NSE Market Pulse — Tuesday, 7 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Tuesday, 7 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. For informational purposes only — not investment advice.
🤖 AI Market Analysis
The Indian equity markets closed Tuesday with strong momentum, as the NIFTY 50 and Sensex both posted a robust weekly gain of +2.23% and a one-month return of +4.42% and +5.30% respectively. This performance stands out sharply against a backdrop of global weakness, with the ACWI down -1.80% over the month and the EM ETF falling -5.45%. The resilience in Indian benchmarks suggests sustained domestic institutional and retail flows, even as developed markets like the NASDAQ (-3.97% monthly) and S&P 500 (-1.26% monthly) face headwinds. The VIX has cooled by -6.97% this week, indicating a dip in near-term fear, which adds a constructive undertone for local equities.
Sector rotation this week reveals a powerful surge in Real Estate, with four sub-sectors returning between +9.05% and +12.51% in the past week. This is a clear thematic move, likely driven by expectations of rate stability and strong demand. Financial Services also showed strength with a weekly gain of +8.98%, though its one-month return of +0.98% suggests the rally is only recently accelerating. On the flip side, the Industrials sector lagged with a relatively lower weekly gain of +6.09%, while Utilities - Regulated Water sub-sector exploded higher by +36.24% weekly, pointing to defensive capital rotating into niche, high-momentum plays. The absence of any negative sector weekly returns underscores broad-based buying.
In commodities, the sharp divergence in energy and softs is notable. Brent Crude is down -22.13% over the month, while Crude Oil WTI has fallen -24.29%, which is a significant tailwind for Indian oil marketing and consumer sectors. Conversely, Gold rose +3.32% weekly but is still down -7.15% monthly, offering mixed signals for precious metal-linked stocks. Silver and Platinum remain under monthly pressure. On the currency front, the USD/INR has remained remarkably stable, with a weekly change of just +0.18% and a monthly change of +0.01%. This stability is a positive for import-heavy sectors and supports the case for continued foreign portfolio investment flows into Indian markets.
Looking ahead
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.28% | -1.80% | +11.49% | +9.66% | +20.39% |
| AEX | -0.01% | +3.36% | +7.66% | +10.31% | +16.47% |
| Argentina | +2.58% | +5.37% | +8.12% | +4.85% | +59.41% |
| ASX 200 | +0.09% | +1.67% | +1.17% | +1.17% | +2.80% |
| Brazil | -0.20% | +1.79% | -8.76% | +6.94% | +21.83% |
| CAC 40 | +0.53% | +3.04% | +2.24% | +2.61% | +6.91% |
| Chile | +118.51% | +120.32% | +105.99% | +112.54% | +100.57% |
| CSI 300 | -2.73% | -2.29% | +5.88% | +3.71% | +24.58% |
| DAX | +2.02% | +3.59% | +5.89% | +1.50% | +5.34% |
| Developed | -0.25% | -1.52% | +8.64% | +11.94% | +23.64% |
| Dow Jones | +1.30% | +2.52% | +13.26% | +9.25% | +17.92% |
| EAFE | +0.87% | -0.58% | +5.94% | +7.53% | +16.56% |
| EM ETF | -3.11% | -5.45% | +14.40% | +16.17% | +33.99% |
| EM ETF2 | -0.77% | -2.63% | +8.73% | +6.91% | +17.40% |
| Euro Stoxx 50 | -0.02% | +4.36% | +11.13% | +6.80% | +18.95% |
| FTSE 100 | +1.81% | +3.03% | +3.27% | +5.58% | +20.70% |
| FTSE MIB | +1.74% | +4.73% | +11.66% | +15.42% | +31.74% |
| Hang Seng | +2.04% | -6.96% | -5.21% | -8.99% | -4.00% |
| HSCE | +2.17% | -8.61% | -7.21% | -12.84% | -12.29% |
| IBEX 35 | +1.01% | +7.93% | +8.47% | +11.77% | +39.08% |
| Israel | +1.29% | -4.00% | +3.07% | +11.32% | +57.02% |
| Jakarta | +6.08% | +7.00% | -15.58% | -30.79% | -16.34% |
| KOSPI | -4.09% | -1.34% | +53.83% | +94.96% | +159.42% |
| Malaysia | +1.13% | -0.62% | +0.12% | -0.09% | +10.13% |
| Mexico | -0.36% | +1.56% | -4.98% | +2.63% | +15.08% |
| NASDAQ | -0.22% | -3.97% | +17.13% | +10.88% | +25.06% |
| NIFTY 50 | +2.23% | +4.42% | +7.42% | -5.95% | -4.50% |
| Nikkei 225 | +0.39% | +4.73% | +32.93% | +38.35% | +81.83% |
| Russell 2000 | -0.73% | +1.81% | +17.62% | +19.14% | +32.87% |
| S&P 500 | +0.65% | -1.26% | +13.27% | +9.19% | +19.27% |
| Sensex | +2.23% | +5.30% | +6.63% | -7.69% | -6.66% |
| Shanghai | -2.54% | -0.93% | +1.81% | +1.25% | +18.00% |
| Shenzhen | -6.05% | -0.58% | +12.89% | +12.89% | +51.52% |
| Singapore | +3.32% | +7.63% | +7.44% | +14.74% | +32.50% |
| SMI | +1.11% | +7.74% | +10.55% | +8.34% | +19.67% |
| South Africa | +0.85% | -0.20% | -2.25% | -5.39% | +23.57% |
| Taiwan | -1.40% | +0.91% | +36.86% | +60.64% | +104.96% |
| Thailand | +1.67% | +1.36% | +10.86% | +26.20% | +46.55% |
| Turkey | +2.66% | +4.59% | +12.05% | +28.73% | +41.74% |
| VIX | -6.97% | +6.62% | -36.31% | +10.20% | -7.70% |
| World | +0.17% | -1.55% | +11.44% | +9.85% | +20.26% |
🏭 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 | +1.16% | -22.13% | -32.59% | +21.81% | +8.36% |
| Cocoa | +17.00% | +44.44% | +77.03% | -2.45% | -34.77% |
| Coffee | +10.65% | +30.33% | +8.07% | -9.85% | +10.06% |
| Copper | +2.11% | -4.38% | +11.51% | +10.39% | +24.06% |
| Corn | +14.18% | +8.13% | +1.10% | +4.91% | +6.37% |
| Cotton | +10.65% | +6.38% | +11.16% | +24.46% | +21.34% |
| Crude Oil WTI | -0.44% | -24.29% | -37.34% | +22.89% | +5.92% |
| Gasoline | -8.37% | -7.67% | -15.20% | +65.19% | +32.50% |
| Gold | +3.32% | -7.15% | -10.76% | -3.68% | +24.70% |
| Heating Oil | -0.34% | -9.62% | -23.29% | +56.98% | +37.83% |
| Natural Gas | +3.08% | -1.71% | +16.65% | -9.37% | -3.19% |
| Palladium | +4.92% | -3.70% | -13.97% | -23.86% | +11.75% |
| Platinum | +5.02% | -12.70% | -15.56% | -22.21% | +19.60% |
| Silver | +5.09% | -17.14% | -15.86% | -13.35% | +66.24% |
| Soybeans | +7.60% | +5.62% | +2.25% | +15.88% | +12.95% |
| Sugar | +6.58% | +6.73% | +1.74% | +4.32% | -7.02% |
| Wheat | +8.38% | +6.10% | +3.70% | +21.87% | +12.69% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.82% | -1.49% | -1.43% |
| EUR/USD | +0.08% | -0.79% | -1.96% |
| GBP/USD | +0.93% | +0.31% | -0.13% |
| US Dollar Index | -0.15% | +1.56% | +0.98% |
| USD/BRL | -0.71% | -0.62% | +0.88% |
| USD/CAD | -0.13% | +1.76% | +2.45% |
| USD/CHF | -0.12% | +1.28% | +1.92% |
| USD/CNY | -0.16% | +0.25% | -0.67% |
| USD/IDR | +0.32% | -0.26% | +5.75% |
| USD/INR | +0.18% | +0.01% | +2.91% |
| USD/JPY | -0.01% | +0.98% | +2.05% |
| USD/KRW | -1.78% | -2.58% | +2.48% |
| USD/MXN | +0.13% | +0.18% | +0.28% |
| USD/TRY | +0.42% | +1.62% | +5.29% |
| USD/ZAR | -1.06% | -1.88% | -1.05% |
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.
For informational and educational purposes only. Not investment advice. QUANTSCASE is a stock screener, not a SEBI-registered investment adviser, research analyst, or portfolio manager. Terms
