In the game of contract bridge, balancing refers to making a call other than Pass when passing would result in the opponents playing at a low level. Balancing is done by the player in the balancing position, i.e. to the right of the player making the last non-pass call. This is in contrast to bidding in the direct position, i.e. by the player to the left. Balancing is normally done with values unsuitable for direct action, but only after the opponents' bidding has demonstrated weakness or minimal strength. The aim of the tactic is to find a makeable or nearly-makeable contract for one's own side or to "push" opponents a level higher. It is more common in matchpoint games, where even a defeat and loss of 100 points is a relatively better result than the opponents' gain of 110-140 points.
Note that a Pass in this balancing position would result in defense against a 1 contract. The player in the balancing position, knows that the opener has made a non-forcing bid and that the opener's partner has denied values required to respond. In such a situation, it is probable that the opponents have less than half of the high-card strength. It is important to be able to enter the bidding on hands in which one has about 9-11 high card points. Therefore, in balancing position, either a takeout double or 1NT overcall can be made on less values than in direct position. Mike Lawrence gave a detailed account of the various balancing situations in his Complete Book on Balancing in Contract Bridge. He stressed the fact that balancing over a minor suit is markedly different from balancing over a major suit. The difference stems from the fact that on a minor suit you can double and - after partner's response at 1-level - can rebid 1NT with 15-17 HCP. However, on a takeout double over a major suit, partner will seldom bid at the 1-level. As a result, the 1NT overcall over a major suit needs to be stronger. The following summarises the balancing agreements made by competitive bridge players:
In later rounds
Balancing can be also executed in later rounds of bidding, in the sequences where the opponents have found a fit but stopped at a low-level. Normally, it is performed with some values, but less than if it was in direct seat. The opponents' fit requirement is important: statistically, existence of one side's 8+ cards fit favors the possibility that their opponents also have one. Also, the opponents fit gives a clue to the partner's length in the suit, and, by inference from previous rounds of bidding, in other suits.
Bidding
South Holding
Comment
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Balancing in direct seat
Although the "balancing in direct seat" term is self-contradictory, it is occasionally possible to have the "balancing values", yet to act relatively safely in the direct seat. The classic case is after the opponents have found a fit at the two level:
