Behind the Blackmores sell off

China consumer stocks have been hit with regulatory risk...but there may be long term opportunities.

Summary: Proposed new changes to regulations around how foreign products are imported to China through the “grey market”, or e-commerce channels, could slow down the growth of online sales for many Australian companies selling “clean and green” products…but long term opportunities may also emerge.

Key take out: Investors should be aware that volatility in this space is likely to be high for some time as regulation changes play out and companies chase higher earnings to justify share prices.


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