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8/13/2015 - - Oracle Google- - - , - . 2 , Korea Gas . , - . . 2 , 51 . . 8.6 . . 10.2 (montsame.mn) 1988 14.9 . (gogo.mn) 1983.80-1989.52 30.55 ., 319.55-320.51 130.0 . 1988.00 14.9 ., 320.11 85.0 . , 59.0 . , 10.0 . . , 100 . 10.2 , 1.5 . . 1403 , 3454 . 1.4, 2.3 1.1 , 12 . . .. 35%CNY/MNT1.00 USD/MNT12.50Libor USD 2MLibor USD 3M/ %1.11731.5625-0.77 Libor USD 6M20.07-7.88 -6.46 Libor EUR 2M12.542.86.(224.60)5,774.60 ..537.9- 0.505.10 5/10/20155/3/2009/13.509/4/2014 / 11.00 10.00 1/15/201515.00 % %14.00-0.0236 %0.3144 0.0512/16/2008 1/15/2015 12.005.3513.000.251.000.151/15/2015 0.05 Libor EUR 3MJPY/MNTEUR/MNT1990.592204.783100.84308.7115.958/13/15 10:38GBP/MNT-140.24 22.99-0.0586 11.33 /6,357.80(2,088.80)-18%126%10,643.30117,031.40 (808.00)5,236.60 % % (M2)....% (bloombergtv.mn)4,269.10- CNYMMC - 15 USDUSDJPY- 20 USD- 17 2022 2023USDUSD () 2018 USD650.00 $43.23$1,124.03$5,175.258.011.137.06-0.16 -0.04 1.290.000.00 ()/ %84.31405.00-274.47 %0.51830.2575/ %-18.85 8.6545.86-2.9998.26-0.557 -0.000 /95.76100.910.97478/13/15 10:38 EUR/USD60.69-0.003 %-0.009 -0.066 USD/CHFGBP/USD102.96102.85 8.62-5.09 -0.000 -18.73 -16.49 -24.42 / %1/15/20150.001-0.06293.676.4128124.2400-0.27 USD/CNYUSD/JPY2013 2014-12%14% 6,164.70/9,454.90 13%-260%1 :bloomberg terminal, 1212.mn, bloombergtv.mn, montsame.mn, news.mn, gogo.mn, ikon.mn 8/13/2015 JN PPI YoY US Monthly Budget StatementJN Industrial Production YoY JN Machine Orders YoYCH Retail Sales YoY US Import Price Index YoYCH Industrial Production YoY US Initial Jobless ClaimsUS MBA Mortgage Applications US Continuing ClaimsUS JOLTS Job Openings US MBA Mortgage ForeclosuresUS Mortgage DelinquenciesUSD/MNT (bloomberg) (bloomberg) 2022 & 2018 - , 83.587.500%5.750%1.520% 202097.70102.858.880% 60.69300700 2018 2022 2018 - 2017 2023 2015 subdebt 201529-Mar-123.8711.778.6245.8685.0196.1795.76103.15100.13101.6098.83102.8560.698.651.1611.626005.125% 2017 - 7.328.1529-Mar-171.44.81.66.807.869.048.651.1111.62-9.7645.865-Jan-185-Dec-2230-Jun-1821-Mar-1716-Dec-2317-Nov-1520-Sep-1521-Jan-1719-May-2021-Jan-142.30%10.60%50030 25 12.500%8.500%10.000%9.375%95.26 19-May-152255K2.22%7-AugJulJunJul#######-$94.6BMMC 2017-$140.0B17.60% 19.30%-10.00%270K5.54% ---10.70%270K2245K2Q5,363.00 5,249.00 -- () 5-Jan-135-Dec-1230-Jun-1521-Mar-1316-Dec-1316-Nov-1010.898.6220-Sep-122.47.32.91.68.30.30.1 (..)4.125% 95.76#######Jul08/13/2015 08/152Q6.80%0.10%Jun 5,350.006.60%-- 20:30 4.70%6.00% Jul-3.00%10.50%-2.90%--JulJun F02:0007:5020:30-2.40%10.60%20:3008/13/2015 08/152.00% 102.76100.13100.215001,0001 5809.4294.21 93.130.6%0.8%1.0%1.2%1.4%101.5102.0102.5103.0103.5104.0104.5105.0105.5 (JPY) (%) 8.007% 7.056% 4.0%5.0%6.0%7.0%8.0%9.0%10.0% 2022 2018 2 :bloomberg terminal, 1212.mn, bloombergtv.mn, montsame.mn, news.mn, gogo.mn, ikon.mn 8/13/201512345678910111213141516171819202122232425262728293.130.00LNHKHKHK1.04XAM AU EquityCentral Asia Metals PLCGUF AU EquityXanadu Mines LtdEntre GoldWinsway Coking CoalSouth Gobi ResourcesMoEnCo94.122.901.060.6623,285.71 18,529.94 66,925.29 0.1810.130.240.188.280.080.032.000.07AU AUDAU-16.00 0.000.00 276 HK EquityOPP LN EquityERD CN EquityPCY CN Equity6.0918.75CNUSDLNCNAUUSGBP3.90AUD-45.74 9,003.00 -8.11 0.010.003.00#N/A N/A2,273.05 0.010.00-77.78 0.040.040.000.19 -23.53 197.50-20.95 0.50-25.00 -5.56 0.411.490.61975 HK Equity0.330.26Prophecy Coal CorpPetro Matad LtdGuilford Coal LtdMNAP US Equity0.40 45,353.81 27,568.49 5.260.00Mongolia Growth GroupKhan Resources LtdOrigo Partners PLCManas Petroleum CorpErdene Resource 30 MMC3.34 C (Ticker) Turquoise Hill402 HK EquityCAD 7.63HKDHKD0.00CG CN Equity2.65 4.74CNHAR AU EquityMOU AU EquityKCC CN EquityAU WOF AU EquityDRG AU EquityAUAUEAS CN EquityBDI AU EquityAUCN0.01AUDAUAU0.00341,873.29 310,576.68 263,897.52 283,575.49 AUDGBP0.034.13 LN-14.29 9.090.000.00 980.00AUDCADCAD0.000.03 AUDAUDCADAUDWolf PetroleumModun Resources LtdDraig Resources LtdEast Asia Minerals CorpBlina Minerals NLHaranga Resources Ltd13,049.33 5,972.82 6,085.35 92.310.0050.000.00Aspire Mining LtdKincora Copper LtdGeneral Mining Corp Ltd-98.00#VALUE!-42.42 0.00AUD0.020.00GMM AU Equity0.00-1.49 0.01KRI CN Equity CAD1.490.120.060.0495.128,106.30 20.00#N/A N/A1,951.40 1,190.86 1,227.37 50.003,287.95-7.140.010.0014,998.30 18,624.65 29,423.3015.4614.290.16-41.59 0.600.730.840.5526.32-2.99 0.087.93 CNHKDHKD1733 HK Equity61 HK EquityETG CN EquityCNHKCADHKHKGBPHKDCADHKDCN0.12155.500.66CAML LN Equity 138.75 271,402.96-0.96 0.300.20DML CN Equity0.00-15.03 -22.350.14 96,346.93 0.08123,585.84 7.74 Centerra Gold - (..)3.96 4.95 1,392,031.65USD US TRQ US Equity / %/ %6,721,112.12- YAK CN Equity CN3.38Mongolia Investment1878 HK EquityNorth Asia ResourcesDenison Mines Corp0.802.530.13#N/A N/A0.070.000.010.050.0921,020.32 0.310.070.078.250.170.030.030.020.050.170.68MATD LN Equity0.560.02AKM AU EquityCNCAD0.090.00 -38.783.755.660.02CAD0.043 :bloomberg terminal, 1212.mn, bloombergtv.mn, montsame.mn, news.mn, gogo.mn, ikon.mn 8/13/2015 2022 FRANKLIN RESOURCES UNITED STATESFRANKLIN TEMPLETON ASSET MGMT MALAYSIABLACKROCK UNITED STATESABERDEEN BRITAINDANSKE BANK A/S DENMARKPICTET & CIE SWITZERLANDINVESTEC ASSET MANAGEMENT LTD BRITAINGRANTHAM MAYO VAN OTTERLOO & CO UNITED STATEST ROWE PRICE ASSOCIATES UNITED STATESSEI INVESTMENTS CO UNITED STATESUOB ASSET MANAGEMENT LTD SINGAPOREFIDELITY MANAGEMENT & RESEARCH UNITED STATESEASTSPRING INVESTMENTS SINGAPORE LUXEMBOURG 2018 T ROWE PRICE ASSOCIATES UNITED STATESALLIANZ SE GERMANYUBS SWITZERLANDRAIFFEISEN KAPITALANLAGE GMBH AUSTRIAFIDELITY MANAGEMENT & RESEARCH UNITED STATESPICTET & CIE SWITZERLANDSEI INVESTMENTS CO UNITED STATESNORDEA BANK AB SWEDENDEGROOF GESTION INSTITUTIONNELLE LUXEMBOURGINVESTEC ASSET MANAGEMENT LTD BRITAINING INTERNATIONAL ADVISORY SA LUXEMBOURGBLACKROCK UNITED STATESEASTSPRING INVESTMENTS SINGAPORE LUXEMBOURGARCA SGR SPA ITALYPRUDENTIAL FINANCIAL INC UNITED STATES- CREDIT SUISSE ASSET MANAGEMENT SWITZERLANDDEKA INTERNATIONAL SA LUXEMBOURGNORDCON INVESTMENT MANAGEMENT AG GERMANYAKTIA FUND MANAGEMENT LTD FINLANDSYDINVEST INTERNATIONAL DENMARKBLACKROCK UNITED STATESPICTET & CIE SWITZERLANDKOKUSAI ASSET MANAGEMENT JAPANING INTERNATIONAL ADVISORY SA LUXEMBOURGLFP FRANCEVONTOBEL ASSET MANAGEMENT AG LUXEMBOURGEASTSPRING INVESTMENTS SINGAPORE LUXEMBOURGLA FRANCAISE AM INTERNATIONAL LUXEMBOURGNEUBERGER BERMAN EUROPE LTD IRELANDDisclaimer:If you do not want to receive this report further, please kindly contact us to unsubscribe.1,000.000.910.895,300 5,160 5,300 - - 17,141 15,350 14,086 10,000 9,191 8,100 7,500 (250.00)0.001.581.41.290.910.00185.001.7326,925 9,390 8,640 1.41.31.027,000 5,112 0.930.00(2,000.00)5,123 3,545 2.432.960.60.50- 2.65000.000.000.80.781.021,490.00(300.00)(420.00)(4,375.00)1.724,650 4,000 3,796 3,600 / /(573.00)0.00345.003,000 2,475 0.766/30/20150.000.0010211.000.00(1085.00)0.83(10189.00)500.000.831.421.211.21.11760.00720.00200.00The information contained in this report is for general information purposes only. The information and opinions contained herein has been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith. Such information has been independently verified and no guaranty, representation or warrantty, express or implied is made as to its accuracy, completeness or correctness, reliability or suitability. / /6,750.000.000.0012/31/20147/28/20156/30/2015-0(2,348.00)0.000.720.713,909 0.000.001,000.00 2,000.00300.0082566,500 1.556/30/20155/31/20156/30/20146/30/20152/28/20146/30/20157/31/201512/31/20141546614234121091200011430111011035883501.145.381.881.046/30/20151551112.553.410.001900.00(200.00) 1.550.003300.006/30/2015/ /14.54 145400 0.0012550034075 3/31/20153/31/20156/30/20156/30/20156/30/20144/30/20146/30/20156/30/20155/29/20153/31/20153/31/20156/30/201512/31/20148/11/2015 3/31/20155/31/2015 6/30/20154/30/20156/30/20156/30/20156/30/20146/30/20157/31/20153/31/20154/30/20155/29/201512/30/20141/7/20154 :bloomberg terminal, 1212.mn, bloombergtv.mn, montsame.mn, news.mn, gogo.mn, ikon.mn