“Just Eat Takeaway.com is in the fortunate position to benefit from continuing tailwinds,” chief executive Jitse Groen told the FT, with the UK, Germany, Canada, the Netherlands, Australia, and Brazil performing particularly well. With global leaders in digital food delivery, such as Just Eat Takeaway.com, cash-rich and hungry for acquisitions, we think they will be monitoring consolidation opportunities in our key markets. We examine the outlook for this evolving industry in emerging markets and who the key players are (with the brightest growth prospects).

Opposition leaders have been jailed or driven out of the country amid crackdown on protests over election results. Opposition candidate Svetlana Tikhanovskaya, who claimed victory despite being given just 7% of the vote in a state television exit poll, fled to Lithuania on Tuesday. President Lukashenko has been in power in Belarus since 1994.

Zhuhai city, in Macau’s neighbouring Chinese province, Guangdong, will begin issuing tourist visas for Macau from 12 August, and has agreed to lift quarantine requirements for travellers returning from Asia's gambling capital. In our research in April we highlighted Wynn Macau as a good play on easing lockdown in Asia.

Tellimer CEO Duncan Wales has written about how Stripe is one of the growing band of tech firms building the platforms that will power the future of global e-commerce; not through being a household name, but by being a key component of modern commercial infrastructure: the ultimate macro play. Click here to read his report on the rise of digital payments infrastructure.

The CBN on Saturday officially changed the exchange rate of the naira to the US dollar from NGN360 to NGN380 on its website. We wrote a month ago that devaluation was a start and could unlock further multilateral financing from the World Bank, but much more is also needed.