Mining stocks profiting from supply constraints

Mining stocks are performing particularly strongly among resources, according to Britannic Global Resources manager, Fiona Stokes. Stokes, who co-manages the portfolio with Allison Galbraith, says the fund is overweight in the mining sector, which has been up 11% against the FTSE World Index's rise of 2% over the past three months. Mining stocks have performed well due to the general opinion that the US economy had bottomed out. The mining industry has also been profiting from a supply constraint that has pushed prices up. Stocks such as Alcoa, in the aluminium sector, for example, ha...