A recent market note from DSP Mutual Fund highlights several early signals across global markets, equities and asset allocation that investors may want to watch while positioning portfolios for the next cycle of returns.The report suggests that while several asset classes have delivered strong gains in recent years, pockets of the market now appear stretched, prompting the need for greater caution and diversification.Oil prices remain a key macro risk for IndiaCrude oil continues to be one of the biggest external risks for the Indian economy. India consumes far more crude than it produces and depends on imports for about 85%…