BAJAJ AUTO BUYBACK: FUTURES HEDGE NO LONGER ATTRACTIVE? NEW STRATEGY UPDATE

Описание: In this video, I discuss an important update regarding the Bajaj Auto buyback hedging strategy.

When the buyback opportunity initially emerged, the spread between the cash market price and futures price was relatively small. However, in recent days the futures discount has widened sharply, increasing from around ₹40–₹50 to nearly ₹400.

This has significantly increased the cost of hedging through futures and has changed the risk-reward equation for buyback participants.

In this video, I cover:

✅ Why the futures spread has widened dramatically
✅ How the economics of the hedge have changed
✅ Whether it makes sense to square off existing futures positions
✅ Alternative strategy: Selling call options while retaining upside participation
✅ Risks and rewards of the revised approach
✅ What I am doing with my own Bajaj Auto buyback position

If you are participating in the Bajaj Auto buyback or using futures for hedging, this update is important before taking any decision.