CONFIDENTIAL

COMPETITIVENESS OF THE HONG KONG MANUFACTURING OUTPUT IN THE

LONGER TERM ·

933 - 1

10. THE HONG KONG STOCK MARKETS TOO HAVE PERFORMED WELL. THE

HANG SENG INDEX ROSE 26 PER CENT IN JANUARY CLOSING LESS THAN

A POINT BELOW THE 1983 PEAK. OPTIMISM WAS WIDELY SPREAD AND

WAS HELPED BY THREE SEPARATE CUTS IN INTEREST RATES. OVERSEAS

INTEREST INCREASED AND CHINA'S ACTIVE THOUGH MODEST PARTICI-

PATION IN THE PROPERTY MARKET AND THE INDUSTRIAL SECTOR WAS WIDELY

INTERPRETED RIGHTLY OR WRONGLY AS SIGNALLING A COMMITMENT TO

MAINTAIN THE PRESENT POLITICAL AND ECONOMIC STRUCTURE.

11. THE PROPERTY MARKET REMAINS GENERALLY DULL THOUGH THERE

HAS BEEN SOME INCREASE IN DEMAND FOR COMMERCIAL AND INDUSTRIAL

PROPERTY. A PRIME DEVELOPMENT SITE (ADMIRALTY 2) WAS SOLD AT

AUCTION ON 15 FEBRUARY FOR HK DOLLARS 380 MILLION. WHILST THIS

WAS SUBSTANTIALLY LESS THAN IT WOULD HAVE FETCHED TWO YEARS

AGO IT NONETHELESS GAVE THE LIE TO THOSE PESSIMISTS WHO

THOUGHT THAT THE BOTTOM HAD FALLEN OUT OF THE PROPERTY MARKET

ALTOGETHER PARTICULARLY AS THE PURCHASERS WILL NEED TO SPEND

CONSIDERABLY MORE THAN DOLLARS ONE BILLION ON THE SUPERSTRUCTURE.

AT THE SAME TIME THE SALE PRICE AND THE NUMBER OF BIDDERS WAS

CONSIDERABLY BELOW SOME OF THE ESTIMATES CANVASSED IN THE PRESS

UP TO THE DAY OF THE AUCTION

HOWE

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CONFIDENTIAL

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