NSE Market Pulse — Monday, 13 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Monday, 13 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
Indian equity markets ended the week on a slightly defensive note, with the Nifty 50 slipping -0.90% and the Sensex down -0.85%. This marginal decline comes after a strong one-month performance, where both indices gained over +4.5% and +5.1% respectively. The broader global context was mixed, as the MSCI World index fell -0.80% and the ACWI lost -0.84%, while Developed markets dropped -2.43%. Notably, Emerging Markets underperformed, with the EM ETF down -3.67% for the week, suggesting that Indian markets held up relatively well compared to peers like China’s CSI 300 (-3.03%) and South Korea’s KOSPI (-7.57%). The resilience in domestic indices points to sustained local buying interest despite global headwinds.
A clear sector rotation was visible, with Real Estate dominating the top performers, showing weekly gains ranging from +9.05% to +12.51%. This strength is notable given the sector’s deep three-month corrections, suggesting a sharp rebound driven by renewed demand expectations. Financial Services also made a strong showing, up +8.98% for the week. On the lagging side, Technology and Industrials were among the bottom performers, though they still posted positive weekly returns of +6.13% and +6.09% respectively, indicating broad-based participation. Within sub-sectors, Utilities - Regulated Water surged +36.24%, while Grocery Stores in Consumer Defensive also saw strong double-digit gains, pointing to a defensive tilt within the rally.
Commodity price action presents a mixed signal for NSE sectors. Brent Crude surged +10.63% for the week, which could pressure input costs for downstream oil and transportation sectors but benefit upstream energy names. Gold fell -3.13% and Silver dropped -5.60%, suggesting a risk-on shift away from safe havens. Cotton and Corn posted strong weekly gains of +12.16% and +5.96% respectively, which may support agricultural and textile stocks. In currencies, the USD/INR edged up +0.42% for the week, while the Dollar Index firmed +0.27%. A stable rupee near current levels is favorable for import-dependent sectors like electronics and chemicals, while a slight weakening could support IT and ph
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.84% | +2.89% | +8.00% | +8.95% | +20.63% |
| AEX | +0.24% | +0.36% | +6.40% | +8.81% | +20.28% |
| Argentina | +2.25% | +3.66% | +8.97% | +4.42% | +60.93% |
| ASX 200 | -0.43% | +2.00% | -1.34% | +1.01% | +2.75% |
| Brazil | +2.33% | +3.12% | -10.57% | +8.30% | +28.36% |
| CAC 40 | -1.52% | +0.00% | +0.28% | +0.05% | +8.15% |
| Chile | +118.38% | +120.19% | +105.87% | +112.42% | +100.46% |
| CSI 300 | -3.03% | -0.57% | +2.83% | +0.95% | +19.73% |
| DAX | -2.75% | +1.92% | +4.43% | -1.23% | +3.93% |
| Developed | -2.43% | +1.94% | +3.55% | +9.70% | +22.31% |
| Dow Jones | -0.94% | +5.28% | +9.68% | +6.68% | +17.71% |
| EAFE | -1.66% | +2.10% | +1.49% | +5.89% | +15.47% |
| EM ETF | -3.67% | +0.67% | +7.48% | +14.45% | +34.43% |
| EM ETF2 | -1.52% | +2.49% | +4.24% | +6.95% | +19.12% |
| Euro Stoxx 50 | -2.04% | +1.29% | +5.76% | +4.51% | +16.67% |
| FTSE 100 | -1.45% | +0.25% | -0.81% | +3.52% | +16.66% |
| FTSE MIB | -0.42% | +2.41% | +9.47% | +15.85% | +31.59% |
| Hang Seng | +2.53% | -0.80% | -5.97% | -8.07% | -0.03% |
| HSCE | +3.25% | -3.04% | -6.34% | -12.03% | -7.55% |
| IBEX 35 | -1.73% | +3.09% | +5.78% | +9.36% | +39.30% |
| Israel | -3.39% | -6.71% | -5.91% | +5.54% | +50.30% |
| Jakarta | +2.06% | +2.58% | -13.61% | -29.87% | -11.04% |
| KOSPI | -7.57% | -3.71% | +27.31% | +67.72% | +143.38% |
| Malaysia | +0.89% | +1.13% | +0.42% | +1.56% | +9.65% |
| Mexico | -1.57% | -2.28% | -3.68% | +0.52% | +17.03% |
| NASDAQ | -0.20% | +3.58% | +13.83% | +11.03% | +26.37% |
| NIFTY 50 | -0.90% | +4.53% | +1.83% | -8.04% | -4.88% |
| Nikkei 225 | -1.70% | +6.76% | +21.75% | +32.27% | +70.75% |
| Russell 2000 | -1.52% | +4.53% | +12.67% | +13.82% | +30.95% |
| S&P 500 | +0.16% | +3.89% | +10.75% | +9.08% | +20.21% |
| Sensex | -0.85% | +5.12% | +1.29% | -9.50% | -6.95% |
| Shanghai | -3.15% | -1.84% | -1.32% | -1.29% | +14.30% |
| Shenzhen | -5.80% | -2.22% | +3.76% | +6.75% | +39.93% |
| Singapore | +4.00% | +8.85% | +9.64% | +15.43% | +33.82% |
| SMI | -0.31% | +4.01% | +8.15% | +6.23% | +19.11% |
| South Africa | -2.02% | +0.02% | -8.68% | -7.30% | +22.90% |
| Taiwan | -2.99% | +4.99% | +28.13% | +57.51% | +100.98% |
| Thailand | +0.68% | +2.23% | +11.96% | +27.17% | +46.96% |
| Turkey | -2.30% | +1.10% | +9.06% | +17.15% | +38.60% |
| VIX | +4.37% | -26.87% | -15.01% | +12.15% | -0.91% |
| World | -0.80% | +3.04% | +7.97% | +8.98% | +20.52% |
🏭 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 | +10.63% | -14.46% | -16.34% | +28.47% | +16.03% |
| Cocoa | +5.02% | +56.59% | +81.24% | -3.19% | -32.70% |
| Coffee | -9.63% | +32.41% | +9.60% | -11.67% | +13.45% |
| Copper | +2.47% | +1.30% | +7.84% | +10.16% | +14.10% |
| Corn | +5.96% | +11.46% | +5.90% | +4.71% | +14.67% |
| Cotton | +12.16% | +16.65% | +13.28% | +28.67% | +25.19% |
| Crude Oil WTI | +9.20% | -16.85% | -22.48% | +29.61% | +12.45% |
| Gasoline | -2.97% | -6.30% | -4.06% | +65.55% | +35.39% |
| Gold | -3.13% | -2.03% | -15.47% | -9.54% | +21.33% |
| Heating Oil | +10.98% | +1.32% | -2.69% | +72.70% | +53.57% |
| Natural Gas | -11.34% | -9.67% | +8.65% | -15.56% | -13.78% |
| Palladium | +0.29% | +2.70% | -17.28% | -29.03% | +6.50% |
| Platinum | -0.32% | -3.64% | -20.62% | -27.77% | +16.60% |
| Silver | -5.60% | -9.52% | -23.42% | -21.77% | +57.81% |
| Soybeans | +1.16% | +6.50% | +1.72% | +14.23% | +18.12% |
| Sugar | -3.75% | +5.24% | +6.55% | -2.14% | -9.90% |
| Wheat | +5.32% | +8.64% | +11.78% | +23.21% | +15.99% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.03% | -1.54% | -2.67% |
| EUR/USD | -0.31% | -1.50% | -3.36% |
| GBP/USD | +0.19% | -0.26% | -1.45% |
| US Dollar Index | +0.27% | +1.17% | +2.50% |
| USD/BRL | -1.22% | +0.15% | +2.74% |
| USD/CAD | -0.48% | +1.17% | +2.69% |
| USD/CHF | +1.07% | +2.18% | +4.04% |
| USD/CNY | -0.30% | -0.11% | -0.70% |
| USD/IDR | +0.71% | +1.14% | +5.82% |
| USD/INR | +0.42% | -0.16% | +2.62% |
| USD/JPY | +0.55% | +1.38% | +2.23% |
| USD/KRW | -2.48% | -1.61% | +1.60% |
| USD/MXN | +0.10% | +1.43% | +1.39% |
| USD/TRY | +0.41% | +1.64% | +5.06% |
| USD/ZAR | +1.04% | +0.73% | +0.49% |
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.
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
