Not sure if its already been posted here but I noticed this article today
https://www.theage.com.au/world/asia/xi-says-it-s-ill-advised-to-hurt-others-interests-as-australia-braces-for-6-billion-hit-20201105-p56btq.html
tldr - Australian businesses across the seafood, wine, barley, sugar, copper, coal and timber industries are bracing for a sudden halt to their exports to China on Friday as up to 200 gather in Shanghai for one of the country's largest import conferences.
Wonder if this also affects NZ as well? If so, might explain a little of what happened with SMB.
Hopefully the Nutra side of the business can still get through to China as it doesn't seem to be in any of the categories listed above.
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