EM Fund Beating 97% of Peers Says Memory Chips Are Best Bet

Market Intelligence Analysis

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Why This Matters

Emerging-market equity fund manager Divya Mathur at ClearBridge Investments recommends investing in memory stocks due to increasing demand driven by artificial intelligence.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Memory stocks are the place to be as artificial intelligence continues to push up chip demand over the next decade, according to emerging‑market equity fund manager Divya Mathur at ClearBridge Investments.

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Original article published by Bloomberg on January 16, 2026.
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