The Market Huddle THE JAPANESE MAGGIE THATCHER (Guest: Mateen Chaudhry)
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Jan 10, 2026 Mateen Chaudhry, author of the Discuss the Tape financial newsletter, shares his insights on upcoming market opportunities in Japan and China. He details why he’s bullish on resources and how China’s strategic stockpiling enhances its geopolitical influence. Mateen predicts Japan will leverage dividend increases and buybacks while revitalizing its defense sector amidst rising tensions with China. His surprising take? Hong Kong could emerge as Asia's tech hub again, reminiscent of the Nasdaq. A must-listen for market enthusiasts!
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Boots-On-The-Ground Australia View
- Mateen describes seeing the Australian market's turnaround first-hand since moving there in 2017.
- He credits renewed foreign block trades and capital for reviving small explorers and stockbrokers.
Resource Cycle Reawakening
- Mateen argues a resource cycle is starting due to years of underinvestment and renewed capital markets activity in Australia and Canada.
- He cites consolidation talks like Rio–Glencore as early-cycle signals rather than late-cycle exits.
Commodities Driven By Tech And Geopolitics
- Mateen sees the current commodity upswing as driven by tech demand and geopolitics rather than a China construction boom like 2005–2006.
- He highlights copper and rare earths as strategic materials tied to tech and national security.