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

Tech leadership and policy timing start to shape China’s new market tone

China’s equity market is entering a more selective phase as tech leadership and policy timing begin to reset the tone for investors.

Capital rotation hints at a tactical shift in emerging markets

Emerging market equities are regaining attention as investor flows turn selective and macro conditions shift in their favour.

A softer dollar could shift investor attention to emerging markets

As the dollar weakens, emerging markets may be entering a more favourable cycle for investors willing to look globally.

Hamish Baillie appointed a NED at Fidelity Special Values from 1 Jan 2026

Fidelity Special Values has appointed Hamish Baillie as a non executive director from January 2026. He will also join the Board’s Audit, Management Engagement and Nomination Committees.

Fidelity China Special Situations trust commentary – 55% annual shares growth

Fidelity China Special Situations reported a positive month in October, with market sentiment lifted by easing US and China tensions and renewed interest in technology driven sectors.

UK markets get a lift as banks benefit from looser capital rules

Regulatory easing and improving macro signals are giving UK equities a reason to reprice.

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