Saurabh Mukherjea highlights the rise of Indian women as a major theme in the budget. He mentions Rainbow Medicare that are focused on this theme. He also discusses the government's focus on creating opportunities for the poor rather than giving handouts. Mukherjea suggests looking at Eicher Motors as a play on the rural recovery and the Volvo Eicher side of the business. He further talks about the potential of Royal Enfield and the growing EV market for VECV.