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.
Share
The Weekly Wrap: The market is not what it seems
Friday, 2 October 2026
Major indices remain near record levels, but beneath the surface, a very different market is emerging.
Higher borrowing costs, rising energy prices and weakness across a large portion of the equity market are increasingly at odds with the strength of the headline indices. At the same time, AI-linked companies continue to provide an important source of support.
This week’s Weekly Wrap examines what is really happening beneath the rally, why diesel prices are rising faster than crude oil, what US yields above 5% mean for investors and how advances in AI mathematics could influence the next phase of the technology.
Stay ahead of the markets
Our analysts work around the clock to bring you clear, contextual insights on global financial trends — helping you spot opportunities and make confident investment decisions.
Get expert perspectives on the markets, the economy, investing, trading, and wealth planning with our free email newsletters—customised to your interests.
Subscribe today and receive our complimentary market and trading insights straight to your inbox.