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: Can the AI rally survive another inflation shock?
Friday, 24 July 2026
Artificial intelligence continues to accelerate, but rising oil prices and renewed inflation risks are creating a more challenging backdrop for markets.
This week’s Weekly Wrap examines the escalating conflict in Iran, the South African Reserve Bank’s surprise interest-rate decision, Google’s growing AI investment and why investors continue to question even the strongest AI earnings.
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