alone equivalent, in value terms, to as much as twice the gross domestic product.

3. This reliance on overseas trade cannot be over-emphasised.

On the one hand, it draws attention to the importance to the Hong Kong economy of its export sector (domestic exports and/or ro-imports). On the other, it provides the rationale for the government's policy of non-intervention in the economy with a view to regulating the level of aggregate demand (as distinct from pre-

viding a suitable environment, through the legal framework and

by means of the infrastructure, in which free enterprise can flourish). Thus the government would not, through fiscal, mone-

tary or other means, introduce measures designed to bring about

full employment, since the additional expenditure which would be

pumped into the economy would rapidly leak away through imports,

thereby creating relatively few jobs and bringing the balance of

payments into deficit (unless external finance were obtained, this, in turn, burdening the budget with debt service charges).

At the same time, the government has been anxious to ensure that

purely private sector enterprise remains profitable, and has

eschewed, therefore, financial aid and subsidies for industry.

The Boom Years

(a) Population Growth

4.

Since the war, the Hong Kong economy has been radically

transformed, from an entrepot for the China trade to a modern

manufacturing metropolis. This means that its export sector now

largely handles domestic exports rather than re-exports as in

the past. This was partly brought about by the rapid growth of

the population, swelled in the early 1950's by a massive influx

of refugees. In 1947, the population stood at 1.75 million; by

1957, it had risen to 2.74 million; and by 1967, it had reached

3.83 million. Today it stands at 4.35 million. But the main

impetus to the transformation process came from the United

Nations' embargo on much of the trade with China. Between 1951

and 1954, the value of Hong Kong's exports actually declined, by

as much as 45%.

(b) Specialisation

Largely as a result of the government's free-trade policy 5. and its determination not to become directly involved in the

management of the economy, Hong Kong has, since the war, tended to specialise in the production, for export, of those commodities

CONFIDENTIAL

/in which

NOTHING TO BE WRITTEN IN THIS MARGIN

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