Asia's Transportation Sector Relies on China's Economy Improving Transportation is a highly cyclical industry, says Morgan Stanley's Edward Xu. His neutral outlook may turn negative if China's economy continues to slow. Visit the 2016 All-Asia Research Team ranking for more on Asia's top research analysts. Related Articles How Tax Changes Will Upend Investing at Endowments and Foundations John Crabb Upheaval “Will Create Compelling Investment Opportunities” — But That Time Is Not Now Stephen Taub Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity Sponsored by Nuveen