Req- Pl.com

Donely Req

to HK Ecorang fite.

3 for Qurull

2

I am sure that

Hee View inn, Haze the penultimate paragraph wo it be shared All causey

E.Whitear, Esq HM Treasury

Treasury Chambers

HKK M3/1

RECEIVED IN REGISTRY NO. 51 11 OCT 1978

DEK OFFICER

INDEX

No

REGISTRY

T

A

Acton Taken

а

11/10

Deer Whekar

Parliament Street London SW1

of

BANK OF ENGLAND Threadneedle Street

London EC2R 8AH

9th October 1978

ANK GD

1677

i takoren o.r. You will be

interested to read this sobering. account of the H.K. economie situatiol.

Hong Kong: Mass Transit Railway Corporation

Corporation. Cantill

13710

Phase 2 of the Mass Transit scheme offers opportunities, substantial business for UK industry. Against this background, you may like to be aware of recent developments in the Hong Kong economy.

The most striking feature of the present situation is the continuing deterioration of the trade position. A provisional estimate of the external current account (on a national accounts basis) showed a swing from a HK$0.7 bn surplus in 1976 to a HK$2.5 bn deficit last year. While similar rough and ready estimates of the current account have shown a deficit for nine years out of the last ten, the 1977 outturn was worse even than the HK$1.9 bn or so registered in each of the two lean years 1974 and 1975. To judge by the (structural) trade gap, which has widened appreciably in the first seven months of 1978, this year's current account deficit seems likely to worsen further:

Calendar Years

(HK$ bns)

January-August

1973 1974 1975

1976 1977

1976 1977 1978

Domestic

Exports 19.5 22.9 22.9

32.6 35.0

20.8 22.5

25.0

Imports

less

Re-exports 22.5 27.0 26.5

34.4 38.9

22.1

25.2

30.4

-3.0 -4.1 -3.6 -1.7 -3.9

-1.3

-2.7 -5.4

The trend in the figures when broken down by commodities gives no comfort. Although export performance is now somewhat more buoyant, following a rather disappointing performance in 1977, textiles which account for almost half the Colony's exports, have stagnated for over 18 months. Depressed markets rather than protectionism have beer the prime cause, with demand so stagnant that quotas remain unsold.

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