Oxford Business Group Mongolia Launch Presentation

Oxford Business Group THE INSIDE EDGEThe Report: Mongolia 2012

Oxford Business Group THE INSIDE EDGE

•Compelling Investment Proposition

•Extremely Risk Averse Investment Environment

•Key Risk is Dutch Disease – Overeliance on Resources

•Risk is manageable

•Diversification – an urgent priority

Key Findings:

The Report: Mongolia 2012


Late Blossom Commodity Story

Strong Regional Demand

Democratic Institutions

Fast Income Growth

Pent Up Domestic Demand



Boom-Bust Cycles

Procyclical policies

Commodity Price Volatility

Inflation

Geopolitics Challenges

Inflation is the main Risk

Mongolia’s politicians are entering into a new social contract with its population

The risk is of repeating the mistakes of crowding out private sector and creating a paternalist state



Mongolia - Unique Asian Growth Story

Brunei an interesting comparison

Malaysia offers some lessons

Papua New Guinea (PNG) same cycle


Play to Strengths – Agriculture

Tourism – Vast Potential

Land intensive industries

Renewable Energy

Data Storage

Transit logistics


THANK YOU!

Oxford Business Group THE INSIDE EDGEThe Report: Mongolia 2012