G.F. 326

34

The table indicates that the gross financial

transactions (liabilities and claims) of Hong Kong's

financial institutions with China generally followed an upward trend between end March 1979 and end December 1982. By end December 1982, gross financial

transactions reached a level of US$2,720 million.

This was 140% higher than at end March 1979, when it

was only US$1,133 million.

39.

In 1979, 1980 and 1981, financial

In

institutions in Hong Kong consistantly maintained net

claims on banks and non-banks in China, confirming

Hong Kong's role as a source of credit for China. his budget speech to the National People's Congress

in September 1980, Finance Minister Wang Bing Qian

disclosed that the outstanding debt owed to foreign

financial institutions amounted to US$3.4 billion

(total credits of about US$28 billion were known to

have lined up at that time). In this context, the

net claims maintained by Hong Kong's financial

institutions on China were significant. At about

US$1 billion at the end of September 1980, net claims

of Hong Kong financial institutions on China made up

about 30% of the total foreign debt quoted by Wang.

40.

After reaching a peak of nearly US$1.3

billion at end December 1980, net claims of Hong

Kong's financial institutions on banks and non-banks

in China have fallen sharply since the first quarter

of 1981. The first and the most likely explanation

for this sharp fall in net claims on China was

retrenchment consequent on the decision of China's

leaders in late 1978 to devote three years (1979-81) to the re-adjustment and reform of the national

economy. The impact of this was felt only in 1981.

This is because it took time for such a major

CONFIDENTIAL # 3

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