Speech by Financial Secretary to the

Foreign Correspondents' Club on 16 September 1983

The Hong Kong economy has shown encouraging recent Though there are still problem areas, including

inflation' and

the exchange rate of the

developments.

the property market,

Hong Kong dollar, it is clear that an export-led recovery is

underway.

2.

a

For the purpose of making my budget forecast this

year, I took the view that the economy

the economy of our largest market, the United States, would stage a mild but growing recovery in 1983, with most of the growth occurring in the second half. I assumed that it would grow by 2.5% in real terms for the year

whole, but a

I said that should it pick up at faster

rate, the budget

budget forecast growth rate of the GDP of 4% for Hong Kong could well turn out to be conservative. This seemed a prudent standpoint. Statistics for the first half year now indicate that the recovery in the US economy nas indeed

occurred sooner and been stronger than expected.

as

both consequence,

independent economic

the

As a

US Administration and various

forecasters have repeatedly revised upwards their forecasts of real GNP growth, though a degree of tailing off must be expected. The economic performance and outlook of а number of our other major export markets have

also improved.

3.

Arising from the revival in consumer demand in these

markets, our domestic export growth has gathered momentum

since the beginning of this year. The second quarter was much

better than the first. Growth is continuing. Comparing the

first nalf of this year with the same period last year, domestic exports of goods have grown by 14% in money terms, or

1

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