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CONFIDENTIAL

economic decision-making. There has recently been a move

to recentralisation, following excessive rates of growth

in capital construction which have led to shortages in

production of key commodities and transport bottlenecks.

China's leadership shows a growing awareness of the

economic problems ahead. But the magnitude of these

problems, and in particular the inability to press ahead

with price reform and resolve the question of where economic decisions are taken, mean that progress is slow

and halting.

4.

5. Although the difficulties facing the economic reform

programme parallel those in the political sphere, and are

exploited in the political debate, there is a broad

consensus on the need for economic reform although there

remain important differences on their extent. Economic

problems are not in themselves a major factor threatening

stability generally or the Hong Kong Agreement in

particular.

6.

China's present economic difficulties, particularly the problems with the decision-making process, mean that China remains a market which requires perseverance if the UK exporters are to maintain their gradually improving record. Delays on major projects, and in the

implementation of our soft loan agreement, are unlikely

to be reduced in the short term.

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Kim Sullivan

FCLABW

CONFIDENTIAL

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