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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Emerging markets gain importance in global equity investing

Emerging markets cover 24 countries in the MSCI Emerging Markets Index and provide exposure to economies and companies spanning technology, manufacturing, commodities, financial services and renewable energy.

Fidelity Special Values delivers 27.8% 1-year return as UK mid-caps outperform

Fidelity Special Values reported a 23.4% NAV return over the 12 months to August 2026, ahead of the 21.3% index return, with the manager continuing to identify opportunities among undervalued UK mid-cap and smaller companies.

Fidelity China sees stronger outlook as ByteDance and Lenovo advance (LON: FCSS)

Fidelity China Special Situations reported a 12.3% decline in NAV over the 12 months to 31 August 2026, while the manager highlighted opportunities from technology investment, structural reforms and measures to support Chinese demand.

Fidelity Emerging Markets Limited up 79.5% over one year as miners contribute

Fidelity Emerging Markets Limited reported a 73.2% increase in NAV over the 12 months to 31 August 2026, outperforming its reference index, which rose 38.8%.

China stocks rise as Beijing signals stronger policy support

Chinese stocks edged higher after Beijing pledged stronger economic support, with property shares leading gains as investors assessed new measures to support growth.

FTSE 100 gains as housebuilders take centre stage and oil prices rise

UK markets are being shaped by a combination of housing policy, energy prices and geopolitical developments, with the forthcoming Budget likely to provide further detail on measures affecting the economy and listed companies.

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