NSE Market Pulse — Sunday, 2 August 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Sunday, 2 August 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 – Sunday, 2 August 2026
Indian Equity Market Overview: The Nifty 50 and Sensex delivered robust weekly gains of +2.59% and +2.68% respectively, decisively outperforming most global peers. This strength comes despite a mixed global backdrop: while the S&P 500 (+1.05%) and Dow Jones (+1.04%) posted modest gains, major Asian indices struggled—the KOSPI (-1.42% weekly, -20.57% monthly) and Nikkei 225 (-0.39% weekly, -8.67% monthly) remain under severe pressure. The Hang Seng (+3.69% weekly, +12.27% monthly) and HSCE (+4.12% weekly) surged, indicating strong China-linked sentiment, yet the CSI 300 (-5.26% weekly) shows divergence. The VIX tumbling -13.94% weekly signals easing global fear, which likely aided risk appetite for Indian equities. Notably, India’s 1-month return of +0.86% (Nifty) versus the EM ETF’s -3.60% highlights relative resilience.
Sector Rotation: The standout theme is an aggressive rebound in Real Estate, with multiple sub-indices posting extraordinary weekly gains of +12.51%, +11.89%, +9.81%, and +9.05%. This suggests a sharp reversal from the 3-month weakness (-13% to -16%) in the space, likely driven by rate-cut expectations and strong demand. Financial Services (+8.98% weekly) also led, indicating a broader risk-on move into rate-sensitive and cyclical value areas. Interestingly, the “bottom” performers—Industrials (+6.09%) and Technology (+6.13% to +6.23%)—still posted strong positive weekly returns, meaning the market saw broad-based buying rather than narrow leadership. Sub-sector data reveals unusual strength in Utilities-Regulated Water (+36.24% weekly) and Grocery Stores (+27.79% weekly), suggesting defensive/staples names are also attracting speculative flows. The key theme is a rotation away from global tech (NASDAQ -2.56% monthly) into domestic cyclicals and financials.
Commodities & Currency: Crude oil prices corrected sharply this week—Brent -6.88% and WTI -5.20%—but remain at elevated 1-month levels (+25.92% and +23.46% respectively). This weekly pullback is a major positive for India’s import-heavy economy, potentially easing inflation concerns and benefiting OMC, paint, and aviation sectors. However, the 1-month surge in Heating Oil (+27.27%) warrants monitoring. The Indian Rupee appreciated +1.22% weekly against the USD, a significant move that supports importers and helps contain imported inflation. The US Dollar Index fell -1.65% weekly, with USD/JPY crashing -3.80%, reflecting global dollar weakness. Gold (+0.97% weekly) and Platinum (+4.10%) held steady. For NSE sectors, a stronger INR and softer crude are tailwinds for IT (though dollar revenue conversion is a minor negative), autos, and
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +1.38% | +0.20% | +3.23% | +6.63% | +19.77% |
| AEX | +0.84% | +2.46% | +8.35% | +8.88% | +23.91% |
| Argentina | +0.23% | +5.43% | +15.94% | +6.39% | +63.71% |
| ASX 200 | +2.33% | +2.89% | +3.22% | +2.26% | +3.61% |
| Brazil | +2.27% | +3.02% | -4.10% | -3.62% | +34.11% |
| CAC 40 | +1.64% | +0.41% | +5.55% | +4.01% | +11.66% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.26% | -8.16% | -3.33% | -5.18% | +14.14% |
| DAX | +2.11% | +0.19% | +5.03% | +3.35% | +9.41% |
| Developed | +1.31% | +0.37% | +2.65% | +5.29% | +24.53% |
| Dow Jones | +1.04% | +0.34% | +5.71% | +6.96% | +18.05% |
| EAFE | +2.10% | +2.48% | +3.19% | +3.83% | +19.34% |
| EM ETF | +1.20% | -3.60% | +0.16% | +6.04% | +31.22% |
| EM ETF2 | +1.64% | -0.79% | -0.31% | +1.93% | +17.36% |
| Euro Stoxx 50 | +1.23% | -0.04% | +8.10% | +7.91% | +19.12% |
| FTSE 100 | +1.23% | +2.02% | +4.86% | +6.31% | +19.84% |
| FTSE MIB | +0.72% | -0.49% | +7.44% | +13.41% | +27.29% |
| 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 | +1.01% | +0.56% | +11.97% | +9.21% | +37.31% |
| Israel | -2.45% | -0.13% | -5.61% | +2.09% | +49.52% |
| Jakarta | +0.64% | +8.56% | -12.53% | -30.96% | -12.13% |
| KOSPI | -1.42% | -20.57% | -0.69% | +32.17% | +106.88% |
| Malaysia | +1.40% | +3.80% | +0.17% | -1.10% | +12.75% |
| Mexico | +0.83% | -0.20% | -2.41% | -3.68% | +16.62% |
| NASDAQ | +1.59% | -2.56% | +1.93% | +7.13% | +20.09% |
| NIFTY 50 | +2.59% | +0.86% | +1.61% | -2.66% | -2.70% |
| Nikkei 225 | -0.39% | -8.67% | +7.42% | +21.70% | +61.30% |
| Russell 2000 | +0.05% | -2.70% | +4.69% | +10.42% | +31.31% |
| S&P 500 | +1.05% | +0.09% | +3.89% | +7.47% | +17.71% |
| 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 | +0.13% | -0.05% | +9.21% | +9.11% | +20.40% |
| South Africa | +3.41% | -0.72% | -2.26% | -15.78% | +22.24% |
| Taiwan | -1.23% | -8.29% | +10.77% | +36.29% | +86.56% |
| Thailand | +1.08% | +3.41% | +8.77% | +30.70% | +47.66% |
| Turkey | -3.48% | -6.22% | -7.78% | +2.13% | +28.33% |
| VIX | -13.94% | -3.62% | -5.89% | -8.31% | -4.37% |
| World | +1.08% | -0.17% | +3.08% | +6.23% | +19.32% |
🏭 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 | -6.88% | +25.92% | -20.95% | +27.45% | +23.05% |
| Cocoa | +2.99% | +10.61% | +58.47% | +32.56% | -32.41% |
| Coffee | -0.08% | -3.31% | +4.20% | -9.25% | +6.87% |
| Copper | +2.30% | +5.59% | +9.10% | +4.70% | +16.08% |
| Corn | -0.05% | +10.21% | -0.16% | +7.72% | +18.44% |
| Cotton | +2.48% | +9.85% | +0.80% | +26.81% | +22.15% |
| Crude Oil WTI | -5.20% | +23.46% | -19.42% | +29.43% | +20.96% |
| Gasoline | -8.30% | +5.74% | -17.43% | +62.20% | +37.24% |
| Gold | +0.97% | +0.95% | -11.00% | -22.78% | +24.61% |
| Heating Oil | -2.04% | +27.27% | -1.04% | +58.41% | +69.34% |
| Natural Gas | -4.32% | -14.69% | -0.72% | -29.89% | -9.79% |
| Palladium | +2.78% | +5.66% | -16.05% | -35.95% | +2.09% |
| Platinum | +4.10% | +4.39% | -16.18% | -36.14% | +21.90% |
| Silver | -1.48% | -3.83% | -21.42% | -49.33% | +53.83% |
| Soybeans | -4.85% | +5.44% | +0.47% | +10.75% | +22.71% |
| Sugar | -0.81% | -2.27% | +0.48% | -0.34% | -10.94% |
| Wheat | -5.72% | +7.98% | +2.48% | +18.05% | +22.05% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.44% | +1.58% | -2.48% |
| EUR/USD | +1.32% | +1.31% | -1.41% |
| GBP/USD | +0.98% | +1.07% | -0.64% |
| US Dollar Index | -1.65% | -1.57% | +1.75% |
| USD/BRL | -0.15% | -2.82% | +2.99% |
| USD/CAD | -0.49% | -1.22% | +3.04% |
| USD/CHF | -1.16% | -0.22% | +2.99% |
| USD/CNY | -0.31% | -0.56% | -1.17% |
| USD/IDR | +0.18% | +1.14% | +3.45% |
| USD/INR | -1.22% | -0.14% | +0.22% |
| USD/JPY | -3.80% | -2.51% | -0.18% |
| USD/KRW | -1.47% | -6.84% | -2.53% |
| USD/MXN | -0.64% | -0.86% | -0.07% |
| USD/TRY | +0.33% | +1.67% | +5.03% |
| USD/ZAR | -0.99% | +1.72% | -0.20% |
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
