NSE Market Pulse — Friday, 29 May 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Friday, 29 May 2026: sector rotation analysis, top/bottom performing NSE sectors, commodity trends (Gold, Crude, Silver), and currency moves — AI-curated by QUANTSCASE.
Auto-generated — This post was published automatically from QUANTSCASE screener data and updates 3× daily on weekdays.
🤖 AI Market Analysis
Indian equity markets ended the week on a subdued note, with the NIFTY 50 declining -0.45% and the Sensex slipping -0.54% over the past five sessions. This underperformance contrasts sharply with the broader global rally, where the MSCI World index gained +1.97% and the EM ETF surged +4.03%. The one-month view is even more telling, with the NIFTY 50 down -1.87% and Sensex losing -2.75%, placing India among the weakest major markets alongside Indonesia and Turkey. The VIX falling -7.13% weekly suggests global fear is receding, but Indian indices have failed to participate, hinting at domestic headwinds or profit-taking after recent outperformance.
A clear rotation into defensive and cyclical recovery plays is evident. The Real Estate sector led the charge with three sub-indices posting weekly gains between +9.81% and +12.51%, though the three-month picture remains deeply negative (down -11% to -16%), suggesting a sharp tactical bounce. Financial Services also showed strength at +8.98% for the week. On the lagging side, Utilities and Basic Materials posted modest weekly gains of around +5.6% to +5.7%, but they are not the main drivers. The standout sub-sector was Grocery Stores within Consumer Defensive, which exploded +22% to +28% for the week, signaling a flight to stable, consumption-linked names amid global uncertainty.
Commodity and currency moves present a mixed bag for NSE sectors. The massive -11.65% weekly drop in Brent Crude and -9.55% in WTI is a strong positive for India's oil-dependent economy, directly benefiting downstream oil marketing and consumer sectors via lower input costs. Conversely, Natural Gas surged +10.14% weekly and +25.58% monthly, which could pressure fertilizer and power generation margins. On the currency front, the USD/INR weakened -1.23% for the week, meaning the Rupee appreciated against the Dollar. This is a tailwind for import-heavy sectors like electronics and machinery but could cap gains for export-oriented IT and pharma names in the near term.
Looking ahead to next week, the divergence between India's weak one-month performance and the global rally warrants close monitoring. The sharp drop in crude oil is a significant macro tailwind that could revive interest in consumer discretionary and auto stocks. However, with the
Market-cap weighted returns across major NSE/BSE benchmarks. All sectors ranked by 1-week return (market-cap weighted). Green = gains, Red = losses. Best performing industry groups within sectors by 1-week return. Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD. Key currency pairs and how they shifted this week. Drill deeper — run live sector and screener analysis on QUANTSCASE Disclaimer: This post is auto-generated for informational purposes only and does not constitute financial advice. Sector and macro data is market-cap weighted and reflects previous trading day closing prices. Past performance is not indicative of future results. Always conduct your own research.📈 Indian Equity Indexes
Index
1W 1M 3M 6M 1Y
ACWI
+1.94% +6.42% +7.69% +13.67% +28.55%
AEX
-0.77% +3.99% +1.42% +9.88% +12.68%
Argentina
+7.54% +7.84% +10.03% +5.52% +30.60%
ASX 200
-0.33% -1.08% -6.35% +0.65% +1.88%
Brazil
-1.41% -5.97% -9.05% +12.24% +24.49%
CAC 40
+1.47% +2.02% -4.48% +1.71% +6.07%
Chile
+117.76% +119.56% +105.28% +111.81% +99.88%
CSI 300
+0.97% +2.54% +3.30% +7.09% +25.21%
DAX
+1.23% +5.18% -0.37% +8.41% +4.99%
Developed
+1.75% +7.23% +2.41% +18.64% +30.10%
Dow Jones
+1.51% +4.46% +4.22% +8.34% +21.25%
EAFE
+0.81% +5.11% -0.33% +11.93% +18.97%
EM ETF
+4.03% +9.57% +9.76% +27.56% +49.62%
EM ETF2
+2.20% +3.29% +3.25% +11.40% +26.72%
Euro Stoxx 50
+1.98% +3.72% -0.62% +9.68% +12.06%
FTSE 100
+0.13% +1.20% -3.24% +8.82% +19.20%
FTSE MIB
+1.20% +4.83% +5.65% +18.46% +25.32%
Hang Seng
-0.80% -1.94% -5.29% -2.51% +5.69%
HSCE
-0.58% -2.53% -6.46% -7.92% -2.71%
IBEX 35
+2.74% +4.74% -0.10% +12.94% +30.79%
Israel
+2.42% +4.05% +5.42% +28.79% +72.49%
Jakarta
-3.02% -16.96% -25.87% -26.98% -10.31%
KOSPI
+13.54% +26.40% +37.12% +108.30% +212.25%
Malaysia
-1.48% -2.69% -3.70% +4.05% +8.66%
Mexico
-0.11% +1.73% -4.05% +9.18% +16.22%
NASDAQ
+2.65% +9.39% +19.06% +17.22% +41.30%
NIFTY 50
-0.45% -1.87% -7.91% -10.10% -5.10%
Nikkei 225
+4.88% +9.39% +13.84% +28.55% +71.35%
Russell 2000
+2.46% +6.34% +10.67% +18.14% +40.89%
S&P 500
+1.90% +6.33% +10.30% +12.14% +28.85%
Sensex
-0.54% -2.75% -9.71% -12.68% -8.36%
Shanghai
-1.08% -0.43% -1.90% +3.27% +20.34%
Shenzhen
-0.14% +3.86% +7.59% +19.07% +52.90%
Singapore
-0.16% +3.07% +1.48% +12.31% +29.35%
SMI
+0.94% +3.10% -3.03% +8.32% +10.62%
South Africa
+2.92% +4.05% -11.94% +11.40% +37.20%
Taiwan
+5.83% +13.81% +26.32% +62.98% +104.79%
Thailand
+1.93% +5.96% +5.99% +22.52% +29.15%
Turkey
-2.61% -4.69% -1.95% +25.08% +46.03%
VIX
-7.13% -8.17% -27.66% -9.77% -19.13%
World
+1.97% +6.26% +7.05% +13.80% +28.63%
🏭 NSE Sector Performance
Sector
1W 1M 3M 6M 1Y
Real Estate
+12.51% +2.95% -13.10% -15.83% -1.55%
Real Estate
+11.89% +1.17% -16.35% -17.31% -4.98%
Real Estate
+9.81% +6.07% -11.79% -17.36% -3.69%
Financial Services
+8.98% +0.98% -3.75% -0.09% +18.59%
Consumer Cyclical
+8.97% +3.71% -4.66% -4.02% +24.96%
Industrials
+8.91% +3.17% +3.73% +1.20% +30.69%
Utilities
+8.76% +9.36% +11.03% +4.39% +17.99%
Communication Services
+7.96% +5.44% -3.91% -6.17% +11.50%
Technology
+7.89% +2.89% -18.05% -15.00% -2.91%
Financial Services
+7.87% +0.05% -5.66% -1.36% +15.52%
Real Estate
+7.84% -6.26% -22.71% -21.12% -8.56%
Utilities
+7.83% +8.40% +12.48% +4.75% +17.15%
Basic Materials
+7.59% +3.49% +2.36% +6.13% +31.25%
Utilities
+7.20% +15.85% +24.88% +10.99% +18.35%
Industrials
+7.03% +6.75% +5.14% +1.05% +27.04%
Utilities
+6.99% +15.61% +24.43% +10.46% +20.71%
Consumer Cyclical
+6.81% +1.79% -7.80% -6.07% +22.04%
Consumer Defensive
+6.71% +10.71% +3.49% -5.17% -1.40%
Utilities
+6.64% +3.52% +27.97% +28.79% +36.00%
Technology
+6.55% +4.80% -15.33% -13.95% -3.34%
Real Estate
+6.32% -7.61% -24.11% -21.86% -15.10%
Industrials
+6.28% +14.14% +16.58% +6.61% +26.03%
Industrials
+6.09% +1.21% -0.22% -1.64% +25.53%
Financial Services
+6.00% +3.46% -5.01% -1.84% +16.06%
Basic Materials
+5.90% +7.52% +0.84% +6.03% +27.13%
Industrials
+5.86% -5.56% -6.37% -5.50% +22.55%
Industrials
+5.85% +13.66% +15.26% +5.80% +27.63%
Basic Materials
+5.73% +3.55% +0.16% +4.33% +27.65%
Real Estate
+5.65% +13.78% +0.78% -15.00% -6.86%
Utilities
+5.62% +7.91% +6.31% +1.70% +13.65%
🔬 Top 10 Sub-Sectors This Week
Sub-Sector / Industry
Sector
1W 1M 3M
Grocery Stores
Consumer Defensive
+27.79% -6.79% -15.09%
Grocery Stores
Consumer Defensive
+24.96% +4.12% -5.26%
Grocery Stores
Consumer Defensive
+22.41% +12.73% -6.90%
Rental & Leasing Services
Industrials
+20.06% +7.92% -28.67%
Utilities - Regulated Water
Utilities
+19.84% +12.64% -33.56%
Consulting Services
Industrials
+19.51% -1.42% -34.11%
Rental & Leasing Services
Industrials
+18.19% +6.31% -30.47%
Semiconductor Equipment & Materials
Technology
+17.32% +22.79% +15.86%
Computer Hardware
Technology
+17.20% +18.41% +24.05%
Auto & Truck Dealerships
Consumer Cyclical
+16.96% +4.14% -11.38%
🛢️ Commodities
Commodity
1W 1M 3M 6M 1Y
Brent Crude
-11.65% -23.21% +25.04% +45.05% +41.28%
Cocoa
+4.35% +17.87% +40.49% -21.36% -56.85%
Coffee
-2.19% -12.40% -6.04% -35.44% -23.25%
Copper
+2.37% +8.96% +6.68% +28.12% +37.65%
Corn
-2.97% -3.86% +2.22% +5.90% -0.55%
Cotton
-2.27% -0.85% +19.81% +22.07% +17.54%
Crude Oil WTI
-9.55% -18.46% +30.04% +50.39% +43.01%
Gasoline
-12.53% -20.98% +42.27% +59.18% +43.55%
Gold
+1.74% +1.62% -11.69% +11.59% +39.25%
Heating Oil
-8.38% -16.39% +31.43% +49.14% +71.39%
Natural Gas
+10.14% +25.58% +16.26% -24.86% -5.62%
Palladium
-0.14% -5.49% -22.92% -1.48% +43.58%
Platinum
-1.08% +2.58% -18.24% +24.22% +79.96%
Silver
-0.11% +6.65% -17.64% +49.86% +129.34%
Soybeans
-0.59% +0.42% +2.59% +5.56% +13.23%
Sugar
-5.70% -4.29% -1.75% -5.77% -17.35%
Wheat
-5.14% -4.36% +3.89% +16.50% +15.84%
💱 Currency Pairs
Currency Pair
1W 1M 3M
AUD/USD
+0.64% +0.88% +1.24%
EUR/USD
+0.50% -0.04% -0.15%
GBP/USD
+0.32% -0.09% +0.49%
US Dollar Index
-0.37% -0.10% +1.24%
USD/BRL
+0.87% +0.86% -2.12%
USD/CAD
+0.06% +0.82% +0.82%
USD/CHF
-0.66% -1.17% +0.34%
USD/CNY
-0.54% -1.05% -1.69%
USD/IDR
+1.05% +3.14% +6.02%
USD/INR
-1.23% +0.08% +3.74%
USD/JPY
+0.09% -0.64% +1.21%
USD/KRW
-0.04% +1.10% +3.54%
USD/MXN
+0.27% -1.04% +0.23%
USD/TRY
+0.38% +1.59% +4.37%
USD/ZAR
-1.45% -3.61% +0.77%
