Mongolia: Short and Medium Term Investment AdvantagesPaulius Kuncinas, Regional Editor, Asia                              ...
Key Findings:•Compelling Investment Proposition•Extremely Risk Averse Investment Environment•Key Risk is Dutch Disease – O...
W h a t S e t s M o n g o lia                  A p a rt?•   Late Blossom Commodity Story•   Strong Regional Demand•   Demo...
D o w n s id e R is k s                                 •   Inflation is the main Risk•   Boom-Bust Cycles                ...
L e s s o n s f r o m A s ia•   Mongolia - Unique Asian Growth Story•   Brunei an interesting comparison•   Malaysia offer...
D iv e r s if y W h e r e ? L o w            H a n g in g F r u it s•   Play to Strengths – Agriculture•   Tourism – Vast ...
THANK YOU!             Oxford Business Group THE INSIDE EDGE
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Oxford Business Group Mongolia

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Oxford Business Group Mongolia

  1. 1. Mongolia: Short and Medium Term Investment AdvantagesPaulius Kuncinas, Regional Editor, Asia Oxford Business Group THE INSIDE EDGE
  2. 2. Key Findings:•Compelling Investment Proposition•Extremely Risk Averse Investment Environment•Key Risk is Dutch Disease – Overeliance on Resources•Risk is manageable•Diversification – an urgent priority Oxford Business Group THE INSIDE EDGE
  3. 3. W h a t S e t s M o n g o lia A p a rt?• Late Blossom Commodity Story• Strong Regional Demand• Democratic Institutions• Fast Income Growth• Pent Up Domestic Demand Oxford Business Group THE INSIDE EDGE
  4. 4. D o w n s id e R is k s • Inflation is the main Risk• Boom-Bust Cycles • Mongolia’s politicians are• Procyclical policies entering into a new social contract with its population• Commodity Price Volatility • The risk is of repeating the• Inflation mistakes of crowding out private sector and creating a• Geopolitics Challenges paternalist state Oxford Business Group THE INSIDE EDGE
  5. 5. L e s s o n s f r o m A s ia• Mongolia - Unique Asian Growth Story• Brunei an interesting comparison• Malaysia offers some lessons• Papua New Guinea (PNG) same cycle Oxford Business Group THE INSIDE EDGE
  6. 6. D iv e r s if y W h e r e ? L o w H a n g in g F r u it s• Play to Strengths – Agriculture• Tourism – Vast Potential• Land intensive industries• Renewable Energy• Data Storage• Transit logistics Oxford Business Group THE INSIDE EDGE
  7. 7. THANK YOU! Oxford Business Group THE INSIDE EDGE

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