January 13, 2026 09:00 PM GMT Hong Kong/China Transportation | Asia Pacific 2026 Outlook: More Opportunities than Risks Supply matters when the macro outlook remains soft. We focus on supply side opportunities from: 1) airlines' supply chain constraints; 2) tanker shipping's tight compliant capacity; and 3) express delivery's segment consolidation. We see risks in container shipping due to oversupply concerns. Airlines – the show goes on: Pricing inflation has resumed since Oct-25. Aside from a favorable su ...