CONFIDENTIAL

Companies like Jardines which were not domiciled in Hong

Kong had suffered because they had been prevented by the listing requirements of the Hong Kong Stock Exchange from

buying back their own shares. Mr Keswick said that he

intended to complain to the Hong Kong Government on both

these counts.

3. Mr Keswick's claim that the fall in Hong Kong share

prices was partly due to the Hong Kong Government's failure

to take earlier action to freeze Kuwaiti assets has also

been reflected in local press comment (eg the Ta Kung Pao of

7 August). We are asking Hong Kong for their assessment of

whether any substantial Kuwaiti holdings were in fact

disposed of before the freeze took effect.

4. It is true that on Monday Hong Kong share prices fell

more sharply than those in other major international

centres. This was partly because of the sharp rise in Hong

Kong share prices over the last two months (which was in any

event due for a correction) and partly because of the market's perception that Hong Kong is particularly

vulnerable to a recession in its main export markets caused

by higher oil prices, given the territory's extreme

dependence on foreign trade.

5.

I attach a chronology showing the exact sequence of events leading up to freezing of Kuwaiti and Iraqi assets in

Hong Kong late on 6 August.

Rosalind Manda

R M Marsden

BAYABI/2

CONFIDENTIAL

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