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Mateen Chaudhry
Author of the Discuss the Tape financial newsletter and investor focused on resources, China, and Japan, offering on-the-ground market color from Australia and ideas on commodity and regional equity opportunities.
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Jan 10, 2026
• 2h 3min
THE JAPANESE MAGGIE THATCHER (Guest: Mateen Chaudhry)
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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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