Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>This report covers how Mongolia's economy has suffered from the low commodity price environment, the anti-FDI sentiment from the Mongolian government, and China's economic slowdown.  There has been a strong consequent sell off, yet a large number of stocks are in a bottoming out phase, and represent a strategic high risk, high return approach for investors.  While other stocks have been sold off, I think that <a href="https://www.smartkarma.com/entities/21042" target="_blank" data-smartkarma-citation="entities:21042">Mongolia Growth Group Ltd</a> , <a href="https://www.smartkarma.com/entities/4382" target="_blank" data-smartkarma-citation="entities:4382">Mongolian Mining Corp</a> , and <a href="https://www.smartkarma.com/entities/21044" target="_blank" data-smartkarma-citation="entities:21044">Kincora Copper Ltd</a>  are poised…</p>

This report covers how Mongolia's economy has suffered from the low commodity price environment, the anti-FDI sentiment from the Mongolian government, and China's economic slowdown.  There has been a strong consequent sell off, yet a large number of stocks are in a bottoming out phase, and represent a strategic high risk, high return approach for investors.  While other stocks have been sold off, I think that Mongolia Growth Group Ltd , Mongolian Mining Corp , and Kincora Copper Ltd  are poised…

<p>Mongolia offers high upside potential for contrarians who are willing to take a long term horizon, and to endure the gloom of low commodity prices.  Mongolia's economic growth has been threatened by plunging commodity prices, and furthermore the economic slowdown in China has been particularly hard on Mongolia, as the majority of its exports go to China.   Consequently, there has been a strong sell off in Mongolia, and a large number of potential buy opportunities have emerged.  With catalysts…</p>

Mongolia offers high upside potential for contrarians who are willing to take a long term horizon, and to endure the gloom of low commodity prices.  Mongolia's economic growth has been threatened by plunging commodity prices, and furthermore the economic slowdown in China has been particularly hard on Mongolia, as the majority of its exports go to China.   Consequently, there has been a strong sell off in Mongolia, and a large number of potential buy opportunities have emerged.  With catalysts…

Mongolia: Finding the Bottom and Holding Until 2021

Mongolia

Erdene Resource Development Corporation explores for minerals in Canada, the United States, and Mongolia.  The Company explores for coal, copper, molybdenum, and gold.

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Erdene Resource Development (ERD CN)

Mongolia Investors' Confidence Report

This report covers how Mongolia's economy has suffered from the low commodity price environment, the anti-FDI sentiment from the Mongolian...

Nomadic Equity

Mongolia: Finding the Bottom and Holding Until 2021

Mongolia offers high upside potential for contrarians who are willing to take a long term horizon, and to endure the gloom of low commodity prices....

Nomadic Equity

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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