Commentary

With a close eye on issues around the globe, the Global Alpha investment team share their perspective on matters affecting positioning of the Global Small Cap portfolio.

	2012

	May
	2012.05.10	Australia, a two-speed economy
	2012.05.04	Rise of the industrial robots in China

	April
	2012.04.27	Seven Bank – An ATM bank
	2012.04.20	Labour Reforms in Europe
	2012.04.09	Nearshoring and onshoring, a trend on the rise?

	March
	2012.03.30	China Update
	2012.03.23	Japan — One year later
	2012.03.16	Full-fledged recovery in the US – our update
	2012.03.09	An Eye on India

	February
	2012.02.28	WOOF – An investor's best friend
	2012.02.17	Sitoy – A stok to ride the luxury boom
	2012.02.10	Bullish on natural gas? Are we serious?
	2012.02.02	Underfunded Pension Plans

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