Viv Govender
Portfolio Manager, Rand Swiss
Viv is a senior analyst and investment specialist, focusing on international and local markets. He frequently appears in the media, contributing to channels such as: SABC, CNBC, SAFM, 702 and ETV. He is also a regular guest lecturer at a number of prominent business schools and advanced education programmes, and previously lectured at tertiary institutions such as UKZN and DUT.
You can follow Viv on YouTube at @RandSwiss for regular market updates and AI insights.
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The Weekly Wrap: Has the market become too optimistic?
Friday, 03 July 2026
This week’s Weekly Wrap unpacks the market’s growing confidence around Iran negotiations, lower interest rates and AI stocks. The episode also explores the battle for AI talent and why recent weakness in technology shares may not signal the end of the AI investment story.
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