1.
Oxford Business Group THE INSIDE EDGE
Mongolia’s Short and Medium Term Investment Advantages
Paulius Kuncinas, Regional Editor, Asia

2.
•Compelling Investment Proposition
•Extremely Risk Averse Investment Environment
Key Findings:
Oxford Business Group THE INSIDE EDGE
•Extremely Risk Averse Investment Environment
•Key Risk is Dutch Disease – Overeliance on Resources
•Risk is manageable
•Diversification – an urgent priority

3.
What sets Mongolia Apart?
• Late Blossom Commodity Story
• Strong Regional Demand
• Democratic Institutions
Oxford Business Group THE INSIDE EDGE
• Democratic Institutions
• Fast Income Growth
• Pent Up Domestic Demand

4.
Downside Risks
• Boom-Bust Cycles
• Procyclical policies
• Commodity Price Volatility
• Inflation is the main Risk
• Mongolia’s politicians are
entering into a new social
contract with its population
Oxford Business Group THE INSIDE EDGE
• Commodity Price Volatility
• Inflation
• Geopolitics Challenges
• The risk is of repeating the
mistakes of crowding out
private sector and creating a
paternalist state

5.
Lessons from Asia
• Mongolia - Unique Asian Growth Story
• Brunei bears some resemblence
Oxford Business Group THE INSIDE EDGE
• Malaysia offers some lessons
• Papua New Guinea (PNG) same cycle

6.
Diversify Where? Low Hanging Fruits
• Play to Strengths – Agriculture
• Tourism – Vast Potential
• Land intensive industries
Oxford Business Group THE INSIDE EDGE
• Land intensive industries
• Renewable Energy
• Data Storage
• Transit logistics

7.
Oxford Business Group THE INSIDE EDGE
Mongolia: Report 2012
Launch March 1st, 2012, Ulaanbaatar

8.
Oxford Business Group THE INSIDE EDGE
THANK YOU!