1. The Report: Mongolia 2012 Business Group THE INSIDE EDGE
Oxford

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
The Report: Mongolia 2012 Business Group THE INSIDE EDGE
Oxford

3.  Late Blossom Commodity Story
 Strong Regional Demand
 Democratic Institutions
 Fast Income Growth
 Pent Up Domestic Demand
The Report: Mongolia 2012 Business Group THE INSIDE EDGE
Oxford

4.  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
The Report: Mongolia 2012 Oxford Business Group THE INSIDE EDGE

5.  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.  Play to Strengths – Agriculture
 Tourism – Vast Potential
 Land intensive industries
 Renewable Energy
 Data Storage
 Transit logistics
Oxford Business Group THE INSIDE EDGE

7. THANK YOU!
Oxford Business Group THE INSIDE EDGE

8. The Report: Mongolia 2012 Business Group THE INSIDE EDGE
Oxford