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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As rate expectations shift and tech sentiment firms, China is re-entering the investor radar.

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UK stocks rise as investors back the government’s shift to long-term fiscal discipline over short-term stimulus.

A new resilience is taking shape in Emerging Markets

Emerging markets are attracting capital again as the dollar weakens, trade stabilises, and earnings start to recover.

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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.

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