2025 Investment Outlook UK, China, Emerging Markets and Japan by Fidelity

2025 Investment Outlook

As global economies continue to navigate evolving challenges and opportunities, the investing outlook for 2025 holds significant potential across key markets. Fidelity has identified strategic pathways in the UK, China, emerging markets, and Japan, providing investors with insights into growth opportunities and targeted strategies for the year ahead. This collection of articles delivers expert perspectives from recent analyses on these regions, highlighting key sectors, market trends, and potential areas for portfolio diversification.

If you are looking for high-growth businesses in Japan, capitalising on the UK’s shifting market dynamics, exploring new avenues in emerging markets, or aligning with China’s evolving investment strategy, Fidelity’s outlook provides a roadmap for navigating the complexities of global investment.

Share on:
Find more news, interviews, share price & company profile here for:

Latest Company News

UK equities regain investor interest as valuation opportunities widen

Fidelity Special Values manager Alex Wright says UK equities have seen renewed interest as valuations remain attractive compared with global peers. The trust continues to follow a contrarian approach, focusing on undervalued mid and small cap companies and aiming to identify positive change not yet reflected in share prices.

China’s growth drivers create new openings

Dale Nicholls of Fidelity China Special Situations outlines how economic change, evolving regulation and continued innovation are creating selective opportunities in China.

China’s market recovery brings renewed interest

Improving geopolitical conditions, stronger innovation and rising domestic confidence are supporting the view that technology, industrials and consumer sectors hold long-term growth potential despite past volatility.

Fidelity China HY Report Highlights Strong Scalable Growth in Core Domestic Industries (LON: FCSS)

Fidelity China Special Situations reported strong half-year results for the six months to 30 September 2025, delivering a share price return of 28.7% and a NAV return of 29.7%.

Defence stocks take the lead as investors pull back from consumer names

A sector rotation is taking shape in the FTSE, as defensive names and operational clarity draw renewed investor focus.

China stocks climb as export engine and policy shift align

Chinese stocks are climbing as record exports and new policy moves reshape equity market dynamics.

Search

Search