To All Daigous Given the Chinese Government has already said...

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.