NSE Market Pulse — Wednesday, 1 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Wednesday, 1 July 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 closed on a positive note this Wednesday, with the Nifty 50 gaining +0.76% over the week and +2.67% over the month, while the Sensex posted a weekly rise of +0.95% and a monthly gain of +3.58%. This performance places Indian indices among the stronger emerging markets, contrasting sharply with the Hang Seng (-1.95% weekly, -9.14% monthly) and Jakarta (-3.21% weekly, -7.05% monthly). The VIX’s sharp weekly decline of -12.88% signals easing volatility, supporting a risk-on sentiment for domestic equities.
Sector rotation this week is heavily tilted toward Real Estate, which occupies all top four performing spots with weekly gains ranging from +9.05% to +12.51%, though three-month returns remain negative in most cases, suggesting a short-term rebound. Financial Services also showed strength, with a weekly gain of +8.98%, while Industrials lagged at just +6.09%. Within sub-sectors, Utilities - Regulated Water surged +36.24% weekly, and Grocery Stores saw gains up to +27.79%, indicating defensive and utility plays are finding renewed investor interest amid global uncertainty.
Commodity markets are sending mixed signals for NSE sectors. Brent Crude fell -3.06% weekly and a steep -24.74% monthly, which could pressure oil & gas margins but benefit downstream and consumer sectors through lower input costs. Gold rose +2.83% weekly but remains down -8.31% monthly, while Silver gained +4.52% weekly but is -19.11% monthly, reflecting persistent weakness in precious metals. In currencies, the USD/INR was nearly flat at +0.06% weekly and -0.33% monthly, providing a stable backdrop for import-heavy sectors like electronics and chemicals. The US Dollar Index eased -0.27% weekly, which may offer some relief to emerging market flows.
Looking ahead to next week, investors should watch for continued momentum in Real Estate and Financial Services, as these sectors lead the current rotation. The sharp weekly drop in crude oil and VIX could sustain bullish sentiment, but the Hang Seng’s -1.95% weekly decline and CSI 300’s -1.99% drop warrant caution on China-linked exposure. With global markets mixed and Indian indices holding firm, focus will remain on domestic macros and any policy cues that could sustain the current risk-on trend.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +1.69% | -1.43% | +13.34% | +10.13% | +21.95% |
| AEX | +0.68% | +2.25% | +11.76% | +12.76% | +18.07% |
| Argentina | +1.13% | -3.00% | +12.59% | +0.30% | +52.39% |
| ASX 200 | -0.09% | +0.54% | +3.75% | +0.61% | +2.11% |
| Brazil | +0.37% | -0.62% | -6.23% | +6.66% | +25.04% |
| CAC 40 | -0.74% | +1.39% | +6.47% | +2.13% | +8.14% |
| Chile | +116.26% | +118.05% | +103.87% | +110.35% | +98.51% |
| CSI 300 | -1.99% | +0.91% | +9.29% | +10.26% | +28.33% |
| DAX | +1.08% | -0.46% | +10.26% | +2.11% | +5.12% |
| Developed | +0.63% | -1.59% | +10.37% | +12.76% | +24.06% |
| Dow Jones | +1.34% | +2.86% | +13.38% | +8.42% | +19.16% |
| EAFE | +1.06% | -1.05% | +6.40% | +7.34% | +15.61% |
| EM ETF | -0.10% | -4.13% | +18.30% | +22.91% | +39.27% |
| EM ETF2 | +0.93% | -1.49% | +10.12% | +11.02% | +20.34% |
| Euro Stoxx 50 | +0.96% | +2.72% | +13.95% | +9.23% | +19.64% |
| FTSE 100 | -0.01% | +0.84% | +3.29% | +5.23% | +19.22% |
| FTSE MIB | -0.26% | +1.83% | +16.24% | +14.60% | +30.20% |
| Hang Seng | -1.95% | -9.14% | -9.69% | -10.26% | -1.54% |
| HSCE | -2.59% | -10.30% | -11.94% | -14.51% | -10.14% |
| IBEX 35 | -0.07% | +6.04% | +13.65% | +11.95% | +38.67% |
| Israel | +0.07% | -4.42% | -2.24% | +9.50% | +59.74% |
| Jakarta | -3.21% | -7.05% | -19.86% | -34.22% | -21.15% |
| KOSPI | +3.32% | +0.00% | +55.85% | +110.83% | +185.19% |
| Malaysia | -1.50% | -1.56% | -1.98% | -1.18% | +10.25% |
| Mexico | +0.88% | -2.95% | -2.55% | +2.31% | +16.38% |
| NASDAQ | +2.98% | -3.14% | +21.51% | +11.76% | +28.79% |
| NIFTY 50 | +0.76% | +2.67% | +3.00% | -8.28% | -4.41% |
| Nikkei 225 | +0.39% | +4.67% | +31.27% | +41.52% | +81.81% |
| Russell 2000 | +1.73% | +4.56% | +21.71% | +20.58% | +39.69% |
| S&P 500 | +2.21% | -1.05% | +15.19% | +8.90% | +21.20% |
| Sensex | +0.95% | +3.58% | +2.19% | -10.10% | -6.66% |
| Shanghai | +0.04% | +1.35% | +5.08% | +6.09% | +21.40% |
| Shenzhen | +0.42% | +5.08% | +17.14% | +23.48% | +58.79% |
| Singapore | -1.04% | +1.26% | +5.40% | +11.33% | +29.37% |
| SMI | -0.27% | +5.82% | +12.01% | +6.96% | +18.51% |
| South Africa | +1.44% | -2.64% | +1.87% | -4.45% | +24.07% |
| Taiwan | +2.12% | +3.71% | +44.59% | +70.82% | +110.31% |
| Thailand | +0.90% | +1.10% | +10.83% | +25.98% | +39.13% |
| Turkey | +0.14% | +1.06% | +12.76% | +26.55% | +52.59% |
| VIX | -12.88% | +1.12% | -33.86% | +13.26% | -3.57% |
| World | +1.73% | -1.05% | +13.45% | +10.51% | +22.11% |
🏭 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% |
| Real Estate | +9.05% | +5.80% | +19.51% | -4.88% | -15.35% |
| 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% |
| Industrials | +7.70% | +8.02% | +24.97% | +20.31% | +22.39% |
| 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% |
| Financial Services | +6.77% | +4.11% | +7.32% | -1.54% | +5.61% |
| 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% |
| Real Estate | +6.25% | +4.96% | +15.67% | -4.62% | -16.74% |
| Technology | +6.13% | +5.69% | +8.44% | -12.01% | -9.40% |
| Industrials | +6.09% | +1.21% | -0.22% | -1.64% | +25.53% |
| Real Estate | +6.02% | +6.59% | +14.45% | -3.36% | -16.36% |
| Financial Services | +6.00% | +3.46% | -5.01% | -1.84% | +16.06% |
🔬 Top 10 Sub-Sectors This Week
Best performing industry groups within sectors by 1-week return.
| Sub-Sector / Industry | Sector | 1W | 1M | 3M |
|---|---|---|---|---|
| Utilities - Regulated Water | Utilities | +36.24% | +21.13% | +20.76% |
| Grocery Stores | Consumer Defensive | +27.79% | -6.79% | -15.09% |
| Grocery Stores | Consumer Defensive | +24.96% | +4.12% | -5.26% |
| Utilities - Regulated Water | Utilities | +23.00% | +36.69% | +35.18% |
| Grocery Stores | Consumer Defensive | +22.41% | +12.73% | -6.90% |
| Computer Hardware | Technology | +20.58% | +17.60% | +40.85% |
| Rental & Leasing Services | Industrials | +20.06% | +7.92% | -28.67% |
| Electronics & Computer Distribution | Technology | +20.01% | +19.82% | +67.65% |
| Utilities - Regulated Water | Utilities | +19.84% | +12.64% | -33.56% |
| Consulting Services | Industrials | +19.51% | -1.42% | -34.11% |
🛢️ Commodities
Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD.
| Commodity | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Brent Crude | -3.06% | -24.74% | -39.60% | +15.40% | +6.51% |
| Cocoa | +4.30% | +31.27% | +54.94% | -18.09% | -43.19% |
| Coffee | +1.01% | +13.01% | -1.29% | -16.37% | -1.46% |
| Copper | +4.15% | -5.13% | +10.77% | +12.73% | +22.61% |
| Corn | +7.99% | -1.01% | -3.99% | -0.62% | +4.52% |
| Cotton | +8.10% | +1.68% | +11.33% | +21.10% | +17.58% |
| Crude Oil WTI | -2.80% | -25.81% | -32.56% | +17.72% | +4.46% |
| Gasoline | +1.69% | -5.00% | -11.53% | +70.85% | +39.52% |
| Gold | +2.83% | -8.31% | -11.72% | -5.13% | +22.97% |
| Heating Oil | +1.14% | -11.73% | -22.84% | +50.99% | +38.05% |
| Natural Gas | -0.12% | +1.20% | +11.55% | -31.36% | -5.80% |
| Palladium | +5.27% | -10.14% | -16.90% | -25.83% | +10.92% |
| Platinum | +1.34% | -16.68% | -17.86% | -23.90% | +19.01% |
| Silver | +4.52% | -19.11% | -18.76% | -13.14% | +68.16% |
| Soybeans | +3.40% | -2.90% | -2.09% | +9.24% | +11.94% |
| Sugar | +11.70% | +3.74% | -3.41% | -1.77% | -4.52% |
| Wheat | +2.39% | -1.48% | -2.68% | +16.91% | +13.43% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -0.17% | -3.63% | -0.11% |
| EUR/USD | +0.16% | -2.05% | -1.25% |
| GBP/USD | +0.61% | -1.33% | +0.39% |
| US Dollar Index | -0.27% | +2.15% | +1.37% |
| USD/BRL | +0.13% | +3.30% | +0.94% |
| USD/CAD | -0.07% | +2.61% | +2.03% |
| USD/CHF | -0.20% | +2.80% | +1.19% |
| USD/CNY | -0.17% | +0.20% | -1.55% |
| USD/IDR | +0.23% | +0.52% | +5.88% |
| USD/INR | +0.06% | -0.33% | +2.44% |
| USD/JPY | +0.49% | +1.73% | +1.82% |
| USD/KRW | +0.96% | +2.56% | +2.70% |
| USD/MXN | -0.17% | +0.98% | -1.82% |
| USD/TRY | +0.41% | +1.61% | +4.73% |
| USD/ZAR | -0.95% | +0.53% | -3.28% |
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.
