AusBiz - John Whelan provides an outlook on the EU industrial sector

PM Capital's Co-Portfolio Manager John Whelan speaks with Ausbiz about the EU industrial sector. In this video, John and Ausbiz discuss;

-    the outlook on the EU industrial sector 
-    how the Ukraine conflict is impacting the EU
-    stocks to watch: PM Capital’s investments in Siemens (SIE) and AirBus (AIR)