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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UK stocks gain as miners and banks lift the FTSE 100

UK stocks moved higher as stronger GDP data, mining gains and bank strength helped lift the FTSE 100 despite weakness in housebuilders and mixed energy signals.

Emerging Markets draw attention as risk and resilience converge

Emerging markets remain relevant as technology exposure, policy change and regional trade resilience help balance geopolitical and energy risks.

Fidelity China Special Situations outperforms amid China’s tech revival (LON: FCSS)

Fidelity China Special Situations reported a 15.1% NAV increase over the 12 months to 31 May 2026, outperforming its benchmark index, which returned 6.2%.

Fidelity Emerging Markets up 37% YTD as China and India drive gains

Fidelity Emerging Markets Limited reported positive May returns, outperforming its index as gains from short positions and exposure to China, India and Korean equities offset weakness in Brazil, technology and financials.

Fidelity Special Values reports May gains as UK equities rally

Fidelity Special Values PLC reported a second consecutive monthly gain for UK equities in May, with resilient earnings, improving sentiment and continued valuation opportunities among mid and smaller companies supporting the outlook.

China stocks rise as factory data supports tech and export shares

Chinese shares rose as stronger factory activity lifted technology and export-linked stocks, while Hong Kong slipped amid regional caution.

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