NSE Market Pulse — Sunday, 23 August 2026: Sector Trends, Top Performers & Macro Outlook
Weekly market pulse for Sunday, 23 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
Indian equity markets ended the week on a cautious note, with the NIFTY 50 slipping 0.47% and the Sensex down 0.60% over the past five sessions. While the 1-month returns remain positive at +1.60% and +1.50% respectively, the weekly decline mirrors a broader global risk-off tone. The ACWI fell 0.91% for the week, with the NASDAQ dropping 2.05% and the Nikkei 225 crashing 3.93%. Notably, the CSI 300 tumbled 5.26% weekly and is down 8.16% over the month, signalling persistent weakness in China. However, the EM ETF gained 0.77% this week, suggesting selective appetite for emerging markets, and India’s resilience relative to developed markets is a positive sign for domestic liquidity.
Sector rotation was the defining theme, with Real Estate delivering a spectacular weekly performance, surging between 9.05% and 12.51% across various indices. This comes after a tough 3-month stretch, with most realty indices still down 11-16% from three months ago, indicating a sharp mean-reversion bounce. Financial Services also gained 8.98% for the week, rebounding from a 3.75% quarterly decline. On the flip side, Technology and Industrials were relative laggards, posting weekly gains of just 6.13% and 6.09% respectively — though these are still positive numbers, they trailed the explosive moves in real estate. The sub-sector data highlights unusual strength in Regulated Water Utilities (+36.24% weekly) and Grocery Stores (+27.79% weekly), pointing to defensive and utility-led buying that often emerges during global uncertainty.
Commodities present a mixed but inflationary backdrop. Brent Crude jumped 6.63% this week, while Gold surged 6.85% and Silver added 6.99%, with silver now up 20.30% over the month. Platinum’s 8.33% weekly gain and sugar’s 6.02% rise add to the inflationary pressure. For NSE sectors, higher crude is a direct headwind for paints, aviation, and FMCG input costs, while gold’s strength could support jewellery-related demand. In currencies, the USD/INR inched up 0.24% this week, but the rupee has appreciated 1.24% over the month. A stronger rupee, combined with a weaker US Dollar Index (-0.87% weekly), could benefit import-heavy sectors like electronics and chemicals, while pressuring IT and pharma exporters on translation gains.
Looking ahead to next week, the key watchpoints are crude oil’s sustainability above recent levels, given its 6.63% weekly spike, and whether the VIX’s 6.18% weekly rise — though still down 19% monthly — signals renewed volatility. The Hang Seng’s 3.55% weekly gain and South Africa’s 4.90% surge suggest EM momentum is broadening. For Indian investors, the real estate and financials rally needs follow-through buying to confirm a trend reversal, while any further slide in the Nikkei or CSI 300 could drag sentiment
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.91% | +4.19% | +3.29% | +8.93% | +21.32% |
| AEX | -1.06% | +1.78% | +6.12% | +8.81% | +22.22% |
| Argentina | -2.91% | -13.81% | +4.47% | +2.15% | +26.48% |
| ASX 200 | -0.62% | +2.49% | +4.22% | +0.36% | +0.96% |
| Brazil | +2.45% | -3.22% | -3.57% | -10.24% | +27.23% |
| CAC 40 | -1.76% | +2.23% | +3.81% | -0.15% | +10.05% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.26% | -8.16% | -3.33% | -5.18% | +14.14% |
| DAX | -1.15% | +5.55% | +3.78% | +4.58% | +7.28% |
| Developed | -0.22% | +5.22% | +3.86% | +5.61% | +24.67% |
| Dow Jones | -0.85% | +3.03% | +5.95% | +7.36% | +18.56% |
| EAFE | -0.37% | +5.19% | +3.89% | +3.18% | +17.10% |
| EM ETF | +0.77% | +3.90% | +1.65% | +7.67% | +34.91% |
| EM ETF2 | +0.57% | +4.04% | +2.98% | +3.28% | +17.70% |
| Euro Stoxx 50 | -1.18% | +4.06% | +6.56% | +6.64% | +17.85% |
| FTSE 100 | +0.62% | +1.67% | +3.10% | +1.21% | +16.04% |
| FTSE MIB | -1.71% | +2.63% | +5.55% | +12.78% | +21.61% |
| Hang Seng | +3.55% | +3.17% | +2.45% | -3.78% | +4.16% |
| HSCE | +3.52% | +3.37% | +1.88% | -5.89% | -3.17% |
| IBEX 35 | -0.97% | +3.60% | +9.13% | +9.15% | +32.03% |
| Israel | -0.37% | -2.35% | -9.04% | -2.59% | +34.19% |
| Jakarta | +3.55% | +3.02% | +2.43% | -19.90% | -13.43% |
| KOSPI | +1.46% | +1.70% | -4.11% | +25.18% | +114.18% |
| Malaysia | +0.53% | +1.28% | +1.39% | -0.89% | +9.45% |
| Mexico | +2.07% | -0.81% | -5.01% | -7.99% | +12.90% |
| NASDAQ | -2.05% | +4.15% | -0.43% | +14.39% | +23.65% |
| NIFTY 50 | -0.47% | +1.60% | +2.25% | -5.57% | -0.96% |
| Nikkei 225 | -3.93% | -0.15% | +4.23% | +16.21% | +60.78% |
| Russell 2000 | -1.65% | +2.64% | +6.13% | +13.29% | +32.98% |
| S&P 500 | -1.43% | +3.59% | +3.07% | +11.07% | +19.99% |
| Sensex | -0.60% | +1.50% | +2.82% | -6.89% | -3.36% |
| Shanghai | -0.56% | +0.73% | -5.96% | -5.49% | +7.30% |
| Shenzhen | -1.81% | -0.21% | -11.11% | -0.47% | +26.32% |
| Singapore | -0.95% | +1.67% | +12.75% | +13.74% | +34.82% |
| SMI | +0.46% | +1.70% | +6.89% | +4.76% | +18.38% |
| South Africa | +4.90% | +11.19% | +7.43% | -3.46% | +29.86% |
| Taiwan | -1.28% | +0.83% | +6.99% | +39.56% | +88.40% |
| Thailand | +1.08% | +3.41% | +8.77% | +30.70% | +47.66% |
| Turkey | +2.42% | +3.10% | +3.59% | +1.22% | +32.41% |
| VIX | +6.18% | -19.09% | -9.40% | -27.99% | -8.86% |
| World | -0.91% | +4.19% | +3.58% | +8.67% | +21.18% |
🏭 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 | +6.63% | -6.26% | -7.98% | +31.54% | +41.22% |
| Cocoa | +4.31% | +12.83% | +58.77% | +94.19% | -22.07% |
| Coffee | -3.90% | +5.01% | +18.84% | +12.70% | -9.81% |
| Copper | -0.19% | +4.47% | +5.27% | +12.97% | +48.83% |
| Corn | +10.78% | +9.59% | +10.01% | +18.95% | +33.82% |
| Cotton | +4.15% | +9.06% | +11.66% | +38.14% | +30.66% |
| Crude Oil WTI | +5.66% | -5.56% | -9.64% | +31.13% | +37.73% |
| Gasoline | -4.31% | -12.86% | -9.85% | +52.55% | +43.16% |
| Gold | +6.85% | +15.67% | +3.10% | -7.49% | +40.00% |
| Heating Oil | +2.38% | +1.00% | +14.44% | +69.57% | +92.35% |
| Natural Gas | +2.85% | -3.60% | -6.86% | -7.75% | +2.14% |
| Palladium | +2.09% | +7.56% | -2.40% | -23.90% | +21.51% |
| Platinum | +8.33% | +18.55% | -3.04% | -12.63% | +42.11% |
| Silver | +6.99% | +20.30% | -9.01% | -15.50% | +84.41% |
| Soybeans | +5.60% | +0.16% | +3.79% | +8.97% | +22.12% |
| Sugar | +6.02% | +19.81% | +18.12% | +23.08% | +6.22% |
| Wheat | +3.63% | +0.43% | +7.99% | +21.93% | +38.33% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +1.26% | +2.98% | +0.05% |
| EUR/USD | +1.24% | +2.33% | +0.35% |
| GBP/USD | +0.75% | +2.52% | +1.43% |
| US Dollar Index | -0.87% | -2.59% | -0.39% |
| USD/BRL | -1.50% | +0.91% | +1.96% |
| USD/CAD | -0.79% | -2.29% | -0.32% |
| USD/CHF | -1.63% | -1.64% | +2.28% |
| USD/CNY | -0.33% | -0.77% | -0.97% |
| USD/IDR | -0.73% | -1.49% | +0.00% |
| USD/INR | +0.24% | -1.24% | -0.23% |
| USD/JPY | -0.30% | -2.54% | -0.01% |
| USD/KRW | -2.08% | -5.97% | -7.94% |
| USD/MXN | -0.74% | -3.54% | -2.33% |
| USD/TRY | +0.37% | +1.52% | +4.66% |
| USD/ZAR | -1.16% | -4.84% | -2.19% |
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
