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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FTSE 100 gains as energy and mining shares take the lead

The FTSE 100 rose as oil and gold prices lifted energy and mining shares, while UK political uncertainty and cost pressures weighed on domestic companies.

Fidelity Special Values sees compelling opportunities in UK mid and small caps

Fidelity Special Values’ June 2026 factsheet highlights a third consecutive monthly rise for UK equities, with value stocks outperforming growth. The Trust delivered a 17.0% NAV return and an 18.1% share price return over 12 months.

Fidelity China Special Situations outperforms as AI holdings drive positive returns (LON: FCSS)

The trust outperformed its benchmark over the 12 months to June 2026, supported by gains from Zhongji Innolight and ByteDance despite weaker Chinese equity markets.

Fidelity Emerging Markets significantly outperforms as long and short positions add value

Fidelity Emerging Markets Limited delivered positive returns in June, supported by strong stock selection in South Korea, China, technology and industrials. Its NAV rose 92.3% over the 12 months to 30 June 2026, compared with a 48.2% rise in the reference index.

Emerging markets strengthen their role in global portfolios

Stronger earnings, changing capital flows and a key role in global technology supply chains are increasing the relevance of emerging markets.

China shares climb as state support lifts market confidence

China shares climbed as state support lifted large companies, while continued weakness in technology and smaller stocks kept the recovery uneven.

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