Suraj Profile picture
Oct 2, 2021 11 tweets 5 min read Read on X
Updating for the start of October. The prior week had 49 million doses. A soft period coming on the back of successive weeks of high performance dominating the top 5 in this chart:

1/
The primary reason for this is a softness in supply coming on the back of 4 long weeks of high performance. However this is now improving as the graph shows, with the available supply back over 50M :

2/
Weekly performance remained steady with no major movement. Trailing 7DMA is now a shade under 7M/day but should go up soon.

I may stop presenting this chart. Oct is likely to have many days over 10M, which this doesn’t show well. If you like this data, please say so.

3/
Now for the major highlights:

September ended with 239 million doses done, average 8M/day over 30 days. That is not far from double-vaxing the entire adult NZ or Singapore population every day for a month.

Cumulative total now 904 million as of Oct 2.

4/
India accounted for 26.5% of global vaccinations in Sept. It ended the month exceeding the vaccinations in all of Europe, all of the Americas and Africa, COMBINED.

There’s no desire to gloat, but to show sense of proportion. Understanding & conclusions follow from that.

5/
The following two graphs show the landscape at the start and end of September. From ~80M behind, India is now ~100M ahead of continental Europe in vaccinations.

As stated before, ourworldindata has a 1-2 day data collection delay.

6/
This also shows up in vaccination supply data. Cumulatively, US+EU output slightly exceeds India, but in September, they combine to barely half of India’s output:

7/
This is an unspoken problem. As the prior India vs other data shows, many are slowing down. It is unclear why. They are a long way from done. India is now projected to take less time than the west.

This is a simple projection, but the slowdown elsewhere is real.

8/
A great piece of news is ZyCov-D now becoming available in October. It is authorized for 12-17 children, which is critical for school opening:

9/

swarajyamag.com/insta/first-ba…
October is projected to have 270-280M dose projection of Covishield + Covaxin alone. ZyCov-D now adds to that. If BioE is authorized soon, thats adds more. The available supply at start of month is 51M.

The baseline availability is thus 320-330M, with upside.

10/
Since the daily CoWin tracker is now a pastime, for the cricket fans (@aparanjape ?), in September India did just over a Gavaskar - 239.

In October will we do a
Dravid (270) ?
Laxman (281) ?
Sehwag-lite (293) ?
Sehwag-first (309) ?
Sehwag-max (319) ?

🙂

11/11

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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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