FINANCE

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KembaraXtra – Islamic Derivatives: How Futures Contracts Work (Conventional vs Islamic)


🔹 1. How Conventional Futures Contracts Work
 
A futures contract is an agreement to buy or sell an asset at a fixed price on a future date.


🔸 Step-by-Step Process
  1. Agreement Today
    • Buyer and seller agree on:
      • Price
      • Quantity
      • Future delivery date
  2. Margin Deposit
    • Both parties deposit margin with a clearing house
  3. Daily Price Adjustment
    • Profits/losses updated daily (mark-to-market)
  4. Settlement
    • At expiry:
      • Either physical delivery, or
      • Cash settlement (most common)


🔸 Case Scenario (Palm Oil 🌴)
  • You agree to buy 1 ton of palm oil at RM4,000 in 1 month
 
👉 After 1 month:
 
If price = RM4,500
  • You gain RM500
 
If price = RM3,500
  • You lose RM500
 
👉 Usually, no real delivery — just profit/loss paid


🔹 Key Features (Conventional)
  • Both payment and delivery deferred
  • Heavy speculation
  • Often no ownership or delivery
  • Involves margin system


🔹 2. How Islamic “Futures-like” Contracts Work
 
👉 True conventional futures are not allowed in Islam
But Islam provides alternatives that achieve similar goals.


🔸 (A) Salam Contract (Main Alternative)
 
How it works:
  • Buyer pays full price upfront
  • Seller delivers goods later


🔸 Case Scenario (Palm Oil 🌴)
  • You pay RM4,000 now
  • Seller agrees to deliver 1 ton palm oil in 1 month
 
👉 After 1 month:
 
If market price = RM4,500
  • You benefit (bought cheaper)
 
If market price = RM3,500
  • You still must accept goods


🔸 (B) Istisna’ (For Manufacturing)
  • Used for custom goods (e.g., buildings, machinery)
  • Payment can be flexible (not fully upfront)
  • Delivery happens in the future


🔹 Key Differences (Simple)
  • Conventional futures
    • Both payment & delivery delayed
    • Speculation
    • No real ownership
  • Islamic (Salam)
    • Payment upfront
    • Real goods involved
    • Less uncertainty


🔹 Simple Summary
  • Conventional futures = agreement now, settle later (both sides delayed) → not Shariah-compliant
  • Islamic alternative (Salam) = pay now, receive later → allowed
 

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