The position may not be as serious as the Governor claims.

First

Hong Kong exports in 1977 are already significantly down on 1976 levels (about

5% down for the UK). And the Foreign Secretary in his recent minute to

the Prime Minister expressed the view that the Governor had overrated the

likely effect of the cuts on the Hong Kong economy. Secondly, although the

Commissions proposals go much further than the 'reasonable departures' from

the provisions of the MFA which Hong Kong was ready to accept in Geneva in

July it is noteworthy that the Governor does not say that Hong Kong will

not renew the MFA on these terms. Finally, it could be argued that the

BEC's global approach will help established suppliers, and Hong Kong in

particular by freezing trade in its existing pattern. The evidence suggests

that Hong Kong is becoming less competitive in world markets and the effect

of the FEC's global ceilings could be to shield Hong Kong from increasing

competition from small suppliers and newcomers.

5 Nevertheless it would be difficult to argue to the Governor that the

Commission's proposals are not tough. At best Hong Kong will be tied to

present depressed levels of trade for these eight products during the lifetime

of the next MFA. The main defence must therefore be that they are essential

for the UK and EEC industry.

{

The Commission's proposals are a major departure.

Although the BC mandate

for the re-negotiation does not rule out reductions in existing trade for

dominant suppliers there was general agreement in Brussels before the summer

that they were undesirable. The UK has consistently opposed cut-backs

in Community discussions chiefly because of doubts about their negotiability

but also because we wished to avoid discrimination against Hong Kong.

cannot now hold out against cuts for Hong Kong:

But we

4

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