Bain Capital partner and chairman of China, Zhu Jia: Optimistic about investment opportunities in AI hardware and biopharmaceuticals.

On June 24th, at the 2026 Summer Davos scene, Zhu Jia, a partner at Bain Capital and Chairman of the China region, said in an interview with reporters that geopolitical and geo-economic fluctuations do affect capital judgment. For example, restrictions in some countries or regions on AI access and chips will hinder investment. However, this also presents opportunities, such as a decrease in competitors. "Only by considering geopolitical factors comprehensively can we truly understand and seize market opportunities," Zhu Jia said. Speaking about the Chinese capital market, Zhu Jia is optimistic about investment opportunities in the AI hardware and biopharmaceutical sectors. Many companies have already benefited from capital expenditures due to AI; China is also a global center for research and innovation in life sciences and biopharmaceuticals. Additionally, as a major manufacturing country, China has a natural advantage in the "scalable" field.