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December 3, 2017


Enjoyed your Mongolian articles-interesting how really emerging (frontier) markets come down to assets rather than income. You were asking how to play Mongolia. Two indirect plays would be Ivanhoe Mines (IVN-T, IVN-N) with its 66% stake in the Oyu Tolgoi gold/copper mine and RTZ now owning 34.5% after the recent conversion of $400m of convertible debt. Mr Friedland also owns 57% of SouthGobi Resources Read More
Categories: Ask Kuppy
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