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spoken to UK officials and has confirmed that cuts

will be necessary from Hong Kong as from the oth

'dominant suppliers, South Korea and Taiwan in

;

order to ensure that no cuts need to be applied to the

poorest developing producers (especially India and

Pakistan) and some room be left for newcomers and small

suppliers without risking overstepping the global ceilings.

Nevertheless, the Governor of Hong Kong has expressed

sety

3.

amxie

serious conción about the Commission proposals, asking us to

help Hong Kong secure better terms and implying that there

could be repercussions for the China Light and Power deal.

in which I know that you are particularly interested.

The Governor also fears that tough terms from the

Community will cause the Americans and possibly others

like Norway, Sweden and Canada to claim similar treatment.

All this, the Governor has warned, could add up to an

abrupt shock to employment in Hong Kong, the economy

there, confidence and attitudes to the UK who he thinks

would be held responsible for the ERC'o action.

4.

I believe the Governor may have overrated the likely

effect on Hong Kong of cuts of the order muggcated by the

Commission. Those should not, as he fears, really bringt

into question the implementation of Hong Kong's social

reforms, to which I attach a great deal of importance. Also his worries about the US could weil be exaggerated

because the US would doubtless recognise that any downward

revision of their agreement with Hong Kong could lead to a

further downward revision of the EEC's agreement and thus

to a serious spiral of further protectionism which the US,

with the MTNs in mind, will be concerned to avoid.

Nevertheless, we have a duty to protect the interests of

Hong Kong, in view of its dependent status, and, where these

!

Son Blier

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