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: The election aftershock
Friday, 6 November 2026
The election may be over, but the market consequences are only beginning.
In the US, the midterm result has changed the political backdrop for the next two years and intensified scrutiny of the AI infrastructure boom. Data-centre restrictions emerged as a significant election issue, prompting investors to reassess the regulatory risks facing one of the market’s biggest investment themes.
In South Africa, early results point towards a more fragmented municipal landscape, with weaker ANC support and coalition negotiations likely to determine control of many major councils.
This week’s Weekly Wrap explores how political change is moving from the ballot box into markets, and what it could mean for AI investment, South African politics and geopolitical risk.
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