NSE Market Pulse — Tuesday, 21 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Tuesday, 21 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 have shown resilience this week, with the Nifty 50 and Sensex posting gains of +0.56% and +0.54% respectively over the past week, and both indices maintaining positive monthly momentum at +0.73% and +0.87%. This performance stands in stark contrast to the broader global weakness, as the ACWI and World indices declined by -0.48% and -0.49% for the week. Notably, the KOSPI has suffered a catastrophic -12.84% weekly loss and -28.11% monthly decline, while the Nikkei 225 has fallen -6.44% and -9.73% over the same periods. The VIX is up +4.42% this week and +5.06% over the month, signaling elevated global risk aversion, yet Indian benchmarks have decoupled, suggesting strong domestic institutional flows and a flight-to-safety preference for India among emerging market investors.
Sector rotation this week is overwhelmingly dominated by Real Estate, which occupies the top four spots among performing sectors with weekly gains ranging from +9.05% to +12.51%, though the three-month picture remains mixed with one sub-sector showing a +19.51% gain while others are deeply negative. Financial Services rounds out the top five with a +8.98% weekly surge, indicating renewed confidence in credit growth and banking stability. On the lagging side, the bottom performers are still positive but relatively subdued: Real Estate (another segment) at +6.02%, Industrials at +6.09%, and Technology at +6.13% for the week. The standout sub-sector story is Utilities - Regulated Water, which has skyrocketed +36.24% weekly and +21.13% monthly, while Grocery Stores within Consumer Defensive have also seen explosive moves of +27.79% and +24.96% this week, pointing to defensive rotation into essential services and regulated utilities.
Commodity prices are flashing strong inflationary signals that could impact NSE sectors. Brent Crude has surged +7.33% for the week and +13.89% for the month, while WTI Crude is up +5.97% weekly and +9.77% monthly, which will pressure input costs for paint, tyre, and aviation sectors. Corn (+8.76% weekly, +12.99% monthly) and Wheat (+5.86% weekly, +10.32% monthly) are rallying, which may squeeze margins for FMCG and food processing companies. Copper's +3.24% weekly gain supports real estate and infrastructure themes. In currencies, the USD/INR has weakened slightly by -0.08% weekly but is up +2.01% over the month, which benefits IT and pharma exporters while raising import costs for crude and edible oils. The USD/KRW's sharp -3.34% monthly decline suggests capital returning to Korea, but India's relative currency stability remains a positive differentiator.
Looking ahead to next week, the key watchpoints are the sustainability of the Real Estate rally given its mixed three-month trajectory, and whether the KOSPI and Nikkei sell-off deepens further, potentially dragging EM sentiment lower. The strong weekly performance of the Hang Seng (+3.25%) and Singapore (+0.57%) suggests
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.48% | -0.98% | +3.84% | +7.72% | +20.37% |
| AEX | +0.49% | +1.14% | +7.24% | +10.19% | +19.83% |
| Argentina | +1.45% | -0.46% | +13.39% | +7.90% | +58.36% |
| ASX 200 | -0.20% | -0.42% | -1.77% | -0.94% | +1.31% |
| Brazil | -2.41% | +1.19% | -12.10% | +4.61% | +27.17% |
| CAC 40 | -0.22% | -0.61% | +2.35% | +3.46% | +6.78% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | +0.93% | -4.10% | +0.06% | +0.03% | +19.01% |
| DAX | -0.71% | -0.68% | +3.20% | +1.66% | +3.86% |
| Developed | -0.33% | -2.69% | +1.49% | +8.02% | +24.23% |
| Dow Jones | -0.60% | +1.21% | +5.56% | +5.74% | +17.70% |
| EAFE | +0.00% | -0.43% | +0.05% | +4.45% | +17.66% |
| EM ETF | -0.51% | -7.71% | +3.41% | +12.90% | +33.12% |
| EM ETF2 | -0.35% | -3.12% | -0.06% | +5.13% | +16.61% |
| Euro Stoxx 50 | -0.07% | -0.56% | +4.90% | +5.91% | +18.46% |
| FTSE 100 | +0.35% | +1.23% | +0.65% | +4.34% | +17.09% |
| FTSE MIB | -1.20% | -1.07% | +9.30% | +17.40% | +30.03% |
| Hang Seng | +3.25% | +5.05% | -3.93% | -5.55% | +4.59% |
| HSCE | +3.18% | +4.82% | -5.48% | -9.32% | -3.55% |
| IBEX 35 | +0.01% | -0.94% | +7.51% | +11.00% | +35.78% |
| Israel | +2.66% | +1.53% | -4.17% | +5.52% | +55.18% |
| Jakarta | +4.98% | +3.65% | -17.40% | -27.53% | -7.87% |
| KOSPI | -12.84% | -28.11% | +6.98% | +40.90% | +112.99% |
| Malaysia | +0.03% | +1.15% | +1.06% | +0.55% | +12.00% |
| Mexico | -0.24% | -1.15% | -3.61% | -1.65% | +17.91% |
| NASDAQ | -1.01% | -2.54% | +5.90% | +9.91% | +23.68% |
| NIFTY 50 | +0.56% | +0.73% | -0.73% | -6.21% | -4.60% |
| Nikkei 225 | -6.44% | -9.73% | +10.33% | +19.78% | +61.11% |
| Russell 2000 | +0.18% | -0.32% | +6.34% | +10.92% | +32.60% |
| S&P 500 | -0.52% | +0.05% | +5.56% | +8.14% | +19.18% |
| Sensex | +0.54% | +0.87% | -1.34% | -7.64% | -6.88% |
| Shanghai | -2.59% | -7.18% | -4.62% | -6.21% | +11.26% |
| Shenzhen | -4.43% | -12.88% | -4.17% | +1.02% | +36.69% |
| Singapore | +0.57% | +6.20% | +10.44% | +13.97% | +31.37% |
| SMI | +0.29% | +3.14% | +7.52% | +7.58% | +19.92% |
| South Africa | -2.10% | -3.89% | -10.56% | -10.63% | +19.13% |
| Taiwan | -1.13% | -4.80% | +19.68% | +45.33% | +97.22% |
| Thailand | +1.54% | +5.12% | +10.96% | +33.07% | +48.16% |
| Turkey | -0.84% | -5.16% | -1.61% | +12.97% | +34.75% |
| VIX | +4.42% | +5.06% | -11.64% | -14.24% | +3.48% |
| World | -0.49% | -1.05% | +3.67% | +7.64% | +20.12% |
🏭 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 | +7.33% | +13.89% | -4.75% | +41.81% | +31.26% |
| Cocoa | -1.45% | +34.64% | +69.13% | +9.89% | -28.49% |
| Coffee | -3.35% | +18.47% | +11.53% | -8.27% | +5.50% |
| Copper | +3.24% | +2.52% | +8.27% | +12.90% | +17.16% |
| Corn | +8.76% | +12.99% | +4.37% | +11.07% | +15.48% |
| Cotton | -0.11% | +4.55% | +2.46% | +22.97% | +18.46% |
| Crude Oil WTI | +5.97% | +9.77% | -6.17% | +41.45% | +24.86% |
| Gasoline | -0.44% | +7.29% | +3.09% | +79.99% | +49.22% |
| Gold | +0.49% | -3.39% | -15.10% | -11.06% | +21.71% |
| Heating Oil | -0.33% | +27.94% | +13.00% | +78.81% | +63.11% |
| Natural Gas | -1.10% | -11.17% | +6.81% | -7.44% | -19.44% |
| Palladium | -1.39% | +0.47% | -17.90% | -29.07% | -0.88% |
| Platinum | +0.39% | -3.95% | -20.91% | -28.91% | +13.85% |
| Silver | +1.15% | -10.28% | -25.65% | -32.52% | +55.52% |
| Soybeans | +0.85% | +8.44% | +4.44% | +15.10% | +18.46% |
| Sugar | -0.40% | +9.05% | +10.02% | -0.94% | -11.89% |
| Wheat | +5.86% | +10.32% | +11.93% | +29.01% | +22.33% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +1.36% | +0.13% | -2.04% |
| EUR/USD | +0.25% | -0.43% | -2.50% |
| GBP/USD | +0.21% | +1.27% | -0.92% |
| US Dollar Index | +0.16% | +0.24% | +3.11% |
| USD/BRL | -1.39% | -1.45% | +1.84% |
| USD/CAD | -0.40% | -0.57% | +3.10% |
| USD/CHF | -0.33% | +0.51% | +3.47% |
| USD/CNY | -0.35% | -0.19% | -1.00% |
| USD/IDR | -1.14% | +0.65% | +4.10% |
| USD/INR | -0.08% | +2.01% | +2.58% |
| USD/JPY | +0.32% | +0.94% | +2.17% |
| USD/KRW | -1.17% | -3.34% | +0.15% |
| USD/MXN | -0.71% | +0.27% | +0.31% |
| USD/TRY | +0.36% | +1.60% | +5.06% |
| USD/ZAR | -0.13% | -0.02% | -0.09% |
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.
