NSE Market Pulse — Wednesday, 22 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Wednesday, 22 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 market closed on a subdued note, with the NIFTY 50 and Sensex posting marginal weekly losses of -0.34% and -0.56%, respectively, and both indices showing a modest monthly decline of -0.44%. This performance mirrors a broader global caution, as the ACWI fell -0.63% for the week and the EM ETF dropped a sharp -8.57% over the month. The domestic market's relative resilience, however, stands out against severe stress in other Asian markets, notably the KOSPI which plunged -25.46% in the last month and the Nikkei 225 down -7.04%, suggesting that Indian equities are currently acting as a relative safe haven within the emerging market complex.
A powerful and concentrated sector rotation is underway, with Real Estate dominating the top performers, posting weekly gains ranging from +9.05% to +12.51%. This sector's strong momentum contrasts sharply with its negative three-month returns, indicating a sharp reversal driven by renewed demand expectations. Financial Services also showed robust strength, gaining +8.98% for the week. On the lagging side, Technology, Industrials, and a separate Real Estate sub-sector were the bottom performers, though they still managed weekly gains of +6.13%, +6.09%, and +6.02% respectively, indicating broad-based buying but with a clear preference for interest-rate-sensitive and domestic cyclical plays over export-oriented tech.
Commodity markets are flashing strong inflationary signals that could impact NSE sectors. Brent Crude surged +10.61% for the week and +20.62% for the month, while Heating Oil jumped +31.89% monthly. This energy spike is a headwind for sectors like Aviation and FMCG (due to logistics costs) but a tailwind for Oil & Gas producers. Gold rose +2.92% weekly and Silver added +6.14%, reinforcing a flight to safety. In currencies, the USD/INR weakened by +0.13% for the week and +1.96% over the month, a supportive factor for IT and pharma companies that earn in dollars but a negative for import-heavy sectors like Electronics and Edible Oils.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.63% | -0.68% | +5.23% | +9.95% | +20.28% |
| AEX | +0.22% | +3.25% | +8.50% | +10.00% | +21.53% |
| Argentina | +1.20% | +1.62% | +13.61% | +12.90% | +65.92% |
| ASX 200 | -0.17% | -0.26% | -0.57% | -0.26% | +0.64% |
| Brazil | -0.24% | +2.53% | -8.97% | +6.52% | +31.65% |
| CAC 40 | +0.76% | +1.27% | +2.66% | +3.65% | +7.81% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | +0.47% | -4.54% | -0.41% | -0.43% | +18.46% |
| DAX | +0.66% | +1.09% | +4.18% | +1.24% | +3.81% |
| Developed | -0.28% | -2.45% | +4.13% | +9.88% | +23.87% |
| Dow Jones | -0.56% | +1.26% | +6.54% | +7.99% | +18.14% |
| EAFE | -0.26% | -0.20% | +2.70% | +6.48% | +17.50% |
| EM ETF | -0.70% | -8.57% | +4.59% | +13.61% | +31.80% |
| EM ETF2 | -1.00% | -3.85% | +1.17% | +6.02% | +16.03% |
| Euro Stoxx 50 | +0.83% | +1.39% | +6.53% | +7.22% | +17.48% |
| FTSE 100 | +2.04% | +2.89% | +2.42% | +5.84% | +18.42% |
| FTSE MIB | +0.64% | +1.39% | +10.10% | +16.98% | +31.33% |
| Hang Seng | +0.86% | +4.73% | -5.57% | -7.28% | +3.12% |
| HSCE | +0.81% | +4.25% | -7.28% | -11.14% | -5.02% |
| IBEX 35 | +1.57% | +0.52% | +9.46% | +10.84% | +37.52% |
| Israel | +0.71% | +2.35% | -3.95% | +4.87% | +58.32% |
| Jakarta | +4.84% | +3.82% | -16.91% | -28.50% | -7.90% |
| KOSPI | -0.87% | -25.46% | +8.38% | +43.80% | +116.63% |
| Malaysia | -0.14% | +1.87% | -0.23% | -0.22% | +11.31% |
| Mexico | +1.11% | +0.43% | -2.18% | -0.81% | +20.23% |
| NASDAQ | -1.67% | -1.29% | +6.47% | +12.53% | +23.15% |
| NIFTY 50 | -0.34% | -0.44% | -2.36% | -6.75% | -4.59% |
| Nikkei 225 | -1.50% | -7.04% | +11.28% | +21.88% | +67.31% |
| Russell 2000 | -0.31% | -1.25% | +7.30% | +12.16% | +32.98% |
| S&P 500 | -0.69% | +0.63% | +6.45% | +10.64% | +19.26% |
| Sensex | -0.56% | -0.44% | -3.18% | -8.22% | -6.96% |
| Shanghai | -2.24% | -5.83% | -5.27% | -7.16% | +10.57% |
| Shenzhen | -4.86% | -11.31% | -6.05% | -2.13% | +32.80% |
| Singapore | +0.64% | +7.49% | +11.57% | +15.73% | +32.96% |
| SMI | +0.20% | +3.06% | +9.16% | +8.86% | +19.85% |
| South Africa | -0.91% | -1.12% | -7.97% | -9.93% | +19.33% |
| Taiwan | -1.77% | -6.11% | +19.20% | +47.64% | +100.45% |
| Thailand | +0.70% | +4.25% | +10.04% | +31.97% | +46.94% |
| Turkey | +0.42% | -4.01% | -0.80% | +13.50% | +36.39% |
| VIX | +7.91% | -2.14% | -10.62% | +0.06% | +2.48% |
| World | -0.58% | -0.75% | +5.12% | +9.78% | +20.11% |
🏭 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 | +10.61% | +20.62% | -4.59% | +44.73% | +35.76% |
| Cocoa | -6.80% | +18.17% | +66.06% | +15.04% | -34.44% |
| Coffee | -6.07% | +13.41% | +8.70% | -9.34% | +5.69% |
| Copper | +3.50% | +2.47% | +8.53% | +12.83% | +16.09% |
| Corn | +8.16% | +17.62% | +6.67% | +14.22% | +19.88% |
| Cotton | -0.16% | +6.94% | +2.77% | +25.01% | +20.87% |
| Crude Oil WTI | +9.08% | +16.05% | -5.75% | +43.90% | +29.21% |
| Gasoline | -1.59% | +8.75% | +1.20% | +78.11% | +52.37% |
| Gold | +2.92% | -0.48% | -11.42% | -12.56% | +22.34% |
| Heating Oil | +3.32% | +31.89% | +9.40% | +74.45% | +62.58% |
| Natural Gas | -0.34% | -10.42% | +8.05% | -25.42% | -12.36% |
| Palladium | +2.01% | +4.13% | -14.54% | -30.77% | +1.36% |
| Platinum | +1.66% | -0.70% | -18.07% | -31.79% | +12.24% |
| Silver | +6.14% | -7.50% | -20.67% | -35.66% | +55.02% |
| Soybeans | +2.87% | +10.84% | +5.30% | +17.45% | +21.85% |
| Sugar | -1.01% | +10.11% | +9.46% | -0.14% | -10.20% |
| Wheat | +3.69% | +17.57% | +16.12% | +37.68% | +29.55% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.34% | +0.08% | -1.81% |
| EUR/USD | -0.07% | -0.09% | -2.29% |
| GBP/USD | -0.15% | +0.98% | -0.66% |
| US Dollar Index | +0.62% | +0.10% | +2.75% |
| USD/BRL | -0.56% | -1.89% | +0.56% |
| USD/CAD | +0.23% | -0.53% | +2.81% |
| USD/CHF | +0.54% | +0.57% | +3.46% |
| USD/CNY | -0.14% | -0.20% | -0.96% |
| USD/IDR | -1.39% | +0.24% | +3.32% |
| USD/INR | +0.13% | +1.96% | +2.59% |
| USD/JPY | +0.57% | +0.95% | +2.10% |
| USD/KRW | -0.76% | -4.06% | -0.23% |
| USD/MXN | -0.08% | +0.23% | -0.06% |
| USD/TRY | +0.39% | +1.60% | +4.97% |
| USD/ZAR | +0.34% | +0.05% | -1.35% |
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.
