After the Lunar New Year festivities, investors can now settle back and start catching up with company earnings again. Amid a flurry of financial reports from US companies, certain trends are now emerging. Cloud computing is turning out to be a big winner in a world where more and more are moving online because of the pandemic. Companies that had already latched onto this trend before the pandemic are now seeing their growth accelerate even more quickly. New habits arising from the crisis have also led to tailwinds that should endure even after the pandemic has passed. Some of these include telecommuting, digital payments, on-demand streaming TV, and e-commerce. Although many industries have been badly battered by the coronavirus, as investors, we should watch out for resilient sectors that are thriving despite the challenges. Software-as-a-service (SaaS) companies, for instance, make use of the cloud to deliver their services using a subscription-based model....