Inflection Year For Nuclear Equities?
By NEIG:More than a year after Fukushima, the debate about the future of the global nuclear industry is still ongoing. With a number of key decisions expected in the next several months, 2012 could be an inflection year for global nuclear equities. This will also be a year in which public policy (rather than private side supply and demand fundamentals) will deliver key catalysts affecting the medium and long-term industry outlook. Investors should pay particularly close attention to policymakers in China, France and Japan. The outcome of the public policy debate in these countries will be critical in determining whether the industry remains in a bear territory or returns to a bull market.In Japan, the clash between opponents and proponents of nuclear energy is in full force, with no clear outcome in sight. Prior to Fukushima, Japan was home to 54 nuclear reactors, accounting for 10% of the global nuclearComplete Story »