NSE Market Pulse — Friday, 10 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Friday, 10 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
The Indian equity markets ended the week on a subdued note, with the Nifty 50 dipping -0.26% and the Sensex slipping -0.25% over the past five days. Despite this weekly pause, both indices have delivered strong monthly gains of +4.27% and +4.85%, respectively, significantly outperforming global peers like the S&P 500 (+1.01% weekly, +2.33% monthly) and the NASDAQ (+1.52% weekly, +2.13% monthly). This resilience suggests domestic sentiment remains robust, even as developed markets in Europe, such as the DAX (-2.90% weekly) and CAC 40 (-2.30% weekly), faced notable headwinds. The broader Emerging Markets ETF gained +1.88% for the week, signaling that India’s relative strength is part of a wider shift towards EM assets.
A clear and dramatic sector rotation is underway in India. The standout theme is Real Estate, which dominates the top five performing sectors with explosive weekly gains ranging from +9.05% to +12.51%, despite mixed three-month trends. This rally is likely fueled by strong demand and favorable policy tailwinds. Financial Services also joined the leaders with a +8.98% weekly surge. On the flip side, the laggards include Industrials and Technology, which, while still positive, posted the smallest gains at +6.09% and +6.13%, respectively. This indicates a clear rotation away from high-beta tech and into cyclical and interest-rate-sensitive plays like real estate and financials.
Commodity and currency movements provide critical context for NSE sectors. The sharp rally in Brent Crude (+5.77% weekly) and Heating Oil (+11.05% weekly) is a positive signal for energy stocks, though the -16.96% monthly decline in crude suggests lingering global demand concerns. Meanwhile, Gold edged lower (-0.11% weekly), and Silver fell -0.94%, which may temper enthusiasm for metal stocks. On the currency front, the Indian Rupee strengthened against the US Dollar, with USD/INR falling -0.22% for the week and -0.34% over the month. A steady rupee is supportive for import-heavy sectors like oil marketing and technology, as it reduces input costs and forex losses.
Looking ahead to next week, the key watchpoints are the sustainability of the real estate and financial services rally, given their outsized weekly moves. The divergence between India’s strong monthly performance and the weakness in European and Chinese indices (CSI 300: -2.97% weekly, KOSPI: -4.66% weekly) will be tested for any spillover effects. Investors should also monitor the VIX, which fell -3.59% weekly and is down -21.64%
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
+0.84% +1.85% +8.54% +9.49% +21.51%
AEX
+0.09% +1.98% +7.11% +9.12% +17.42%
Argentina
+2.09% +2.30% +7.04% +3.10% +61.57%
ASX 200
+0.44% +1.26% -2.21% +0.48% +2.13%
Brazil
+1.11% +2.74% -9.70% +8.78% +26.49%
CAC 40
-2.30% +1.36% +0.93% -0.55% +7.04%
Chile
+119.30% +121.12% +106.73% +113.31% +101.30%
CSI 300
-2.97% -2.53% +5.63% +3.46% +24.28%
DAX
-2.90% +3.40% +5.43% -1.47% +3.20%
Developed
+0.26% +1.65% +5.10% +11.14% +23.88%
Dow Jones
-0.51% +3.45% +9.22% +7.41% +18.38%
EAFE
-0.04% +1.39% +2.33% +6.54% +16.09%
EM ETF
+1.88% +1.69% +11.04% +17.74% +38.61%
EM ETF2
+1.46% +2.48% +6.13% +8.42% +20.74%
Euro Stoxx 50
-2.39% +3.34% +6.16% +6.01% +17.18%
FTSE 100
-1.79% +1.79% -1.06% +3.59% +17.31%
FTSE MIB
-0.50% +4.06% +10.58% +14.92% +29.67%
Hang Seng
+3.53% -1.59% -6.63% -5.68% +0.43%
HSCE
+4.41% -3.43% -7.35% -9.81% -7.36%
IBEX 35
-2.38% +5.96% +7.53% +9.65% +39.68%
Israel
-2.26% -4.81% -3.60% +7.34% +50.11%
Jakarta
+0.83% +0.37% -15.69% -31.26% -14.23%
KOSPI
-4.66% -5.68% +32.71% +69.20% +138.61%
Malaysia
+0.74% +0.75% +0.31% +0.66% +9.11%
Mexico
-0.64% -0.51% -4.26% +1.70% +17.55%
NASDAQ
+1.52% +2.13% +14.91% +11.20% +27.24%
NIFTY 50
-0.26% +4.27% +0.87% -7.42% -5.23%
Nikkei 225
-1.44% +5.55% +26.79% +34.57% +71.14%
Russell 2000
-0.88% +3.58% +12.64% +15.31% +31.84%
S&P 500
+1.01% +2.33% +10.76% +9.21% +20.68%
Sensex
-0.25% +4.85% +0.01% -8.94% -7.32%
Shanghai
-1.17% +0.07% +0.03% +0.78% +15.88%
Shenzhen
-3.53% +0.62% +7.15% +11.15% +45.47%
Singapore
+4.29% +9.65% +9.89% +15.20% +34.19%
SMI
-1.37% +5.15% +8.11% +6.56% +19.01%
South Africa
-1.81% +1.52% -6.95% -5.43% +23.93%
Taiwan
-2.97% +1.45% +30.10% +58.83% +101.64%
Thailand
+2.77% +2.46% +12.06% +27.57% +48.14%
Turkey
-0.67% +4.20% +9.22% +19.11% +43.24%
VIX
-3.59% -21.64% -19.03% +0.78% -1.33%
World
+0.81% +2.03% +8.62% +9.68% +21.43%
🏭 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%
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
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
1W 1M 3M 6M 1Y
Brent Crude
+5.77% -16.96% -20.83% +26.65% +8.19%
Cocoa
+24.17% +60.40% +94.34% +3.89% -32.07%
Coffee
+5.05% +35.68% +12.90% -11.68% +16.00%
Copper
+2.45% -0.61% +8.98% +7.83% +15.07%
Corn
+7.18% +8.58% +2.59% +1.96% +10.42%
Cotton
+10.35% +12.38% +9.31% +23.48% +23.28%
Crude Oil WTI
+4.06% -18.96% -26.96% +27.67% +4.53%
Gasoline
-4.21% -7.50% -6.87% +64.92% +27.73%
Gold
-0.11% -3.56% -14.27% -7.67% +24.05%
Heating Oil
+11.05% -0.23% -10.24% +71.82% +46.68%
Natural Gas
-9.20% -7.58% +8.69% -17.67% -9.71%
Palladium
+1.47% +5.51% -17.55% -27.54% +13.24%
Platinum
+0.69% -4.73% -22.36% -27.77% +18.76%
Silver
-0.94% -7.72% -21.25% -22.12% +65.25%
Soybeans
+4.90% +6.60% +1.89% +12.78% +17.29%
Sugar
+0.07% +5.54% +6.75% -0.80% -10.27%
Wheat
+9.23% +10.21% +12.27% +24.52% +18.84%
💱 Currency Pairs
Currency Pair
1W 1M 3M
AUD/USD
+0.63% -0.50% -1.97%
EUR/USD
+0.12% -0.86% -2.82%
GBP/USD
+0.61% +0.43% -0.71%
US Dollar Index
-0.04% +0.91% +2.03%
USD/BRL
-2.27% -1.70% +2.19%
USD/CAD
-0.34% +1.40% +2.59%
USD/CHF
+0.30% +0.86% +3.02%
USD/CNY
-0.36% -0.12% -0.96%
USD/IDR
+1.55% +1.05% +5.77%
USD/INR
-0.22% -0.34% +0.39%
USD/JPY
+0.03% +0.61% +1.44%
USD/KRW
-2.64% -1.55% +1.66%
USD/MXN
+0.07% +0.38% +1.21%
USD/TRY
+0.55% +1.80% +5.10%
USD/ZAR
+0.23% -1.70% -0.49%
