I think you mean movement from unorganised to organised in point 1. Nice line of thinking though. That theme has been playing out in different sectors and has led to a lot of winners in the past. It will continue to provide winners in future too.
Financialisation of savings is a very ineresting theme. In the listed space there are a handful of companies worth looking at and they have in the recent past been growing at a fairly decent rate and are likely to continue to grow. Many of them have run up quite a lot but there could be more. These could provide good returns.
Govt spending on infrastructure is likely to be a big theme and will keep accelerating. Sectors like roads, bridges, ports, railways, waterways, smart cities, electrification etc will be the places of interest. Finding good quality companies which can or have grown well would be interesting.
Currently I see the financialisation of savings them to be interesting mainly because it is easy to find good companies in the sector. In govt infra benefeciaries its difficult to find out good quality infra cos which could be winners.