People visit Estee Lauder booth on day two of the 2nd China International Import Expo (CIIE) at the National Exhibition and Convention Center on November 6, 2019 in Shanghai, China. The 2nd China International Import Expo (CIIE) is held in Shanghai on November 5-10. (Photo by Xu Congjun/VCG via Getty Images)

Xu Congjun | VCG | Visual China Group | Getty Images

There’s a tactical trade to be made in stocks that’ve been hit by fears and concerns around the Covid-19 Delta variant, according to Goldman Sachs.

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