Calling aspiring economics journalists: Applications are open for the Sir Samuel Brittan Fellowship, deadline 11 May on.ft.com/3p5z6Mq

That concludes this thread of all the stocks pitched at Sohn Hong Kong today. Basically all long ideas. Some classic blood-on-the-streets value trades. Growth & activist pitches were harder to evaluate without research but a couple sounded promising.

Applications open for the FT's trainee scheme. Please tell budding reporters. Some tragic cases join the FT this way and never leave. ft.com/content/314ff7…

I'm delighted to have started a new role this year as Jakarta Correspondent at Financial Times, which has opened a new Indonesia bureau. I'll also be covering Vietnam and the Philippines. Pls send tips, hellos and Jakarta recommendations!

India newsletter klaxon 🇮🇳 📥🙏 Behold the first edition of the Financial Times's India Business Briefing, edited by Veena and publishing biweekly. In this issue: India’s IPO fever, a new face at the RBI, and the trouble with Indian CFAs (and CFA exams)ft.com/content/3613cd…