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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New listings and AI momentum bring focus to China equities

A sharp rally in China’s AI stocks is shifting investor attention back to growth themes despite broader macro caution.

FTSE 100 builds momentum as monetary outlook evolves

Investor attention is returning to the UK as the Bank of England signals a shift in direction, opening new tactical opportunities across the FTSE 100.

AVI Japan Opportunity Trust ready to deploy £185m from FJV rollover (LON:AJOT)

AVI Japan Opportunity Trust has published its October 2025 factsheet, reporting a strong start to the year followed by recent relative underperformance driven mainly by macro and political factors.

Emerging Markets present strategic value at historical discount

Valuation gaps in emerging markets have widened even as returns picked up, creating an unusual setup for investors with a long view

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.

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