SOUTH CHINA MORNING POST

members of the community.

One of the two English morning newspapers.

Read by influential

Circulation: 42,000.

Hongkong banks

let off

SEMP.

12/12/05

the sterling hook

By the Financial Editor

Hongkong has done what

TIK

many people assumed a Colony 10 ye

could not do with its masters hammered out a new agreement with Britain which means that the sterling holdings of the commercial banks here, at one time running around $3,850 million or 40 per cent of our reserves in London, have been freed from the "yoke" of the sterling guarantee agreements.

The announcements,

on Saturday traditional day for international is most monetary statements unlikely to have any further adverse effect on the value of the floating pound.

came

that the

Yesterday bankers Colony- wide were, not unnaturally, jubilant about the arrangements that effectively mean the U.K. authorities have finally accepted a change in what had been a ridiculous situation.

Our total reserves had been guaranteed at U.S.$2.4213 to the pound last September in a six-month extension of the old Basel agreements.

With sterling in its sorry state (currently changing hands around 2.3050) local banks took prompt action in the summer to sell the currency forward. Well, over £100 million was sold in the six

wecks up to the D-day September 24 and virtually all of the £350 million or so they

We predicted it on September 26. Above is the headline the South China Morning Post ran on Page 1 in an on-the-spot

from the report

IMF meeting in Nairobi,

held has been similarly treated since.

Technically, in order to keep the percentage of its reserves up to the 89 per cent required by the agreement, the Hongkong Government would have had to ask the banks to buy back the pounds they had sold on the world's markets and presumably compensate them for mammoth exchange risks.

The British authorities, after tireless negotiations by the Financial Secretary, Mr Philip Haddon-Cave, have finally decided to recognise that this sort of crazy "Mexican standoff" situation meant that Hongkong had already diversified 40 per cent of its official reserves currencies, and that was that.

Our official holdings of

into other

pounds in London are therefore down to about $4,000 million worth now and the Government has agreed to continue to "participate" in the existing guarantees which run out on March 31, 1974. What happens then is anybody's guess.

As we have said, the pound is in such a ghastly state at the around moment, wallowing amid strikes, power crises and balance of payments chasms, that the fresh agreement with Hongkong is just a tiny straw in the winds.

Short-term, nobody wants to touch sterling with a bargepole. But in the longer term, if the U.K. ever does succeed in extricating itself from the appalling mess, it might be argued that the pound has collapsed about as much as it is likely to and more attractive chances of money appreciation are thin on the ground.

The weakness of that argument is that it gives the U.K. very much the benefit of the doubt and, in the absence of some encouraging news in the next three and a half months, we will soon be hearing the word diversification again.

One aspect that the drama has underlined is the canny astuteness of Hongkong's big clearing banks. One wonders what might have happened if central the Colony boasted a bank of its own, which is advocated in some quarters.

GNP per capita at end of 1972.

Country

United States

Sweden

Switzerland

Canada

Australia

Japan Austria

Israel

Nicaragua

In Notional Currency Units

In U.S. $ ol Official Rate

Country

In National Currency Units

In U.S. $ ot Official Rate

5,533

5.533

3,188

455

21,279

5,015

Dominican Republic

445

415

17.821

1.737

Malaysia

1.206

128

4,676

1,700

Turkey

5,964

426

Denmark

32,012

1,586

Iraq

137

416

Kuwait

1,477

1,390

Zambia

279

391

Germany, West

13,182

4,091

Algeria

1.753

386

France

19,577

3,827

Tunisia

181

381

Norway

24,350

3,661

Guatemala

35-1

35-1

2,814

3,588

Rhodesia

229

3-18

Belgium

160,615

3,581

Syria

1,266

331

Netherlands

11,007

3,392

Ecuador

7,955

318

Iceland

300,214

3,016

Colombia

7,091

310

New Zealand

2,445

2,973

Korea, South

120,500

302

Finland

11,413

2,784

El Salvador

753

301

8-48,167

2,755

Liberia

285

285

61,982

2,660

Jordan

100

280

United Kingdom Libya

+

1,095

2,570

Honduras

556

278

744

2,262

Paraguay

31,935

277

9,310

2,221

Morocco

1,175

252

Italy

1.263,991

2,171

Ghana

308

240

Ireland

738

1,924

Egypt

95

218

Argentina

8,846

1,769

Thailand

1,167

200

Chile

86,739

1,470

Philippines

1,238

183

Greece

12,246

1,108

Kenya

1,160

162

Venezuela

6,154

1,399

Bolivia

3,153

158

Spain

85,091

1,320

Sri Lanka

1,036

156

Singapore

3,6-19

1.994

Nigeria

45

136

Cyprus

-127

1,11

Khmer Republic

24.868

132

Hong Kong Portugal

5,152

965

Pakistan

1,446

131

24,256

890

Viet Nam, South

60,821

131

637

- 8} -

Sudan

42

120

81

811

India

837

115

13,483

793

Haiti

5-1-1

109

9,620

770

Afghanistan

4,759

106

2,060

669

Zaïre

52

101

Uruguay

451,342

617

Malawi

79

102

Costa Rica

3.994

603

Nepal

908

90

Saudi Arabia

2,205

533

Ethiopia

188

79

Peru

fran

19.537

505

Burma

372.

70

37,097

190

Indonesia

29,080

70

2,984

480

Laos

39,000

65

18,636

466

South Africa Panama Yugoslavia Mexico Lebanon

Brazil Taiwan

Some of the rich nations might be getting poorer in terms of inflation and industrial output – but there are precious few signs of the poorer countries being able to pull themselves up by their boot-straps.

The table above shows how the countries in the world where statistics are available ranked last year in terms of Gross National Product which means private investment, Government purchases, exports and the money which the man in the strect has available to buy things.

The figures, produced by Dr France Pick in his soon-to-be- published Currency Yearbook, show that 19 of the 85 countries surveyed showed a gross per capita product of less than

US$200 which means $67 of purchasing power before the World War.

Share This Page