Deaths in line with trend during first-wave; higher in second-wave but well below what’s claimed
Anand Sridharan
A primer on India's death registration system & statistics. This helps make better sense of (mostly flawed) excess-death and undercount-factor articles…
Anand Sridharan
Like in investing, complicated frameworks are for former purpose. We use them to derive preferred outcomes, not reliable ones.
Anand Sridharan
New evidence corroborates my earlier study showing that life-insurance claims in covid-first-wave are in line with historic trend
Anand Sridharan
As in investing, balance sheet & accounting quality come before P&L
Anand Sridharan
Global vaccine makers are closer to Unicorns than to Pharma companies as we know it. Looking at their journey, without hindsight, reveals how improbabl…
Anand Sridharan
Data suggests that 9MFY21 death-claim growth is in line with or even below trend of prior six years. LIC and private-insurers show divergent trends, th…
Anand Sridharan
It could let us vaccinate nearly twice as many people in next few months.
Anand Sridharan
No Western vaccines to spare in near-term, for love or money. By the time they're available, we won't need them. Thanks to our own world-class vaccine …
Anand Sridharan
Re-hashing an essay from a similar time when market mood didn't align with real-world mood
Anand Sridharan
Why I prefer secondary over primary data, why I read first & talk later, how I try to limit bias.
Anand Sridharan
Proportion of 60+ in covid fatalities is declining, likely due to vaccination coverage
Anand Sridharan