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.
🤖 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.
