NSE Market Pulse — Tuesday, 28 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Tuesday, 28 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
Market Pulse – Tuesday, 28 July 2026
Indian equity benchmarks ended the week on a subdued note, with the Nifty 50 slipping 1.04% and the Sensex declining 1.21% over the past five sessions. The one-month returns remain marginally negative, with Nifty down 0.29% and Sensex off 0.43%, reflecting persistent caution among domestic investors. This performance comes against a mixed global backdrop: while developed markets like the FTSE 100 (+3.31% weekly) and DAX (+2.38%) rallied, emerging markets faced headwinds, with the EM ETF falling 4.32% for the week and 6.95% over the month. Notably, the KOSPI plunged 20.25% in the past month, while the Hang Seng surged 9.68%, indicating sharp divergence across Asian peers.
Sector rotation this week has been dramatic, with Real Estate dominating the top performers. Four sub-sectors within Real Estate posted weekly gains between 9.05% and 12.51%, and one sub-sector even returned 19.51% over three months, signaling a strong revival in property-linked stocks. Financial Services also showed resilience, gaining 8.98% for the week. On the flip side, Technology, Industrials, and another Real Estate segment lagged, with weekly gains of just 6.02% to 6.13% — still positive but far behind the leaders. The standout sub-sector was Utilities – Regulated Water, which soared 36.24% in a week and 21.13% in a month, while Grocery Stores also posted robust weekly gains of up to 27.79%, highlighting defensive consumer demand.
Commodity and currency movements present a mixed picture for NSE sectors. Crude oil prices tumbled sharply, with Brent down 6.96% and WTI off 6.29% for the week, which could benefit oil marketing and transportation stocks but pressure energy producers. Gold edged lower by 0.79% weekly, while silver fell 2.17%, suggesting a pullback in precious metals. Agricultural commodities like corn (+6.13% weekly) and coffee (+2.23%) remain firm, potentially supporting agri-linked names. On the currency front, the Indian rupee strengthened 0.67% against the US dollar over the week, though it has weakened 1.57% over the month. A firmer rupee could ease input costs for import-heavy sectors like electronics and chemicals, but may weigh on export-oriented IT and pharma firms.
Looking ahead, the key watchpoints for next week include global cues from the US (S&P 500 flat weekly, VIX easing 1.45%) and the continued divergence in Asian markets. The sharp weekly rally in Real Estate and Financial Services suggests domestic liquidity may be rotating into rate-sensitive plays, possibly anticipating policy support. With the EM ETF down 4.32% weekly and the US Dollar Index edging up 0.31%, foreign flows could remain volatile. Investors should monitor crude’s next move and the rupee’s trajectory, as these will directly influence NSE sector performance. The strong showing in defensive sub-sectors like Grocery Stores and Regulated Water also hints at a cautious undertone,
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.09% | -0.05% | +2.74% | +6.52% | +17.47% |
| AEX | -0.34% | +2.60% | +9.61% | +9.62% | +21.17% |
| Argentina | +0.76% | +4.91% | +14.70% | +11.50% | +60.22% |
| ASX 200 | +1.11% | +1.66% | +1.46% | +0.38% | +2.26% |
| Brazil | +2.10% | +2.14% | -6.63% | +0.81% | +30.76% |
| CAC 40 | +1.32% | +0.78% | +4.27% | +3.65% | +7.48% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -2.68% | -7.53% | -3.53% | -3.55% | +14.75% |
| DAX | +2.38% | +3.11% | +5.92% | +2.19% | +6.13% |
| Developed | +0.70% | -2.03% | +2.31% | +5.98% | +20.01% |
| Dow Jones | +1.80% | +1.65% | +7.20% | +7.49% | +18.08% |
| EAFE | +1.32% | +0.75% | +2.12% | +3.96% | +14.38% |
| EM ETF | -4.32% | -6.95% | -1.76% | +5.66% | +26.28% |
| EM ETF2 | -0.24% | -1.72% | -2.08% | +1.80% | +13.36% |
| Euro Stoxx 50 | +0.84% | +0.94% | +6.74% | +5.57% | +18.70% |
| FTSE 100 | +3.31% | +3.47% | +5.35% | +7.13% | +19.73% |
| FTSE MIB | -0.47% | +0.69% | +7.45% | +13.60% | +26.75% |
| Hang Seng | +0.67% | +9.68% | -2.33% | -5.71% | +3.23% |
| HSCE | +0.65% | +10.88% | -3.39% | -8.51% | -4.80% |
| IBEX 35 | +2.66% | +1.51% | +10.93% | +10.75% | +37.12% |
| Israel | -1.42% | +0.01% | -5.87% | +0.54% | +49.29% |
| Jakarta | -1.62% | +3.98% | -19.27% | -31.31% | -11.21% |
| KOSPI | -0.95% | -20.25% | +5.75% | +39.56% | +112.73% |
| Malaysia | -0.57% | +2.68% | -0.46% | +0.79% | +12.59% |
| Mexico | +2.94% | +1.25% | +1.18% | -0.19% | +19.34% |
| NASDAQ | -2.36% | -1.79% | +0.27% | +5.97% | +18.27% |
| NIFTY 50 | -1.04% | -0.29% | +0.37% | -6.25% | -4.87% |
| Nikkei 225 | -2.85% | -6.13% | +9.41% | +21.18% | +63.78% |
| Russell 2000 | -0.15% | -2.32% | +5.42% | +10.08% | +30.46% |
| S&P 500 | -0.11% | +1.06% | +3.77% | +7.51% | +16.85% |
| Sensex | -1.21% | -0.43% | +0.13% | -7.78% | -7.10% |
| Shanghai | +0.45% | -5.31% | -6.84% | -7.28% | +8.64% |
| Shenzhen | -0.74% | -14.40% | -10.20% | -5.57% | +26.30% |
| Singapore | +2.13% | +8.17% | +14.08% | +16.32% | +31.80% |
| SMI | +2.15% | +2.74% | +10.56% | +10.75% | +22.42% |
| South Africa | -0.02% | -1.65% | -7.31% | -14.04% | +16.10% |
| Taiwan | -1.99% | -10.06% | +6.86% | +35.48% | +82.86% |
| Thailand | +1.08% | +3.41% | +8.77% | +30.70% | +47.66% |
| Turkey | -2.72% | -4.01% | -5.50% | +6.89% | +29.23% |
| VIX | -1.45% | -2.70% | +2.00% | +13.81% | +23.11% |
| World | -1.06% | +0.34% | +2.77% | +5.92% | +17.05% |
🏭 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 | -6.96% | +17.63% | -21.76% | +29.11% | +23.73% |
| Cocoa | -9.51% | +1.20% | +57.68% | +16.70% | -39.08% |
| Coffee | +2.23% | +18.34% | +11.59% | -4.74% | +14.05% |
| Copper | -2.53% | +3.34% | +5.46% | +6.06% | +10.12% |
| Corn | +6.13% | +16.41% | +4.29% | +12.20% | +20.28% |
| Cotton | +1.20% | +11.51% | +3.34% | +26.90% | +19.25% |
| Crude Oil WTI | -6.29% | +14.94% | -17.43% | +31.24% | +22.11% |
| Gasoline | -7.89% | +6.09% | -10.13% | +72.36% | +49.60% |
| Gold | -0.79% | -0.97% | -13.61% | -20.49% | +21.15% |
| Heating Oil | -3.69% | +23.88% | -0.01% | +54.76% | +65.17% |
| Natural Gas | -6.28% | -16.90% | +5.29% | -60.51% | -13.67% |
| Palladium | -0.66% | +5.13% | -13.99% | -41.43% | +2.22% |
| Platinum | -0.46% | -0.75% | -18.30% | -43.25% | +15.01% |
| Silver | -2.17% | -2.80% | -23.26% | -49.98% | +50.81% |
| Soybeans | -0.16% | +8.10% | +3.42% | +14.67% | +21.90% |
| Sugar | -2.15% | +4.15% | +5.28% | -1.56% | -10.62% |
| Wheat | -2.18% | +14.70% | +6.72% | +26.94% | +23.22% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -0.28% | +1.23% | -2.10% |
| EUR/USD | -0.16% | +0.13% | -2.44% |
| GBP/USD | -0.95% | +0.81% | -1.36% |
| US Dollar Index | +0.31% | -0.12% | +2.84% |
| USD/BRL | +0.18% | -1.10% | +1.92% |
| USD/CAD | +0.12% | -0.72% | +3.05% |
| USD/CHF | +0.88% | +0.87% | +3.36% |
| USD/CNY | -0.24% | -0.62% | -1.19% |
| USD/IDR | +0.85% | +1.42% | +4.32% |
| USD/INR | -0.67% | +1.57% | +0.97% |
| USD/JPY | +0.74% | +1.18% | +2.19% |
| USD/KRW | -1.39% | -5.26% | -2.21% |
| USD/MXN | +0.04% | -0.48% | -0.60% |
| USD/TRY | +0.41% | +1.63% | +4.89% |
| USD/ZAR | +1.08% | +1.24% | -0.76% |
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
