NSE Market Pulse — Thursday, 9 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Thursday, 9 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 on a subdued note this week, with the NIFTY 50 slipping 0.88% and the Sensex declining 0.98% over the past five sessions. This underperformance contrasts with a positive monthly trend, where both indices have gained 3.10% and 3.82% respectively, suggesting a short-term profit-booking phase after a strong June. Globally, the picture was mixed; while the S&P 500 rose 0.56%, the DAX fell 1.80% and the KOSPI crashed 12.73%, indicating that emerging market stress is not uniform. The VIX dropping 1.69% weekly and 13.79% monthly signals easing fear, which could support a recovery in Nifty next week.
A dramatic sector rotation is underway, with Real Estate dominating the top performers across multiple sub-indices, posting weekly gains ranging from 9.05% to 12.51%. This surge comes despite steep 3-month declines of up to 16.35%, suggesting a sharp reversal on expectations of policy support or demand recovery. Financial Services also showed strength, up 8.98% for the week. On the flip side, Technology and Industrials were the laggards, with the former gaining only 6.13% weekly but showing strong 1-month momentum of +5.69%. The standout sub-sectors were Regulated Water Utilities (up 36.24% weekly) and Grocery Stores (up 27.79%), pointing to a defensive tilt within the broader rally.
Commodity markets are flashing mixed signals for Indian sectors. Brent Crude surged 7.38% this week, though it remains down 18.46% over the month, which could pressure oil marketing companies and benefit downstream users. Gold edged up 1.68% but is down 4.60% monthly, keeping the precious metals space range-bound. Copper rose 2.34% weekly, offering a mild positive cue for industrials. In currencies, the USD/INR was nearly flat (-0.04% weekly, +0.02% monthly), providing a stable backdrop for FII flows. A weaker US Dollar Index (-0.43%
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.45% | +1.23% | +8.44% | +8.65% | +21.69% |
| AEX | +1.10% | +3.10% | +7.35% | +9.75% | +17.82% |
| Argentina | +2.58% | +2.91% | +7.73% | +4.94% | +56.90% |
| ASX 200 | +0.71% | +2.10% | -2.10% | +1.03% | +2.28% |
| Brazil | -0.13% | +2.34% | -10.22% | +5.43% | +23.71% |
| CAC 40 | -1.77% | +2.00% | +0.79% | -0.45% | +6.62% |
| Chile | +118.92% | +120.73% | +106.37% | +112.94% | +100.95% |
| CSI 300 | -1.03% | -0.58% | +7.74% | +5.53% | +26.77% |
| DAX | -1.80% | +3.83% | +5.53% | -0.56% | +2.71% |
| Developed | +0.44% | +1.16% | +4.20% | +10.18% | +24.16% |
| Dow Jones | +0.34% | +3.34% | +9.55% | +6.11% | +18.63% |
| EAFE | +0.84% | +0.98% | +1.66% | +5.69% | +16.47% |
| EM ETF | +0.38% | +1.49% | +10.41% | +16.50% | +37.96% |
| EM ETF2 | +0.58% | +2.12% | +5.42% | +7.15% | +20.04% |
| Euro Stoxx 50 | -1.17% | +4.60% | +6.31% | +6.12% | +18.86% |
| FTSE 100 | -1.64% | +2.18% | -1.18% | +4.32% | +16.74% |
| FTSE MIB | -0.10% | +4.70% | +10.02% | +14.57% | +28.31% |
| Hang Seng | +4.23% | -2.54% | -4.33% | -7.06% | -1.05% |
| HSCE | +5.05% | -4.12% | -5.43% | -11.05% | -8.73% |
| IBEX 35 | -1.68% | +6.60% | +6.24% | +9.58% | +37.79% |
| Israel | -2.22% | -3.19% | -2.45% | +9.64% | +51.69% |
| Jakarta | +2.92% | +2.89% | -17.70% | -31.86% | -15.16% |
| KOSPI | -12.73% | -10.50% | +32.96% | +71.96% | +135.32% |
| Malaysia | +0.95% | +0.13% | -1.10% | +0.47% | +8.83% |
| Mexico | -0.42% | +3.03% | -4.62% | +2.95% | +16.79% |
| NASDAQ | +0.12% | +0.55% | +15.18% | +10.72% | +27.68% |
| NIFTY 50 | -0.88% | +3.10% | +3.63% | -8.29% | -6.09% |
| Nikkei 225 | -5.19% | +2.14% | +25.10% | +32.24% | +71.59% |
| Russell 2000 | -0.65% | +4.82% | +14.22% | +15.88% | +34.30% |
| S&P 500 | +0.56% | +1.61% | +10.94% | +8.35% | +20.87% |
| Sensex | -0.98% | +3.82% | +2.85% | -9.95% | -8.21% |
| Shanghai | +0.19% | +0.66% | +3.76% | +1.84% | +16.80% |
| Shenzhen | -0.65% | +0.85% | +14.91% | +13.19% | +48.15% |
| Singapore | +4.15% | +9.58% | +8.76% | +14.64% | +33.91% |
| SMI | -0.94% | +5.60% | +8.42% | +6.70% | +18.75% |
| South Africa | -1.26% | -1.09% | -8.91% | -7.16% | +23.78% |
| Taiwan | -2.97% | +1.45% | +30.10% | +58.83% | +101.64% |
| Thailand | +1.93% | +1.62% | +11.14% | +26.53% | +46.93% |
| Turkey | -2.42% | +2.63% | +9.04% | +20.54% | +39.55% |
| VIX | -1.69% | -13.79% | -16.32% | +6.05% | +2.32% |
| World | +0.44% | +1.50% | +8.45% | +8.78% | +21.66% |
🏭 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% |
| Real Estate | +6.85% | +13.60% | +21.34% | +1.01% | -7.94% |
| 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% |
🔬 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% |
| Oil & Gas Equipment & Services | Energy | +19.90% | +41.62% | +44.54% |
| Utilities - Regulated Water | Utilities | +19.84% | +12.64% | -33.56% |
🛢️ Commodities
Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD.
| Commodity | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Brent Crude | +7.38% | -18.46% | -18.89% | +26.61% | +9.55% |
| Cocoa | +26.77% | +65.65% | +98.56% | +6.58% | -27.56% |
| Coffee | +4.55% | +37.88% | +15.30% | -9.31% | +17.97% |
| Copper | +2.34% | -0.99% | +8.81% | +4.27% | +11.02% |
| Corn | +7.72% | +8.30% | +1.40% | +2.14% | +10.34% |
| Cotton | +8.65% | +8.49% | +11.09% | +22.38% | +23.10% |
| Crude Oil WTI | +5.37% | -20.85% | -23.46% | +26.48% | +5.75% |
| Gasoline | -1.40% | -5.43% | -3.39% | +70.76% | +32.91% |
| Gold | +1.68% | -4.60% | -12.91% | -7.71% | +25.08% |
| Heating Oil | +8.07% | -3.40% | -8.69% | +66.95% | +42.45% |
| Natural Gas | -5.71% | -3.53% | +11.45% | -9.37% | -9.10% |
| Palladium | +3.81% | +4.84% | -20.66% | -32.52% | +13.33% |
| Platinum | +3.12% | -6.34% | -20.10% | -32.68% | +19.03% |
| Silver | +1.05% | -11.27% | -19.29% | -24.61% | +66.47% |
| Soybeans | +5.26% | +6.25% | +2.02% | +13.77% | +15.74% |
| Sugar | +1.00% | +7.22% | +6.39% | +2.57% | -6.14% |
| Wheat | +4.56% | +6.13% | +6.68% | +21.25% | +14.00% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.78% | -1.10% | -1.05% |
| EUR/USD | +0.51% | -0.86% | -2.04% |
| GBP/USD | +0.89% | +0.19% | +0.02% |
| US Dollar Index | -0.43% | +0.91% | +1.84% |
| USD/BRL | -1.86% | -1.28% | +2.37% |
| USD/CAD | -0.36% | +1.53% | +2.12% |
| USD/CHF | -0.29% | +0.94% | +1.79% |
| USD/CNY | -0.19% | +0.13% | -0.69% |
| USD/IDR | +0.46% | +0.27% | +5.84% |
| USD/INR | -0.04% | +0.02% | +0.92% |
| USD/JPY | -0.11% | +1.24% | +1.68% |
| USD/KRW | -2.75% | -1.09% | +1.82% |
| USD/MXN | -0.08% | +0.49% | +0.63% |
| USD/TRY | +0.41% | +1.62% | +4.85% |
| USD/ZAR | -0.41% | -0.74% | -1.33% |
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
