To All Daigous
Given the Chinese Government has already said that there will introduce new laws and will be effective soon, in the 2HFY16 and I am wondering if any of you have experience any crackdown?
The reason I asked is that I think Daigou's network are largely responsible for the "Out of stock" shelf in woolies, coles and pharmacies and without that network, there won't be the "out of stock" .
I noticed some comments being made in A2M and BKL (See below)
http://hotcopper.com.au/threads/bkl...707123/page-102?post_id=17112786#.VtK3Evl9671
THDS - do you have any insight from the frontline given you have sold your A2M? and are you still holding BAL?
http://hotcopper.com.au/threads/pro...2697982/page-18?post_id=16998603#.VtK64fl9670
http://hotcopper.com.au/threads/whe...2705086/page-65?post_id=17067849#.VtK5rfl9670
Lastly, when I was just browsing the Chinese version of Bellamy's site.
http://www.bellamysorganic.cn/ --> If you scroll all the way down and click on their TMALL.COM website (http://bellamys.tmall.com/) I found that the site does not exists anymore ? Does anyone know what has happened to their Chinese TMALL site ?
IMO as above, I feel there's more downside than up for the next few weeks.