DRAFT TELEGRAM TO HONG KONG

w/203

STERLING ARRANGEMENTS

We have been able to consult Ministers on the basis of the material

that you have kindly provided and can now respond substantively to

the propositions set out in your telegram 1117.

2. Given the run-down in the sterling holdings of the commercial

banks, it is now plainly appropriate that the guarantee should

extend only to the sterling holdings of the Hong Kong Government.

We consider it appropriate to adjust your MSP accordingly, to take

account of the non-inclusion of the commercial banks, and that the

adjusted MSP should be 80%, corresponding to the ratio of official

sterling holdings to total official external reserves on 26 September

(after payment of £19 million compensation to the commercial banks

under the Exchange Fund Guarantee Scheme.

3.

i

Barratt

Paragraph 10 of telegram 1117 refers to the implications for

minimum sterling holdings of a fall in the price of gilts.

would like to discuss this with you on his forthcoming visit.

4. We hope that the modification described in paragraph 2 above

now enables Hong Kong to participate in the arrangement. On

presentational aspects, it is most important that news of it should

not reach other participants in the guarantee arrangement in a way

that causes them to think that Hong Kong has been singled out for

specially favourable treatment. We know that you appreciate this.

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