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1 August 1991

HKCO26/3

Mr N D Moakes Esq

Assistant Political Advisor

PB AUG 1991

Government Secretariat

Hong Kong

Dear Mr Morales,

CHINA RELATIONS COMMITTEE

Mr Jainly 20

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393 891M1

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1. I would like to express my appreciation for the recent China Relations Committee papers which you copied to Economic Advisers. I took over the position earlier held by Mr Hallet this year and provide advice to other departments on economic issues relating to China, Hong Kong and indeed most of the Asia- Pacific rim.

2. I was particularly struck by the reports of visits to three SEZS, Beijing and Tianjin from the Industry Department. I was surprised, given the the very cautious tone of the latest five and ten year plans, at the extent to which open door policies are being promoted and pushed forward in the SEZs. The sale of land- leases to foreign developers was particularly notable. Continuation of these policies look like good news for future prospects in Hong Kong even though there, is a distant prospect of direct competition in transport and other supporting

industrial services.

3. There was a noticeable difference of views between central and

SEZ authorities on one country two systems' with Shenzen apparently keen to expand the present border outwards from Hong Kong. One aspect of this tension was the report that firms in Shekou were part-paying employees in Hong Kong dollars, which I had understood to be illegal or at least discouraged by the Bank of China. Although at first sight this suggests higher foreign. currency holdings in Hong Kong than would otherwise be the case, I wondered if the dollarisation of neighbouring provinces might be of potential concern.

4. It was interesting to see the estimates by Economic Services of the economic impact of flooding in China, though I think

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