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.
🤖 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.
