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New regimes: Analyst Survey 2025

Investors have entered an era of divergence - across economies, across sectors, and from one company to the next. Our annual Analyst Survey is your bottom-up guide to this new regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

Investors have entered an era of divergence - across economies, across sectors, and from one company to the next. Our annual Analyst Survey is your bottom-up guide to this new regime, with insights on AI, China, and the new administration in the White House, along with compelling investment ideas from Fidelity International's more than 100 analysts across the world.

Introduction: Model me this
Introduction: Model me this

I read the research our analysts do every day, and it delivers.

The return of Donald Trump: Start of the deals
The return of Donald Trump: Start of the deals

Could President Trump's second term be as much about dealmaking as inflation?

AI’s big breakthrough won’t happen this year
AI’s big breakthrough won’t happen this year

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away.

China: Where investors should look as policy shifts
China: Where investors should look as policy shifts

China is facing a series of economic challenges but Fidelity International’s analysts on the ground see a number of areas of promise.

Aircon: The new symbol of India’s growth story
Aircon: The new symbol of India’s growth story

Improvement in everyday life is being signalled by something more practical in India’s scorching climate - a green flag for leading white goods companies.

Opportunity rings in US telecoms
Opportunity rings in US telecoms

A shift in sentiment around fibre optic technology in the US has brought about a recovery for many smaller companies and looks set to prompt an M&A surge.

Don’t write off legacy carmakers
Don’t write off legacy carmakers

Investors are turning their backs on traditional carmakers as they appear to fall behind dedicated electric manufacturers. That leaves carmakers undervalued.

The upside of Japan’s digital cliff
The upside of Japan’s digital cliff

A successful leap over Japan's so-called ‘digital cliff’ in 2025 would supercharge overdue upgrades - and growth at the most resilient IT service companies.

Insurance mid-market risks flying under investors’ radar
Insurance mid-market risks flying under investors’ radar

European mid-cap insurance names remain an overlooked sector, and exposure to this area of the market may add to benefits of large-cap counterparts.

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