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 For Members Only Tiger Funds Surge on AI and Semiconductors Stephen Taub De-Dollarization Doesn’t Mean Capital Is Leaving America Jonathan Kandell Crisis Alpha With a Higher Return Potential Sponsored by Fidelity Investments