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(a) Because of inflationary expectations, you expect natural resource stocks, such as mining companies and oil firms, to perform well over the next three to

(a) Because of inflationary expectations, you expect natural resource stocks, such as mining companies and oil firms, to perform well over the next three to six months. As an active portfolio manager, describe the various methods available to take advantage of this forecast.

[Note: This question is best answered by treating it as a real life situation. E.g. how would you decide when/how to enter and exit the trades or would you use tools such as technical analysis or fundamental analysis to confirm your trading opinionetc.

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