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. For informational purposes only — not investment advice.
🤖 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.
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
