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 A Comprehensive Guide to Invest in Bond Futures

Published Date: 22 Jun 2023Updated Date: 30 Jun 20236 mins readBy MOFSL
 Comprehensive Guide to Invest in Bond Futures

What are Bond Futures?

  • Bond futures are financial contracts that enable market participants to speculate on the future value of bonds.
  • These derivative contracts derive their worth from the underlying bonds issued by governments or companies.
  • By trading bond futures, investors can manage interest rate risks and potentially profit from price movements in the bond market. 
  • In India, bond futures come under Interest Rate Derivatives and are traded on the National Stock Exchange (NSE).

What are the Types of Bond Futures?

In India, bond futures are traded on the NSE, currently on two instruments: 

  • NBF II (NSE Bond Futures II): These contracts are based on Government of India (GOI) securities. They come with different maturity periods, including four to eight, eight to 11, and then 11 to 15 years.
  • 91DTB - These bond futures represent the GoI treasury bill with a short-term maturity period of 91 days.

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How are Bond Futures Priced?

The prices of bond futures are determined by the characteristics of the underlying bonds. For example,

  • NBF II: Pricing for NBF II bond futures involves daily mark-to-market and final settlements. The daily settlement is cash-based and determined by the volume-weighted average futures price. The final settlement is also cash-based and calculated using the weighted average price of the underlying bond.
  • 91DTB: Treasury bills are issued at a discount and settled at face value upon maturity. The investor earns the difference between the maturity value and the discounted issue price.

What Factors Influence Bond Futures Prices?

Several factors can impact bond futures prices, including:

  • Interest rates: As interest rates change, bond prices and bond futures prices tend to move in opposite directions.
  • Economic indicators: Economic data, such as inflation and GDP growth, can influence interest rates and, consequently, bond futures prices.
  • Market sentiment: Investor sentiment and expectations about future interest rate movements can also affect bond futures prices.

Where are Bond Futures Traded?

  • Bond futures are traded on the NSE through their automated screen-based trading system called NEAT (National Exchange for Automated Trading).
  • NEAT operates as an order-driven market, providing a transparent and efficient platform for trading bond futures.

Why Invest in Bond Futures?

Investing in bond futures offers several benefits, such as

  • Hedging against interest rate risk: You can use bond futures to protect your fixed-income portfolios from interest rate fluctuations.
  • Speculation: You can take advantage of market movements and profit from changes in bond prices.
  • Portfolio diversification: Bond futures provide an additional asset class for you to diversify your portfolios.

What are the Risks Associated with Bond Futures?

While bond futures offer potential benefits, they also come with certain risks, such as 

  • Market risk: Bond futures are subject to market fluctuations, which can lead to losses if the market moves against your position.
  • Leverage risk: Bond futures are leveraged instruments, meaning that you can control a large position with a relatively small investment. While this can amplify gains, it can also magnify losses.
  • Liquidity risk: In some cases, bond futures may be less liquid than the underlying bonds, making it difficult to exit a position at the desired price.

Are Bond Futures Right for You?

  • Bond futures can be an attractive investment option if you are looking to manage interest rate risks and potentially profit from the bond market.
  • Before investing in bond futures, evaluate your risk tolerance, investment horizon, and market knowledge.

 

Related  Articles: The Benefits of Investing in Bonds | What are tax-free bonds and how they work | Best Way to Invest in Sovereign Gold Bonds

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Disclaimer: The stocks, companies, or financial instruments mentioned in this blog are for informational purposes only and should not be considered as investment recommendations. It is advised to consult with your financial advisor before making any investment decisions. Investment in securities markets are subject to market risks, read all the related documents carefully before investing. Investors are strongly encouraged to carefully read the risk disclosure documents prior to participating in market-related investments or trading activities. Due to the volatile nature of financial markets, no guarantees can be made regarding investment returns. Motilal Oswal Financial Services Ltd. does not offer any assured returns on market-linked securities. Please note that past performance of stocks or indices is not indicative of future results.
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