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 Research: Fidelity Emerging Markets doubles benchmark’s performance over 12 months

Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index.

FTSE stocks rise as shutdown uncertainty loses grip

FTSE stocks rose as fading US shutdown risks lifted global sentiment and shifted investor focus back to fundamentals.

China liquor and staples stocks attract buying after inflation surprise

A small shift in China’s inflation data has triggered a sharp move into liquor and staples stocks, as investors hunt for resilience.

Emerging‑market stocks gaining ground as capital shifts from developed markets

Emerging‑market equities offer an investment pointing to higher growth potential by accessing younger and dynamic economies that are often under‑represented in global indices.

Emerging markets show a combination of stability and overlooked potential

Emerging markets are entering a new phase where fiscal discipline and currency tailwinds make select equities hard to ignore.

Chinese stocks climb as industrial signals shift

China’s market narrative is evolving from tech‑centric to industry‑and‑policy driven, capacity cuts in chemicals and a surge in solar names are opening fresh investor angles.

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