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 cost of uncertainty
Friday, 10 July 2026
This week’s Weekly Wrap examines renewed tensions in the Strait of Hormuz, the latest signals from the US Federal Reserve and why uncertainty continues to shape both oil markets and interest-rate expectations. The episode also explores Samsung’s record AI profits and why lower AI costs could unlock even greater long-term demand.
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