Southeast Asia headwinds appearing

Gareth Nicholson | Fidelity Worldwide Investment | 14 May 2013

Investors became more risk-on early in 2013 and the Association of Southeast Asian Nations (ASEAN) equity markets were among the biggest beneficiaries.

This should come as no surprise to investors familiar with the region's obvious attractions, such as superior growth rates, lower leverage, huge infrastructure spending and the potential for currency appreciation relative to developed western markets. Many ASEAN markets remain within a dividend sw...