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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Investor capital flows hold up mainland China equities

China’s stock market is attracting fresh capital despite regulatory caution, with investor focus turning to metals, space and selective growth themes.

FTSE recovery signals return of confidence after tariff reprieve

FTSE indices recover as tariff risks ease, renewing investor focus on UK equity fundamentals.

Emerging markets gain fresh momentum

Emerging markets are drawing fresh capital as commodity demand, policy reforms and supply chain dynamics open new entry points.

Why the FTSE is holding steady as UK data weakens and global risks rise

The FTSE is steady despite weaker UK data, as investors respond to a stronger pound and rising global risks.

Record trading activity points to shifting sentiment in Chinese equities

Record-breaking turnover in China’s equity markets shows local investors are returning with conviction, not just chasing momentum.

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