Good morning. Infrastructure spending. China beats all.

http://qz.com/244567/one-statistic-illustrates-the-promise-and-peril-of-investing-in-africa

On the lack of investment, by Goldman Sachs

http://ftalphaville.ft.com/2014/08/05/1917332/here-take-your-cash-we-dont-want-it/

Africa, Africa, Africa. US steps up to the plate: pretty late…

http://www.economist.com/blogs/graphicdetail/2014/08/daily-chart-2

“Is Japan’s Population Aging Deflationary?”. Good question, but I get the feeling that this analyses is already overdated…

http://www.imf.org/external/pubs/ft/wp/2014/wp14139.pdf

The season of looking to the next year starts early…

http://news.investors.com/economy/080514-711795-top-economists-forecast-year-ahead-in-markets-and-fish.htm?p=full

A country report on Kazakhstan: interested, anyone?

http://www.imf.org/external/pubs/ft/scr/2014/cr14242.pdf

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