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