NSE Market Pulse — Wednesday, 15 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Wednesday, 15 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 positive note, with the Nifty 50 gaining 0.82% and the Sensex adding 0.89% over the past five days. On a one-month basis, both indices show modest gains of 0.94% and 1.21%, respectively, signaling a steady but cautious recovery. This performance comes against a mixed global backdrop: while the S&P 500 and Dow Jones posted solid weekly gains of 1.06% and 0.65%, emerging markets as a whole lagged, with the EM ETF down 1.32% for the week. The standout outlier remains the KOSPI, which plunged 10.44% weekly and 19.77% monthly, reflecting severe stress in South Korean equities. Meanwhile, the VIX fell 3.96% on the week, suggesting easing global fear levels, which likely supported risk appetite in Indian markets.
Sector rotation this week is heavily tilted toward Real Estate, which dominates the top-performing list with weekly returns ranging from 9.05% to 12.51%. Financial Services also saw strong buying interest, up 8.98% in the week. In contrast, the bottom-performing sectors—Real Estate (a second, weaker sub-group), Industrials, and Technology—still managed positive returns of 6.02% to 6.13%, indicating broad-based participation rather than a narrow rally. The sub-sector data reveals a defensive tilt: Utilities - Regulated Water surged 36.24% weekly, while Grocery Stores jumped as much as 27.79%, suggesting investors are rotating into stable, consumption-linked plays amid global uncertainty.
Commodities are flashing mixed signals for NSE sectors. Brent crude jumped 7.47% this week, which is a tailwind for oil marketing and energy stocks, though the one-month trend remains negative at -3.98%. Copper rose 5.23% weekly, supporting metals and mining names, while Gold slipped 0.57%, reducing safe-haven appeal. Wheat surged 13.26% weekly and 16.17% monthly, which could pressure margins for food processors and consumer staples. On the currency front, the USD/INR strengthened 0.68% this week and 1.59% over the month, indicating continued rupee depreciation. A weaker rupee benefits export-oriented sectors like IT and pharma, but adds to input cost pressures for import-dependent industries such as crude oil refiners and electronics.
Looking ahead to next week, the key watchpoints are the sustainability of the Real Estate rally and the broadening of sector participation. With the VIX declining and global equity indices mostly positive, domestic sentiment could remain buoyant. However, the sharp weekly drop in Natural Gas (-9.56%) and the ongoing weakness in Silver (-14.71% monthly) warrant caution for commodity-linked plays. Investors should also monitor the rupee's trajectory, as continued depreciation could become a headwind for inflation-sensitive sectors. The divergence between strong weekly commodity gains and weaker monthly trends suggests near-term volatility may persist.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.80% | +0.43% | +6.10% | +8.10% | +21.46% |
| AEX | +2.05% | +2.63% | +8.01% | +8.62% | +20.43% |
| Argentina | +0.79% | -3.08% | +8.61% | +7.81% | +56.36% |
| ASX 200 | +0.05% | -1.18% | -1.90% | +0.00% | +2.88% |
| Brazil | +3.17% | +3.78% | -11.37% | +7.92% | +29.28% |
| CAC 40 | +1.58% | -0.76% | +1.46% | +0.84% | +7.17% |
| Chile | +118.25% | +120.06% | +105.75% | +112.29% | +100.34% |
| CSI 300 | -1.14% | +1.36% | +4.83% | +2.91% | +22.06% |
| DAX | +0.41% | +0.36% | +3.50% | -1.39% | +4.12% |
| Developed | +0.35% | -1.35% | +2.46% | +8.73% | +23.96% |
| Dow Jones | +0.65% | +2.90% | +8.55% | +6.25% | +18.51% |
| EAFE | +0.95% | -0.64% | +0.68% | +4.96% | +17.31% |
| EM ETF | -1.32% | -3.72% | +5.00% | +12.80% | +35.23% |
| EM ETF2 | +0.44% | -0.20% | +2.50% | +5.58% | +19.70% |
| Euro Stoxx 50 | +0.98% | +0.14% | +4.70% | +3.92% | +15.22% |
| FTSE 100 | +0.24% | +0.19% | -0.43% | +3.23% | +17.78% |
| FTSE MIB | +1.14% | -0.05% | +9.12% | +14.30% | +31.28% |
| Hang Seng | +1.99% | -0.15% | -3.82% | -7.60% | +3.20% |
| HSCE | +1.24% | -2.27% | -4.86% | -11.47% | -4.94% |
| IBEX 35 | +0.92% | +0.60% | +6.58% | +9.28% | +37.82% |
| Israel | +1.85% | -0.40% | -3.41% | +6.00% | +53.80% |
| Jakarta | +2.87% | -3.41% | -17.00% | -29.62% | -11.57% |
| KOSPI | -10.44% | -19.77% | +17.03% | +50.66% | +122.98% |
| Malaysia | +1.79% | +1.32% | +1.52% | +2.65% | +11.46% |
| Mexico | +0.09% | -2.64% | -3.51% | +0.50% | +18.29% |
| NASDAQ | +1.32% | +1.24% | +10.88% | +10.44% | +26.99% |
| NIFTY 50 | +0.82% | +0.94% | +0.99% | -8.02% | -5.43% |
| Nikkei 225 | -0.75% | -2.27% | +19.01% | +30.37% | +69.42% |
| Russell 2000 | +0.91% | +1.33% | +10.26% | +13.19% | +32.60% |
| S&P 500 | +1.06% | +1.76% | +8.53% | +8.38% | +20.63% |
| Sensex | +0.89% | +1.21% | +0.44% | -9.26% | -7.49% |
| Shanghai | -0.39% | -3.44% | -0.83% | -1.69% | +14.40% |
| Shenzhen | -1.07% | -4.84% | +2.58% | +6.88% | +41.07% |
| Singapore | +3.54% | +8.65% | +11.03% | +16.63% | +34.95% |
| SMI | +0.95% | +3.98% | +7.83% | +7.06% | +17.94% |
| South Africa | +2.85% | -5.74% | -8.66% | -9.21% | +25.91% |
| Taiwan | +0.34% | +3.31% | +25.72% | +57.55% | +102.32% |
| Thailand | +0.82% | +2.37% | +12.12% | +27.36% | +47.17% |
| Turkey | -2.88% | -2.54% | +4.01% | +16.48% | +36.28% |
| VIX | -3.96% | -8.20% | -10.68% | +1.56% | -6.62% |
| World | +0.78% | +0.47% | +6.04% | +8.12% | +21.29% |
🏭 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 | +7.47% | -3.98% | -11.54% | +31.28% | +21.15% |
| Cocoa | -1.43% | +55.44% | +65.14% | +7.92% | -34.37% |
| Coffee | +3.18% | +30.07% | +10.54% | -6.04% | +9.44% |
| Copper | +5.23% | -0.93% | +4.95% | +6.45% | +15.52% |
| Corn | +7.94% | +13.69% | +5.93% | +11.33% | +13.69% |
| Cotton | +6.55% | +11.32% | +9.23% | +25.10% | +22.27% |
| Crude Oil WTI | +7.06% | -7.27% | -13.77% | +32.29% | +17.51% |
| Gasoline | -1.50% | +0.23% | +0.57% | +70.41% | +41.17% |
| Gold | -0.57% | -3.97% | -16.11% | -12.09% | +20.77% |
| Heating Oil | +4.45% | +12.22% | +5.41% | +77.33% | +59.86% |
| Natural Gas | -9.56% | -6.89% | +11.77% | -14.78% | -16.19% |
| Palladium | +6.97% | +1.71% | -17.82% | -32.44% | +5.49% |
| Platinum | +4.17% | -3.92% | -21.22% | -30.40% | +17.33% |
| Silver | -0.50% | -14.71% | -27.10% | -31.60% | +50.47% |
| Soybeans | +0.48% | +7.84% | +3.69% | +16.24% | +20.44% |
| Sugar | -1.65% | +8.47% | +7.06% | +0.13% | -8.83% |
| Wheat | +13.26% | +16.17% | +14.70% | +32.81% | +27.15% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +1.16% | -0.99% | -2.18% |
| EUR/USD | +0.34% | -1.30% | -2.88% |
| GBP/USD | +1.03% | +0.52% | -0.30% |
| US Dollar Index | -0.30% | +1.00% | +2.67% |
| USD/BRL | -1.73% | +0.12% | +1.89% |
| USD/CAD | -1.09% | +0.42% | +2.54% |
| USD/CHF | -0.25% | +1.55% | +3.01% |
| USD/CNY | -0.53% | +0.00% | -0.94% |
| USD/IDR | +0.44% | +1.94% | +5.47% |
| USD/INR | +0.68% | +1.59% | +3.44% |
| USD/JPY | -0.15% | +1.18% | +1.83% |
| USD/KRW | -1.99% | -1.57% | +0.79% |
| USD/MXN | -0.79% | +1.00% | +0.79% |
| USD/TRY | +0.37% | +1.60% | +4.85% |
| USD/ZAR | +0.04% | +0.89% | -0.43% |
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.
