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MARK TO MARKET

Is overcoming Covid-19 a war that can be won?

While waiting for victory, investors can hunt for companies that benefit from a long drawn out fight

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When Covid-19 first began rattling the markets, many people believed it would quickly pass and that a V-shaped recovery would ensue.

SOME of the biggest news stories this past week were reminiscent of anecdotes I heard as a child from elderly relatives and family friends about the war years.

There were concerns about food supplies, forcing supermarkets to effectively ration the sale of some staple items. People worried...