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.

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Latest Company News

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FTSE 100 rises as miners and oil stocks lead, with investors eyeing US jobs data for policy clues.

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Emerging-market equities hit record highs on AI optimism, but currencies stay flat as investors tread carefully.

Assessing China’s AI momentum one year after DeepSeek

One year after the launch of DeepSeek, China’s renewed AI momentum raises a key question for investors: does it reflect short-term enthusiasm or a deeper structural shift? With Chinese equities having rallied strongly, attention is turning to what has genuinely changed, and what this means for portfolio positioning.

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China shares advanced as improved sentiment and sector rotation opened tactical opportunities for investors.

China stocks gain as investors reassess risk outlook

Chinese stocks climbed Tuesday, led by metals and tech, as risk appetite improved and economic signals turned more supportive.

FTSE 100 advances as defensive stocks steady market

UK equities gained ground as investors favoured stable, income-generating stocks while commodity sectors continued to lag.

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