Update, August 5: The same day this column was published, Air India named former Ethiopian Airlines chief Tewolde Gebremariam as its new CEO. Just two days earlier, former IAG chief Willie Walsh started as IndiGo’s CEO. India’s two largest airlines have both turned to imported institution-builders. The scarce resource in Global South aviation is not aircraft or terminals. It is the people who know how to build the institution.
IndiGo turned 20 this week, one day after a new chief executive arrived and days after the airline announced the end of its widebody operation. Ethiopian Airlines turned 80 in April and is helping fund what is planned to become Africa’s largest airport.
These are the two most consequential airlines to emerge from the Global South, and they were built in opposite ways. The Gulf giants, backed by sovereign wealth, are a separate story.
IndiGo sits on top of one of the world’s largest pools of new flyers. Ethiopian cam
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