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.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles