NSE Market Pulse — Friday, 7 August 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Friday, 7 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.
🤖 AI Market Analysis
Indian Equity Market Overview: The NIFTY 50 added +0.77% over the week while the Sensex gained a more modest +0.52%, underperforming the sharp global rally—the S&P 500 jumped +3.61% and the NASDAQ surged +5.18%. This relative lag suggests domestic investors remain cautious despite the strong global risk-on tone, which was also reflected in the VIX falling -6.44% on the week. The 1-month picture is healthier, with NIFTY up +2.54% and Sensex +2.29%, indicating a steady, albeit unspectacular, recovery. Notably, the KOSPI’s explosive +12.56% weekly rebound (after a -17.76% monthly slump) and South Africa’s +8.73% weekly surge show that beaten-down emerging markets are seeing aggressive buying, a trend India has yet to fully participate in.
Sector Rotation & Key Themes: The dominant story is a powerful rotation into Real Estate, with the sector delivering a staggering +12.51% and +11.89% weekly gains across multiple indices—a clear signal of renewed risk appetite. Financial Services also outperformed with a +8.98% weekly gain, suggesting a "value-plus-growth" bid. Surprisingly, the bottom performers were Technology (+6.13% weekly) and Industrials (+6.09%), which still posted solid gains but lagged the real estate frenzy. The sub-sector data highlights extreme moves in defensive names: Regulated Water Utilities (+36.24%) and Grocery Stores (+27.79%) saw parabolic spikes, indicating speculative flows into low-float, high-short-interest segments rather than broad-based accumulation.
Commodities & Currency Impact: The commodity complex is flashing mixed signals for NSE sectors. A sharp -7.40% weekly drop in Brent Crude and -7.58% in WTI is a major positive for Indian refiners, aviation, and FMCG companies facing input cost pressure. However, Gold (+9.03%) and Silver (+10.91%) surged, signaling lingering inflation or geopolitical hedging demand. The USD/INR fell -0.51% on the week and -0.69% over the month, providing a tailwind for foreign portfolio inflows and easing import cost pressures. A stronger rupee, combined with softer crude, directly benefits sectors with high import dependency, while the precious metals rally could support select mining and jewellery names.
Outlook for Next Week: The KOSPI’s +12.56% weekly rebound and the VIX’s continued decline suggest global volatility is compressing, which historically favors Indian large-caps catching up. Watch whether the Real Estate and Financial Services momentum can sustain—their 3-month returns are still deeply negative (-13% to -16%), so this could be a bear-market rally. With Brent down -7.40% and the rupee appreciating, expect the market
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +3.16% | +2.78% | +4.84% | +12.69% | +23.40% |
| AEX | +1.17% | +2.65% | +11.27% | +11.31% | +24.24% |
| Argentina | -5.66% | -3.05% | +9.55% | -2.96% | +34.74% |
| ASX 200 | +3.39% | +5.54% | +6.03% | +6.46% | +5.27% |
| Brazil | -2.88% | +0.08% | -4.97% | -4.86% | +29.83% |
| CAC 40 | +2.63% | +4.89% | +9.44% | +4.93% | +12.64% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -0.02% | -5.00% | -0.89% | -0.91% | +17.89% |
| DAX | +2.87% | +4.96% | +10.05% | +5.39% | +9.11% |
| Developed | +3.03% | +2.87% | +4.44% | +10.41% | +26.89% |
| Dow Jones | +2.91% | +2.90% | +8.90% | +10.43% | +22.21% |
| EAFE | +2.69% | +4.33% | +5.37% | +8.06% | +21.79% |
| EM ETF | +2.18% | -1.94% | -1.66% | +11.88% | +33.45% |
| EM ETF2 | +2.87% | +1.59% | +0.37% | +7.84% | +19.96% |
| Euro Stoxx 50 | +2.75% | +3.96% | +10.51% | +10.25% | +24.45% |
| FTSE 100 | +0.41% | +4.20% | +6.26% | +5.23% | +19.97% |
| FTSE MIB | +3.03% | +2.62% | +9.72% | +14.80% | +29.86% |
| Hang Seng | -0.84% | +6.82% | -3.60% | -8.22% | +0.56% |
| HSCE | -0.94% | +6.68% | -4.35% | -10.69% | -6.72% |
| IBEX 35 | +2.10% | +4.53% | +14.94% | +11.01% | +35.94% |
| Israel | -0.15% | +0.32% | -8.50% | +2.08% | +50.25% |
| Jakarta | +2.78% | +8.41% | -8.07% | -28.72% | -13.36% |
| KOSPI | +12.56% | -17.76% | -14.74% | +20.59% | +97.35% |
| Malaysia | +0.63% | +3.46% | -0.70% | -0.72% | +13.86% |
| Mexico | +0.05% | +1.31% | -4.38% | -5.42% | +17.18% |
| NASDAQ | +5.18% | +1.84% | +3.42% | +18.40% | +26.07% |
| NIFTY 50 | +0.77% | +2.54% | +1.63% | -2.06% | -1.01% |
| Nikkei 225 | +6.17% | -3.77% | +4.74% | +23.18% | +57.04% |
| Russell 2000 | +3.29% | +1.18% | +6.62% | +17.46% | +36.30% |
| S&P 500 | +3.61% | +2.87% | +5.76% | +14.14% | +22.30% |
| Sensex | +0.52% | +2.29% | +1.51% | -3.88% | -3.49% |
| Shanghai | +2.81% | -2.39% | -6.75% | -5.09% | +9.27% |
| Shenzhen | +5.39% | -7.06% | -9.99% | -0.22% | +27.86% |
| Singapore | +1.24% | +4.87% | +15.78% | +14.76% | +33.82% |
| SMI | +1.50% | +2.43% | +11.15% | +8.13% | +22.79% |
| South Africa | +8.73% | +9.33% | +0.28% | -0.40% | +30.15% |
| Taiwan | +2.57% | -3.30% | +6.30% | +37.93% | +89.21% |
| Thailand | -0.98% | +2.51% | +8.21% | +29.77% | +44.48% |
| Turkey | +2.39% | -2.89% | -4.94% | +1.16% | +27.00% |
| VIX | -6.44% | -5.56% | -12.97% | -26.56% | -9.72% |
| World | +3.47% | +2.72% | +4.91% | +12.49% | +23.30% |
🏭 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 | -7.40% | +9.37% | -16.60% | +23.54% | +24.76% |
| Cocoa | +9.65% | -6.20% | +35.86% | +40.60% | -30.13% |
| Coffee | +2.29% | -4.83% | +16.72% | +10.15% | +15.78% |
| Copper | +2.68% | +6.33% | +7.85% | +13.96% | +50.50% |
| Corn | +5.50% | +8.71% | +2.71% | +6.90% | +22.45% |
| Cotton | +2.77% | +8.63% | -0.33% | +33.95% | +25.92% |
| Crude Oil WTI | -7.58% | +8.56% | -17.47% | +23.64% | +21.60% |
| Gasoline | -14.69% | -9.55% | -20.47% | +42.66% | +31.48% |
| Gold | +9.03% | +6.88% | -6.07% | -9.19% | +30.61% |
| Heating Oil | -5.26% | +9.33% | +2.31% | +63.17% | +72.57% |
| Natural Gas | -2.69% | -11.25% | -3.47% | -23.82% | -13.13% |
| Palladium | +8.54% | +11.30% | -8.78% | -18.02% | +21.72% |
| Platinum | +7.00% | +9.09% | -13.78% | -14.34% | +33.17% |
| Silver | +10.91% | +5.79% | -19.86% | -16.53% | +69.13% |
| Soybeans | +0.62% | -0.04% | +0.19% | +6.02% | +22.65% |
| Sugar | +11.05% | +7.67% | +11.97% | +14.09% | +1.69% |
| Wheat | +0.35% | +4.95% | +6.61% | +19.85% | +26.16% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.57% | +1.86% | -2.50% |
| EUR/USD | +0.32% | +1.21% | -1.86% |
| GBP/USD | +0.24% | +0.72% | -0.82% |
| US Dollar Index | -0.25% | -1.38% | +1.32% |
| USD/BRL | +0.21% | -1.44% | +3.72% |
| USD/CAD | -0.54% | -1.64% | +1.88% |
| USD/CHF | +0.27% | -0.02% | +3.83% |
| USD/CNY | -0.31% | -1.00% | -0.89% |
| USD/IDR | -0.73% | -1.20% | +2.84% |
| USD/INR | -0.51% | -0.69% | -0.20% |
| USD/JPY | -1.56% | -2.99% | +0.29% |
| USD/KRW | -0.81% | -6.27% | -4.43% |
| USD/MXN | -1.16% | -2.42% | -0.28% |
| USD/TRY | +0.41% | +1.77% | +5.09% |
| USD/ZAR | -1.99% | -1.40% | -1.58% |
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.
