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: Trump heads to Bejing as global tensions continue to rise

In this week’s edition of The Weekly Wrap, we unpack the latest developments in the Iran conflict and Donald Trump’s high-stakes visit to Beijing as tensions between the US and China remain elevated.  

While in our AI segment, we explore the growing energy bottleneck facing the industry and why electricity supply is emerging as one of the biggest constraints on future AI growth.

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