Suraj Profile picture
Dec 11, 2021 11 tweets 5 min read Read on X
New thread for week ended Dec 11th. A quiet high performing week while the nation mourned. #VeeraVanakkam

A solid 53+ million week, well within the top 10, but a lot of competitors between 53-55m keeps it just outside top 5:

Past 3 weeks hold spots 2, 3 and 6.

1/
Daily bucket view is very consistent - five days over 8m being a record, but all in the low 8 million range preventing a larger weekly total.

As with week prior, the week ended with a strong Saturday, which is forming a nice new pattern.

2/
Month total has now crossed 88 million, which is over 8m/day sustained performance for the month to date .

Current pace is as good as or better than September, but the year end holidays may impact the month end total.

3/
Almost 165m doses done in the past three weeks has finally brought the vaccine supply inventory down below 200m after almost a month. 75-80% of this is Covishield.

4/
@SerumInstIndia are cutting production in half from 250m/month.

Total orders: 1518m
Consumed: 1180m
Available Supply: 155m
Remaining to be supplied: 183m

That’s why they’re cutting production - they’ll be done with prior orders very soon.

financialexpress.com/lifestyle/heal…

5/
Additional production is tied to @MoHFW_INDIA booster dose policy.

If boosters are started, <60m doses are needed this month, and the number falls to 40m next 2 months, before rising to 90m+ March.

Well within (lowered) mfg rate to handle still.

6/
Total and second dose rates remain very stable as weekly data showed, with the 2nd dose fraction inching up to above 70% of daily total now:

7/
Some vaccination milestones this week:

800m with at least one dose (technically reached late evening end of prior week but after cutoff)
500m total vaccinated
<300m with only one dose.

Chart heuristic:
Blue = green + red
Yellow = green - red

8/
For the month of Dec to date, India continues to dominate in share of global vaccinations, even as Europe and the Americas accelerate to combat the Xi “call me omicron instead” variant.

9/
The monthly 1st and 2nd dose totals continue to maintain the now familiar trend. With continued strong numbers the month should see 160-170m second doses done and over 200m total. How much above depends on holiday season, booster dose and children’s vaccination policies .

10/
Another strong week of vaccination goes by but with no other major news.

We hope there is good news on booster dose and children’s vaccination approvals coming in the near future, @PMOIndia and @MoHFW_INDIA .

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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