NSE Market Pulse — Friday, 31 July 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Friday, 31 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
Indian Equity Market Overview: The Indian market delivered a robust weekly performance, with the NIFTY 50 surging +2.59% and the Sensex gaining +2.68% over the past week. This strength stands in sharp contrast to the severe stress seen in Asian peers, particularly the KOSPI’s catastrophic -21.18% weekly collapse and the Nikkei’s -6.86% decline. While the 1-month return for Indian indices sits at a modest +0.86%, the weekly momentum suggests a decisive bid in domestic equities, likely driven by a sharp -1.56% appreciation in the INR against the USD and a -6.03% drop in the VIX, signaling improved risk appetite.
Sector Rotation: The clear leadership this week came from Real Estate, with multiple sub-indices posting extraordinary gains between +9.05% and +12.51% on the week, despite a mixed 3-month picture that still shows deep negative territory for some names. Financial Services also joined the rally with a +8.98% weekly jump. Interestingly, the "bottom" performers—Industrials and Technology—still managed to gain +6.09% and +6.13% respectively, indicating a broad-based rally rather than a narrow one. The standout sub-sector theme is Utilities - Regulated Water (+36.24% weekly) and Grocery Stores (+27.79% weekly), suggesting a defensive bid into consumer staples and infrastructure names, likely as a hedge against global volatility.
Commodities & Currency: Crude oil prices have whipsawed violently; Brent is down -6.92% this week but remains up a massive +25.86% over the month. This volatility is a double-edged sword for India: lower weekly crude could ease input costs for refiners and paints, but the 1-month surge remains a key inflation risk. The INR’s weekly strength (-1.56% vs USD) is a major positive for import-heavy sectors like electronics and chemicals. However, the sharp rally in industrial metals like Copper (+2.63% weekly) and Palladium (+3.11%) could pressure margins in auto and capital goods. Gold’s modest +0.82% gain suggests a steady, not panic-driven, bid for safe havens.
Outlook: The divergence between India’s resilience and the KOSPI’s -34.01% monthly crash is the key story. Next week, watch for whether the INR can sustain its strength and if the Real Estate and Financial Services rally broadens out. The 1-month surge in crude (+25%) and Heating Oil (+31%) bears close monitoring for any spillover into domestic inflation
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.58% | -0.60% | +2.41% | +5.79% | +18.82% |
| AEX | +0.93% | +2.56% | +8.45% | +8.99% | +24.03% |
| Argentina | +1.22% | +6.47% | +17.08% | +7.44% | +65.32% |
| ASX 200 | +1.46% | +2.81% | +2.73% | +1.11% | +3.53% |
| Brazil | +0.25% | +3.19% | -5.42% | -2.62% | +34.08% |
| CAC 40 | +1.99% | +0.75% | +5.91% | +4.37% | +12.04% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -2.28% | -7.15% | -3.13% | -3.15% | +15.22% |
| DAX | +2.36% | +0.43% | +5.29% | +3.61% | +9.67% |
| Developed | +1.11% | +0.18% | +2.45% | +5.09% | +24.29% |
| Dow Jones | +0.56% | -0.12% | +5.21% | +6.46% | +17.50% |
| EAFE | +1.77% | +2.16% | +2.86% | +3.50% | +18.96% |
| EM ETF | +0.94% | -3.84% | -0.10% | +5.77% | +30.89% |
| EM ETF2 | +1.32% | -1.11% | -0.62% | +1.60% | +16.99% |
| Euro Stoxx 50 | +1.44% | +0.17% | +8.33% | +8.14% | +19.37% |
| FTSE 100 | +1.43% | +2.22% | +5.07% | +6.52% | +20.08% |
| FTSE MIB | +0.84% | -0.36% | +7.58% | +13.55% | +27.45% |
| Hang Seng | +3.69% | +12.27% | -0.87% | -2.80% | +3.00% |
| HSCE | +4.12% | +13.13% | -2.20% | -5.51% | -5.11% |
| IBEX 35 | +1.24% | +0.79% | +12.22% | +9.45% | +37.62% |
| Israel | -2.45% | -0.13% | -5.61% | +2.09% | +49.52% |
| Jakarta | +0.64% | +8.56% | -12.53% | -30.96% | -12.13% |
| KOSPI | -21.18% | -34.01% | -15.44% | +12.94% | +75.22% |
| Malaysia | +1.40% | +3.80% | +0.17% | -1.10% | +12.75% |
| Mexico | +1.75% | +0.70% | -1.53% | -2.81% | +17.68% |
| NASDAQ | +0.40% | -3.71% | +0.73% | +5.87% | +18.67% |
| NIFTY 50 | +2.59% | +0.86% | +1.61% | -2.66% | -2.70% |
| Nikkei 225 | -6.86% | -11.70% | +2.20% | +14.90% | +55.98% |
| Russell 2000 | -0.19% | -2.93% | +4.44% | +10.15% | +31.00% |
| S&P 500 | +0.18% | -0.77% | +3.00% | +6.55% | +16.70% |
| Sensex | +2.68% | +0.76% | +1.54% | -4.22% | -4.98% |
| Shanghai | +0.47% | -4.88% | -6.70% | -6.91% | +8.97% |
| Shenzhen | -1.42% | -12.39% | -10.20% | -4.74% | +24.88% |
| Singapore | +0.72% | +7.88% | +14.57% | +14.65% | +34.85% |
| SMI | +0.39% | +0.21% | +9.49% | +9.39% | +20.71% |
| South Africa | +3.45% | -0.69% | -2.23% | -15.75% | +22.28% |
| Taiwan | -1.23% | -8.29% | +10.77% | +36.29% | +86.56% |
| Thailand | -0.26% | +3.25% | +8.99% | +30.71% | +45.53% |
| Turkey | -3.48% | -6.22% | -7.78% | +2.13% | +28.33% |
| VIX | -6.03% | +5.24% | +2.77% | +0.11% | +4.43% |
| World | +0.48% | -0.76% | +2.47% | +5.60% | +18.62% |
🏭 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 | +6.23% | +11.64% | +5.86% | -7.32% | -7.19% |
| Technology | +6.13% | +5.69% | +8.44% | -12.01% | -9.40% |
| Industrials | +6.09% | +1.21% | -0.22% | -1.64% | +25.53% |
🔬 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 | -6.92% | +25.86% | -20.99% | +27.39% | +22.99% |
| Cocoa | +1.34% | +8.83% | +55.92% | +30.43% | -33.50% |
| Coffee | +0.27% | -2.98% | +4.57% | -8.93% | +7.24% |
| Copper | +2.63% | +5.92% | +9.45% | +5.03% | +16.45% |
| Corn | +0.32% | +10.63% | +0.22% | +8.13% | +18.89% |
| Cotton | +4.16% | +11.65% | +2.45% | +28.89% | +24.16% |
| Crude Oil WTI | -3.96% | +25.07% | -18.37% | +31.11% | +22.53% |
| Gasoline | -7.84% | +6.26% | -17.02% | +63.01% | +37.93% |
| Gold | +0.82% | +0.80% | -11.13% | -22.89% | +24.43% |
| Heating Oil | +0.98% | +31.19% | +2.01% | +63.29% | +74.56% |
| Natural Gas | -5.15% | -15.43% | -1.59% | -30.50% | -10.57% |
| Palladium | +3.11% | +5.99% | -15.78% | -35.74% | +2.41% |
| Platinum | +4.10% | +4.39% | -16.18% | -36.14% | +21.90% |
| Silver | -1.62% | -3.96% | -21.53% | -49.40% | +53.61% |
| Soybeans | -4.61% | +5.70% | +0.72% | +11.03% | +23.02% |
| Sugar | -0.20% | -1.67% | +1.10% | +0.27% | -10.40% |
| Wheat | -5.79% | +7.90% | +2.40% | +17.96% | +21.96% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.77% | +1.87% | -2.04% |
| EUR/USD | +1.15% | +1.14% | -1.58% |
| GBP/USD | +1.12% | +1.37% | -0.52% |
| US Dollar Index | -1.32% | -1.24% | +2.09% |
| USD/BRL | -0.37% | -2.73% | +1.87% |
| USD/CAD | -0.39% | -1.32% | +3.00% |
| USD/CHF | -0.94% | +0.00% | +3.22% |
| USD/CNY | -0.45% | -0.77% | -1.29% |
| USD/IDR | +0.48% | +0.31% | +4.07% |
| USD/INR | -1.56% | -0.05% | +0.12% |
| USD/JPY | -2.71% | -1.93% | +1.40% |
| USD/KRW | -2.53% | -7.41% | -2.66% |
| USD/MXN | -1.05% | -1.28% | -1.08% |
| USD/TRY | +0.43% | +1.80% | +5.10% |
| USD/ZAR | -1.58% | +0.94% | -1.42% |
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.
