NSE Market Pulse — Sunday, 31 May 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Sunday, 31 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 falling 0.54% over the past five sessions. This underperformance stands in stark contrast to the broader global rally, as the MSCI World Index gained 1.87% and the Emerging Market ETF surged 3.89% for the week. Over the past month, Indian indices have been among the weakest globally, with the NIFTY down 1.87% and the Sensex losing 2.75%, while major peers like the KOSPI (+28.13% monthly) and NASDAQ (+9.32%) posted strong gains. The VIX falling 8.26% for the week suggests easing global fear, but India's persistent weakness points to domestic headwinds.
A clear sector rotation is underway, with Real Estate emerging as the week's standout leader, posting gains of 12.51%, 11.89%, and 9.81% across different sub-groups. Financial Services also saw strong buying interest, rising 8.98% for the week. In the sub-sector space, Grocery Stores within Consumer Defensive delivered extraordinary weekly returns of up to 27.79%, while Rental & Leasing Services gained 20.06%. On the lagging side, Utilities and Basic Materials showed relative weakness despite modest weekly gains, indicating that capital is rotating away from defensives and into cyclical and interest-rate-sensitive names.
Commodity markets present a mixed backdrop for NSE sectors. The sharp collapse in Brent Crude (-11.17% weekly, -22.80% monthly) and WTI Crude (-9.33% weekly) is a significant positive for oil-importing India, potentially easing input costs for sectors like paints, chemicals, and aviation. Conversely, Natural Gas surged 9.01% for the week and 24.29% over the month, which could pressure fertilizer and power generation margins. In currencies, the USD/INR weakened by 1.23% this week, a notable move that could benefit IT and pharma exporters while increasing import costs for crude and edible oils. The US Dollar Index was flat (-0.28% weekly), while the USD/CNY fell 0.54%, suggesting some
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +1.83% | +6.30% | +7.57% | +13.55% | +28.41% |
| AEX | -0.97% | +3.79% | +1.23% | +9.67% | +12.46% |
| Argentina | +10.04% | +10.34% | +12.59% | +7.97% | +33.63% |
| ASX 200 | +0.86% | +0.76% | -5.08% | +1.45% | +3.77% |
| Brazil | -1.37% | -5.93% | -9.01% | +12.29% | +24.54% |
| CAC 40 | +0.83% | +1.38% | -5.08% | +1.07% | +5.40% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | +0.97% | +2.54% | +3.30% | +7.09% | +25.21% |
| DAX | +0.87% | +4.80% | -0.73% | +8.03% | +4.61% |
| Developed | +1.53% | +6.99% | +2.18% | +18.37% | +29.81% |
| Dow Jones | +1.49% | +4.44% | +4.19% | +8.32% | +21.22% |
| EAFE | +0.59% | +4.87% | -0.55% | +11.68% | +18.70% |
| EM ETF | +3.89% | +9.43% | +9.62% | +27.39% | +49.42% |
| EM ETF2 | +2.01% | +3.10% | +3.06% | +11.20% | +26.49% |
| Euro Stoxx 50 | +1.51% | +3.25% | -1.08% | +9.18% | +11.54% |
| FTSE 100 | -0.33% | +0.74% | -3.67% | +8.32% | +18.66% |
| FTSE MIB | +1.06% | +4.69% | +5.51% | +18.30% | +25.15% |
| 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 | +2.10% | +4.08% | -0.72% | +12.24% | +29.97% |
| Israel | +2.42% | +4.05% | +5.42% | +28.79% | +72.49% |
| Jakarta | -3.02% | -16.96% | -25.87% | -26.98% | -10.31% |
| KOSPI | +8.45% | +28.13% | +39.32% | +111.65% | +222.67% |
| Malaysia | -1.48% | -2.69% | -3.70% | +4.05% | +8.66% |
| Mexico | +0.37% | +2.22% | -3.59% | +9.70% | +16.77% |
| NASDAQ | +2.58% | +9.32% | +18.99% | +17.14% | +41.21% |
| NIFTY 50 | -0.45% | -1.87% | -7.91% | -10.10% | -5.10% |
| Nikkei 225 | +4.72% | +11.07% | +15.72% | +36.19% | +75.69% |
| Russell 2000 | +2.67% | +6.57% | +10.90% | +18.38% | +41.18% |
| S&P 500 | +1.80% | +6.22% | +10.19% | +12.03% | +28.73% |
| 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 | +0.72% | +2.87% | -3.25% | +8.08% | +10.37% |
| South Africa | +2.90% | +4.03% | -11.95% | +11.38% | +37.17% |
| 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 | -8.26% | -9.30% | -28.54% | -10.88% | -20.13% |
| World | +1.87% | +6.16% | +6.95% | +13.69% | +28.51% |
🏭 NSE Sector Performance
All sectors ranked by 1-week return (market-cap weighted). Green = gains, Red = losses.
| 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
Best performing industry groups within sectors by 1-week return.
| 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% |
| Computer Hardware | Technology | +18.39% | +16.22% | +27.77% |
| 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% |
🛢️ Commodities
Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD.
| Commodity | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Brent Crude | -11.17% | -22.80% | +25.72% | +45.84% | +42.04% |
| Cocoa | +4.14% | +17.63% | +40.21% | -21.52% | -56.94% |
| Coffee | -2.85% | -12.99% | -6.68% | -35.88% | -23.77% |
| Copper | +2.11% | +8.68% | +6.40% | +27.79% | +37.29% |
| Corn | -3.35% | -4.23% | +1.82% | +5.49% | -0.94% |
| Cotton | -2.35% | -0.92% | +19.71% | +21.98% | +17.44% |
| Crude Oil WTI | -9.33% | -18.26% | +30.35% | +50.75% | +43.35% |
| Gasoline | -10.21% | -18.89% | +46.03% | +63.39% | +47.34% |
| Gold | +1.17% | +1.05% | -12.19% | +10.96% | +38.46% |
| Heating Oil | -8.95% | -16.91% | +30.62% | +48.21% | +70.33% |
| Natural Gas | +9.01% | +24.29% | +15.08% | -25.63% | -6.59% |
| Palladium | -0.11% | -5.47% | -22.89% | -1.45% | +43.62% |
| Platinum | -1.31% | +2.34% | -18.44% | +23.93% | +79.54% |
| Silver | -0.71% | +6.02% | -18.13% | +48.97% | +127.97% |
| Soybeans | -0.63% | +0.38% | +2.55% | +5.51% | +13.19% |
| Sugar | -5.57% | -4.16% | -1.61% | -5.63% | -17.24% |
| Wheat | -5.71% | -4.94% | +3.26% | +15.79% | +15.13% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.40% | -0.21% | +2.06% |
| EUR/USD | +0.33% | -0.22% | -0.33% |
| GBP/USD | -0.22% | -1.11% | +0.73% |
| US Dollar Index | -0.28% | -0.01% | +1.33% |
| USD/BRL | +0.34% | +1.47% | -4.45% |
| USD/CAD | -0.05% | +1.59% | +0.88% |
| USD/CHF | -0.33% | -0.22% | -0.28% |
| 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 | +0.19% | +1.45% | +0.94% |
| USD/KRW | +0.18% | +1.33% | +3.78% |
| USD/MXN | +0.15% | -1.00% | -2.18% |
| USD/TRY | +0.26% | +1.56% | +4.32% |
| USD/ZAR | -0.69% | -2.59% | -1.49% |
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.
