I'm not banking on any benefit from the various tariff disputes that are happening currently.
@CarlosG has made a good post on this on the other thread, more focused on the US market though.
In regards to China, personally I cannot see them imposing retaliatory tariffs on infant formula in general for any country, EU or US.
Local demand for dairy in China is too strong and they rely a great deal on imports to meet the demand. I think the strengthening of demand across a number of dairy categories (in particular milk powders for A2M) is probably contributing to the positive momentum we are seeing for A2.
But in regards to tariffs I doubt China want to take any action that will result in higher costs for parents (i.e. making their formula more expensive).
It is not to say there might not be a consumer backlash against American brands that benefits A2M, but I believe most like Abbott and Mead Johnson have scaled down or withdrawn from China market already.
Having said all of the above, I'd much rather be an NZ dairy / IF company right now than one based in the EU or USA, even if it is just because of a higher likelihood of business as usual.
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