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More than any policy change or sudden shift by foreign investors, the defence exports seem to be driven by the wars in Europe and Asia, which have created a demand for imports of certain products of the industrial era.

It’s never a good sign when your foreign minister needs a lobbyist to meet US officials. The recent events signal a breakdown in the Modi government’s ability to operate in today’s Washington through its own machinery.
India tried to build an Israel-style lobby in Washington, DC. But money, race and ideology have kept Indian-Americans from becoming a political force.
Nepal's democratic uprising offers India a choice to either continue with its failed transactional diplomacy or embrace the patient institution-building that South Asia desperately needs.