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Wednesday, December 13, 1972

maintain a liquidity ratio (cash/deposits) of 25%. As there are very

few forms of liquid assets available internally (there is, for example,

no short term Government debt as a vehicle for liquidity) this means that

the banks have to maintain substantial external reserves.

After the devaluation of sterling in November 1967, the British

Government was faced with a possible break-up of the sterling area and

yet was unable to finance a substantial movement out of sterling into

other foreign currencies such as U.S. dollars, because of Britain's own

depleted reserves, and the fact that the devaluation took a long time to

bring the balance of payments into surplus. So a line of credit of U.S.

$2000 mm. was negotiated with the Group of Ten (the so called Basle

Agreement) which in turn enabled a free guarantee, to be offered by the

British Government, of the U.S. dollar value of their official sterling

reserves to all members of the sterling area, including Hong Kong. This

guarantee was in respect of all officially held sterling in excess of 10% of

each country's total official external reserves. The guarantee was offered

subject to each country maintaining a minimum proportion of its reserves in

sterling, roughly the proportion in sterling when the offer was made,

For some countries the guarantee was for three years and for others (including

Hong Kong) it was for five years from 25th September 1968,

/The Two

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