Futures Trading Beginner's Guide

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Fundamentals: What Are Futures?

Futures are financial contracts derived from spot markets, representing standardized agreements to buy or sell a specific commodity or financial asset at a predetermined future date and price. These contracts fall into categories like commodity futures (e.g., crude oil, gold) and financial futures (e.g., stock indices, bonds).

Key Features of Futures Trading

  1. Standardized Contracts

    • Terms (quantity, quality, delivery time/location) are fixed by exchanges, reducing negotiation costs and enhancing liquidity.
  2. Centralized Exchange Trading

    • All orders must be executed via exchange-matching systems; retail traders require brokerage members for access.
  3. Leverage via Margin

    • Traders post a fraction (e.g., 10–15%) of the contract value as collateral, enabling amplified gains/losses.
  4. Two-Way Trading & Hedging

    • Positions can be opened long (buy to profit from price rises) or short (sell to profit from falls). Most trades are offset without physical delivery.
  5. Daily Mark-to-Market

    • Positions are revalued daily, with profits/losses settled in cash. Margin calls ensure sufficient collateral.

Futures vs. Stocks

FeatureFutures TradingStock Trading
Order ExecutionT+0 (same-day exit)T+1 (next-day exit)
LeverageMargin-based (e.g., 10×)Full payment required
Directional PlaysLong/short allowedLong-only
ExpiryFixed delivery dateNo expiration

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Advanced Strategies

Margin Calculation

Trading Hours by Exchange

ExchangeDay SessionNight Session (Select Products)
SHFE9:00 AM–3:00 PM9:00 PM–2:30 AM (Metals/Energy)
CME8:30 AM–3:00 PM5:00 PM–8:00 AM (Agri/Index)

FAQs

Q: How do I mitigate risk in futures trading?
A: Use stop-loss orders, diversify across uncorrelated assets, and avoid over-leveraging.

Q: What’s the difference between "open interest" and "volume"?
A: Volume counts total trades; open interest tracks active, unsettled contracts.

Q: Can I trade futures overnight?
A: Yes, select commodities/metals offer extended hours, but liquidity varies.


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