Saturday, September 13, 2025

Credit Default Swaps (CDS)

    

 


Let’s Understand Credit Default Swaps (CDS)

              The financial markets use many complex tools, and one of the most talked-about                 tools is credit default swaps. Their name may sound complicated, but the idea                         behind it is very simple.

What is credit Default Swaps (CDS)

It is a type of financial tool that is use to cover the risk of default by other party.

In simple words we can say that it is an extra yield or premium demanded by lender from borrower to lend money when if it is a risky borrower. Here the parties may be governments of countries and big investment banks or financial institutions.

or jayada simple language me aise samjho ki “agr main kisi aise insaan ko udhaar paisa deta hu jo ho skta hai muje paisa vapas na de to main usse jyada interest ya premium charge karunga qki uska market me credit ach nahi hai and use paisa udhaar dena risky hai”. 

Breaking the words

Credit                         - Lending money as loan

Default                       - Failure to pay back the loan

Spread                        - Difference in interest rates

Understand with an Example:

Let’s say:

•           A U.S.A. government bond gives 2% interest. As it is safe investment.

•           A company bond gives 6% interest. As it riskier because it has different type of risk.

Then the credit default spread is:

6% - 2% = 4% (we are getting 4% extra for bearing the extra risk that company might not pay back in that case default risk is there and 4% is extra for default risk)

Where is it Used?

Credit default spreads are used in:

Bond markets – CDS used to compare how risky different companies or countries are.

Credit derivatives – credit derivatives are also like Credit Default Swaps where investors can "insure" themselves against the risk of a company non-payment.

Investment analysis – CDS helps to decide which bonds to invest on the basis of risk and return.

In other words, whenever companies, banks, and investors lend money to buy bonds, there's always the risk of default. Default means the borrower fails to pay the principal and interest. To mitigate this default risk, investors use CDS as protection or hedge. This provides them with peace of mind.


Basic Terms You Should Know

Before exploring into something more Understands the basic terms

Buyer of CDS - The person who wants protection

Seller of CDS - The person who provides protection

Reference Entity - The borrower (company or government)

Premium - The regular payment made for protection

Credit Event - When the borrower defaults

Is CDS Like Insurance or Hedge?

This is very similar to insurance but there is one important difference.

In normal insurance, you need to own the asset you are insured for but in CDS you dont need to own the bond to buy protection. This means even people who did not lend money can buy CDS to make profit if the company fails.

Why is CDS Important? –

Risk Management – Banks and investors use CDS to protect themselves from losses if a borrower fails to repay a loan.

Price Discovery – The CDS premium (or spread) shows how risky a company is considered to be. If the premium is high, it means the market believes the company has a higher chance of default.

Market Stability (in theory) – By transferring risk from one party to another, CDS can help make the financial system safer. However, if used too much or without proper control, it can also create serious problems.

CDS and the 2008 Financial Crisis

Credit default swaps became very famous during the 2008 crisis. Many banks and institutions used CDS heavily.

One major example was Lehman Brothers, which collapsed in 2008. When Lehman Brothers failed, large CDS payments were triggered. Many banks and financial institutions suffered huge losses, and the entire financial system became unstable.

Another important example was AIG (American International Group). AIG had sold a large number of CDS contracts but did not have enough money to cover the claims. When many borrowers started defaulting, AIG faced massive losses and was close to bankruptcy. The U.S. government had to step in and provide financial support.

This crisis proved that if Credit Default Swaps are not properly managed and regulated, they can increase risk across the entire financial system.

Is CDS (Credit Default Swap) tradable in India?

Yes, CDS is tradable in India — but with restrictions.

In our country India, Credit Default Spread are allowed to trade but the market of CDS is regulated by RBI Reserve Bank of India and also have strict rules.

In 2011 first time RBI has issued its first Credit default Spread guidelines after that revised these guidelines in 2022 to make the market more flexible and transparent.

Who can trade CDS in India

Only institutional investors & traders allowed to trade, As, mention earlier it is regulated & has strict rules to follow no one can use it for speculation or profit making, only hedging can be done by CDS. All transactions must follow RBI rules.

Can an Individual investor trade CDS in India?

The Answer is No,

•           Individual investors are not allowed to trade or buy CDS in India.

•           It’s generally a financial instrument for big institutions to manage risk.


For any query regarding the post or if you want to learn any topic you can write me on

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Thank you for reading & keep learning.


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