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balances after 24 September.

(62) 4.

Sam D

B. R

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A

The Hong Kong Government are in a difficult position (as

most recently reported in Hong Kong telegram numbers 817, 849,

854 and 857). The Governor is under heavy local pressure to

diversify Hong Kong's sterling reserves (at May 1973 estimated

at £658 million of which £354 m. is held by the Government and

£304 m. by the commercial banks)

5. In telegram number 854 Hong Kong have said they will be

obliged to start selling forward with a view to diversifying.

The eventual target would be to have 50% of the Government's

reserves in sterling. If they were able to achieve this

the Hong Kong authorities say the sum involved would be in the

order of £200 m. The banks would do the same for a "rather

smaller amount".

6. The Governor accordingly asked for himself and Mr Haddon-Cave

to see the Chancellor. The latter is on holiday but an

appointment has been made with the Senior Treasury Minister

available, Mr John Nott, and with Mr Mitchell, the Second

Permanent Secretary, at the Treasury on Thursday afternoon

9 August. Sir E Norris may also attend. The Hong Kong

Financial Secretary, Accountant General and the Exchange

Controller will also have discussions with senior Treasury and

Bank officials on 10 August. FCO officials will be present.

7. As the initiative for the meeting has come from the

Governor, Mr Nott intends to listen to the former's views.

The brief and speaking notes for the Minister prepared by

is

Treasury officials are attached for Mr Royle's background

information. These have been passed to FCO officials on a

/personal

SECRET 2.

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