Along with the share market, tremendous growth is also being seen in commodities, especially in copper and silver. For the first time in the international market, Silver has reached $57 per ounce, while in India its price is trading around ₹1,75,000 per kg. At the same time, Copper has also made a new all-time high of $ 11,200 per tonne i.e. approximately ₹ 1045 per kg. The real reason for this rally is the increasing gap between Industrial Demand and Supply. The use of Silver is increasing rapidly in sectors like EVs, Solar Panels, Electronics and 5G, due to which the Silver Market is in deficit for the fifth consecutive year. Due to low mine production and limited recycling, supply is becoming tighter. Demand for Copper is also increasing rapidly in Green Energy and Infrastructure categories like EVs, Batteries, Charging Stations, Solar and Wind Power. At the same time, production is decreasing in many big copper mines around the world and new mining projects are also progressing slowly. It is estimated that by 2035 the Copper Supply Deficit may reach approximately 30%. For this reason, copper prices have increased by 25% in the last one year. For retail investors, there are two major options for exposure in the copper theme – Hindustan Copper Ltd and Hindalco Industries Ltd. Hindustan Copper’s CMP is 340 and has given 23.47% returns in one year. Hindalco’s CMP is 812 and it has given a spectacular rise of 22.65% in the last one year and 221.61% in the last five years. However, like Gold and Silver, the facility to invest in Copper ETFs is not yet available.

The government is going to present a total of 9 big Economic Bills in the Winter Session which is going to be held before Budget 2026. Among these, two important bills—Health Security to National Security Cess Bill 2025 and The Central Excise (Amendment) Bill—are especially in the news. Due to the expiry of the Compensation Cess, preparations have been made to implement a new cess, the purpose of which is to raise additional resources for the expenditure on health and national security. This new cess will not be decided on the quantity of production, but on the basis of production capacity of the machines and will be applicable on the machines making Gutkha and tobacco products. According to media reports, in addition to 40% GST, 70% cess will be levied on tobacco products, while on cigarettes, a special cess ranging from Rs 2,700 to Rs 11,000 will be imposed on every thousand cigarettes depending on the length. Another big bill is related to the insurance sector—The Insurance Laws Amendment Bill, 2025—which includes a proposal to increase the FDI limit in the insurance sector from 74% to 100%. So far, FDI worth about Rs 82,000 crore has come in the insurance sector, and the government wants this to increase capital, competition and efficiency in the sector. To simplify and unify the rules related to the share market, the government will also introduce Securities Market Code Bill, 2025. This bill aims to bring a unified and simplified law for the securities market so that doing business in the market can become easier. Apart from this, Insolvency and Bankruptcy Code (Amendment) Bill 2025, Manipur GST (Second Amendment) Bill 2025, National Highways (Amendment) Bill 2025 and Corporate Laws (Amendment) Bill 2025 will also be introduced in this session. This Winter Session is considered very important for many economic reforms and new structures.