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

Fidelity Emerging Markets investment trust sees share price double over 3 years

Fidelity Emerging Markets Limited (LON:FEML) announced its January 2026 factsheet, highlighting positive monthly performance and a 59.6% rise in NAV over the year, outperforming its reference index’s 29.3% increas

FTSE 100 sets new high as Rolls-Royce earnings reset UK market expectations

UK shares reached a record as stronger aerospace earnings and supportive global technology signals lifted confidence in leading industrial names.

Emerging markets rebalance as South Korea enters the global equity top tier

Emerging markets are gaining prominence as South Korea overtakes France in global equity rankings, reshaping portfolio allocations.

Hong Kong shares rebound as US tariff setback forces risk repricing

Hong Kong equities rose after a US court struck down tariff measures, prompting investors to reduce trade risk premiums and reposition into Chinese stocks.

China ETFs back in focus

Policy recalibration and valuation support are prompting investors to re examine China ETF allocations as regional dynamics evolve.

Emerging markets regain strategic attention

Improving earnings expectations and renewed ETF demand are prompting investors to reconsider how and when to allocate to emerging markets.

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