Patrick O'Shaughnessy

CFA @ CGS-CIMB
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- 1 Sovereign Analysis/Global EM credit sell-off unlocks pockets of value, but more pain could be in store
- 2 Sovereign Analysis/Nigeria Nigeria: Upgrade to Buy after excessive sell-off
- 3 Strategy Note/Global Commodity exposure in EM: Stick or twist
- 4 Sovereign Analysis/Colombia Colombia turns left as Petro wins presidency in anti-establishment run-off vote
- 5 Strategy Note/India India youth unemployment, fiscal deficit and Agnipath protests