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Oct 10, 2021 11 tweets 4 min read Read on X
Updating for Oct 2nd week. It’s known that this is a slow week. How slow ? ‘Only’ 42.5 million, still among the top 8 weeks.

Various theories have been offered regarding this slowdown so we will look at some associated data.

1/
This week, the daily bucket chart also highlights weekday public holidays that affect footfalls:
Eid Jul 21
Janmashtami Aug 30
Ganesh Chaturthi Sep 10
Navratri Oct 7-15

Lesser/regional holidays have been skipped only due to lack of pan-India data impact.

2/
The vaccine availability chart shows anomalous behavior this month - rather than a seesaw between supply and use, it has risen until 10th.

Oct started with 50m doses, supply rose to 85m, while consumption was 42.5m -> 77.5m doses supplied, or likely ~265m for the month.

3/
In other words - supply on track, but a drop in daily numbers as the week-long holiday hit.

CoWin data shows the Govt tried - open vaccination centers rose from 65k on Tue to 90k Thu-Sat, and 50K+ on Sun.

This tactic does not appear to have worked well, however.

4/
This suggests opening many centers doesn’t ensure enough people show up during an extended holiday - a vaccination drive is needed.

States that have been doing regular drives continue to do so, e.g. UP here (image credit: covid19india.org) is due for its next.

5/
Perhaps a better tactic during an extended holiday is more closely spaced mass vaccination drives, since supply is no constraint. This also reduces the pressure on HCWs who otherwise man the greater number of centers each day despite fewer footfalls.

6/
Now to address the question, has vaccination reached close to saturation, causing this slowdown ?

This graph shows how much the 1st dose coverage of eligible pop has risen each wk for the last 8 wks.

Hint: The white space on top is what is left to do of 1st doses.

7/
Similarly, the same data for second doses. The gap is large because Covishield (85% of total) has a 12-16 week interval and a lot of 1st doses happen in that time.

The west primarily uses a vaccine with 21 day interval so fully vaxed numbers will track closer.

8/
This chart shows how far each state is from the 2.0 mark signifying both doses done there, i.e total doses / 2*eligible pop.

Again there is a lot of white space on top, i.e. quite a bit of extra

9/
By tracking weekly data in this manner, the goal is to see if first dose incremental number compress beyond some threshold , e.g. 75-80%, or whether they keep going the same at least during normal weeks. Correspondingly, 2nd dose increments should rise.

10/
This week reads:
Sun: 2.9M
Mon: 7.6M
Tue 6.5M
Wed: 4.9M
Thu: 5.2M
Fri: 7.9M
Sat: 7.2M

And Oct 10 9(Sun) is ~4.6M according to CoWin.

There’s little evidence here of anything other than the biggest annual festival season affecting data, and immediate response by Govt.

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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