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    Not a bad article - in a sense it's 'business as usual' in that there are always dynamic downside risks and upside opportunities; the trick is to spot them early. Pleased to see mentions of AEO status and the possible lack of "agricultural" export subsidies (on whisky, for example). Slightly surprised not to see mention of: future EU "agricultural" subsidies on what will become their exports to us, the cash-flow impact of 20% VAT on what will become imports from the EU, and the cost of Customs declarations on the same - for that matter, someone will have to pay for UK export and EU import declarations on goods going the other way.

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