NSE Market Pulse — Friday, 24 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Friday, 24 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 faced a challenging week, with the Nifty 50 declining 2.33% and the Sensex falling 2.68% over the past five sessions. This underperformance aligns with a broader global sell-off in risk assets, as the KOSPI dropped 2.57%, the Nikkei 225 slid 3.39%, and the NASDAQ lost 1.50%. The one-month returns for Indian indices remain negative at -1.06% and -1.21% respectively, contrasting with the MSCI World Index which managed a marginal weekly gain of +0.14%. The weakness comes despite a notable drop in the VIX, which fell 5.59% for the week, suggesting the sell-off was more about local and regional headwinds than a spike in global fear.
Sector rotation this week reveals a powerful divergence within Indian markets. Real Estate stocks dominated the top performers, with multiple sub-sectors posting weekly gains between +9.05% and +12.51%. Financial Services also showed strong relative strength, rising 8.98% for the week. On the lagging side, Technology, Industrials, and a separate Real Estate sub-sector all managed only modest weekly advances of +6.02% to +6.13%, indicating that the broader market rally was highly selective. The key theme is a clear preference for domestic cyclical and rate-sensitive names over export-oriented technology stocks, likely reflecting expectations of a more accommodative monetary policy stance.
Commodity markets flashed significant signals for NSE sectors this week. Brent crude surged 8.60% weekly and 29.75% monthly, while WTI crude gained 6.98% for the week and 25.46% over the month. This sharp rally in energy prices is a major positive for oil & gas and upstream companies, but a cost headwind for downstream users and logistics. Agricultural commodities also firmed, with corn up 9.27% and soybeans gaining 3.74% weekly. In currencies, the USD/INR pair edged slightly lower by 0.10% for the week, though it remains up 2.24% over the past month. A stable rupee combined with surging crude is a mixed bag for import-heavy sectors like aviation and specialty chemicals.
Looking ahead to next week, the primary watchpoint is whether the real estate and financial services rally can sustain momentum or if profit-booking emerges after such sharp weekly gains. The persistent strength in crude oil prices will be a critical input for inflation expectations and RBI policy path. Global cues remain mixed, with the Hang Seng (+1.63%) and Singapore (+1.43%) showing resilience while the Nikkei and KOSPI continue to struggle. Investors should monitor any shift in the USD/INR trajectory and the movement of the VIX, as a further decline in volatility could support a broader market recovery.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.05% | +0.54% | +3.90% | +7.09% | +17.57% |
| AEX | -0.20% | +2.07% | +8.02% | +9.12% | +19.76% |
| Argentina | +2.67% | +5.62% | +13.34% | +12.01% | +58.33% |
| ASX 200 | -0.02% | +0.35% | +0.60% | -0.11% | +1.99% |
| Brazil | +0.84% | +1.85% | -8.16% | +1.96% | +30.69% |
| CAC 40 | +0.21% | -0.90% | +2.63% | +2.77% | +6.35% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -0.98% | -5.92% | -1.85% | -1.87% | +16.75% |
| DAX | +0.87% | +0.21% | +4.00% | +0.46% | +3.43% |
| Developed | +0.57% | -0.26% | +3.56% | +7.25% | +19.83% |
| Dow Jones | -0.13% | +0.44% | +5.61% | +5.45% | +15.70% |
| EAFE | +0.49% | +1.55% | +2.57% | +4.45% | +13.44% |
| EM ETF | +0.95% | -5.00% | +2.47% | +8.84% | +27.96% |
| EM ETF2 | +0.47% | -1.46% | +0.33% | +2.76% | +13.43% |
| Euro Stoxx 50 | +0.62% | +0.03% | +6.35% | +5.26% | +17.34% |
| FTSE 100 | +1.24% | +1.91% | +3.40% | +5.80% | +17.67% |
| FTSE MIB | -0.39% | -0.20% | +8.40% | +14.97% | +27.29% |
| Hang Seng | +1.63% | +6.62% | -4.59% | -7.28% | +1.52% |
| HSCE | +1.65% | +6.52% | -6.03% | -10.75% | -6.83% |
| IBEX 35 | +1.77% | +0.22% | +10.53% | +10.61% | +36.30% |
| Israel | +1.89% | +2.45% | -3.56% | +4.64% | +55.45% |
| Jakarta | +0.34% | +3.29% | -18.83% | -30.73% | -10.21% |
| KOSPI | -2.57% | -13.49% | +14.11% | +47.93% | +122.95% |
| Malaysia | -1.76% | +2.24% | -1.20% | -0.66% | +12.54% |
| Mexico | -0.44% | -1.60% | -2.43% | -2.94% | +17.46% |
| NASDAQ | -1.50% | -1.33% | +2.86% | +7.26% | +19.59% |
| NIFTY 50 | -2.33% | -1.06% | -1.68% | -7.50% | -5.67% |
| Nikkei 225 | -3.39% | -4.82% | +12.92% | +23.15% | +66.80% |
| Russell 2000 | -0.59% | -1.41% | +6.11% | +8.31% | +28.97% |
| S&P 500 | -0.12% | +1.23% | +4.79% | +7.75% | +17.14% |
| Sensex | -2.68% | -1.21% | -2.07% | -8.99% | -7.89% |
| Shanghai | +1.33% | -7.43% | -7.11% | -7.56% | +8.68% |
| Shenzhen | +0.49% | -15.72% | -9.24% | -3.33% | +29.57% |
| Singapore | +1.43% | +7.08% | +13.03% | +16.18% | +30.78% |
| SMI | -0.10% | +0.68% | +8.16% | +8.32% | +20.04% |
| South Africa | -1.60% | -3.17% | -8.50% | -14.09% | +14.50% |
| Taiwan | +2.30% | -5.19% | +15.75% | +42.82% | +92.37% |
| Thailand | +1.01% | +4.57% | +10.38% | +32.38% | +47.39% |
| Turkey | -0.27% | -2.70% | -4.41% | +9.38% | +31.35% |
| VIX | -5.59% | -4.88% | -5.29% | +10.13% | +15.14% |
| World | +0.14% | +0.48% | +3.92% | +6.96% | +17.38% |
🏭 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 | +8.60% | +29.75% | -8.94% | +49.36% | +39.66% |
| Cocoa | -2.53% | +10.02% | +60.08% | +20.68% | -36.10% |
| Coffee | -3.41% | +8.81% | +0.28% | -8.76% | +5.28% |
| Copper | +2.42% | +7.19% | +4.86% | +10.94% | +9.93% |
| Corn | +9.27% | +19.41% | +6.70% | +14.62% | +21.96% |
| Cotton | +3.80% | +10.97% | +4.17% | +25.23% | +20.08% |
| Crude Oil WTI | +6.98% | +25.46% | -7.93% | +48.67% | +35.25% |
| Gasoline | -4.88% | +11.99% | -6.78% | +77.60% | +52.14% |
| Gold | +1.79% | +2.36% | -13.19% | -16.79% | +20.34% |
| Heating Oil | +0.62% | +28.77% | +2.55% | +72.80% | +67.00% |
| Natural Gas | +1.06% | -8.66% | +12.55% | -41.68% | -4.39% |
| Palladium | +1.21% | +8.41% | -15.20% | -34.09% | -4.30% |
| Platinum | -0.05% | +1.54% | -20.65% | -37.35% | +11.64% |
| Silver | +5.54% | +1.87% | -21.63% | -38.38% | +50.57% |
| Soybeans | +3.74% | +12.69% | +7.74% | +17.43% | +24.24% |
| Sugar | -1.01% | +9.39% | +7.94% | -1.87% | -9.61% |
| Wheat | -1.35% | +14.98% | +10.27% | +30.65% | +24.61% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -0.07% | +1.37% | -2.73% |
| EUR/USD | -0.50% | +0.29% | -2.87% |
| GBP/USD | -1.03% | +1.32% | -1.46% |
| US Dollar Index | +0.57% | -0.28% | +2.56% |
| USD/BRL | -1.02% | -2.81% | +1.24% |
| USD/CAD | +0.32% | -1.08% | +3.38% |
| USD/CHF | +1.05% | +0.52% | +4.01% |
| USD/CNY | -0.19% | -0.44% | -0.92% |
| USD/IDR | -0.09% | -0.12% | +4.37% |
| USD/INR | -0.10% | +2.24% | +2.43% |
| USD/JPY | +0.82% | +1.20% | +2.73% |
| USD/KRW | -1.26% | -5.35% | -0.87% |
| USD/MXN | +0.27% | -0.95% | +0.44% |
| USD/TRY | +0.51% | +1.79% | +5.13% |
| USD/ZAR | +2.39% | +1.38% | +1.61% |
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
