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.