According to this article (I saw on a2M hotcopper forum), Australian exporters should benefit from a US - China trade tarrif tit-for-tat. In that case, Bellamy's is in a good position to take advantage (pending CFDA approval)
https://theconversation.com/move-ov...enefit-in-the-us-china-trade-tug-of-war-94493
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