NSE Market Pulse — Tuesday, 14 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Tuesday, 14 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 cautious note, with the Nifty 50 slipping 1.42% and the Sensex down 1.44% over the past five sessions. Despite this weekly pullback, both indices have posted positive one-month returns of 1.82% and 2.02% respectively, suggesting the broader trend remains intact. The underperformance relative to global peers like the S&P 500 (+0.65% weekly) and NASDAQ (+1.31%) highlights a risk-off tilt in domestic sentiment, possibly driven by profit booking after recent gains and a strengthening dollar index, which rose 0.88% over the month.
Sector rotation this week was dominated by a massive surge in Real Estate, with four sub-indices posting weekly gains between 9.05% and 12.51%. Financial Services also saw strong momentum, up 8.98% for the week, likely supported by expectations of steady credit growth. On the lagging side, Technology managed a 6.13% weekly gain but remains a relative underperformer in the context of its usual volatility. The standout sub-sector was Utilities - Regulated Water, soaring 36.24% in a week, while Grocery Stores in the Consumer Defensive space also rallied sharply, up 27.79%. This points to a defensive and thematic shift toward real assets and essential services.
Commodities are flashing mixed signals for NSE sectors. Brent Crude surged 13.48% this week, which could boost energy and oil marketing stocks, though the one-month decline of 6.88% suggests caution. Gold slipped 1.23% weekly, while Silver fell 2.14%, indicating a temporary pause in the precious metals rally. On the currency front, the USD/INR rose 0.61% this week and 1.14% over the month, putting pressure on import-heavy sectors like electronics and chemicals. However, a weaker USD/KRW (-2.69% weekly) could benefit Indian IT firms competing with Korean peers. The sharp rally in Copper (+3.96% weekly) and Wheat (+5.38%) signals rising input costs, which may squeeze margins for FMCG and construction-linked companies.
Looking ahead, the key watchpoints for next week include the sustainability of the Real Estate rally, given its negative three-month returns of up to 16.35%. The continued strength in crude oil and agricultural commodities will be critical for inflation-sensitive sectors. With the US Dollar Index weakening 0.39% weekly but still up on the month, any further depreciation could ease FII outflows. Investors should also monitor the VIX, which dropped 16.15% over the month, signaling easing global volatility. A decisive close above 24,500 for the Nifty 50 could confirm a resumption of the uptrend, while a break below 23,800 may invite further selling pressure.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.50% | +0.90% | +7.40% | +8.63% | +21.70% |
| AEX | +1.10% | +1.43% | +7.42% | +9.44% | +19.29% |
| Argentina | -0.34% | -2.90% | +8.57% | +4.61% | +57.82% |
| ASX 200 | -0.25% | +0.05% | -1.81% | +0.56% | +2.06% |
| Brazil | +2.63% | +3.59% | -10.84% | +8.06% | +29.10% |
| CAC 40 | -0.75% | -0.13% | +1.19% | +0.51% | +7.05% |
| Chile | +119.17% | +120.99% | +106.61% | +113.18% | +101.18% |
| CSI 300 | -0.94% | +1.57% | +5.04% | +3.12% | +22.30% |
| DAX | -1.18% | +1.09% | +4.57% | -0.48% | +4.59% |
| Developed | +0.18% | -0.57% | +3.95% | +9.88% | +24.68% |
| Dow Jones | -0.79% | +3.26% | +8.90% | +6.07% | +18.34% |
| EAFE | +0.33% | -0.22% | +1.64% | +5.76% | +17.48% |
| EM ETF | -0.02% | -2.65% | +7.60% | +15.00% | +36.16% |
| EM ETF2 | +0.48% | +0.11% | +3.47% | +6.74% | +19.31% |
| Euro Stoxx 50 | -0.50% | +0.95% | +6.49% | +4.52% | +15.48% |
| FTSE 100 | -1.33% | +0.90% | -0.80% | +3.82% | +17.74% |
| FTSE MIB | +0.86% | +2.06% | +9.86% | +15.90% | +31.65% |
| Hang Seng | +3.59% | +0.38% | -6.00% | -7.62% | +1.13% |
| HSCE | +4.28% | -1.39% | -6.38% | -11.43% | -6.31% |
| IBEX 35 | -1.41% | +1.74% | +6.47% | +9.42% | +38.36% |
| Israel | -0.99% | -4.04% | -7.22% | +3.38% | +50.95% |
| Jakarta | +0.89% | +0.53% | -13.36% | -30.15% | -12.08% |
| KOSPI | -15.46% | -16.21% | +17.81% | +50.41% | +120.31% |
| Malaysia | +2.20% | +2.16% | +2.35% | +2.57% | +10.95% |
| Mexico | +0.42% | -1.83% | -3.85% | +0.32% | +18.31% |
| NASDAQ | +1.31% | +1.35% | +12.82% | +10.50% | +27.06% |
| NIFTY 50 | -1.42% | +1.82% | +0.01% | -8.37% | -5.33% |
| Nikkei 225 | -3.58% | +1.85% | +20.30% | +28.04% | +66.08% |
| Russell 2000 | -0.47% | +1.63% | +11.16% | +13.12% | +32.83% |
| S&P 500 | +0.65% | +2.14% | +9.68% | +8.42% | +20.66% |
| Sensex | -1.44% | +2.02% | -0.64% | -9.81% | -7.43% |
| Shanghai | -0.58% | -1.60% | -0.48% | -0.04% | +15.18% |
| Shenzhen | -1.97% | -0.26% | +4.30% | +10.35% | +42.62% |
| Singapore | +2.87% | +8.24% | +10.26% | +15.83% | +33.74% |
| SMI | -0.92% | +3.72% | +8.23% | +5.97% | +18.50% |
| South Africa | -0.41% | -2.75% | -6.78% | -8.88% | +25.36% |
| Taiwan | -3.91% | +3.68% | +26.17% | +55.84% | +101.02% |
| Thailand | +0.57% | +2.11% | +11.83% | +27.03% | +46.79% |
| Turkey | -2.88% | -2.54% | +4.01% | +16.48% | +36.28% |
| VIX | +1.05% | -16.15% | -11.22% | +7.80% | -5.23% |
| World | +0.46% | +0.93% | +7.28% | +8.62% | +21.53% |
🏭 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 | +13.48% | -6.88% | -15.30% | +32.87% | +19.61% |
| Cocoa | +1.13% | +54.47% | +74.83% | +7.22% | -35.17% |
| Coffee | +5.46% | +37.70% | +16.24% | -2.22% | +21.17% |
| Copper | +3.96% | +2.51% | +7.36% | +9.57% | +15.35% |
| Corn | +3.95% | +11.72% | +4.49% | +3.20% | +14.14% |
| Cotton | +5.37% | +11.84% | +8.77% | +25.87% | +22.46% |
| Crude Oil WTI | +11.93% | -10.11% | -20.43% | +33.36% | +15.18% |
| Gasoline | +2.34% | -2.53% | -2.98% | +69.77% | +38.23% |
| Gold | -1.23% | +0.10% | -13.67% | -8.82% | +22.00% |
| Heating Oil | +15.10% | +8.18% | -0.88% | +78.00% | +55.28% |
| Natural Gas | -11.61% | -6.51% | +9.86% | -8.93% | -12.91% |
| Palladium | +3.73% | +6.76% | -16.04% | -28.87% | +3.53% |
| Platinum | +0.74% | +0.05% | -19.32% | -26.99% | +14.57% |
| Silver | -2.14% | -6.66% | -21.04% | -24.41% | +54.18% |
| Soybeans | -0.44% | +6.86% | +2.52% | +13.64% | +18.68% |
| Sugar | -2.31% | +7.25% | +8.11% | -0.67% | -10.74% |
| Wheat | +5.38% | +9.42% | +10.26% | +24.12% | +18.72% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.50% | -1.20% | -2.59% |
| EUR/USD | +0.02% | -1.37% | -3.09% |
| GBP/USD | -0.00% | -0.39% | -1.30% |
| US Dollar Index | -0.39% | +0.88% | +2.41% |
| USD/BRL | -1.47% | +0.14% | +1.51% |
| USD/CAD | -1.07% | +0.66% | +2.36% |
| USD/CHF | +0.34% | +1.76% | +3.40% |
| USD/CNY | -0.56% | -0.12% | -0.89% |
| USD/IDR | +0.27% | +1.81% | +5.53% |
| USD/INR | +0.61% | +1.14% | +3.00% |
| USD/JPY | -0.08% | +1.25% | +1.99% |
| USD/KRW | -2.69% | -1.45% | +0.92% |
| USD/MXN | +0.07% | +1.32% | +0.87% |
| USD/TRY | +0.46% | +1.66% | +5.15% |
| USD/ZAR | +0.87% | +1.06% | -0.07% |
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
