Image
In terms of total revenue, the IPL ranks a reasonable 13th position among global leagues, despite having so few games in a single season.

But this is an incomplete picture.

3/ Image
Read 8 tweets
Apr 13, 2022
$669 billion in total exports for the just concluded fiscal year 2021-22 !

Up from just under $500 billion in the COVID-hit 2020-21 and $540 billion in the pre-COVID 2019-20 FY.

This should catapult India into the top 10 exporting countries, for the first time since 1949.
There are only three countries on the planet with $1 trillion+ exports - China, USA and Germany. Even Japan is around $850-900B in FY 2021.

India jumped ~10 ranking places to provisionally #8 this year. Positions 4-7 are Japan, UK, France and Netherlands - all $700-900B.


India began 1949 the 9th biggest exporter.
It left the top 10 by end of that year.
It left the top 20 in 1957.
It reentered the top 20 in 2010, but didn't rise further until 2017-18 when it was 18th ranked. 2021-22 saw a big jump to 8th position. ImageImageImage
Read 9 tweets
Feb 19, 2022
Updating thread for Feb 19 2022

Today was a day of symmetry as the vaccination total hit 175 crore (1.75 billion), exactly on day 400 since start of vaccination. This corresponds to an average of almost 4.4 million vaccinations a day, over four hundred days.

1/
The monthly total to date is now almost 88 million. February should easily cross 100 million and will likely finish at around 125 million. This is expected as it is predominantly second dose + boosters. March will be much higher as the 12+ group becomes eligible.

2/
With even the second dose numbers not very high now, the daily average over the past week was just 4 million - multiple days towards the end of week being around 3.98 million, and thus still in the 3.x bucket.

3/
Read 10 tweets
Feb 5, 2022
Starting a thread for week ended Feb 5 2022.

This was another quiet week with ‘only’ 38 million doses. January ended as the second highest month for vaccinations, with 215 million doses done:

1/
This Is because the weekly numbers dropped to just 5.5-6.5 million this week, driven mostly by a drop in first dose numbers.

The 15-17 group has received ~6 million second doses, even as their first dose numbers taper.

We will dig into this more.

2/
Why are first doses tapering ?

Because there are not many people left to do.

Green - current eligible group
Yellow - starting in March
Red - vaccine in Phase 3 trials
Blue - pediatric vaccine in early trials

The green group is only 99 million, mostly distant rural.

3/
Read 11 tweets
Feb 5, 2022
The V-Dem Report is garbage for the simple reason that both the data and methodology are bogus.

There are 150+ questions to be answered by a panel of ~20 people.

10-20x too many questions. Sample size needs to be 1000x larger.

This cannot mitigate sampling error.

1/
So how do you fix sampling error ? You get a small number of people to agree - keeping pop standard deviation down because sample size is tiny.

Disagreement is a problem - if you get half of them to disagree, your sampling error is 20-45% depending on sample size. Oops.

2/
So let us pretend these experts indeed know what they’re doing. Let us look at the data. This author has the entire VDem dataset, analyzed in detail together with @jai_menon :

swarajyamag.com/ideas/an-analy…

3/
Read 10 tweets
Feb 2, 2022
UPI Transaction Volume Crosses $1 Trillion !

Finally it has happened - In the trailing 12 month period (Feb 2021 - Jan 2022), the aggregate UPI transaction volume touched $1.013 trillion, up from $960 billion for the 12 months to Dec 2021.

1/
Total transaction count for the same trailing 12 month period (Feb 2021 - Jan 2022) has crossed 40 billion, to reach 41.06 billion transactions:

2/
In Rupee terms, the trailing 12 month total is ₹75.6 lakh crore, or 75.6 trillion, equaling just over $1 trillion at the current ₹74.7/$ .

The strong network effect is visible both in transaction count and value terms as the chart goes parabolic.

3/
Read 9 tweets

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