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Zolbayar E.

Political Analyst · CMM

Zolbayar covers Mongolian politics, governance, and their implications for foreign investment. Previously a policy researcher at the Asia Foundation Mongolia.

Articles (3)

article

Three Prime Ministers in Less Than a Year: What's Next for Mongolia?

Zandanshatar's resignation caps a bruising nine months of MPP intra-party tensions over power concentration and cabinet turnover. Uchral arrives with a track record that investors should find constructive — he delivered the Orano uranium deal, championed capital markets reform, and has signaled openness to renegotiating mining stability agreements in ways that unlock stalled foreign capital. The question for 2026: can he sustain a majority long enough to execute?

Mar 30, 2026
article

5 Key Investment Themes to Watch in Mongolia in 2026

Copper ramp-up at Oyu Tolgoi, banking sector consolidation, renewable energy capex, capital markets reform, and the critical minerals geopolitical play — the five themes shaping Mongolia's investment landscape.

Dec 15, 2025
article

How Governments in Emerging Markets Can Unlock Development Potential

Turning emerging market potential into performance. A framework for institutional reform, capital market development, and strategic positioning that applies directly to Mongolia's current trajectory.

Feb 5, 2026
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