China’s Slowdown Shouldn’t Impact Mongolia

by admin on December 21, 2011

Here’s an interview with hedge fund manager Bill Fleckenstein about the opportunities in Mongolia.

In particular, Fleckenstein talked about why the Chinese slowdown should not be a factor on Mongolian GDP over the next five years.

Fleckenstein also highlighted why it is a safer bet to invest money in Mongolian real estate rather than mining ventures in Mongolia.

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Frontier Markets

by admin on December 20, 2011

One of the more well known fund managers in the world, Marc Faber talked about the potential of the Mongolian economy.

He said, “Mongolia has the potential to be the Saudi Arabia of Asia.”

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Mongolia Compared With Kazakhstan

November 29, 2011

Investors rushing into Mongolia are expecting that the country will boom in a similar manner to Kazakhstan. Most people know Kazakhstan from the movie “Borat.” Unfortunately, while people in the West were laughing at the Kazakh’s and creating the world’s largest credit bubble, the Kazakh’s had one of the biggest economic booms on the planet. [...]

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Expectations of a Mongolian Boom

November 22, 2011

The Mongolia thesis is quite simple. The country has a mere $6 billion of GDP spread out over 3 million citizens. Mongolia is blessed with natural resources and the capital expenditure to extract those resources will cause a boom in several industries including finance and real estate. Why would Mongolia experience a bigger boom than [...]

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Interview About Mongolian Economy

August 16, 2011

There was a two part interview with hedge fund manager Harris Kupperman that is worth reading. If you’re interested in the future of the Mongolian economy: Mongolia Interview Part 1 In part one, Kupperman commented on the free market nature of Mongolia: It is the best free market country that I know of. There’s a [...]

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Mongolia May Have a Boom Similar to Qatar and Kuwait

January 3, 2011

When trying to understand the potential of Mongolian real estate it is important to use other success stories as a potential template. In the last 25 years there have been a number of resource based economies that have seen dramatic GDP jumps. We’ve previously compared Kazakhstan’s boom between 2002-2008 to what might happen in Mongolia. [...]

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