Everyone loves the China consumer story. But an overbuild of shopping malls has made China the top shopping mall developer on Earth, despite the fact that many of these malls in third tier cities are largely vacant. If you follow China, you know that the Chinese consumer is the hottest emerging market investment story around. So it goes without saying that China is far and away the No. 1 developer of shopping malls. It doesn't matter that a number of them are not as active as the developers would have liked. Empty malls are no deterrent. China is still building. There is more mall ...