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Derivative Products: International Finance Unit 9

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This video introduces derivative products within international finance, beginning with an explanation of the Black-Scholes formula used to calculate theoretical option prices. The formula primarily applies to European-style options, which can only be exercised at their expiration date, under the assumption that markets operate efficiently. To determine an option's price, the model relies on five key variables: the strike price, the current stock price, the time remaining until expiration, the risk-free interest rate, and the volatility of the underlying asset. These components work together to provide a precise estimate of what an option is worth in the real market. The discussion then shifts to financial futures, highlighting their unique characteristic as zero Net Present Value contracts that are continuously marked to market based on current fair values. This marking-to-market process makes futures contracts highly effective instruments for hedging against price fluctuations. The video explains that by examining these contracts, investors can analyze the potential gains and losses resulting from changes in the underlying asset's price. Furthermore, the segment contrasts futures with interest rate swaps, noting that while futures are often shorter-term, interest rate swaps typically operate over a longer horizon to help reduce interest rate risk and uncertainty for borrowers. Interest rate swaps are described as over-the-counter derivatives involving two parties who exchange cash flows on a periodic basis; one party receives fixed payments while the other pays floating rates linked to a benchmark like LIBOR. The primary benefits of these swaps include lowering the cost of loans and mitigating interest rate risk, thereby reducing overall financial uncertainty. Following this, the video examines currency swaps, which involve two parties exchanging different currencies at an agreed-upon spot rate initially and then re-exchanging them at a future date using a predetermined forward rate. These contracts effectively combine a spot transaction for immediate delivery with a forward transaction for future settlement. Finally, the video concludes by outlining the significant advantages of currency swaps, emphasizing that they are inherently riskless in nature when structured correctly. By utilizing these instruments, investors can leverage funds held in one specific currency to meet obligations denominated in another currency without exposing themselves to adverse exchange rate movements. This mechanism allows participants to hedge foreign exchange risks effectively, eliminating uncertainty for investors who wish to utilize their current assets to fund international liabilities safely. The session ends with an encouragement for viewers to research further on the benefits of financial futures before meeting again next week.
Read the full video transcript
welcome back everyone this week we're going to look at derivative products what we're going to do we'll look at the Block shs formula then we'll look at the payoffs of a financial future and at the same time we'll have a look at the benefits of interest rate swaps and then we'll examine the nature of currency swaps now first things first if we want to look at the black schs formula basically the black shs formula is used to calculate option prices and the way that it does that is basically by providing a theoretical estimate of the price of options now these options normally are European style options and here the formula basically assumes that an option is only exercisable at its expiration date and at the same time there is another assumption that markets are acting efficiently and so these basically are the three main conditions associated with applying the black shs formula when we are trying to find out the price of an option now while doing that when we want to calculate the price of an option and find out what is the price of an option we look at five different variables within the formula so the first variable is basically the strike price and the strike price is basically the asset price when the option was exercised now the other VAR iable is the current price of the stock the third variable here is the time to expiration the fourth one is basically the risk-free rate and finally we look at the volatility of the option now having all of these would allow us basically to calculate the uh option price and find out what the real option price looks like and as we discussed we we will also be looking at the payoffs of financial Futures and for us what is important is that to see and to examine the different gains and losses that could occur um due to changes in the underlying price of the asset and because of this we look at Future contracts and the future contracts basically are zero Net Present Value contracts and in that sense uh future contracts are normally marked to Market which makes them a good instrument for hedging now what does Mark to market mean basically Mark to market is when we look at the value of the asset price based on its current market pricing or based on its fair value now on the other hand if we want to look at interest rate swaps and if we want to examine some of the benefits of interest rate swaps first of all we need to look at what it means and interest rate swaps are instruments that normally are overthe counter derivatives and these kind of derivative contracts are between two different parties so you have one party here that receives a fixed amount of a fixed amount on a periodical basis and the other party basically provides a Liber linked floating payments now normally interest rate swaps what they do they help in reducing interest rate risk and by doing so they also help reduce uncertainty now what they do also they can help reduce the cost of loans and as a result these interest rate swaps or these kinds of instruments they have a longer Horizon than financial Futures next thing we're going to do is basically examine the nature of currency swaps now currency swaps are basically contracts where you have two different parties exchanging two different currencies and these two different currencies are basically exchanged at a particular rate and then after that they go ahead and re-exchange uh the currencies back again at a different rate that they also agree on but the difference is the re exchange happens at a fixed date in the future now here as you can imagine the currency swap trade is basically composed of two different transaction the first transaction is a spot transaction while the other transaction is basically a forward transaction in terms of the spot transaction here what we have a purchasing and so buying and selling of a particular currency for an immediate or perhaps a near immediate delivery and payment on the other hand when we're talking about the forward transaction here what we're talking about is basically the buying and selling of a currency at a specific date in the future now why do we look at currency swaps so what are the benefits of looking or what are the benefits of currency swaps basically they are riskless in nature and so here investors can benefit from using the funds that they have today in a specific currency to basically fund obligations that are dominated in another currency at the same time while they are doing this they are able to hedge foreign exchange risks and as you can see it eliminates risk in a way or another for investors now with all of this with everything that we've discussed today perhaps it would be a good idea for you to go and do a little bit of research and find out what are some of the benefits of financial Futures while you do this I'll wait for you and we'll have a chat next week