(c)

(a)

(e)

CONFIDENTIAL

the possibility of increased competition in

overseas markets, although this would be likely to happen with or without Hong Kong

investments in China;

an increased possibility of major countries attempting to redistribute shares of

restricted import markets so as to accommodate

China;

there may be some drain on capital resources but this is not likely to be significant given the present flow of capital funds in

and out of Hong Kong and on the assumption that Hong Kong investors generally regard Hong Kong as the first choice as an investment

target.

Joint Development

11.

6.

The notion that "China has cheap land and cheap

labour, Hong Kong has capital and manufacturing and marketing expertise; therefore there is a basis for co- operation in development" is on the face of it an enticing one. Theoretically, if it were politically possible, the

best economic result from Hong Kong's point of view would

be to lease another 500 square miles from China for 99

years. This is clearly quite unrealistic politically. The kind of development currently taking place in Shum Chun/Kwangchow is about all that can be expected. development is essentially a matter for the private

sector in Hong Kong and if complementary industries which

require more land or more labour than is feasible in Hong

Kong can be developed across the border it would be to the good. An example would be high quality foundry facilities.

Such

CONFIDENTIAL

/contd...

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