Yes it is.
But it has been repeatedly stated by A2M that their corporate Daigou channels in Australia are suffering.
It is estimated there are 100,000 - 200,000 daigous operating in Australia.
In all this Az/China chatter I haven't seen anything about China shutting out the Daigous.
So it seems to me the A2Ms "problem" the same one it has had all year - the throttling of the Corporate daigou channels (and to a much lesser extent the no-so-reliable student / tourists channels)
Given the risk hasn't materially changed I can't see why the SP should be hammered in the way it currently is.
Media Updates, page-6736
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