Suraj Profile picture
Oct 30, 2021 14 tweets 7 min read Read on X
Resuming regular reporting for last week of Oct. Since Dussehra, vaccination has been mostly unremarkable, except that almost every day sees more 2nd doses than first now. This week still sits within the top 10 weeks:

1/ Image
October should end a shade under 180 million doses, around the same ballpark as August, despite 1.5 weeks of the Dussehra festivities.

Data below is up to Oct 30th, i.e. one more day remaining in the month.

2/ Image
While October seems slower, it has been in fact accounted for more weeks in the top 10 than Aug, though the first wk is mostly driven by the ending days of September.

The holiday interregnum may account for perhaps 30-40 million delayed doses; full month is still ~6m/day.

3/ Image
And how much is 6m/day in relative terms ?

Far ahead of any other major geography. After the lull during Dussehra, the slope of the vaccine doses graph resumes its pace with no other entity managing anywhere close to this rate.

4/ ImageImage
Compared to a collection of major regions and as a share of total world vaccinations, India continues to maintain position in October, accounting for over 24% of world vaccinations, and adding up to the sum of vaccinations in Europe and the Americas.

5/ ImageImage
There’s been some nonsensical press about how Indian vaccinations are sexist and women are not getting doses compared to men.

CoWin data shows:

Men: 54,62,72,710
Women: 51,09,32,307
M/F dose Ratio: 1.069

Indian adult pop sex ratio: 1.069

No shortage of motivated press.

6/
This month has been characterized by one notable shift - the first month where second doses exceed the first. In fact, second doses already exceed the total performance in Sept, which had far greater overall doses done:

Current rate is ~4m second doses per weekday.

7/ Image
Given the number of first doses we have seen in June and July, the second dose rate should accelerate further.

There’s no shortage of doses available. Quite the contrary - availability is at an all time high 127m doses:

8/ Image
How many doses were actually supplied in Oct ?
~172m doses performed
Cumulative increase in supply: 78m

Thus 250 million doses were actually supplied by @SerumInstIndia and @BharatBiotech over the course of the month as of end Oct 29th (latest data is on 30th morning).

9/
November may see 100m second doses being performed, by looking at the number of first doses performed late June-end July.

It will be interesting to see how the first dose count will be kept up. With 732m first doses, 79% of adults already have a first dose. 36% have both.

10/
Globally, most find it hard to keep the curve of the graph pointing up as the saturate first doses, but India isn’t doing badly here.

Second doses on the other hand, India will overtake Europe in November given the steep acceleration now.

11/ ImageImage
How is India doing in terms of ongoing rate towards the simple extrapolation of completion time ? Even after adjusting all three entities for their current slower rates, not badly:

12/ Image
@PMOIndia and @MoHFW_INDIA has an interesting challenge now:
1. Focus on closing out first doses ? The last mile effort is harder. They’re doing ok relative to others.
2. Accelerate second doses by lowering dose interval ? Possible - they have the doses.

13/
November should see Corbevax (Biological-E) available. It is a 2-dose vaccine with 28 day interval like Covaxin.

Another new emphasis is the effort to make vaccines available to children ASAP:
swarajyamag.com/news-brief/bha…

timesofindia.indiatimes.com/city/hyderabad…

livemint.com/news/india/cov…

14/14

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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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