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Good morning,

Welcome back to Strait Up, our weekly newsletter that makes sense of what’s going on in Southeast Asia.

Tony Fernandes, the leader of the company formerly known as AirAsia, is a founder-CEO type not commonly found in Southeast Asia. A bit brash, a bit eccentric, a bit aggressive in his decision-making. Our first piece looks at how that leadership style is panning out for Capital A.

GoTo features in this newsletter almost weekly these days. That’s because—I’d argue—it’s Southeast Asia’s most interesting tech enterprise. And perhaps also the one most at risk right now, because there’s a potential threat lurking in its balance sheet.

Lastly, we turn our focus to the Philippines, where consolidation is about to rock the insurance sector.

Let’s dive in!

Lead image credit: Wikimedia Commons

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