Suraj Profile picture
Nov 27, 2021 12 tweets 5 min read Read on X
Starting a new thread for the week ended Nov 27th.

This week was a sleeper hit, coming from nowhere to be the all time 2nd best ever week, with nearly 55 million doses.

It continues the trend of strong vaccination ramp-up since Diwali ended:

1/
With the strong week behind us, full month vaccination has also risen to almost 156 million doses, a great number given that vaccinations were slow for the first 1.5 weeks.

2/
The bucket view is misleading because the last three days were all a few thousand short of the next million bucket. Literally a few more minutes of data would have pushed them over.

With almost 8m/day, the daily average was the same as September’s scorching rate.

3/
As projected last week, cumulative vaccinations blew past 1.2 billion, with fully vaxed population touching growing well past 400m

Cumulative: 1,218 million
Fully vaccinated: 437 million

4/
In the process, we overtook Europe in number of fully vaccinated people on Saturday, given gap between them in the day old ourworldindata figures on Friday:

5/
While daily vaccinations have increased to September rate, the percentage of 2nd doses has dropped slightly, stabilizing around 68% through the week.

That 68% is still over 5m doses every day. 2 days saw >6m doses with one day at 5.97m. A week of almost-next-buckets…

6/
The previous days shows:
* Second dose numbers have risen strongly as hoped.
* Govt has unlocked more first dose recipients through more aggressive and targeted efforts.

Both these are critical; at 84% 1st dose coverage it is hard to find 2.5-3m new people daily.

7/
Credit is due to @PMOIndia and @MoHFW_INDIA - law of diminishing returns makes it harder & yet our performance can be quantified by comparison -

* We’re still doing more 1st doses than entire continents are doing total doses
* Our total dose rate is wildly ahead of them.

8/
Dose availability with states has finally stabilized this week, indicating that ongoing vaccination rate has finally caught up with production rate.

In other words domestic production rate is ~8m/day; @SerumInstIndia has resumed COVAX exports from their excess production.

9/
As a share of global vaccinations in November, Indian share rose to 20% this week from 17% the week prior.

While China continues to lead, India did incrementally more doses than them this week.

10/
The threat of the Xi variant (called Omicron variant in some places) makes it critical to accelerate plans to vaccinate children, and to deploy excess Covishield supply as booster doses to the earliest second dose recipients.

11/
India has not one but three local pediatric vaccine options all the way down to 2yr olds:
ZyCov-D
Covaxin
Corbevax

No other country in the world has such a luxury.

It is critical that no time be wasted to push boosters and pediatric vaccinations @PMOIndia @MoHFW_INDIA

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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