FEAR & GREED | Business News ASX worst performers in 2025; 500,000 Aussies on weight loss drugs; Qantas’ new class
Nov 9, 2025
This week, discover which big-name companies have surprisingly landed on the list of Australia’s worst ASX performers. Dive into the impact of US exposure on these stocks and explore the political tensions within the Liberal Party over net zero policies. A surge in weight loss drug usage among Australians raises concerns, while Qantas introduces a new class of travel, promising enhanced comfort. Plus, hear about burgeoning spring property market trends and a reflection on the legacy of radio legend John Laws.
AI Snips
Chapters
Transcript
Episode notes
Big Names Were Market Losers In 2025
- Well-known ASX names, including blue chips, were among the worst performers in 2025, falling 35–50% in many cases.
- Many of these declines reflect investor aversion to well-known, cash-flow positive businesses rather than tiny miners.
US Exposure Linked To Poor Returns
- A common thread is that many struggling firms have significant US exposure, where policy and economic uncertainty hurt performance.
- Other causes include governance concerns and valuation pressures for growth names like Guzman, Gomez and Domino's.
Prepare For A Stock-Picker’s Market
- Expect a stock-picker's market where passive exposure may underperform and active selection matters for returns.
- Investors should reassess portfolio positions rather than assume broad blue-chip safety.