Weekly Market Map - 18 July, 2026

Markets flattish; FII selling continues

Week’s Recap

• Indian benchmarks closed the week on a strong note: Nifty 50 up 1.09% / Sensex 1.25% on Friday alone, when Smallcaps were down 0.6%.

• Brent oil climbed toward $85/bbl, up over 11% on the week, as the US intensified strikes on Iran and reimposed a naval blockade.

• India Inflation: Headline retail inflation: 4.38% YoY (up from 3.93% in May), the highest since December 2024, broadly in line with the ~4.3% consensus.

• US Inflation: Headline inflation: 3.5% YoY (down sharply from 4.2% in May), well below the 3.8–3.9% consensus.

• FII Selling continued – they were net sellers for the week and even for Month till date.

• Strong results from banks/NBFCs and Auto Comps; Decent results even from IT services – held the benchmark strong.

Next Week Ahead

• Q1 FY27 earnings pick up broadens.

• Primary markets stay active: Cube Highways Trust InvIT (₹5,000 Cr, opens 22 Jul) headlines the week, alongside SME issues including Gulf Lloyds and Metalic Technoforge.

• India-US trade deal: both sides pushing to close the interim BTA before the 24 Jul tariff-deadline expiry - watch for any formal announcement.

• FOMC Meet on 28-29.

Nifty 50 outperforms broader market this week

Largecaps led, smallcaps lagged (down 0.6%). By Factors: Quality has been performing strongly this week while low volatility has out-performed for last 1 month.

Sectoral Performance

IT, Consumer Durables, Oil & Gas, Auto & Banks lead; Defence, Realty & Capital Markets drag

Macro Indicators

Oil back to $86 price, India VIX up +7% this week. Gold slipped 3%. Rupee weakened 1%.

Q1 FY27 Result Season

Result season has so far has been broadly strong: 14% revenue growth and 19% PAT growth for 86 companies that have declared results till Friday market close. 2K-20K Market cap companies showed the strongest result with 22% revenue growth / 43% PAT growth.   

In terms of sectors, Banks, NBFCs, Capital Markets and Auto components are leading the charge.

Stocks Showing Positive Quant Signals

42 stocks are flashing positive quant signals this week (13-17 July) based on Native's proprietary quant score. Do note this is not a buy recommendation - please do your own due-diligence.

42 Total stocks flagged across all market caps this week

Top 15 Performing ETFs

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