Friday, 29 August 2014

Basis Risk, Real Interest Rate Risk in Interest Rate Risks

Basis Risk
When the cost of liabilities and the yields of assets are linked to different benchmarks resulting in a floating rate and there is no simultaneous matching movement in the benchmark rates, it leads to basis risk. For instance, consider that the funds raised by way of 1 yr bank deposits are invested in the Easy Exit Bond of the IDBI flexi bond issue. In this case, the cost of funds for 1 yr bank deposits will be 9%( 1 % less than the prevailing Bank Rate 10%), while the yields from the bonds will be14.55% which is 1.5% over 10 yr government bond of 13.05%. With these floating rates of interest, on the assets and liability spreads of 5.55% (14.55-9) is available. Assume that there is a 1% cut in the bank rate. This will bring down the cost of funds to 8%. Further, assume that the return on 10 yr government bond has also come down to 12.75%, thereby bringing down the return on the Easy Exit Bond to 14.25%. As a result of this interest rate change, the spread will increase to 6.25%. While the bank rate declined by 1%, the yield on 10 yr government security came down only by 30bp.

Thus, when the change in the interest rates, which are set as a benchmark for assets/liabilities, is not uniform, it will lead to a decrease/increase in the spreads.

Real Interest Rate Risk
Yet another dimension of the interest rate risk is the inflation factor, which has to be considered in order to assess the real interest cost/yields. This occurs because the changes in the nominal interest rates may not match with the changes in inflation.
The presence of the above mentioned risk would either individually or collectively result in interest rate risk. These risks will affect the income/expenses of the bank’s asset/liability portfolio. This, further, will also have an impact on the value of assets and liabilities of the bank, thereby affecting even the market value of the bank.

Some of the approaches used to tackle interest rate risk are given below and a discussion on the same is followed.


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