6

undoubtedly exaggerated and aggravated by speculation.

But in the

latter months of 1980, the increasing supply of land and property

coupled with high interest rates appeared to be having some effect on

demand.

18.

I should add that the two disturbing and inflationary features

of last year

rapid growth of domestic demand in the second half and

very high land and property prices, were both supported by a rapid

expansion of credit.

THE ECONOMY IN 1981

19.

Although we can

In 1981, developments in the economy have been, to some extent,

a continuation of the trends of the second half of 1980. In the first

six months, the growth rate of domestic demand continued to be rapid

and so the relative shift from domestic exports to domestic demand as

the main impetus to economic growth was maintained.

expect the G.D.P. to grow by 10% in real terms such growth is still

being led by domestic demand. But we can take comfort from the fact

that domestic exports are holding up remarkably well despite adverse

conditions abroad, and we expect an increase over 1980 of about 7% in

real terms, helped mainly by fairly buoyant demand from the US.

Although this growth rate is lower than those recorded in the previous

three years (during which Hong Kong experienced the longest sustained

export boom in the 1970s), at 7% it is a very respectable rate in the

circumstances.

It is also reassuring that the growth rate of domestic

demand now shows signs of slowing down.

/20.

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